Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life! The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management. Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc. Our goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future. To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth. I look forward to meeting you!

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 advisory firm, with 13 years of industry experience. He previously worked at Regal Investment Advisors, LLC and Regulus Financial Group, LLC for ten years each. Outside of advisory work, he serves as treasurer for Grace Presbyterian Church and leads production oversight at Land Dragon Films. Financial Essentials 4 Life primarily advises individuals and families, managing portfolios on a discretionary basis using a core-and-satellite approach that includes equities, ETFs, and mutual funds. The firm provides financial planning and consultation without a minimum account size requirement.

Donald Scrimgeour is a CFP® professional with 23 years of industry experience, serving as the sole advisor at Core Capital Management, LLC since 2007. He holds a Series 66 license and is also a licensed life and health insurance producer in California. Outside of financial advisory, he has a business interest in livestock and agricultural products through a Colorado-based LLC. Core Capital Management is a small independent firm managing approximately $12.5 million across individual, family, trust, nonprofit, and corporate clients. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing active asset-allocation strategies and the use of derivatives and options in separately managed accounts.

Delia Fernandez is the sole advisor at Fernandez Financial Advisory, LLC in Los Alamitos, CA, with 33 years of industry experience. She holds a Series 63 designation and has been with her firm since 1993. In addition to her advisory work, she has served as an adjunct instructor in the Personal Financial Planning Program at UC Irvine Extension since 1995. Fernandez Financial Advisory is a state-registered, fee-only firm serving individuals, families, trusts, estates, small businesses, and employee benefit plans. The firm employs a core-and-satellite investment approach using passive index and ETF exposures combined with selected active managers, managing client assets on a non-discretionary basis with client approval required for trades.

Frank Sciotto is a financial advisor at Integrated Capital Management, Inc. in Carson, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Integrated Capital Management since 2017 and also manages two outside businesses: Integrated Capital Solutions, a business consulting and real estate brokerage firm, and Bar41 Beverages, a company that develops and sells wine-based cocktails. Integrated Capital Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, focusing on equities, ETFs, and derivative strategies across about 20 client relationships. The firm employs a mix of charting, fundamental and technical analysis, and offers discretionary investment management with regular portfolio reviews.

Luan Vo is the sole advisor at Crimson Investment Managers, LLC in Westminster, CA, holding a Series 66 designation with 13 years of industry experience. He has worked at Pacific Southwest Financial since 2016 and founded Crimson Investment Managers in 2015. Outside of advisory services, he is a licensed insurance agent specializing in fixed insurance products for financial planning purposes. Crimson Investment Managers provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis methods. The firm employs a broad range of investment strategies, including access to private placements and venture capital, alongside options, short sales, and margin trading, managing approximately $17 million across about 28 clients.

Alfonso Aduna is the principal of Aduna Capital and holds Series 63 and Series 65 designations, with 11 years of industry experience. He previously worked at Nationwide Insurance and owns Aduna Travel LLC, a travel agency franchise under the Expedia Cruise Center brand. Aduna Capital is an independent firm offering discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process combining bottom-up and top-down analysis using fundamental and technical methods, managing portfolios that include equities, mutual funds, ETFs, fixed income, options, and derivatives.

Jeffrey Tilson is a financial advisor with JST Investment Consulting in Seal Beach, CA, holding a Series 66 designation and 23 years of industry experience. His prior work includes roles at Ameriprise and ProCore Advisors. JST Investment Consulting is an independent advisory firm serving individuals, small businesses, high-net-worth clients, and pension/profit-sharing plans. The firm provides ongoing portfolio management, financial planning, and educational workshops, managing client accounts on a non-discretionary basis with a process that integrates fundamental, technical, and cyclical analysis.

My name is James, founder of HiFi Planning. I’ve spent my entire career as a financial planner and feel quite passionately about the work we do. I’ve seen good financial advice make meaningful differences in peoples’ lives many times over. I’ve also seen the financial advice industry fail to adapt to the needs of today’s working professionals. HiFi Planning is an attempt to change that. I’ve built my career at the intersection of financial planning and equity compensation, and am now sharing that expertise in an Advice-Only, DIY-friendly format. If you’ve been looking for a financial planner but aren’t interested in investment management or ongoing fees, I’d love to have a chat. When I’m not at my computer, you can usually find me around Long Beach throwing the frisbee with my dog, playing guitar at venues around town, or trying to get a laugh out of my sweet and patient wife, Lillian.

Thomas Lydon is the principal of Global Trends Investments with 29 years of industry experience. He has previously worked at VettaFi LLC and operated Lydon Media LLC dba ETF Trends for 17 years. Lydon serves on the boards of U.S. Global Investors, Inc. and Guggenheim Investments Mutual Funds, and holds trustee roles with NEOS Investments LLC and The 2023 ETF Series Trust, along with hosting webcasts and podcasts related to ETFs. Global Trends Investments provides discretionary advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and business entities, managing $48.4 million in assets primarily through exchange-traded funds. The firm employs a trend-following investment approach based on technical analysis, using moving averages to guide portfolio decisions.

Jan Daly Wilson is a financial advisor at R.E.A.L. Coach with 10 years of industry experience. She holds a Series 65 designation and has a diverse professional background that includes roles in real estate brokerage, mortgage loan origination, and financial wellness consulting. Outside of her advisory work, she owns and operates Garden Park Firm-Fin-Rlty-Mtg-Csltg, where she provides education and consulting related to retirement readiness, real estate, insurance, and mortgage services. R.E.A.L. Coach serves primarily institutional and pooled-asset clients through non-discretionary co-advisory arrangements with third-party money managers, offering financial and retirement planning consultations along with qualified plan consulting and educational seminars. The firm emphasizes an evidence-based, passive asset allocation approach, combining investment management with active involvement in real estate, mortgage, and insurance services.

Jeffrey Bunch is the sole advisor at Pacific Haven Financial, LLC, an independent registered investment adviser based in Torrance, CA. He holds a Series 63 designation and has 28 years of industry experience. Prior to founding Pacific Haven Financial in 2015, he provided tax preparation services to clients. Pacific Haven Financial serves individual and high-net-worth clients through discretionary asset management and standalone financial planning. The firm employs a fundamental analysis approach with both long- and short-term trading strategies, including the use of short sales and option writing, and manages approximately $45 million across about 78 client relationships.

Bryan Good is the sole advisor at Aktive Capital Management, LLC in Redondo Beach, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Aktive Capital Management since its founding in 2015. Aktive Capital Management serves individuals, high-net-worth clients, charitable organizations, and business entities by providing discretionary portfolio management and mutual fund guidance tailored to clients’ goals, risk tolerances, and time horizons. The firm employs a combination of charting, fundamental, technical, and cyclical analysis alongside modern portfolio theory, using active strategies such as short sales and options within separately managed accounts.

Yves Marc Courtines is a CFP® and CFA® with 11 years of industry experience. He is the sole advisor at Boundless Advice LLC, a firm he has led since 2016, following earlier roles including two years at Roth Capital Partners, LLC. Since 2016, he has served as Chair of the Advisory Council for the CFA Society Los Angeles' Wealth Management Excellence Summits. Boundless Advice LLC provides comprehensive financial planning, tailored investment management, and consulting services to individual clients, business owners, and employee benefit plan sponsors. The firm’s investment approach emphasizes passive, asset-class based portfolio construction with tax efficiency and low turnover, supplemented by derivatives strategies and a fiduciary focus on corporate and pension clients.

Vincent Williams is a financial advisor at Retirement Planners with over eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shareholders Service Group and Ria. Outside of financial advising, he is active as a licensed insurance agent and serves as a notary at Legacy Legal Services. Retirement Planners provides financial planning and advisory services focused on retirement planning, insurance, annuities, and portfolio recommendations for individuals and small businesses. The firm operates on a non-discretionary basis, delivering written analyses and leaving implementation to clients.

Maxwell Gallagher is a CFP® with eight years of industry experience, currently serving as the sole advisor at 24Acres Wealth, LLC. His prior roles include positions at Brighton Jones LLC and Dimensional Fund Advisors. Outside of his advisory work, he manages private residential real estate on a limited basis. 24Acres Wealth is an independent advisory firm that provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm incorporates a Modern Portfolio Theory approach to diversified portfolios and integrates real estate advisory services, including specialized 1031 exchange analysis, into its offerings.

Stephen Gibbs is the sole advisor at Mahalo Advisory Services, LLC, an independent firm based in Huntington Beach, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience, including 19 years with Mahalo Advisory Services. In addition to his advisory work, he is involved in insurance sales covering life, health, and annuities. Mahalo Advisory Services provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm manages portfolios primarily on a non-discretionary basis, using fundamental, technical, and cyclical analysis, and emphasizes documented goals, risk tolerance, and periodic client reviews.

John Polk is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at Portage Capital Management LLC since 2018 and previously spent 14 years at KWK Management, LLC. Portage Capital Management provides discretionary portfolio management for a small number of high-net-worth clients, including individually managed accounts and a private pooled investment vehicle. The firm employs fundamental and statistical analysis, asset allocation, and both long- and short-term trading strategies, distinguishing itself through active management of a private hedge fund and the use of performance-based compensation.

Jeremy Murphy is an advisor at Munifi, LLC with Series 65 and Series 66 credentials and two years of industry experience. He is also the CEO of Civic Innovations, a technology holding company that owns Munifi, and serves as president of the travel technology firm Clicktripz LLC. Additionally, he is a board member at Research Solutions, a document management and analytics company. Munifi, LLC provides automated, algorithm-driven portfolio management through an online platform for individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes municipal bonds and uses quantitative methods and modern portfolio theory, with a largely non-discretionary approach that requires clients’ final trade approvals.