Jason Susdorf is a CFP® with 14 years of industry experience. He is the principal advisor at Gouda Wealth Planning, where he has worked since 2024. Prior to that, he was employed at Charles Schwab and Co., Inc. and TD Ameritrade, Inc. Jason holds a Series 63 license. Gouda Wealth Planning provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines modern portfolio theory with both passive and active investments, often implementing portfolios through third-party model portfolios and Outside Managers, and supports clients in selecting and monitoring these managers.

Roberto Washington is the sole advisor at Financial International in Los Angeles, CA, with 25 years of industry experience. He holds Series 65 and Series 63 licenses and has prior experience at H.D. Vest Investment Securities, Inc. for 20 years. Outside of his advisory role, he serves as the CEO of R & R International Enterprises, Inc. and is also a church pastor. Financial International provides individual clients with portfolio management and related advisory services, combining fee-based investment management with real estate brokerage, mortgage loan origination, and insurance brokerage. The firm offers clients integrated access to investment advisory services alongside insurance and lending products, distinguishing itself by its multi-licensing and commission-capable arrangements uncommon among independent advisors.

Cherie Putman is the principal of Putman Capital Management, Inc. in Torrance, CA, with 24 years of industry experience. She holds the CFP® and Series 66 credentials and has a background that includes roles at 1 St Global Insurance Services, 1ST Global Advisors, and maintains a CPA practice since 1995. Outside of her advisory work, she founded Women’s Wellness and Wealth, a resource and social group focused on supporting women in healthy lifestyles and financial matters. Putman Capital Management serves individual and family clients, including high-net-worth households, providing asset management and comprehensive financial life planning with a tax focus. The firm manages accounts primarily on a non-discretionary basis, emphasizing asset allocation, diversification, and academic research, and combines mutual funds, ETFs, and individual securities in its investment approach.

Michael Todd is a financial advisor at OnPoint Financial Management LLC with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including IAMS Wealth Management, AXA Advisors, and Massachusetts Mutual Life Insurance. Outside of advising, he is involved in founding and operating a restaurant, a lounge, and a real estate investment venture. OnPoint Financial Management LLC is a single-advisor firm serving individual and high-net-worth clients with portfolio management and financial planning. The firm uses a combination of fundamental and technical analysis for discretionary and non-discretionary investment advice across various asset classes, including mutual funds, equities, fixed income, ETFs, and insurance products.

Patrick Whalen is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is the principal of Whalen Financial Planning, an independent firm he founded in 2017. Prior to that, he worked at Fidelity Investment from 2012 to 2017. Whalen Financial Planning provides hourly and project-based financial planning, consultation, and investment management services primarily to individuals and trustees of personal irrevocable trusts. The firm emphasizes passive investment strategies using index mutual funds and ETFs, focusing on tax efficiency and low turnover, and primarily manages assets on a non-discretionary basis.

Ana Blumberg Markus is the sole advisor at Beverly Hills Capital Management LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. She has been with Beverly Hills Capital Management since 2012. Outside of financial advising, Ms. Blumberg is a sculptor and occasionally creates and sells artwork. Beverly Hills Capital Management provides discretionary and non-discretionary asset management to individuals and high-net-worth clients, managing approximately $16.9 million across around 41 client relationships. The firm’s investment approach combines fundamental and technical analysis, employing long-term, short-term, and active trading strategies tailored to client objectives.

Ellis Balsam is a financial advisor at Carter & Balsam Advisers in Los Angeles, CA, with 15 years of industry experience. He holds a Series 65 designation and has been with Carter & Balsam Advisers, formerly John R Carter Corporation, since 2010. In addition to his advisory role, Balsam is president of Carter & Balsam CPAs, a certified public accounting firm. Carter & Balsam Advisers provides discretionary investment advisory and portfolio management services primarily to individuals, trusts, and corporations, managing approximately $15 million in assets. The firm employs fundamental and cyclical analysis and uses both long- and short-term trading strategies, with a focus on widely traded large companies, mutual funds, and ETFs.

John Brajevic is a CFA® charterholder with 11 years of industry experience. He has worked at Amphora Capital Investors, LLC since 2022 and previously held roles at Twenty Four 7 Global Solutions, Inc., Scout Investments, Inc., and UMB Distribution Services, LLC. Outside of investment advising, he serves as managing director of Twenty Four 7 Global Solutions, a supply chain management firm. Amphora Capital Investors, LLC is an independent, state-registered adviser focusing on discretionary equity and balanced portfolio management for institutional clients and select high-net-worth individuals. The firm employs a disciplined, bottom-up investment process targeting profitable growth companies, using quantitative and qualitative research methods that incorporate valuation and intrinsic value assessments.

Martin Johnson Jr. is a financial advisor at Johnson's Capital Partners Corporation with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Colorado Financial Services Corporation and Johnson's Global Advisors. Since 1989, he has also owned Johnson's Financial Group, an administrative business unrelated to financial services. Johnson’s Capital Partners Corporation provides investment management services using passive, index-based strategies to create globally diversified portfolios for a broad range of clients, including individuals, institutions, and sovereign wealth funds. The firm emphasizes non-discretionary portfolio management, rebalancing, and monitoring of third-party money managers to align with client objectives.

Jacob Lopez is the principal of JGL Advisory LLC in Venice, CA, holding a Series 65 credential with six years of industry experience including roles at ARX Management LLC and City National Bank. Prior to founding JGL Advisory, he managed court-mandated Qualified Settlement Funds and concurrently oversees fixed-income portfolios focused on short-duration, highly rated securities. JGL Advisory LLC is a newly formed investment manager that plans to provide discretionary portfolio management for individuals, small businesses, trusts, estates, and institutional clients. The firm employs a long-term, buy-and-hold strategy based on bottom-up stock selection and a combination of fundamental, technical, and macroeconomic analysis across equities, fixed income, ETFs, and mutual funds.

Gregory Nathan is a financial advisor at Ajax Asset Mgmt., LLC in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He previously worked for First Pacific Advisors, LP from 2015 to 2023 before joining Ajax Asset Mgmt. in 2023. Ajax Asset Mgmt. is a state-registered investment manager that provides discretionary portfolio management for pooled and institutional mandates, as well as separately managed accounts for individuals, corporate entities, retirement plans, and nonprofits. The firm offers equity and fixed-income strategies driven by fundamental analysis and employs borrowing and derivatives within its implementation.

Jeffrey Muhle is a CFP® and CFA® with 28 years of industry experience. He is the sole advisor at Financial Planning Concepts, Inc., where he has worked since 1995. In addition to his financial advisory role, Muhle has served as a systems director leading project teams developing space systems at The Aerospace Corporation since 1987. Financial Planning Concepts, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on a limited number of higher-net-worth and institutional clients, employing a written Investment Policy Statement and asset allocation strategies based on fundamental and technical analysis.

Mehrdad Farhat is a financial advisor with Opes Capital Group, LLC in Beverly Hills, CA, holding Series 63 and Series 66 licenses and having 26 years of industry experience. He has been with Opes Capital Group since 2013. Opes Capital Group provides investment advisory and financial consulting services primarily to individuals and high-net-worth clients, offering portfolio management and guidance on selecting other advisers. The firm employs a range of analytical methods including charting, fundamental, technical, and cyclical analysis, focusing on diversification and utilizing instruments such as equity index options, commodities, REITs, and insurance products.

Charley Edson founded Wealth Being Advisors with a simple yet powerful belief: true wealth isn’t just financial, it’s the alignment of your money, your health, and your purpose. As a CERTIFIED FINANCIAL PLANNER™, Charley combines deep technical expertise with a human-first approach to help busy professionals gain clarity, confidence, and calm across all areas of their financial lives. Whether it’s building a strong investment strategy, creating financial freedom through automation, or improving day-to-day decision-making, Charley’s work centers around helping clients live intentionally—on their terms. After nearly a decade in traditional wealth management, including managing over $250 million in client assets, Charley realized that most firms were missing the bigger picture. That insight led to the creation of Wealth Being Advisors: a firm that helps clients connect the dots between financial health, mental well-being, and physical vitality. With a coaching mindset and a passion for helping others grow, Charley partners with his clients to create personalized plans that align their values with their goals. Outside the office, you’ll find Charley playing hockey, spiking volleyballs on the beach, or enjoying the Southern California sun with his fiancée, Daniela. He’s deeply committed to his own growth whether through strength training, guitar, or mindfulness practices, which reflect his belief that lasting wealth is about more than numbers. It’s about showing up fully in life. At Wealth Being Advisors, that’s exactly what he helps his clients do.

Skip Zwahlen is a financial advisor at Ocean Avenue Wealth Management in Santa Monica, CA, with 19 years of industry experience. He holds the Series 66 designation and has been with Ocean Avenue Wealth Management since 2010. Zwahlen is also a licensed insurance agent and occasionally offers clients commissionable insurance products. Ocean Avenue Wealth Management provides ongoing portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple analytical methods and implements a range of strategies without accepting investment discretion, maintaining client authorization for trading and execution.

Edward Mcglasson is a financial advisor at Light Capital LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Validus Capital LLC, Camden Capital, LLC, and J. Derek Lewis & Associates Inc. Light Capital LLC provides family office and investment management services to individuals, family offices, small businesses, private funds, and institutional clients, including ultra-high net worth individuals, trusts, estates, and charitable organizations. The firm offers customized portfolio management and a range of family office functions, emphasizing preservation and long-term growth through diversified asset allocation and a fundamental bottom-up stock selection process for select clients.

William Prince is a CFA charterholder and the sole principal of Prince, William L, an independent investment advisory firm based in Los Angeles, CA. He has 12 years of industry experience, including roles at Strategic Income Advisors and KCM Investment Advisors LLC. Prince, William L is a state-registered, sole-proprietorship investment adviser serving high-net-worth individuals, foundations, endowments, IRAs, and trusts. The firm manages customized equity and fixed-income portfolios on a discretionary basis, emphasizing fundamental, quantitative, technical, and macroeconomic analysis to seek total return and income.

Matthew Crandall is a financial advisor at Next Level Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Mr. Crandall operates an entertainment-focused YouTube channel called Fracture, to which he devotes significant monthly time. Next Level Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes fundamental analysis and diversified equity allocations, using structured notes and derivatives to complement long-only strategies and manage risk.

Christopher Randall is a financial advisor at Axis Capital Management, LLC with five years at the firm and a total of four years of industry experience. He previously worked at Guggenheim Partners for nine years. Randall is a partner in Flat Fee Advisors LLC, an online directory for financial advisors. Axis Capital Management provides discretionary asset management, financial planning, and portfolio review services to individuals, high-net-worth clients, and trusts or estates. The firm customizes investment strategies using fundamental and technical analysis, managing accounts on a discretionary basis with a focus on asset allocation, rebalancing, and tax-loss harvesting.

Bryan Ellis is a financial advisor with Second Mountain Financial, Inc. in Redondo Beach, CA, holding a Series 65 designation and 16 years of industry experience. He has worked at Second Mountain Financial since 2010 and was previously associated with Ellis & Associates, Inc. He is also the sole shareholder and president of Second Mountain Tax & Accounting, where he provides individual and small business tax preparation and planning services. Second Mountain Financial is an independent, single-advisor registered investment adviser serving individuals, families, ERISA retirement plans, foundations, and nonprofit organizations. The firm employs a passive, index-based investment approach using diversified mutual funds and ETFs, and offers comprehensive financial planning including retirement income, education funding, and estate planning.