Matthew Heller is a financial advisor at Willner & Heller LLC with 25 years of industry experience. He has been with the firm since 2003 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he leads a professional networking group, Highrise Networks, for which he receives compensation based on membership activity. Willner & Heller LLC provides discretionary asset management and retirement plan consulting to individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $164 million across about 150 client relationships, emphasizing individualized portfolio construction, continuous supervision, and a range of investment strategies including the use of margin loans under specific circumstances.

Samantha Powell is a financial advisor at New River Investments in Los Angeles, CA, holding a Series 65 designation with eight years of industry experience. She has been with New River Investments since 2014. New River Investments provides discretionary portfolio management to individuals, high-net-worth clients, and certain business entities through separately managed accounts and by advising a related private fund. The firm utilizes a combination of charting, fundamental, technical, cyclical, and statistical analysis and employs a range of trading strategies, including the use of derivatives.

Harold Davidson is the principal of Harold Davidson & Associates, Inc. in Los Angeles, CA, with 28 years of industry experience. He has worked at Harold Davidson & Associates since 1973. Harold Davidson & Associates, Inc. manages approximately $358 million in discretionary assets for individuals, trusts, retirement plans, and other entities. The firm offers portfolio management, financial planning, and retirement plan consulting using fundamental analysis and a combination of long- and short-term strategies across various asset classes, including public securities and private real estate investments.

Janet Gerlings is a CFP® professional with nine years of industry experience. She joined Mana Financial Life Design in 2023 after seven years at Foothills Financial Planning, Inc. Mana Financial Life Design serves individual and high-net-worth clients as well as employer plan sponsors, providing financial life planning, discretionary investment management, employee benefit plan advisory, estate planning support, and project consulting. The firm employs a long-term investment approach focused on liquid, low-cost ETFs and mutual funds, combined with active tax management and selective use of more active strategies consistent with client objectives.

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Michael Salam is a Series 65–licensed advisor at Atala Financial Inc with six years of industry experience. He previously worked at Pacificfront Capital, LLC and Shmellins. Atala Financial provides investment management, financial planning, and business consulting primarily for individual and high-net-worth clients, employing a combination of quantitative, fundamental, technical, and economic analysis to tailor portfolios and actively monitor client holdings. The firm also advises private pooled funds and incorporates institutional due diligence practices within a concentrated operational model.

Robert Gipson is a CFA® charterholder with 13 years of industry experience. He is a managing shareholder and board member of Gipson Hoffman & Pancione, a law firm he founded, and has served as a director of Wolfgang Puck Worldwide, Inc. since 2007. Gipson also holds executive roles in business consulting and bookkeeping firms. He is a principal at Alpha Analytics Investment Group LLC, which provides advisory and portfolio management services primarily to individual and high-net-worth clients, trustees, and corporate plans. The firm employs a globally diversified, asset-allocation driven approach emphasizing low-cost institutional funds and customized portfolio construction based on each client’s goals and risk tolerance.

Zully Ruiz is a financial advisor with BlackLines Financial in Los Angeles, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BlackLines Financial in 2025, she worked at Northwestern Mutual in various capacities from 2022 to 2025. Before entering the financial industry, she spent nine years in the hospitality sector. BlackLines Financial serves individual and high-net-worth clients as well as business entities, providing discretionary portfolio management, retirement and pension plan services, and financial planning through its WealthBuilder and Mastery programs. The firm employs client-specific investment policy statements and long-term trading strategies, and it offers advisory-based insurance products alongside other financial services.

Nicolas Castano is a financial advisor at TRU Independence Asset Management 2, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Merit Wealth Management, Morton Wealth, UCLA Extension, and AProvideC. TRU Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals, ERISA and pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, standalone financial planning, pension consulting, and third-party manager selection, utilizing a blend of active and passive strategies across multiple asset classes.

Robert Ades is a financial advisor with ADES Investment Counsel, Inc. in Los Angeles, CA, holding a Series 66 designation and 23 years of industry experience. He founded Robert Ades Accountancy Corp., a CPA firm, and serves as a trustee for various family trusts as well as the profit sharing trust of his accountancy firm. ADES Investment Counsel primarily serves individual and high-net-worth clients, retirement-plan participants, trusts, pension/profit-sharing plans, and business entities, providing portfolio management, financial planning, and investment consulting. The firm employs a long-term, passive-oriented investment strategy based on Modern Portfolio Theory, using diversified asset allocations implemented mainly with index funds and ETFs, including Dimensional Fund Advisors products.

Mark Minichiello is a financial advisor at QCA Capital Management Inc with 27 years of industry experience. He has been with QCA since 2009, previously working at Opportunity Research Group, LLC for five years. Outside of his advisory role, Minichiello serves as Director and Chief Financial Officer of Top Dog Films, Inc., an entertainment company involved in film, television, and publishing, and he is a board member and training coach for the South Bay Runners Club. QCA Capital Management provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs actively managed strategies with a long-term focus and serves a range of client objectives, including growth and income, while also offering access to alternative investments.

Kavi Virk is a financial advisor at Veda Financial Investment Advisory in Los Angeles, CA, with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked with Eagle Strategies, NYLife Securities LLC, New York Life Insurance Co, and UBS. Outside of his advisory role, Virk serves as Vice-President of the Georgetown University Alumni Association’s Los Angeles Chapter. Veda Financial provides discretionary, value-oriented portfolio management and general financial planning to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach focused on equity and balanced strategies tailored to client needs.

Kenneth Cagnolatti is a CFP® and Series 66 licensed advisor with four years of industry experience. He currently works at Anchor & Oak Wealth Advisors in Los Angeles, having previously worked for Wells Fargo Clearing Services and Wells Fargo Bank. From 2017 to 2019, he was associated with the Chicago Zoological Society. Anchor & Oak Wealth Advisors offers discretionary portfolio management, modular and comprehensive financial planning, and qualified retirement plan consulting. The firm serves a broad range of clients using firm-developed model portfolios and third-party money managers, applying techniques such as technical and fundamental analysis and modern portfolio theory.

Victor Espino is a financial advisor with Meridian Venture Partners, Inc in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to joining Meridian, he worked at firms including Universal Wealth and Transamerica Financial Advisors. Outside of his advisory work, Espino owns an accounting firm, The Tax Council, and is involved as a silent partner in Muladhara Venture, a business engaged in credit card processing systems and ATM placement. Meridian Venture Partners serves individuals, high-net-worth clients, and business entities by providing portfolio management and financial planning, utilizing a variety of investment strategies ranging from long-term allocations to short-term trading and alternative investments such as cryptocurrency.

Stephen Scherer is a financial advisor with Private Financial Counseling in Los Angeles, CA, holding 29 years of industry experience. He has been associated with PFC Capital Group, Inc. since 1981. In addition to his advisory role, Scherer is a partner and president of Scherer & Bradford, a law firm where he practices law part-time. Private Financial Counseling provides wealth management and investment advisory services to individuals, families, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a multi-year economic cycle framework and focuses on customized portfolios that include equities, fixed income, mutual funds, ETFs, and alternatives, with investment decisions supported by in-house research and external resources.

Vick Khoboyan is a financial advisor at Harold Davidson & Associates, Inc. He holds Series 65 and Series 66 licenses and has six years of industry experience. Prior to joining Harold Davidson & Associates, he worked at F/M Investment LLC, Gries Financial Partners, Oakhurst Capital Management, First Western Capital Management, and Merrill. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships and offers individualized advisory services including fundamental analysis, cash management, and employer retirement plan consulting.

Leonid Medved is a financial advisor with Valley Financial Management, Inc., holding a Series 66 designation and 15 years of industry experience. He previously worked at Bank Leumi USA and Leumi Investment Services Inc. from 2011 to 2022. Medved serves on the investment committee of the Gideon Hausner Jewish Day School, assisting with the oversight of the school's endowment investments. Valley Financial Management operates as Valley Digital Investor, providing discretionary portfolio management and automated ETF portfolio implementation through an online platform for individual and high-net-worth clients who fund accounts via Valley National Bank. The firm applies a systematic approach using client profile data to generate and manage target portfolios ranging from conservative to aggressive strategies.

Sean Richardson is a financial advisor with Allstreet Capital LLC in Los Angeles, CA, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Allstreet Capital since 2016. Outside of his advisory role, he serves as a FINRA arbitrator. Allstreet Capital provides discretionary investment management primarily for individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, focusing on comprehensive wrap-fee portfolio management with an emphasis on asset allocation, fundamental and technical analysis, and various trading strategies tailored to client objectives.

Eric Hatfield is a financial advisor with Hatfield Insurance & Financial Services, Inc. in Burbank, CA, holding the ChFC® designation and Series 66 license, with 23 years of industry experience. He has led his firm since 2014. Outside of his advisory role, he serves as a board member of the Santa Monica/Palisades Masonic Lodge #307 and as board member and chair of the Grand Lodge of California Freemasons Investment Committee. Hatfield Insurance & Financial Services provides investment advisory and planning services to individuals, trusts, and employer retirement plans. The firm primarily offers model allocation portfolios composed of mutual funds, conducts quarterly reviews, and may engage independent money managers, typically operating on a non-discretionary basis while also providing insurance products through its licensed representatives.

Out of college, I spent a handful of years teaching high school - in New Orleans for 3 years and Spain for 1. When I left the classroom, it was important to maintain the educator's mindset in my next chapter which landed me in the financial advising space. 8 years and 2 firms later, I found my home at Upbeat Wealth where I've been fortunate enough to partner with Mike Turi. We share a strong commitment to a client-centered and in-depth planning process. And we simply love the work we get to do! While the milestones may not be unique, how you approach them will be. You’re advancing through your career, facing a liquidity event, trying to make sense of where all the dollars are going, growing your family, and upsizing your home (along with trying to find the most enjoyment in your day-to-day). A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow. Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.