Anthony Montenegro is a financial advisor with The Blackmont Group, holding Series 63 and Series 66 licenses and with 25 years of industry experience. His career includes roles at CFD Investments, D.A. Davidson & Co., and Creative Financial Designs. In addition to his advisory work, he is active as a real estate investor. The Blackmont Group is an independent, fee-only advisory firm providing investment management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm employs a mix of passive and active strategies informed by modern portfolio theory and various analytical approaches, managing approximately $8.9 million across a limited client base.

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.

Chia Ying Lin is a financial advisor with American Vision Advisors LLC in San Gabriel, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Golden Foundation Advisors, LLC from 2014 to 2017. American Vision Advisors LLC serves a small, diverse client base including individual investors and various institutional clients, providing investment advisory and portfolio management services. The firm combines traditional advisory services with broker-like and real estate consulting activities through related entities and employs asset-based fees.

Fred Liu is a CFA® charterholder and Series 65 licensee with 12 years at Hayden Capital and 5 years of industry experience. He is based in Los Angeles, CA, and has worked exclusively with Hayden Capital since 2014. Hayden Capital is an independent, state-registered investment adviser offering discretionary portfolio management to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pooled investment vehicles, and certain institutional and non-U.S. investors. The firm employs a fundamental, long-term investment approach with concentrated portfolios and also manages a Delaware private fund for non-U.S. investors.

Cyril Peterson is the sole advisor at Peterson Garrett, LLC, an independent firm based in Los Angeles, CA. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Peterson has led Peterson Garrett since its founding in 2016. Peterson Garrett, LLC provides ongoing portfolio and direct asset management to a limited number of individual clients, operating primarily on a non-discretionary basis. The firm is notable for its use of a performance-based compensation structure tied to capital appreciation, which is uncommon among independent advisory firms.

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.

Justin Davis is a financial advisor with Wealth Managers, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He is also the Chief Executive Officer of Cloud Creations, a role he has held full time since 2015. Additionally, Davis is a licensed real estate broker and mortgage broker. Wealth Managers, Inc. is a registered investment adviser that provides portfolio management and financial planning services, often directing clients to third-party investment advisers. The firm employs an investment approach based on fundamental analysis and modern portfolio theory, emphasizing long-term strategies and monitoring third-party managers against benchmarks.

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.

Donna Chaney is the principal of Chaney Financial Services, Inc. in Pasadena, CA, holding the PFS™ designation and Series 66 license, with 22 years of industry experience. She has led her independent firm since 2007. Chaney Financial Services provides fee-only investment advisory and financial planning services to individuals, trusts, families, and closely held businesses. The firm emphasizes a fiduciary approach with a primarily non-discretionary investment process based on modern portfolio theory, using low-cost mutual funds and index-tracking ETFs, and offers educational seminars and workshops on financial literacy, entrepreneurship, and small business.

Guofeng Xu is the principal advisor at FengCapital LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at PasacaCapital Inc., a family office where he serves as Head of Research, as well as at Mullan Pharmaceutical Inc. and Innova Medical Group. Xu dedicates a significant portion of his time to evaluating investment projects for PasacaCapital Inc. FengCapital LLC provides portfolio management services primarily to individual and high-net-worth clients, focusing on value investments in the healthcare sector. The firm uses a combination of fundamental and technical analysis with long-term equity trading and options strategies, managing client assets internally with regular account reviews.

David Kim is a financial advisor at M3 Asset Management, Inc. in Pasadena, CA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has led M3 Asset Management since 2014. In addition to his advisory role, he is a licensed insurance agent. M3 Asset Management provides investment advisory and portfolio management services to individuals, institutions, trusts, estates, retirement plans, and charitable organizations. The firm manages portfolios primarily on a non-discretionary basis, emphasizing broad asset allocation, diversification, and regular client consultation through a sponsored wrap fee program.

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.

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.