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.

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.

Mehrdad Farhat is a financial advisor with Opes Capital Group, LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Opes Capital Group since 2013. Opes Capital Group provides investment advisory and financial consulting services primarily to individuals and high-net-worth clients, offering portfolio management and guidance on selecting other advisers. The firm employs a range of analytical methods including charting, fundamental, technical, and cyclical analysis, focusing on diversification and utilizing instruments such as equity index options, commodities, REITs, and insurance products.

Fred Liu is a CFA® charterholder and Series 65 licensee with 12 years at Hayden Capital and 5 years of industry experience. He is based in Los Angeles, CA, and has worked exclusively with Hayden Capital since 2014. Hayden Capital is an independent, state-registered investment adviser offering discretionary portfolio management to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pooled investment vehicles, and certain institutional and non-U.S. investors. The firm employs a fundamental, long-term investment approach with concentrated portfolios and also manages a Delaware private fund for non-U.S. investors.

Matthew Ahart is the founder and sole advisor at Archer Row Advisory, an independent firm based in Encino, CA. He holds a Series 65 designation and has eight years of industry experience, including prior work at 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 as an Executive Vice President at Bank of Hawaii Corporation, supporting 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 tactical flexibility and provides specialized strategies including alternative investments and hedging using futures and options. Its client structure supports individualized portfolio management and often involves co-investing alongside clients.

Christian Carreon is a Series 66 licensed advisor with nine years of industry experience. He is the owner and CEO of Paradigm Shift Trading, Inc., an educational program offering mentorship in systematic trading. Carreon has held advisory roles at Create Wealth Management, LLC since 2021 and previously worked at All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., and RBC Advisors. Create Wealth Management, LLC provides discretionary investment advisory services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolio management using a diverse set of analytic methods and implements strategies including strategic and tactical asset allocation as well as active instruments such as options and futures.

Thomas Donnelly is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Donnelly Investments, an independent registered investment adviser, where he has worked since 2022. Prior to founding his firm, he held roles at Gerber Kawasaki Wealth & Investment Management, AdvicePeriod, LLC, and Calamus Financial Planning. Donnelly Investments serves primarily high-net-worth individuals and related trusts, applying a selective acceptance process with a minimum relationship size of $1,000,000. The firm employs a time-horizon-based asset allocation strategy across fixed income, equity index, and concentrated equity growth portfolios, using fundamental analysis and a buy-and-hold approach. It also incorporates unique features such as client borrowing arrangements and a thematic focus on technological change.

Lindahl Lucas II is the owner and principal advisor at Avinci Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Prior to founding Avinci Wealth Management, he worked at Financial & Tax Architects for six years. He also owns and oversees Lucas Insurance Services, an insurance agency he started in 1989. Avinci Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and corporations. The firm employs a range of investment strategies including ETFs, individual equities, fixed-income models, and third-party sub-advisers, and offers additional services such as estate-planning support and tiered tax-planning in coordination with an unaffiliated provider.

Andre Coulombe is a CFP® with 25 years of industry experience. He is the principal of Coulombe and Sons Wealth Management, an independent firm based in Woodland Hills, CA. Prior to founding his current firm, he has been affiliated with St. Bernard Financial Services and Foresters Equity Services. Coulombe also serves as a Special Assistant to the Commanding General in the California State Guard. Coulombe and Sons Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to high-net-worth individuals and business clients. The firm delivers non-discretionary asset management and ERISA 3(21) plan advisory services, tailoring strategies to clients’ goals and conducting at least quarterly account reviews.

Kip Konwiser is the sole advisor at FlipWithLou&Kip LLC, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Oberon Securities LLC and Ba Securities, LLC. He also co-owns Konwiser Brothers Media, a film production and distribution company. FlipWithLou&Kip LLC provides discretionary portfolio management primarily through separately managed accounts and a wrap fee program, serving individuals, high-net-worth clients, and personal service entities. The firm focuses on financial literacy for young professionals in entertainment and sports and emphasizes asset allocation and risk management in its investment approach.

Martin Rosenzveig is the principal of Martin W. Rosenzveig & Co., LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes positions at National Planning Corporation and LPL Financial, as well as founding a previous iteration of his firm. His firm provides wealth management, discretionary and non-discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $22.7 million for a small client base and uses a long-term, asset-allocation focused approach supported by fundamental, technical, cyclical, and charting analysis. It also offers ERISA fiduciary services and pension consulting, including investment policy statement design and participant education under a 3(21)-style advisory framework.

Nicholas Rich is a financial advisor at Frew Street Capital with 5 years of industry experience. He holds Series 66 and Series 65 designations. His prior work includes managing the Rich Family Bypass Trust and involvement with Source Logistics Los Angeles LLC. Frew Street Capital provides discretionary portfolio management to a limited number of clients, including individuals, high-net-worth clients, small businesses, and charitable organizations. The firm emphasizes long-term, active asset allocation using a bottoms-up fundamental approach combined with technical and cyclical analysis, and incorporates a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and REITs.

Allan Von Halle is the sole advisor at Von Halle, Allan, an independent firm based in Sherman Oaks, CA. He holds a Series 65 designation and has six years of industry experience. Prior to founding his firm, he worked at Etonien and Robert Half. In addition to his advisory role, he provides accounting consulting services to businesses, focusing on financial statements, tax accounting, and related areas. Von Halle, Allan offers combined financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized planning and a research-driven approach to managing equity and fixed income investments, primarily on a non-discretionary basis.

Carl Large is the sole advisor at Carl W. Large, An Accountancy Corporation in North Hollywood, CA. He holds a Series 65 designation and has four years of industry experience. Carl has been associated with his firm since 1991 and also has a long-standing affiliation with MCA/Universal dating back to 1980. The firm operates as an accountancy corporation offering investment supervisory services, financial planning, tax preparation, and periodic investment research. It serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, employing a strategic asset allocation approach that combines passive index funds and ETFs with selective active management.

Bradford Creger is the president of BFF Wealth Management, Inc. in Glendale, CA, with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Centaurus Financial, Inc. and LPL Financial, LLC. Outside of his advisory role, he is a co-owner of a tax planning and preparation firm, directs participant education for a fiduciary administration company, and performs standup comedy. BFF Wealth Management, Inc. provides fee-based financial planning, consulting, and educational workshops to individuals and institutions such as entertainers, athletes, pension plans, foundations, and businesses. The firm produces comprehensive written plans based on detailed interviews and analyses and does not manage or monitor investment accounts or accept custody of client assets.

Scott Shlecter is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has been principal of Shlecter Wealth Management, LLC since 2013, where he provides financial consulting. Pasadena Private Wealth serves high-net-worth individuals, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a model-driven investment approach emphasizing fundamental analysis and long-term portfolio construction, and manages over $1.2 billion in assets across multiple offices.

Brett Cicinelli is a CFP® and CFA® with 10 years of industry experience, currently serving as the sole advisor at Confluence Capital Advisors, LLC in Woodland Hills, CA. He has been with Confluence since 2016 and also teaches a course on Alternative Investing Strategies at UCLA Extension. Confluence Capital Advisors is an independent registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts. The firm offers specialized services including divorce-related financial planning, financial forensics, and business valuation, employing a broad investment approach that includes both traditional and complex strategies.

David Ward is a CFA charterholder with 20 years of industry experience, currently serving as the principal of Brookside Strategy and Consulting. His prior roles include positions at US Trust / Bank of America U.S. Trust Private Bank, Lincoln Financial Advisors, and MassMutual. Outside of his advisory work, he is involved in community and educational activities, including instructing CFA candidates, participating in fundraising and development committees at the local YMCA, and serving on multiple committees with the Verdugo Hills Council of the Boy Scouts of America. Brookside Strategy and Consulting is an independent advisory firm serving individual clients, business owners, and institutional entities such as trusts and charitable organizations. The firm offers discretionary asset management and ongoing financial planning, emphasizing bespoke client relationships with customized portfolios and coordinated consulting services that include succession and exit planning.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.