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.

Christopher Haydel is a financial advisor at Equanimity Financial Partners with 34 years of industry experience. He holds a Series 63 designation and has worked at Arete Wealth Management LLC and co-founded Haydel, Biel & Associates, where he serves as president and managing principal. He is also a manager of Zoic Management Investors, an investment-related business. Equanimity Financial Partners provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, retirement plans, and business clients. The firm constructs individualized portfolios using a range of securities and employs fundamental and cyclical analysis in its investment process.

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.

Nathaniel Cohen is a financial advisor at Marest Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Marest Capital, he was a student or unemployed for ten years. Marest Capital, LLC advises individual and high-net-worth clients through discretionary portfolio management and referrals to third-party money managers. The firm manages approximately $240 million for 67 clients, employing a combination of asset-allocation, fundamental, qualitative, cyclical, and sector analysis to tailor investment strategies to client objectives and risk tolerance.

Cheyun Xia is a financial advisor at Sagewater Wealth Management LLC with a Series 65 designation and one year of industry experience. Prior to joining Sagewater, Xia worked at Google Inc for ten years. Sagewater Wealth Management LLC provides discretionary investment management primarily to individuals, high-net-worth clients, retirement accounts, trusts, and small businesses. The firm employs a concentrated, value-oriented investment strategy focused on purchasing high-quality businesses at a discount and holding them long term, and it utilizes options and derivatives for risk management and income generation.

Craig Schauer is a Series 65 licensed financial advisor with 10 years of experience at Schauer Investment Management, Inc. He has been a CPA since 1990 and is a partner in a car wash business in Redondo Beach, CA. Schauer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles, focusing on fundamental equity analysis and using long-term trading as well as margin and options strategies. The firm is also involved in managing private funds and serves as sponsor and manager for pooled investment vehicles.

Christopher Eichler is a financial advisor with Bainbridge Investment Advisors LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Bainbridge Investment Advisors and S.L. Reed & Company since 2004. Bainbridge Investment Advisors LLC provides discretionary portfolio management and investment consulting primarily to individuals and trusts, managing approximately $34 million in assets with a focus on domestic large-cap equity portfolios. The firm employs a balance-sheet-focused, value-oriented approach and utilizes selective leverage strategies not commonly used by peers.

Greg Garabedian is the principal advisor at Garabedian Wealth Management Group in Pasadena, CA, with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial, LLC since 2002. His other business activities include selling fixed insurance products and life, health, disability, long-term care insurance, and fixed annuities. Garabedian Wealth Management Group serves individuals, trusts, pension plans, and business clients, providing comprehensive portfolio management, financial planning, and specialist consulting services. The firm manages client assets on a discretionary basis using quantitative models and offers a range of model portfolios primarily constructed with individual equities, including derivatives and options strategies, within separately managed accounts.

Witt Mcdee is a financial advisor with Integrity Investment Portfolios LLC, holding Series 65 and Series 63 licenses and bringing 31 years of industry experience. His career includes roles at Integrity Brokerage Services, Inc. and E-W Investments, Inc., as well as operating a tax and business service firm. Integrity Investment Portfolios serves individual clients, families, trusts, and retirement accounts, applying a rigorous investment approach that incorporates multiple analytical methods and a long-term trading strategy across a range of securities.

Matthew Davis is a CFP® with 14 years of experience and has been with Financial Planning for Generations, Inc. since 2011. He holds a Series 65 license and also works as a Licensed Professional Fiduciary. Financial Planning for Generations, Inc. provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, estates, pension and profit-sharing plans, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach, focusing on passive index and ETF core holdings combined with selective active funds, and delivers advice through consultations and written evaluations without exercising trading or custody authority.

James Morton is a Series 65-licensed financial advisor at Doheny Asset Management, L.L.C. with five years of industry experience. He was previously a managing member at Maeya Capital, LLC, which is currently being wound down. Doheny Asset Management provides discretionary portfolio management primarily to individual and high-net-worth investors, as well as pension plans, charitable organizations, and private businesses. The firm employs a client-specific investment approach utilizing fundamental, technical, and cyclical analysis across several defined strategies, managing roughly $185 million in assets with a small advisory team.

Alexander Anderson Jr. is a financial advisor at Heyman Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Envision Capital Management for 12 years. From 2021 to 2024, he was self-employed in independent ticket brokerage. Heyman Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, trusts, estates, charitable organizations, and retirement plans. The firm uses a combination of passive and active strategies guided by asset allocation and modern portfolio theory, managing portfolios on a discretionary, fee-only basis.

Robert Nii is a financial advisor with Borris Nii & Company in Beverly Hills, CA, holding the PFS™ designation and 18 years of industry experience. He has worked at Greenbrier Diversified, Inc. since 2007 and has been with Borris Nii & Company since 1989. Borris Nii & Company provides business and family wealth management along with investment management services to high-net-worth individuals, trusts, estates, and small businesses, including many clients in the entertainment industry. The firm offers a family office–style service that integrates investment oversight with bookkeeping, tax preparation, insurance claims processing, and audit defense, acting as an outsourced family office and coordinating with third-party providers while maintaining discretionary trading authority for managed accounts.