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.

Robert Glatt is the principal of Glatt and Associates, LLC, an independent advisory firm based in Moorpark, CA. He holds a Series 65 designation and has 23 years of industry experience. In addition to his advisory role, Mr. Glatt works as a business coach and provides CFO consulting services. Glatt and Associates offers discretionary investment management, financial planning, and business consulting to individuals, retirement plans, trusts, estates, and business entities. The firm serves a small client base and manages approximately $27 million in assets, combining asset-allocation strategies with fundamental, technical, and cyclical analysis, alongside insurance and CFO-style consulting services.

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.

Peter Girolamo is a financial advisor at Retirement Wealth Center Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at Bernzott Capital Advisors and his own CPA firm, Girolamo & Company, which he continues to operate alongside his advisory practice. His CPA firm provides accounting, payroll, and income tax planning services. Retirement Wealth Center Inc offers fee-only portfolio management and financial planning to individuals, estates, trusts, business entities, and corporate pension and profit-sharing plans. The firm manages publicly traded securities on a discretionary basis, tailoring investment programs through detailed policy statements and regular reviews, with a focus on longer-term holdings and a combination of fundamental, technical, and charting analysis.

Kara Buss is the principal advisor at HN Buss Investing with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Logix Federal Credit Union for 13 years. Buss is currently transitioning her registered investment advisory practice to HN Buss Investing after closing her prior firm, He'e Nalu Investing. HN Buss Investing serves individuals and trusts, providing discretionary investment management and customized financial planning. The firm uses client-specific asset allocation and risk tolerance to build portfolios emphasizing diversification and risk mitigation, managing all accounts on a discretionary basis.

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.

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.

David Broman is a financial advisor with Broman & Greig Asset Management, LLC, holding a Series 65 designation and over 25 years of industry experience. He has been with Broman & Greig Asset Management since 1998 and has served as a corporate secretary for two non-investment-related entities, including a family trust and a technology company. Broman & Greig Asset Management provides discretionary portfolio management and financial planning for individual clients, including both high-net-worth and non-HNW households. The firm employs a primarily top-down investment approach focused on no-load mutual funds and ETFs, supplemented by individual securities and option strategies as appropriate.

Ira Zito is a CFP® and ChFC® with 29 years of experience in the financial industry. He currently operates Financial Peak and has previously worked at firms including SagePoint Financial, Charles Schwab, and Fidelity. In addition to his advisory work, he is a licensed insurance agent, dedicating a small portion of his time to that activity. Financial Peak provides investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on tailored portfolios and written financial plans, emphasizing modern portfolio theory, primarily passive management, and integrates financial planning with portfolio management through a variety of engagement arrangements.

I’m Melissa, founder of Fidela Wealth. I hold CFP® and CIMA® designations, and I’ve spent the last 13 years guiding clients through high-stakes financial transitions with precision and care. At Fidela, I work with: -Families navigating legacy planning, education funding, long-term care, or supporting loved ones with special needs. -Business owners seeking tax efficiency, transition planning, or coordinated advice across teams. -Entertainment professionals managing income variability, loan-out entities, pension structures, and privacy concerns. My job is to bring order to complexity, no jargon, no confusion. Just clear, personalized advice and disciplined financial strategy. I don’t sell products, and I don’t take shortcuts. As a fiduciary, I work exclusively in your best interest. If you’re facing a turning point or simply want to feel more confident about your financial future, I’m here to help you move forward with clarity and integrity.

Gerard Singfield is a financial advisor at Culture Capital Partners, LLC with 14 years of industry experience. He previously worked at Charles Schwab and The Pacific Group. In addition to his advisory role, he provides clients with life insurance options and business management services, including budgeting and bill pay support. Culture Capital Partners offers portfolio management and financial planning primarily for individual and high-net-worth clients. The firm utilizes a range of analytical methods and investment strategies across traditional and alternative assets, operating mostly on a non-discretionary basis with tailored service for a limited client base.

Gregory Nathan is a financial advisor at Ajax Asset Mgmt., LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He previously worked for First Pacific Advisors, LP from 2015 to 2023 before joining Ajax Asset Mgmt. in 2023. Ajax Asset Mgmt. is a state-registered investment manager that provides discretionary portfolio management for pooled and institutional mandates, as well as separately managed accounts for individuals, corporate entities, retirement plans, and nonprofits. The firm offers equity and fixed-income strategies driven by fundamental analysis and employs borrowing and derivatives within its implementation.

Richard Sirott is the sole advisor at Richard N. Sirott Accountancy Corporation, an independent firm based in Northridge, CA. He holds 29 years of industry experience and has operated his combined accounting and investment advisory practice since 1979. The firm offers customized investment management alongside accounting and tax compliance services, serving individuals, high-net-worth clients, corporations, and other business entities. Richard N. Sirott Accountancy Corporation manages discretionary portfolios using a range of model allocations and employs both fundamental and technical analysis, maintaining accounts with independent custodians.

Michael Halper is a Certified Financial Planner (CFP®) with six years of industry experience. He is the principal advisor at Strateon Intelligent Wealth LLC and has prior experience at Escient Financial LLC, Escient Studios, and Escient Digital. Halper is also a co-founder and director of the Advice-Only Planners Association, a public benefit corporation promoting the advice-only financial planning model. Strateon Intelligent Wealth provides modular and comprehensive financial planning and investment advice focused on individuals, couples, families, and related trusts and estates. The firm operates an advice-only model, emphasizing diversified, passive investment vehicles and delivering services such as educational workshops and newsletters while clients maintain custody and implementation control.

Matthew Ahart is the principal advisor at Archer Row Advisory with seven years of industry experience. He holds a Series 65 designation and previously worked at MUFG Union Bank and Transom Consulting Group LLC. Outside of his advisory role, he serves as managing partner of Archer Row Financial LLC, providing management consulting to financial institutions, and is an executive vice president at Bank of Hawaii Corporation, focusing on risk management and regulatory projects. Archer Row Advisory offers discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, low-cost passive investments with flexibility for opportunistic tactical adjustments and alternative investments, managing a relatively large asset base across a small client roster and providing separate consulting services to financial institutions.

Michael Rosen is a financial advisor with MarketForce, LLC, holding a Series 63 designation and over 25 years of industry experience. He also serves as a principal at Angeles Wealth Management, LLC and Angeles Investment Advisors, LLC, where he primarily advises high net worth individuals and families. Rosen has been with MarketForce since 1993 and has worked at Angeles Wealth Management since 2011. MarketForce, LLC provides discretionary investment advisory services focused on U.S.-registered securities, serving clients without a minimum asset size. The firm uses a combination of public research and proprietary analysis to tailor portfolios to individual client goals and conducts at least quarterly reviews.

David Bryant is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Strava Financial, LLC since 2019. Prior to founding Strava Financial, he worked for five years at Manchester Financial, Inc. Strava Financial provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, and businesses. The firm employs a range of analytical methods and asset-allocation strategies, offering discretionary portfolio management with explicit fixed-income duration constraints and access to alternative investments.

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., and RBC Advisors. Outside of his advisory work, he is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program focused on systematic trading. Create Wealth Management, LLC is an independent, single-advisor firm that provides discretionary investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative, cyclical, and sector analyses, and utilizes a range of strategies from strategic asset allocation to active instruments such as options and futures.

Arthur Gamble Jr is the sole advisor at Gamble Capital Strategies with over 27 years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes long-term involvement with The Professional Alliance Group. In addition to his advisory work, he is a certified NFL and NBA sports agent and serves as CEO of Pro Alliance Sports Advisors, focusing on player representation and deal negotiation. Gamble Capital Strategies provides portfolio management and advisory services to a range of clients including individuals, trusts, corporations, pension plans, and educational institutions. The firm uses a manager-of-managers approach and offers specialized services such as estate and retirement planning, pension consulting, and business consulting tailored for professional athletes.