Roger Dasilva is a financial advisor at Hermosa Wealth Management with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at firms including United First Partners LLC and MML Investors Services. Outside his advisory role, he owns and operates Realm Business and Tax Advisory, a tax preparation business. Hermosa Wealth Management provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis to tailor investment programs and offers educational seminars and workshops to the public.

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.

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.

Christopher Girbes Pierce is a CFP® with 15 years of industry experience, currently serving as an advisor at Five Oceans Advisors in Santa Monica, CA. His prior roles include positions at Advice Period LLC and Enlightened Wealth Management LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm emphasizes evidence-based investment strategies, tax efficiency, and integrated wealth advisory services, incorporating active and alternative managers as appropriate.

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.

Garrett Edson is a financial advisor with Clarus Group LLC and holds a Series 65 credential. He has one year of industry experience. Prior to joining Clarus Group, he worked in various roles including at Dragonfly Rack and Plus24, and has a background in audio engineering and education at Berklee College of Music. Clarus Group provides discretionary investment management and financial planning services to individuals, trusts, estates, corporations, and retirement plan participants. The firm manages approximately $158 million across around 182 clients, utilizing a blend of fundamental and technical analysis to create primarily long-term portfolios with tactical adjustments.

Donald Servan is a CFA® charterholder and holds a Series 63 license with over a decade of industry experience. He previously worked at Fiduciary Trust International of California for 12 years before joining Skylar Wealth Management, LLC, an independent advisory firm based in Pasadena, CA. Skylar Wealth Management serves individuals, trusts, pension plans, and business entities by offering asset management, wealth advisory, family office services, financial planning, and bookkeeping and bill-pay services. The firm employs an investment approach that integrates modern portfolio theory with fundamental, technical, quantitative, and qualitative analysis, utilizing a variety of instruments and third-party sub-advisers.

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.

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, holding a Series 65 designation. He has worked in the industry since 2008, with prior experience at Envision Capital Management for 12 years and independent ticket brokerage for three years. 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 modern portfolio theory, employing model portfolios and accommodating client-imposed investment restrictions.

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.

Diego Parra Cortez is a financial advisor at Madrid Retirement Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Madrid Financial Services since 2017, alongside a prior role at LPL Financial starting in 2016. Madrid Retirement Advisors provides portfolio management and ongoing investment advice primarily to high net worth individuals through a wrap-fee asset management program. The firm uses a combination of fundamental, technical, cyclical, and charting analyses, along with long- and short-term strategies and options trading, to tailor investments to client objectives and risk tolerance.

Ryan Humbert is a CFP® with 12 years of industry experience, currently serving as an advisor at Prism Advisors, Inc. He previously worked at Personal Resources Investment and Strategic Management, Inc. from 2018 to the present and at TDAmeritrade, Inc. from 2015 to 2018. Ryan holds the Series 66 and Series 65 licenses. Prism Advisors provides investment advisory and planning services to individuals, including high-net-worth clients, trusts, employer retirement plans, and business entities. The firm offers discretionary portfolio management, financial planning, and retirement-plan consulting, using a mix of fundamental, qualitative, and sector analysis alongside multi-asset allocation strategies and various trading approaches.

Michael Anderson is an advisor at The L. Warner Companies, Inc. with 28 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked with Four Points Capital Partners LLC, Niagara International Capital Limited, and Finestone Partners. Outside of his advisory role, he serves on the boards of the Exceptional Children's Foundation and the Small Business Council of America and is a director of the internet radio network PodClips.IO. The L. Warner Companies, Inc. provides discretionary investment management and financial planning primarily to high-net-worth individuals, trusts, estates, and pension plans, along with consulting and administration services for corporations and non-profits. The firm employs a fundamental analysis-driven investment process with diversified portfolios and integrates third-party platforms and fiduciary services.

Edlyn Ruiz is a financial advisor at L & S Advisors, Inc. with a Series 65 designation and nine years of prior experience at JP Morgan Asset Management. She has been with L & S Advisors since 2025. L & S Advisors serves individuals—including high-net-worth clients—trusts, businesses, and retirement plan sponsors and participants, offering discretionary investment management, financial planning, retirement-plan consulting, and sub-advisory services. The firm employs a tactical and unconstrained investment approach that includes a variety of strategies, active derivatives use, and management of wrap and held-away program accounts.

Yun Chen is a financial advisor at Logic Wealth Management, LLC with six years of industry experience. Chen holds a Series 65 designation and has worked at Logic Wealth Management since 2018, with additional experience at C.R. Laurence Co., Inc. and Mavlon Tech, Inc. Chen has also been affiliated with Pasadena City College for over two decades. Logic Wealth Management is a team-based registered investment adviser managing approximately $164.7 million for around 215 clients, including individuals, trusts, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios and offers a range of services including discretionary portfolio management and financial planning.

Marc Rosenbach is a financial advisor with Seneca Private Wealth, LLC, holding Series 63 and Series 66 licenses and 37 years of industry experience. Before joining Seneca Private Wealth in 2025, he worked at Atlas Legacy Advisors LLC and Wells Fargo Clearing. Seneca Private Wealth, LLC offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides customized, risk-adjusted, tax-aware asset allocations that combine active and passive strategies, and it also facilitates estate-planning and Section 1031 exchanges for a typically higher-minimum client base.