Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, Series 66, and Series 65 designations. Prior to joining Hermosa Wealth Management, he worked at Oppenheimer & Co. Inc. and Garv, Inc. He is also the owner of Hermosa Tax Inc., a tax preparation and bookkeeping business. Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm offers educational seminars and uses tailored investment strategies based on fundamental and technical analysis with regular reviews.

Arthur Kraus is a ChFC®-designated financial advisor with over 53 years of industry experience. He has been with Capital Intelligence Advisors, Inc. since 2004 and is also affiliated with LPL Financial, LLC. Kraus conducts seminars on financial planning topics for businesses and associations. Capital Intelligence Advisors provides financial planning services to individuals, families, small businesses, and institutional clients, including pension plans and foundations. The firm focuses on delivering written financial plans and ongoing planning engagements without discretionary portfolio management or custody of client assets.

Scott Sitrin is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been with Sitrin Capital Management, LLC since 2016, where he is one of four advisors. Sitrin Capital Management, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a top-down investment approach focused on identifying leading sectors within the S&P 500 and selecting individual equities, complemented by fundamental, technical, and cyclical analysis.

Darrach Mc Carthy is a financial advisor at Victus Capital Wealth with 23 years of industry experience. He holds a Series 66 designation and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as CFO and director of his wife’s public relations firm, Lucia Singer Public Relations, managing its books on a part-time basis. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, including discretionary management and private equity allocations, while also sponsoring a pooled investment vehicle focused on qualified opportunity zone real estate.

Adam Scott is a financial advisor at Argyle Capital Partners, LLC in Los Angeles, CA, holding a Series 66 designation with 21 years of industry experience. He has been with Argyle Capital Partners since 2012. Outside of his advisory role, Scott serves as president of the Barrington Court Homeowners Association. Argyle Capital Partners is an SEC-registered investment adviser managing discretionary portfolios for individuals, corporations, small businesses, and retirement plan sponsors. The firm employs an active, total-return approach using index funds, equities, and fixed income, tailoring allocations to clients’ risk tolerance and preferences, and offers a broad range of planning and consulting services.

Thomas Smith is a CFP® professional with two years of experience at Vita Wealth Advisors, LLC and eleven years at The Northern Trust Company prior to that. He is based in Manhattan Beach, CA. Vita Wealth Advisors provides wealth management services to high-net-worth individuals, trusts, family LLCs, private foundations, and family businesses, offering comprehensive wealth planning, investment advice, implementation, and monitoring. The firm employs a disciplined investment process combining strategic asset allocation, security selection, and quantitative methods, managing portfolios on a discretionary basis with regular client reviews.

Richard Lederer is a financial advisor at Lederer & Associates Investment Counsel with 38 years of industry experience. He has been with the firm since its founding in 1986 in Long Beach, California. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages equity, fixed-income, and balanced portfolios using distinct equity strategies focused on growth and income, maintaining concentrated portfolios with active monitoring and disciplined sell criteria.

Xi Zhang is a financial advisor at Aligne Wealth Advisors Investment Management (AWAIM) in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining AWAIM, Zhang worked at LPL Financial for three years and has diverse experience including roles outside finance such as with M.A.D Dance & Music. Aligne Wealth Advisors Investment Management manages approximately $224 million for around 200 clients, including individuals, trusts, business entities, charitable organizations, and retirement plans. The firm employs a discretionary investment approach based on proprietary global macroeconomic research, utilizing model portfolios primarily composed of mutual funds and ETFs.

Edward Berry is a financial advisor at GreenShields Capital LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at GreenShields Capital since 2017. Prior to that, he spent a decade at Questar Asset Management and Questar Capital Corporation. Berry is also the president and founder of Youth Awakening Ministries, a nonprofit organization. GreenShields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing approximately $177 million across about 140 accounts. The firm employs a discretionary investment approach guided by customized Investment Policy Statements, using mutual funds, ETFs, equities, and TIPS based on a blend of fundamental, quantitative, technical, and cyclical analysis.

Mark Choate is a financial advisor at Malaga Cove Capital, LLC with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Malaga Cove Capital since 2008. Prior to that, he was retired starting in 2007. Malaga Cove Capital provides discretionary investment and wealth management services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm focuses on capital growth using a primarily equity-based, long-term buy-and-hold strategy supplemented by active management and periodic rebalancing.

Donald Hance Jr. is a CFP® with 11 years of industry experience, currently serving at Glenmore Financial, Inc and its branded practice, LifeSighted. He has worked at Lifesighted since 2017 and was previously with Navigoe, LLC from 2014 to 2018. At Navigoe, he was involved in creating and communicating financial planning strategies for clients. Glenmore Financial is a fee-only advisory firm that serves individuals and families, with a focus on young professionals through LifeSighted. The firm offers comprehensive financial planning and investment management, emphasizing tax-aware strategies and low-cost investment options such as index mutual funds and ETFs.

Jerry Madrid is a CFP® professional with 23 years of industry experience, currently serving at Madrid Retirement Advisors in Manhattan Beach, CA. He has worked at LPL Financial LLC since 2009 and founded Madrid Financial Services in 2015. Outside of advisory services, he is president of Full Circle Media, a non-investment-related business. Madrid Retirement Advisors provides portfolio management and investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm offers tailored investment strategies using a combination of fundamental, technical, cyclical, and charting analyses, and manages accounts on both discretionary and non-discretionary bases.

Darin Guthrie is a financial advisor at Opus Private Wealth Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Fidelity Investments, TD Ameritrade, Ameriprise, New England Securities, and Equitable Advisors. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers individualized portfolio management through a wrap fee program and employs a range of strategies, including fundamental, technical, and cyclical analysis, with an emphasis on tax-efficient asset location and opportunistic rebalancing.

Terry Tang is a financial advisor at Southern California Wealth Management Associates with 31 years of industry experience. He holds a Series 63 designation and has worked at firms including Emerson Equity LLC and Western International Securities. Outside of his advisory role, Tang serves as president of a nonprofit organization focused on fundraising for medical and dental mission trips. Southern California Wealth Management Associates serves individual and high-net-worth clients by providing ongoing portfolio management and client-specific investment policy statements. The firm employs various analytical methods and trading strategies, managing approximately $34 million across 115 client accounts.

William Davis III is a financial advisor at Pinnacle Capital Advisors with 27 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including LPL Financial and Sentinel Stone Financial. Outside of advisory work, he is also licensed as an insurance agent. Pinnacle Capital Advisors provides non-discretionary financial planning and consulting primarily for individuals and high-net-worth clients, including family offices and corporate executives. The firm employs a long-term, fundamental investment approach and recommends third-party advisers for portfolio management, with client participation emphasized throughout the process.

Pat Wang is a financial advisor at Shearwater Capital with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with TD Waterhouse Investor Services Inc since 1999. Shearwater Capital serves individuals, families, high-net-worth clients, qualified retirement plans, and trusts by providing investment management, comprehensive financial planning, and investment supervisory services. The firm employs a scientific, long-term investment strategy emphasizing global diversification, tax efficiency, and low-cost passive funds, primarily utilizing Dimensional Fund Advisors’ products.

Alfred Walsh IV is a CFA® charterholder and holds a Series 63 license, with one year of industry experience. He has worked at Malaga Cove Capital, LLC since 2024 and previously spent a year with Fidelity Investments. Malaga Cove Capital, LLC provides discretionary investment management and retirement-plan investment services to individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm manages approximately $311 million across about 218 client relationships, focusing on equity-oriented portfolios combined with fixed income and other instruments for diversification, and offers ERISA 3(38) investment management services.

Adam Shipley is a financial advisor with NorthWoods Financial Partners LLC, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Comterra Invest, Perch Capital, and National Asset Management. He is also a registered representative at Emerson Equity LLC, where he is involved in sales and service of brokerage products. NorthWoods Financial Partners LLC, founded in 2024, provides discretionary and non-discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services primarily for individual clients. The firm develops investment programs tailored to each client’s goals, time horizon, and risk tolerance, employing a range of analytic strategies and managing accounts with at least quarterly reviews.

Cynthia Aragon is a financial advisor at Brentview Investment Management, LLC with 19 years of industry experience. She holds Series 63, 65, and 66 designations and has worked at several firms, including Cavu Securities LLC and Altegris Investments. In addition to her advisory role, she operates her own law practice providing compliance consulting and legal advice to investment companies and corporate clients. Brentview Investment Management serves high-net-worth individuals and institutional clients with discretionary portfolio management focused on dividend growth strategies. The firm is employee-owned, certified as a Minority Business Enterprise, and notable for its extensive sub-advisory and platform relationships.

South Bay Financial Partners was founded by Tara Unverzagt in 2014. Tara’s interest in financial planning was sparked at a young age as she watched her mother become a financial planner in the 1960s, a time before the development of the financial planning career. Now, with over 30 years of experience in financial planning, investment advice, and tax preparation, Tara is more dedicated than ever to walking with clients through their life's journey, navigating financial decisions at various stages along the way. Her clients range from young adults just embarking on their careers to business owners to couples going through post-retirement transitions to multi-generations of families. Much like her mother, Tara is a visionary within her industry, fueled by her active involvement in the Financial Therapy Association (FTA). The FTA places a strong emphasis on recognizing, addressing, and working through the emotional factors that intertwine with money, like fear, shame, and anxiety, which frequently impede individuals from making optimal financial choices. In 2019, Tara received her CFT-I in Financial Therapy and now utilizes those skills in every client interaction. Since founding South Bay Financial Partners, Tara has grown her team to now have three other planners who bring their own areas of expertise and extensive experience to the table. This collective knowledge ensures that clients receive a well-rounded approach to their financial planning needs. Tara and her team firmly believe that your finances should support your life, and not the other way around. You deserve to have a life plan that is unique to you and your dreams. A plan that helps you live by your values without shame, fear, or anxiety. Your budget should tell your story. “We believe it’s your day-to-day decisions that make the difference in achieving financial success.” – South Bay Financial Partners team Overall, South Bay Financial Partners offers a comprehensive range of financial planning tools and services for anyone with any budget, with a focus on supporting clients in their day-to-day decisions, aligning their finances with their life goals, and addressing the emotional aspects of money decisions to create a fulfilling financial journey. Tara and her team provide investment advice and management, tax preparation and planning, cash flow (aka budgeting), estate planning support, charitable giving, generational wealth transfer, career development, insurance/company benefits review, and student loan and debt management, with financial therapy tools woven in everything they do. Learn more about Tara, the rest of the team, and their services by visiting southbayfinancialpartners.com