Pablo Sagion is a financial advisor at Mangrove Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Goldman Sachs and Bank of America, among others. Mangrove Advisors provides personalized financial planning and wealth management to individuals, families, and business owners, focusing on a combination of fundamental analysis, passive indexing, and modern portfolio theory. The firm operates on a non-discretionary basis with regular portfolio reviews and offers both managed accounts and standalone planning or consulting services.

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Tayeb Ayat is a financial advisor with Fenul Wealth Management LLC in Los Angeles, CA, holding a Series 65 designation and five years of industry experience. He is also the Chief Investment Officer and principal of Fenul Capital Investment LP, a private pooled investment company. Prior to founding Fenul Wealth Management, he has worked at California Resources Corporation since 2013. Fenul Wealth Management is an independent, fee-based advisory firm serving private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits. The firm employs a combination of fundamental and technical analysis, quantitative asset allocation, and active trading strategies to manage portfolios across various asset classes and offers comprehensive financial planning and institutional-type cash management services.

Website: https://fullcirclefinancialplanning.com/about-gina-hagen/ My experience helping family owned businesses in the beauty industry reach their goals is the foundation of knowledge I draw from to help individuals and families reach their financial goals. I am a career changer. I spent over 30 years as a CFO reviewing cash flows, tax planning, designing employee benefit plans, risk analysis and investment review. During my time working with hundreds of employees, I realized people are not making time for their financial planning and when they do they need help to make informed financial decisions. There is too much information on financial topics that people have analysis paralysis. Its not just about financial literacy its also about implementing this into their lives to be financially independent. I hold a CPA license yet still went back to school to sit for the Certified Financial Planning certificate. Holding a CFP license certifies that I want to provide clear transparent advice and have a fiduciary duty to put my client first. I do not sell any products, only objective guidance. I do not receive commissions or referral fees. I offer fee-only financial planning at a fee of $2,500, about 10 hours, or Investment management with an asset under management fee (this also comes with a financial plan) or ongoing financial planning charged quarterly. My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla. Website: https://fullcirclefinancialplanning.com

Toan Tran is a financial advisor at 10 West Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation and bringing eight years of industry experience. He has been with 10 West Advisors since 2017. 10 West Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, non-profit organizations, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on niche, less-liquid opportunities such as small and distressed situations, managing portfolios on a discretionary basis with position-level risk controls.

Albert Yeo is the principal of A Yeo Capital Management LLC and holds Series 63, 65, and 66 licenses with 26 years of industry experience. His prior roles include positions at BDO Private Bank, Merrill, and UBS Financial Services. A Yeo Capital Management LLC is a small, independent investment manager providing discretionary asset management and advisory services to retirement plans, corporations, charities, and high-net-worth individuals. The firm uses fundamental security analysis and modern portfolio theory to construct portfolios aligned with client risk profiles, and it offers pension consulting and plan-support services, including ERISA-focused guidance and educational meetings.

Matthew Murawski is the principal advisor at Murawski Wealth Management in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Goodstein Wealth Management before founding his current firm. Murawski Wealth Management provides fee-only investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a diversified allocation approach and offers pension consulting and qualified retirement plan services, managing discretionary assets totaling approximately $74.5 million across about 100 client relationships.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent investment advisory firm based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has been with Most Capital since 2019 and also has entrepreneurial experience owning commercial real estate, though he does not actively manage these properties. Most Capital provides fee-only portfolio management and investment advice primarily to individual clients, with occasional accounts for trusts and pension plans. The firm employs a quantitative, market-regime dynamic asset allocation strategy with a relative momentum factor using ETFs, managing most accounts on a non-discretionary basis requiring client approval before trades.

Shonty Spatola is a CFP®-certified financial advisor with 12 years of industry experience. He is the principal at Pacific Oak Financial Planning LLC and has previously worked at Capital Tax Group Inc. He also owns and manages Spatola & Company CPA, Inc., an accounting firm, and is a licensed independent real estate agent. Pacific Oak Financial Planning LLC serves individual investors and small- to mid-sized employer clients, providing comprehensive financial planning, wealth management, and retirement plan consulting. The firm employs a core-and-satellite investment approach using diversified index ETFs and actively managed satellites, offering customized portfolio management with ongoing monitoring and tax consideration.

Brian Dennis is a financial advisor based in Calabasas, CA, with 37 years of industry experience. He is the principal of Brian Dennis, CFP®, an independent firm founded in 2023. Dennis holds the CFP® and ChFC® designations, and maintains concurrent professional roles as a licensed attorney, independent insurance agent, notary public, and real estate broker. His firm provides asset management, financial planning, and consulting services to individuals, trusts, and estates, emphasizing a value-oriented, long-term investment approach supplemented by tactical asset allocation. The firm offers tailored financial plans and portfolio management on a discretionary or non-discretionary basis, with various fee arrangements and disclosure of potential conflicts of interest related to the advisor’s other professional activities.

Mario Nieto is a Series 65 licensed advisor at Desert Capital Management Group, Inc, with five years of industry experience. He has been with Desert Capital since 2020 and previously worked at GMI Sourcing, Inc. from 2015 to 2018. Desert Capital Management Group is a small advisory firm serving individuals and high-net-worth clients, managing approximately $5.39 million in assets across 127 client relationships. The firm provides individualized, primarily non-discretionary asset and portfolio management services across a range of public and private investments and operates under a level-fee fiduciary framework without accepting discretionary authority or proxy voting.

Scott Soohoo is the principal of Altron Capital Management in Calabasas, CA, holding a Series 65 credential and with eight years of industry experience. He is also the owner and manager of Zero Media Works, an e-commerce and marketing consulting company. Altron Capital Management provides asset management and portfolio supervision for a mix of individual and institutional clients, employing a fundamental, global value investment approach focused on concentrated, high-conviction positions. The firm operates on a discretionary basis and utilizes an institutional custodian that supports its research and operational needs.

Sharon Martin is the President and owner of Profit Strategies, Inc., where she has worked as a financial advisor for 27 years. She holds Series 63 and Series 65 licenses. In addition to investment advisory services, she offers life insurance, group health and benefits, human resources consulting, and bookkeeping through her firm. Profit Strategies, Inc. provides investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm combines investment advice with retirement plan consulting and business services, managing client accounts primarily on a discretionary basis and utilizing a variety of investment vehicles and outside managers when appropriate.

Roberto Washington is a financial advisor at Financial International with 25 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at H.D. Vest Investment Securities, Inc. for 20 years. In addition to his advisory role, he serves as a church pastor and leads R & R International Enterprises, Inc., which provides real estate, mortgage, appraisal, and tax preparation services. Financial International offers portfolio management and advisory services primarily to individual clients, combining fee-based investment management with real estate brokerage, mortgage origination, and insurance brokerage. The firm’s integration of advisory services with transaction-oriented offerings, including commission-based products, distinguishes its approach among independent advisory firms.

Imee Rose Chellevold is a financial advisor at ID Asset Advisory with a Series 65 credential. She has been with ID Asset Advisory since 2026 and has prior experience with ID Asset Group, Inc. and Ms. Cellaneous Goods, LLC. ID Asset Advisory is an independent, fee-only firm serving individuals, families, trustees, businesses, and nonprofit organizations. The firm offers modular financial planning, investment consulting, portfolio management, and educational workshops, using a combination of fundamental, quantitative, and asset-allocation analysis tailored to client objectives and risk tolerance.

Michael Todd is a financial advisor at OnPoint Financial Management LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including IAMS Wealth Management, AXA Advisors, and Massachusetts Mutual Life Insurance. Outside of advising, he is involved in founding and operating a restaurant, a lounge, and a real estate investment venture. OnPoint Financial Management LLC is a single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis for discretionary and non-discretionary investment advice across various asset classes, including mutual funds, equities, fixed income, ETFs, and insurance products.

Jeffrey Becker is a financial advisor at WB Financial Services, LLC with 18 years of industry experience. He holds the PFS™ designation and Series 65 license. Becker has been with WB Financial Services since 2001 and is also associated with Winningham, Becker & Company, LLP since 1996. WB Financial Services, LLC provides financial planning and advisory services to individuals, high-net-worth clients, and trusts, focusing on personalized consultations without selling commissioned insurance or investment products. The firm operates as a referral-based adviser, connecting clients with independent investment advisors who manage portfolios, and is affiliated with a CPA firm whose principals hold CPA and personal financial specialist credentials.

Bill Nugent is the Founder of Convey Wealth Management, a financial services firm uniquely specializing in tax-smart planning for corporate executives, high-achieving entrepreneurs, and their families. Bill's 27-year career began with one of the industry's oldest and most respected wealth management firms. There, he focused on non-profit and public sector clients and drew inspiration from mission-driven professionals who dedicated their careers to caring for others. Having led hundreds of live workshops during his career, Bill is skilled at expressing complex topics in an understandable manner. He believes in customization and focuses on each client's goals to drive the investment management process. Bill is a CERTIFIED FINANCIAL PLANNER™ professional as well as an IRS Enrolled Agent. He received both his bachelor's and master's degrees from the University of Massachusetts at Amherst. In addition to providing personalized attention to his clients, he believes strongly professional mentorship and enjoys teaching financial planning at UCLA.

Patrick Whalen is a CFP® and Series 66-registered financial advisor with 20 years of industry experience. He founded Whalen Financial Planning in 2017 after working at Fidelity and Merrill. Whalen holds expired California insurance licenses but does not currently sell insurance products. Whalen Financial Planning is a fee-only, independent advisory firm serving primarily higher-asset households, including individuals and personal-trust trustees. The firm emphasizes passive, non-discretionary investment management using index mutual funds and ETFs and provides hourly financial planning and consultation services.

Ana Blumberg Markus is the sole advisor at Beverly Hills Capital Management LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Beverly Hills Capital Management since 2012. Outside of financial advising, Ms. Blumberg is a sculptor and occasionally creates and sells artwork. Beverly Hills Capital Management provides discretionary and non-discretionary asset management to individuals and high-net-worth clients, managing approximately $16.9 million across around 41 client relationships. The firm’s investment approach combines fundamental and technical analysis, employing long-term, short-term, and active trading strategies tailored to client objectives.