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.

Brett Cicinelli is a CFP® and CFA® with 10 years of industry experience, currently serving as the sole advisor at Confluence Capital Advisors, LLC in Woodland Hills, CA. He has been with Confluence since 2016 and also teaches a course on Alternative Investing Strategies at UCLA Extension. Confluence Capital Advisors is an independent registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts. The firm offers specialized services including divorce-related financial planning, financial forensics, and business valuation, employing a broad investment approach that includes both traditional and complex strategies.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

Kenneth Gross is a CFP® professional with 22 years of industry experience. He is the president of Strategic Financial, an independent advisory firm he founded in 1997. In addition to his advisory work, Mr. Gross provides tax preparation services through the firm, dedicating about 20% of his time to this activity. Strategic Financial serves individuals, families, family trusts, corporate clients, and pension and profit-sharing plans. The firm offers comprehensive financial planning and investment consultations, primarily operating on a non-discretionary basis and integrating tax preparation within some advisory engagements.

Manu Walia is the sole advisor at Continuum Global Asset Management, LLC, an independent firm based in Santa Clarita, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Continuum Global Asset Management since 2005. Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high-net-worth individuals, family trust accounts, and retirement accounts. The firm combines fundamental and technical research with asset-allocation techniques and employs a mix of equities, bonds, mutual funds, ETFs, closed-end funds, REITs, and options, using active strategies such as stop losses and option hedging to manage volatility.

Barry Boscoe is a CFP® with 19 years of industry experience, affiliated with Brighton Advisory Group in Encino, CA. He has worked at CIBC World Markets Corp. since 1996 and has been involved with Boscoe Insurance Services, Inc. since 1976. Brighton Advisory Group serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning across multiple areas including business planning, education funding, retirement, insurance, estate and tax planning, and investment planning. The firm focuses on preparing written financial plans and periodic reviews rather than discretionary portfolio management, and integrates insurance product sales as a significant part of its practice.

Angelo Talebi is a financial advisor with Beverly Hills Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with his current firm since 2012. Outside of advising, Talebi owns Angelus Media Group, a documentary film production company, and hosts weekly radio and TV shows focusing on market commentary and financial planning topics. Beverly Hills Financial Planners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning, consulting, and investment advice. The firm provides written financial plans and ongoing advisory services without custody or discretionary trading authority, and it also offers insurance products through licensed agents.

Joseph Keenan is a CFP® and PFS™ with eight years of industry experience, currently serving as the principal advisor at Hillhurst Wealth Management LLC in West Hills, CA. He has held roles at several firms, including MC Legacy Group LLC, where he serves as Chief Financial Officer of a single-family office. Hillhurst Wealth Management provides comprehensive financial planning and wealth management services to individuals, families, and family offices. The firm emphasizes written financial plans and uses a combination of outside managers with passive and active investment strategies, offering both discretionary and non-discretionary arrangements.

James Blazer is a CFP® with 24 years of experience in the financial industry. He has been with Wealth Planning Group, Inc. since 2007. Outside of advising, he is a professional musician who provides recording and live performance services. Wealth Planning Group, Inc. offers comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of strategic, cyclical, and tactical analysis to construct diversified portfolios tailored to client needs.

Adam Soroko is the sole advisor at Mertz Capital, an independent registered investment adviser based in Studio City, California. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Outside of investment advising, he is also licensed as an independent insurance agent. Mertz Capital serves individuals and high-net-worth clients, providing investment advisory and managed account services along with financial planning consulting such as risk assessment and estate planning. The firm offers both discretionary and non-discretionary management, tailoring strategies to client objectives, time horizon, and risk tolerance.

Thomas Imhof is a CFP® professional with 25 years of industry experience. He is the sole advisor at Capital Guard Investments LLC, where he has worked since 2023. Prior to this, he spent 11 years at R Squared Financial. In addition to his advisory role, Imhof operates an insurance business as a sole proprietor. Capital Guard Investments LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual-fund based portfolios guided by modern portfolio theory, managing accounts primarily on a non-discretionary basis with tailored strategies including options trading.

Benjamin Hill is a CFP® professional with 28 years of industry experience, currently serving as President of Wealth Enhancement & Preservation, Inc. and Galt Financial Group, Inc. He has worked with Wealth Enhancement & Preservation since 2000 and Galt Financial Group since 2008. Hill also serves as treasurer of the Pat Tillman Foundation, a nonprofit organization. Wealth Enhancement & Preservation, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm manages a small client base using both discretionary and non-discretionary approaches, implementing strategies through turnkey programs and third-party platforms.

David Kreinces is the sole advisor at ETF Portfolio Management LLC in Westlake Village, CA, holding Series 63 and Series 66 licenses with 26 years of industry experience. He has worked at ETF Portfolio Management since 2007. ETF Portfolio Management LLC provides discretionary and non-discretionary investment management to individuals, trusts, corporations, charitable organizations, and businesses. The firm employs a rules-based diversification approach combining strategic multi-asset class indexing, dynamic tactical trend-following rotation, risk-parity components, and proprietary research, offering both passive benchmark portfolios and active absolute-return strategies that utilize leverage and flexible exposure adjustments.

Stephen Vaughen is a financial advisor with Pacific Investment Advisors, LLC in Simi Valley, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Stephen Kepler Vaughen since 2003 and at Crowell, Weedon & Co. since 1980. Pacific Investment Advisors offers personalized portfolio management primarily focused on the stock-market portion of clients' asset mixes, serving individuals, retirement accounts, trusts, charitable organizations, and business entities. The firm provides non-discretionary, consultative investment advice emphasizing client selection, investor behavior, and experience-based analysis.

Peter Criswell is a financial advisor with Kellogg Wealth Advisors, Inc. in Studio City, CA. He holds the ChFC® designation and Series 63 and 66 licenses, with 18 years of industry experience. Criswell has been with Kellogg Wealth Advisors since 2007, where he serves as Principal and CEO. He is also involved in the sale of fixed insurance products. Kellogg Wealth Advisors, Inc. is a state-registered investment adviser that provides portfolio management and introductions to third-party investment managers for individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm typically recommends or introduces clients to third-party discretionary managers and model portfolios, using both fundamental and technical analysis to favor long-term purchase strategies implemented through mutual funds, ETFs, and platform model portfolios.

Michael Brown is a financial advisor at Morningview Capital with 12 years of industry experience. He holds a Series 65 designation and has worked at Captivate, Inc. since 2004, where he serves as Chief Executive Officer of an investment-related financial publishing and online media business. Morningview Capital provides financial planning, portfolio management, investment recommendations, and pension consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors advice based on client objectives and risk profiles, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.

Aaron Shuchatowitz is the principal of Shucha Wealth Management LLC in Sherman Oaks, CA, holding a Series 65 credential with four years of industry experience. He co-founded Blue & White Finance, a financial education business where he spends part of his time teaching and creating educational content. Prior to his current roles, he was involved with DJ Properties, Ulpan La-Inyan, and 12Tribe Films. Shucha Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm emphasizes long-term investing guided by modern portfolio theory, with tailored asset allocation and ongoing portfolio monitoring.

Patrick Bolger is the sole advisor at Pb Capital, an independent investment advisory firm based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nine years at Western International Securities and ongoing insurance-related activities since 1998. Outside his advisory work, he provides insurance quotes and coverage for clients through his insurance business. Pb Capital serves individual and high-net-worth clients with non-discretionary asset management and portfolio monitoring across various securities. The firm employs a range of analytical methods and strategies, including the use of derivatives and options, and implements trades only with client authorization.

Thomas Krueger is a financial advisor at Santa Cruz Wealth Management Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones and Ladenburg Thalmann. Santa Cruz Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with diversified, passively managed funds and operates primarily on a non-discretionary basis, offering additional consulting and institutional services such as pension plan administration and compliance consulting.

Tad Jakes is a CFP® professional with 13 years of experience, currently serving as an advisor at Mfac Financial Advisors, Inc. in Westlake Village, CA, where he has worked since 2004. He holds the Series 63 designation and operates within a firm known for integrating tax and accounting perspectives into its financial advice through its affiliation with an accountancy corporation. Mfac Financial Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and corporate clients. The firm employs a discretionary asset management approach focused on diversified funds and tailored asset allocation plans that consider client objectives, risk tolerance, liquidity needs, and time horizon.