Jason Susdorf is a CFP® with 14 years of industry experience. He is the principal advisor at Gouda Wealth Planning, where he has worked since 2024. Prior to that, he was employed at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. Jason holds a Series 63 license. Gouda Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines modern portfolio theory with both passive and active investments, often implementing portfolios through third-party model portfolios and Outside Managers, and supports clients in selecting and monitoring these managers.

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.

David Murphy is the principal of Murphy Investment Advisors, Inc., an independent firm based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. He founded Murphy Investment Advisors in 2016 and has been leading the firm since its inception. Murphy Investment Advisors provides discretionary asset management primarily to high-net-worth individuals, overseeing approximately $92 million for around 34 clients. The firm uses a fundamental analysis approach with both long- and short-term strategies tailored to client objectives, and it offers no-fee educational seminars on money-management topics.

Tiffany Hong is a CFA® charterholder affiliated with ADES Investment Counsel, Inc. She has 11 years of experience, including roles at TRM Wealth Management AB and Robert Ades Accountancy Corporation. Based in Los Angeles, CA, she is the sole advisor at her firm. ADES Investment Counsel primarily serves individual and high-net-worth clients, retirement-plan participants, trusts, and business entities with portfolio management, financial planning, and investment consulting. The firm employs a long-term, passive-oriented investment approach based on Modern Portfolio Theory, using diversified asset allocations implemented chiefly through index-type mutual funds and ETFs, with a strong emphasis on Dimensional Fund Advisors products.

Hungkwang Wu is the sole advisor at Bright Light Capital Advisor, Inc. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. The firm, founded in 2011 and based in Arcadia, CA, provides discretionary portfolio management and investment supervisory services. Bright Light Capital Advisor primarily manages pooled or institutional assets using a methodology that combines charting, fundamental, technical, and cyclical analysis. The firm employs both long- and short-term trading techniques, including short sales, margin, and options strategies.

Thomas Moreland is a financial advisor with Sherwood Oak Knoll, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Gold Coast Securities, Inc. and Moreland Capital for 17 years and spent four years at Rocky Mountain Hardware before joining Sherwood Oak Knoll in 2020. Sherwood Oak Knoll, LLC is an independent firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of analytical methods and both long-term and short-term trading strategies, focusing on a very small client base and preparing customized Investment Policy Statements for each client.

Ellis Balsam is a financial advisor with Carter & Balsam Advisers in Los Angeles, CA, holding a Series 65 designation and 16 years of industry experience. He has been with Carter & Balsam Advisers, formerly John R Carter Corporation, since 2010 and also serves as president of Carter & Balsam CPAs, a certified public accounting firm he has led since 2001. Carter & Balsam Advisers provides discretionary investment advisory and portfolio management services to individuals, trusts, and corporations, managing approximately $15 million for a select client base. The firm uses fundamental and cyclical analysis, combining long- and short-term trading strategies, and maintains a close integration with the CPA practice owned by the same principal.

Michael Martinez is a CFP® with 16 years of industry experience, currently serving as the sole advisor at LLG Wealth Management since 2017. He previously worked at Ameriprise Financial Services, Inc. for six years. Outside of financial advising, he owns and operates Document Protection Service, a document scanning and online storage business. LLG Wealth Management provides wealth management and financial planning services to individuals, trusts, charitable organizations, corporations, and other advisers. The firm uses a combination of fundamental and technical analysis alongside modern portfolio principles and offers educational seminars in addition to personalized planning.

Susan Marki is a CFP® and CFA® with 15 years of experience in financial advising. She is the principal and sole advisor at Marki Financial Services, LLC, an independent firm based in La Canada Flintridge, CA. In addition to her advisory work, she has been affiliated with the Art Center College of Design since 2014. Marki Financial Services provides discretionary and non-discretionary portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and various other entities. The firm emphasizes personalized Investment Policy Statements, fundamental and cyclical investment analysis, and primarily manages assets internally across a diverse range of investment products.

Martin Johnson Jr. is a financial advisor at Johnson's Capital Partners Corporation with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Colorado Financial Services Corporation and Johnson's Global Advisors. Since 1989, he has also owned Johnson's Financial Group, an administrative business unrelated to financial services. Johnson’s Capital Partners Corporation provides investment management services using passive, index-based strategies to create globally diversified portfolios for a broad range of clients, including individuals, institutions, and sovereign wealth funds. The firm emphasizes non-discretionary portfolio management, rebalancing, and monitoring of third-party money managers to align with client objectives.

Jin Vieth is a financial advisor at Organik Capital LLC with four years of industry experience. He holds a Series 65 designation and has worked at Organik Capital since 2022. Outside of financial advising, Vieth is the Chief Financial Officer of V Spa LLC, a day spa business he has been involved with since 2012. Organik Capital LLC provides financial planning, investment consultation, and discretionary portfolio management to individuals, high-net-worth clients, and small businesses. The firm employs an active, valuation-oriented investment approach focused on high-quality businesses, while also utilizing passive index allocations and various hedging techniques, with customized portfolios and discretionary trading authority.

Casey Grigg is a CFA® charterholder with 21 years of industry experience and has been the principal advisor at Callidus Capital Partners LLC since 2006. He serves as a full-time, tenured finance faculty member at Los Angeles Pierce College and has also taught finance courses as an adjunct at California State University, Northridge. Callidus Capital Partners LLC provides discretionary portfolio management and investment advice to a variety of private clients, including individuals, families, trusts, and charitable organizations, typically managing accounts with a minimum of $100,000. The firm employs an individualized, long-term investment approach supplemented by fundamental and technical analysis and manages approximately $31 million in client assets as of January 2025.

William Prince is a CFA charterholder and the sole principal of Prince, William L, an independent investment advisory firm based in Los Angeles, CA. He has 12 years of industry experience, including roles at Strategic Income Advisors and KCM Investment Advisors LLC. Prince, William L is a state-registered, sole-proprietorship investment adviser serving high-net-worth individuals, foundations, endowments, IRAs, and trusts. The firm manages customized equity and fixed-income portfolios on a discretionary basis, emphasizing fundamental, quantitative, technical, and macroeconomic analysis to seek total return and income.

Chia Ying Lin is a financial advisor with American Vision Advisors LLC in San Gabriel, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Golden Foundation Advisors, LLC from 2014 to 2017. American Vision Advisors LLC serves a small, diverse client base including individual investors and various institutional clients, providing investment advisory and portfolio management services. The firm combines traditional advisory services with broker-like and real estate consulting activities through related entities and employs asset-based fees.

Cyril Peterson is the sole advisor at Peterson Garrett, LLC, an independent firm based in Los Angeles, CA. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Peterson has led Peterson Garrett since its founding in 2016. Peterson Garrett, LLC provides ongoing portfolio and direct asset management to a limited number of individual clients, operating primarily on a non-discretionary basis. The firm is notable for its use of a performance-based compensation structure tied to capital appreciation, which is uncommon among independent advisory firms.

Jason Frede is a CFP® with 16 years of industry experience and the sole advisor at Haslet Advisors, LLC, an independent firm based in Los Angeles. He previously managed TACONY Investment Partnership, L.P. for 20 years, where he was involved in accounting, valuation, investor support, and audit assistance. Haslet Advisors serves a primarily wealthier and institutional client base, offering discretionary portfolio management, financial planning, and third-party sub-advisory oversight. The firm employs a combination of fundamental and technical analysis across various investment instruments and strategies, with a focus on individualized portfolio construction and ongoing monitoring.

Laurence Richards is a financial advisor at Legacy Road Family Offices in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Richards Capital Management LLC and Legacy Road LLC. Richards is also the Managing Member of Cedar Tree Consulting LLC, a lifestyle consulting firm, and Legacy Vista LLC, which manages a privately offered special purpose vehicle. Legacy Road Family Offices provides investment advisory and consulting services to a small client base of family offices, high-net-worth individuals, and corporations. The firm employs a multi-faceted investment process combining fundamental, technical, quantitative, and qualitative analysis, focusing primarily on non-discretionary mandates and access to alternative and private investment vehicles.

Robert Brooks is a financial advisor with The Financial Group in Diamond Bar, CA, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. He has been with The Financial Group since 2014 and is also an independent insurance agent specializing in fixed insurance products. The Financial Group provides investment advisory services to individuals, including high-net-worth clients, pension or profit-sharing plans, and business entities, offering comprehensive asset management and financial planning. The firm uses a combination of fundamental and technical analysis to manage portfolios employing a range of securities, with discretionary management and periodic reviews tailored to client goals.

Shival Bajpay is a financial advisor at Carrara Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions at Atlas, Capital Group, Parker Infrastructure Partners, and Barclays Capital. Carrara Wealth Management is an independent, state-registered investment adviser serving individuals and families, including high-net-worth clients, young professionals in technology and healthcare, and business owners. The firm uses a goals-based investment approach that combines fundamental and quantitative analysis, employing low-cost ETFs, index funds, individual equities, direct indexing, and private market investments for eligible clients, alongside offering comprehensive financial planning and tax-aware strategies.

Ronald Lederkramer is the sole advisor at Ronald A. Lederkramer, CPA, CFP, an independent firm based in Los Angeles, CA. He holds CPA and CFP credentials and has 31 years of experience in accounting and financial education, with two years specifically as a financial advisor. The firm provides discretionary investment management and financial planning services primarily to individuals, trusts, and estates, managing approximately $11.5 million across a small client base. The firm focuses on active portfolio management tailored to client-specific factors and employs a tax-aware, accounting-oriented approach informed by the advisor’s background. Services include management of individual securities, mutual funds, ETFs, and advice on insurance, annuities, life settlements, and real estate investments.