Jose Vitela Jr. is a CFP® and holds a Series 66 license with 23 years of industry experience. He has worked at Silicon Beach Wealth, LLC since 2020, following roles at Vicon Capital Partners LLC dba BlueReef Capital and Core Financial Partners. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach and uses borrowing and active options strategies within separately managed accounts, serving clients with customized portfolios and written financial plans.

Justin Tolton is a financial advisor at Tolton Asset Management, LLC in Los Angeles, CA, with seven years of industry experience. He holds a Series 63 designation and has a background that includes ownership and operation of a public accounting firm since 1982. Tolton Asset Management is a fee-only registered investment adviser serving individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm employs a non-discretionary advisory model, emphasizes diversified portfolios with a tilt toward smaller-company and value exposures, and operates an affiliated CPA practice offering tax and accounting services.

Yuan Tang is a financial advisor at Corrigit Capital Group with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab & Co., TD Ameritrade Investment Management, TD Ameritrade, Scottrade, and Morgan Stanley. Corrigit Capital Group provides discretionary investment management and advisory services to high-net-worth individuals, charitable organizations, and businesses. The firm manages approximately $21.5 million in assets through a three-advisor team, utilizing fundamental and technical analysis across a range of investment instruments including equities, ETFs, mutual funds, fixed income, options, and structured notes.

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 with 10 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked previously at Eagle Strategies, NYLife Securities LLC, New York Life Insurance Co, and Banc of America Investment Services. Outside of his advisory role, he serves as Vice-President and board member of the Georgetown University Alumni Association in Los Angeles. Veda Financial provides discretionary, value-oriented portfolio management and financial planning services to individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a bottom-up, fundamental value-investing approach with active management tailored to clients’ time horizons and liquidity needs.

Emanuel Avina is a financial advisor with Avina Financial Group, Inc. in Bellflower, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. His prior work includes roles at Ameriprise Financial Services and Purshe Kaplan Sterling Investments. He is also involved with Avina Insurance Services, Inc., where he serves as a general agent focusing on life insurance and fixed annuities. Avina Financial Group serves individual clients, pension and profit-sharing plans, charitable organizations, and businesses with financial planning, portfolio management, and retirement plan consulting. The firm offers a wrap fee program and focuses on mutual funds and ETFs, providing ongoing account monitoring and participant education.

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.

John Sheehan is a financial advisor with Astravia Family Wealth Office LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Morgan Stanley. Outside of finance, he owns a personal training business, Delrey Solutions, based in Hermosa Beach, CA. Astravia Family Wealth Office LLC provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm uses a comprehensive investment approach that emphasizes asset allocation and utilizes a variety of analytical methods and investment vehicles.

Victor Espino is a financial advisor at Meridian Venture Partners, Inc with five years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Transamerica Financial Advisors, Inc and Universal Wealth. Outside of his advisory role, he is the owner of The Tax Council, an accounting firm. Meridian Venture Partners, Inc provides portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs various analytical methods and offers a range of investment strategies, including options and cryptocurrency, tailored to documented client objectives.

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. with six years of industry experience. He holds Series 65 and Series 66 credentials and has worked at firms including F/M Investment LLC, Gries Financial Partners, and First Western Capital Management. Harold Davidson & Associates provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, pension plans, and businesses. The firm manages approximately $390.5 million across about 237 client relationships, offering individualized investment strategies and advising on employer retirement plans and private pooled vehicles such as real estate limited partnerships.

Yinyi Chen is a financial advisor with Castle Group Investment Counsel, Inc. in Arcadia, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. Chen has worked with Castle Group since 2002 and has also been affiliated with Fortune Securities, Inc. since 1995. Outside of advisory work, Chen serves as a real estate agent at Golden Orange Realty Inc. Castle Group Investment Counsel provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs investment strategies that incorporate fundamental and technical analysis, along with a cyclical approach, tailoring portfolios based on client interviews and risk assessments.

Joshua Colton is a CFP® professional with six years of experience, currently serving at Colton Wealth Management in Arcadia, CA. He has previously worked at Lucas, Horsfall, Murphy & Pindroh, LLP and has been involved with Colton Wealth Management since 2017. Outside of his advisory role, he teaches Financial Planning as an adjunct online instructor at Brigham Young University - Idaho and serves as secretary and founding board member of the Wealth Management Professional Association, a 501(c)(3) charity supporting students preparing for licensing exams. Colton Wealth Management provides personalized financial planning, consulting, and discretionary investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and trusts. The firm follows a long-term buy-and-hold investment approach focused on asset allocation, using institutional-class mutual funds, ETFs, fixed-income securities, and certificates of deposit, and offers integrated tax services alongside comprehensive financial planning.

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.

Brent Greenshields is a financial advisor at Greenshields Capital LLC with 33 years of industry experience. He has held roles at Cambridge Investment Research, Inc. since 2017, serving as Principal and Chief Compliance Officer, and previously worked at Questar Asset Management and Questar Capital Corporation. He is also licensed as an independent insurance agent. Greenshields Capital serves individual and high-net-worth clients as well as employer-sponsored retirement plans, managing about $177 million across roughly 140 accounts. The firm offers discretionary portfolio management and retirement plan advisory services, typically using a long-term investment approach based on a combination of fundamental, quantitative, technical, and cyclical analysis.

Michael Walsh is a financial advisor at PointOne Family Office with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at William Blair and Merrill Lynch/Bank of America. Walsh is also the owner of Front Row LLC, a private investment business. PointOne Family Office provides discretionary portfolio management and family office services to high-net-worth clients, employing a variety of investment strategies and conducting due diligence on third-party managers as part of its advisory process.

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.