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.

Carl Large is the sole advisor at Carl W. Large, An Accountancy Corporation in North Hollywood, CA. He holds a Series 65 designation and has four years of industry experience. Carl has been associated with his firm since 1991 and also has a long-standing affiliation with MCA/Universal dating back to 1980. The firm operates as an accountancy corporation offering investment supervisory services, financial planning, tax preparation, and periodic investment research. It serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, employing a strategic asset allocation approach that combines passive index funds and ETFs with selective active management.

Arpi Vardanyan is a CFP® with 20 years of industry experience, serving as the sole advisor at Jones Wealth Advisors, LLC. She has a background in law, operating the Law Offices of Arpi Vardanyan since 2018, with a focus on trusts, estates, probate, and elder law. Additionally, she maintains affiliations with various insurance agencies. Jones Wealth Advisors primarily serves individual clients, as well as corporations and retirement plans, offering discretionary portfolio management, financial planning, and investment consulting. The firm employs a modern portfolio theory approach emphasizing broad diversification with passive funds and bonds, with documented investment policies and regular account reviews.

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.

Fai Liao is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is the sole advisor at Raymond Liao Investment Advisor and has operated multiple related businesses, including a tax and accounting firm where he is the sole shareholder, as well as licensed roles as a life and health insurance agent, real estate agent, and mortgage loan originator. Raymond Liao Investment Advisor is a California-registered firm providing customized investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach combined with tactical asset allocation, managing accounts on a non-discretionary basis and utilizing both fundamental and technical analysis across a range of asset classes.

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.

Bradford Creger is the president of BFF Wealth Management, Inc. in Glendale, CA, with 32 years of industry experience. He holds the Series 63 designation and has previously worked at Centaurus Financial, Inc. and LPL Financial, LLC. Outside of his advisory role, he is a co-owner of a tax planning and preparation firm, directs participant education for a fiduciary administration company, and performs standup comedy. BFF Wealth Management, Inc. provides fee-based financial planning, consulting, and educational workshops to individuals and institutions such as entertainers, athletes, pension plans, foundations, and businesses. The firm produces comprehensive written plans based on detailed interviews and analyses and does not manage or monitor investment accounts or accept custody of client assets.

We provide financial planning to physicians in their 30s to 40s. We will provide you genuine and professional advice, without the stuffy suit and Wall Street jargon. We understand the unique situations that physicians face, such as: (1) feeling overwhelmed catching up on life experiences, saving for the future, and paying off debt. (2) wanting to reduce the enormous taxes you pay. (3) feeling "sandwiched" between supporting your children and parents. We make complex financial issues easily digestible so that you fully understand the choices you have. We seek to listen before I speak so your needs and concerns are heard. When you reach out to us, we aim to respond within 24 hours, and we can meet you on the weekends so that you don't have to sneak out of work.

Jarvis Reeves is a financial advisor at Clarity Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Significant Wealth Partners Inc. and Change Path LLC. In addition to his advisory work, Reeves is president of Taylor & Associates, where he conducts seminars and advises on life and annuity insurance products. Clarity Financial is an independent registered investment adviser that offers complimentary financial planning, third-party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third-party managers and focuses on non-discretionary management, serving as a liaison to monitor performance and assist with plan administration.

Alvin Parra is a financial advisor with Blue Canyon Wealth in South Pasadena, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at C. E. Skowrup & Co., Acrylic Financial, Inc., and Strategic Choices Wealth Advisors Inc., where he also serves as COO. Parra is the President and Founder of Reyuz Inc., a side venture focused on manufacturing and distributing plastic products. Blue Canyon Wealth provides portfolio management and retirement-plan services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small-business owners. The firm uses a written Investment Policy Statement incorporating fundamental, quantitative, and technical analysis alongside Modern Portfolio Theory with a long-term focus.

David Ward is a CFA charterholder with 20 years of industry experience, currently serving as the principal of Brookside Strategy and Consulting. His prior roles include positions at US Trust / Bank of America U.S. Trust Private Bank, Lincoln Financial Advisors, and MassMutual. Outside of his advisory work, he is involved in community and educational activities, including instructing CFA candidates, participating in fundraising and development committees at the local YMCA, and serving on multiple committees with the Verdugo Hills Council of the Boy Scouts of America. Brookside Strategy and Consulting is an independent advisory firm serving individual clients, business owners, and institutional entities such as trusts and charitable organizations. The firm offers discretionary asset management and ongoing financial planning, emphasizing bespoke client relationships with customized portfolios and coordinated consulting services that include succession and exit planning.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

Jeffrey Pih is the sole advisor at Pih Investments, LLC in South Pasadena, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including six years as Director of Accounting and Financial Planning at Biosys Laboratories, Inc. In addition to his advisory role, he is an independent insurance agent offering life and disability insurance products. Pih Investments, LLC is a small independent advisory firm providing investment management and financial planning services to individuals and pension and profit-sharing plans, including ERISA plan advisory. The firm employs fundamental analysis, discretionary portfolio management, and offers financial planning on an hourly or fixed-fee basis.

Kevin Sheldahl is a CFP® professional with 24 years of experience in the financial advisory industry. He has been the principal at Appian Way Financial since 2013, following prior roles at Bridge Advisory LLC, Pension Architects Advisory Group, Penniall & Associates, Inc., and Ameriprise. He is also licensed as an insurance agent with unaffiliated carriers. Appian Way Financial is an independent SEC-registered investment adviser serving individual, high-net-worth, charitable, and institutional clients. The firm provides tailored financial planning and discretionary portfolio management using a blended investment strategy that incorporates fundamental and technical analysis.