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.

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.

Gordon Trachtenberg is the founder and sole advisor of Trachtenberg Capital Management, LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has led Trachtenberg Capital Management since its inception in 2007. Trachtenberg Capital Management provides fee-based investment management and advisory services to high-asset individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional and corporate clients. The firm employs a combination of technical, fundamental, and quantitative analysis to manage portfolios that include equities, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary services.

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.

Marcos Figueroa III is the principal of MFA Global Consulting Group LLC, an independent firm based in Beverly Hills, CA. He holds the Series 66 designation and has 20 years of industry experience. Since founding MFA Global Consulting Group in 2014, he has focused on providing portfolio management services. Additionally, he is an insurance broker affiliated with Crump Insurance and sells life insurance policies. MFA Global Consulting Group serves primarily individuals and small business owners, managing approximately $500,000 in assets for about 58 clients. The firm employs a top-down, macroeconomic, and value-oriented investment approach that emphasizes long-term allocations, diversification, and firm-conducted security research, with a primarily non-discretionary management style.

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.

Troy Peterson is a financial advisor at Pgp Wealth Services, LLC in Burbank, CA, holding CFP® and ChFC® designations with 16 years of industry experience. He has worked as an independent contractor for 13 years and has been with Pgp Wealth Services since 2009. PGP Wealth Services is an SEC-registered independent advisory firm serving individuals, small businesses, charities, trusts, and estates. The firm provides discretionary asset management, financial planning, and educational seminars, developing client-specific investment strategies using a combination of fundamental, technical, charting, and cyclical analysis.

Thomas Calcagnini is the sole advisor at Calcagnini Wealth Management, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been involved with Eastward Capital Partners LLC since 2010 and founded Calcagnini ALS Foundation Inc in 2020. Calcagnini Wealth Management is a small independent firm serving approximately 40 clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary asset management, financial planning, pension consulting, and a wrap fee program, emphasizing individualized asset allocation and ongoing account supervision using various analytical methods.

Canard Barnes is a financial advisor with Barnes & Company Investment Counsel, LLC in Los Angeles, holding a Series 66 designation and 28 years of industry experience. He founded Barnes & Company Investment Counsel in 2015 after working at Independent Financial Partners from 2011 to 2016. Barnes is involved in marketing and sales for a health insurance business in a commission-sharing arrangement. Barnes & Company Investment Counsel is a small independent adviser managing discretionary portfolios and providing financial planning and consulting services primarily to individuals and other entities. The firm builds customized portfolios using ETFs, ETNs, equities, and fixed income, employing fundamental, technical, and modern portfolio theory methods.

Ronald Theda is the principal of Bullbear Investment Management, LLC in Los Angeles, CA, holding a Series 65 license with 19 years of industry experience. He has led Bullbear Investment Management since 2004. Bullbear Investment Management provides discretionary investment management of stock and bond portfolios for institutions, businesses, trusts, and individual clients without a formal account minimum. The firm employs a long-term, buy-and-hold strategy using a blend of individual stocks and ETFs tailored to clients’ risk profiles, with trading conducted daily through a low-cost custodian.

Nicholas Han is the principal of Daehan Securities, Inc., an independent registered investment adviser based in Los Angeles, CA. He holds Series 65 and Series 63 licenses and has 28 years of industry experience, including over a decade at Daehan Securities and multiple intervals at Kayan Securities, Inc. He serves as vice-president of the Unification Education Council-OC.SD Chapter, a nonprofit focused on education and research related to the unification of the Korean peninsula. Daehan Securities serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary equity portfolio management, a defined Balanced Portfolio strategy, and modular financial planning, using both fundamental and technical analysis with customized advice tailored through ongoing monitoring.

Doran Adhami is the sole advisor at United Global Advisors, LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including roles at Boustead Securities, LLC, and involvement with Ace of Swords SLP, LLC, a hedge fund. Outside of his advisory work, he serves as a board member of the Magbit Foundation, a nonprofit organization. United Global Advisors provides non-discretionary portfolio management and investment advice primarily to individual investors and pooled investment vehicles, focusing on capital appreciation. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, managing assets totaling approximately $45.4 million.

Scott Lewis is the sole advisor at Lewis Capital Management, an independent firm based in Beverly Hills, CA. He holds the CFA® designation and a Series 65 license, with 21 years of industry experience. Lewis has led Lewis Capital Management since its founding in 2000. Lewis Capital Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, corporations, and foundations. The firm employs a value-oriented equity strategy that integrates quantitative screening with fundamental research to build concentrated portfolios, while tailoring fixed income and asset allocation to client objectives.

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.

Pouya Yadegar is a financial advisor at Prime Opportunities Investment Group LLC in Los Angeles, CA, holding a Series 65 designation with 18 years of industry experience. Prior to founding his firm, he has experience managing family-owned properties through a separate business activity. Prime Opportunities Investment Group LLC provides discretionary investment management for individuals, trusts, estates, charitable organizations, and corporations. The firm employs a long-short, value-oriented strategy that integrates quantitative screening with fundamental and field research to identify investment opportunities, managing both individually tailored accounts and private pooled funds.

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.

Michael Rodriguez is a CFP® professional at Equanimity Wealth with two years of advisory experience. He previously worked at South Bay Financial Partners and US Bank and has a background that includes roles outside the financial industry. Equanimity Wealth is a fee-only independent firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and a variety of engagement options. The firm emphasizes client-driven advice and favors passive investment strategies without discretionary portfolio management or percentage-of-assets fees.