Bruce Graham is the principal of Graham & Co. Advisory, Inc. in Orange, California, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has led Graham & Co. Advisory since 2003 and has been involved with B.B. Graham & Company, Inc. since 1996. Outside of financial advising, Graham owns several aviation-related businesses, including aircraft management and historic WWII aircraft restoration. Graham & Co. Advisory provides personalized investment supervisory services and financial advice to individuals, trusts, estates, corporations, and small businesses, managing approximately $18.5 million across fourteen client accounts. The firm uses a discretionary portfolio management approach tailored to client objectives and risk profiles, employing a range of investment strategies including equities, fixed income, mutual funds, and options.

Jason Frede is a CFP® professional with 15 years of industry experience. He has served as the principal of Haslet Advisors, LLC since 2012 and previously worked with TACONY Investment Partnership, L.P. for 20 years. He also manages back-office and accounting functions for TACONY through a related administrative entity. Haslet Advisors, LLC provides investment advisory services to high-net-worth individuals, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a tailored investment approach using a range of public and private securities, combining fundamental and technical analysis, and often utilizes third-party money managers to implement client portfolios.

Laurence Richards is a financial advisor with Legacy Road Family Offices in Los Angeles, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Legacy Road LLC since 2011. Outside of his advisory role, Richards manages Cedar Tree Consulting LLC, a firm providing lifestyle consulting services, and serves as Managing Member of Legacy Vista LLC, which oversees a special purpose vehicle. Legacy Road Family Offices serves family offices, high-net-worth individuals, and select corporations by providing wealth management and advisory services tailored to their needs. The firm offers asset management, consolidated reporting, and non-investment consulting such as estate and succession planning, coordinating with external professionals and utilizing a mix of investment strategies across multiple asset classes.

Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Shival Bajpay is a financial advisor at Carrara Wealth Management in Los Angeles, CA, with one year of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Atlas, Capital Group, Parker Infrastructure Partners, and Barclays Capital. Carrara Wealth Management is an independent, state-registered investment adviser serving individuals and families, including high-net-worth clients, young professionals in technology and healthcare, and business owners. The firm provides tailored portfolio management and comprehensive financial planning using a goals-based investment approach that incorporates fundamental and quantitative analysis with low-cost ETFs, index funds, individual equities, direct indexing, and private market allocations for eligible clients.

Ronald Lederkramer is the sole advisor at Ronald A. Lederkramer, CPA, CFP, an independent firm based in Los Angeles, CA. He holds CPA and CFP credentials and has 31 years of experience in accounting and financial education, with two years specifically as a financial advisor. The firm provides discretionary investment management and financial planning services primarily to individuals, trusts, and estates, managing approximately $11.5 million across a small client base. The firm focuses on active portfolio management tailored to client-specific factors and employs a tax-aware, accounting-oriented approach informed by the advisor’s background. Services include management of individual securities, mutual funds, ETFs, and advice on insurance, annuities, life settlements, and real estate investments.

Drew Ruiz is the sole advisor at Stravida Wealth LLC, holding a Series 65 designation with one year of industry experience. He co-founded Illuminent Co., a digital marketing agency, where he advises on business development. Prior to his advisory role, he also co-founded Production Properties, a property management business. Stravida Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within an asset-allocation framework, combining passive and active strategies.

Thomas Donnelly is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Donnelly Investments, an independent registered investment adviser, where he has worked since 2022. Prior to founding his firm, he held roles at Gerber Kawasaki Wealth & Investment Management, AdvicePeriod, LLC, and Calamus Financial Planning. Donnelly Investments serves primarily high-net-worth individuals and related trusts, applying a selective acceptance process with a minimum relationship size of $1,000,000. The firm employs a time-horizon-based asset allocation strategy across fixed income, equity index, and concentrated equity growth portfolios, using fundamental analysis and a buy-and-hold approach. It also incorporates unique features such as client borrowing arrangements and a thematic focus on technological change.

Gary Cox is a financial advisor with GTC Wealth Solutions, LLC, holding a Series 66 designation and 20 years of industry experience. His prior roles include over a decade at AssetMark Financial Holdings, Inc., where he served as Vice President of AssetMark Investment Solutions. GTC Wealth Solutions provides discretionary portfolio management to individuals, high-net-worth clients, trusts, and estates, focusing on retirement-income and systematic withdrawal planning. The firm employs a strategic asset-allocation approach with diversified ETFs and pooled funds, emphasizing long-term holdings, periodic rebalancing, and tax- and cash-flow analysis.

Matthew Hennessy is the sole advisor at Lamplighter Capital Management, an independent firm based in Los Angeles, CA. He holds a Series 65 designation and has 15 years of industry experience. Hennessy has been with Lamplighter Capital Management since 2010. Lamplighter Capital Management provides discretionary portfolio management to individuals, institutions, and private investment partnerships. The firm employs a value-oriented, event-driven investment approach focused on securities trading below estimated fundamental value and corporate event opportunities, using fundamental analysis alongside technical and cyclical indicators.

Matt Salehi is a financial advisor at Eagle Money Advisors with a Series 65 designation and three years of industry experience. His prior roles include multiple academic positions at institutions such as Cal State University, Fullerton, and the University of California, Riverside. Eagle Money Advisors serves individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations by offering financial planning, investment management, and educational services. The firm uses a goal-oriented investment process emphasizing asset allocation and fundamental analysis, employing both strategic and tactical approaches as well as market-timing adjustments.

Gary Tickel is the sole advisor at Inplay Global Advisors in San Marino, CA, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Futu Wealth Advisors, Moomoo Financial Inc, and SharesPost Financial Corporation among others. Outside his advisory work, he is the founder of Data Collider Technology LLC, a data center colocation startup, and is involved in several nonprofit organizations focused on community support. Inplay Global Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, corporations, and specified real estate entities. The firm offers non-discretionary advice using a combination of charting, fundamental, technical, and cyclical analysis and structures engagements around project scopes rather than ongoing custodial management.

Douglas Taylor is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is the sole advisor at Taylor Wealth Management, LLC, an independent firm he has operated since 2004. In addition to his advisory work, he serves as president of Taylor Tax Services, Inc., a separate tax preparation and accounting business. Taylor Wealth Management provides investment management, wealth management, and financial planning to individual and high-net-worth clients. The firm employs a strategy combining fundamental analysis, modern portfolio theory, and behavioral finance, tailoring portfolios to clients’ tax situations, risk tolerances, and goals.

Shahab Tabatabai is the sole advisor at S & L Financial Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has over three years of industry experience, with prior roles including work at Heart for Serving and God's Pantry. Outside of his advisory work, he holds a compensated ministerial role. S & L Financial Management provides discretionary portfolio management and project-based financial counseling to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a concentrated value strategy focused on long-term capital appreciation and utilizes both fundamental and technical analysis within a tactical allocation framework.

Matthew Davis is a CFP® with 19 years of industry experience and serves as the principal advisor at Eureka Wealth Management since 2017. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2017. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. Eureka Wealth Management is a sole-proprietor registered investment adviser providing financial planning and portfolio management to individuals, including some high-net-worth clients, and business entities. The firm uses a structured client survey to develop tailored investment profiles and employs both fundamental and technical analysis to manage portfolios, often utilizing Betterment’s automated platform for discretionary and non-discretionary services.

Eric Couillard is the principal of Couillard Capital LLC in Los Angeles, holding a Series 65 credential with one year of industry experience. Prior to founding Couillard Capital, he worked with National Life Group and operates an insurance agency as a sole proprietor. Couillard Capital provides discretionary and non-discretionary asset management, financial planning, consulting, and retirement-plan advisory services primarily for retirement plans, institutional, and individual clients. The firm employs tailored investment strategies and offers ERISA 3(21) fiduciary services, pension consulting, and financial planning on an hourly or fixed-fee basis.

Enrique Villalobos is a CFP® professional with 25 years of industry experience, operating through his independent firm, Enrique Villalobos & Associates, since 2016. He has a background in tax preparation and accounting, running a separate tax service business since 1995. Outside of financial advising, he serves as president of the Canyon Crest Villas Homeowners Association. Enrique Villalobos & Associates provides discretionary portfolio management primarily for individual and high-net-worth clients, focusing on direct management via proprietary model portfolios that emphasize mutual funds and ETFs. The firm manages a small client base and integrates accounting services through its principal’s role as an Enrolled Agent.

Casey Mervine is a financial advisor at WesCal Wealth LLC with 30 years of industry experience. He previously worked at Charles Schwab for 29 years before joining WesCal Wealth in 2025. Mervine is a licensed insurance agent in addition to his advisory role. WesCal Wealth LLC provides portfolio management and financial planning services to individuals and high-net-worth clients, utilizing a mix of ETFs, mutual funds, fixed income, real estate funds, annuities, and international securities. The firm combines cyclical and fundamental analysis with modern portfolio theory and conducts quarterly account reviews aligned with client risk tolerances.

Victor Clement is the president and COO of Financial Essentials 4 Life, Inc., an independent firm based in Cerritos, CA. He holds the Series 66 designation and has 13 years of industry experience, including prior roles at Regal Investment Advisors, LLC, Regulus Financial Group, LLC, and The Society For Financial Awareness. Outside of his advisory work, he serves as treasurer for Grace Presbyterian Church and is involved in film production as head of production at Land Dragon Films. Financial Essentials 4 Life, Inc. provides personalized financial planning and investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tactical asset allocation with global diversification, offering discretionary portfolio management and stand-alone financial plans, and supports insurance and estate-planning services through third-party platforms.