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.

Matthew Ahart is the principal advisor at Archer Row Advisory with seven years of industry experience. He holds a Series 65 designation and previously worked at MUFG Union Bank and Transom Consulting Group LLC. Outside of his advisory role, he serves as managing partner of Archer Row Financial LLC, providing management consulting to financial institutions, and is an executive vice president at Bank of Hawaii Corporation, focusing on risk management and regulatory projects. Archer Row Advisory offers discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, low-cost passive investments with flexibility for opportunistic tactical adjustments and alternative investments, managing a relatively large asset base across a small client roster and providing separate consulting services to financial institutions.

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.

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., RBC Advisors, and Medtronic, LLC. Outside of advisory work, he is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program focused on systematic trading. Create Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, sector, and cyclical analysis and employs strategies including strategic and tactical asset allocation, short-term trading, options, futures, and leverage.

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.

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.

Andre Coulombe is a CFP® with 25 years of industry experience. He is the principal of Coulombe and Sons Wealth Management, an independent firm based in Woodland Hills, CA. Prior to founding his current firm, he has been affiliated with St. Bernard Financial Services and Foresters Equity Services. Coulombe also serves as a Special Assistant to the Commanding General in the California State Guard. Coulombe and Sons Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to high-net-worth individuals and business clients. The firm delivers non-discretionary asset management and ERISA 3(21) plan advisory services, tailoring strategies to clients’ goals and conducting at least quarterly account reviews.

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.

Kip Konwiser is the sole advisor at FlipWithLou&Kip LLC, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Oberon Securities LLC and Ba Securities, LLC. He also co-owns Konwiser Brothers Media, a film production and distribution company. FlipWithLou&Kip LLC provides discretionary portfolio management primarily through separately managed accounts and a wrap fee program, serving individuals, high-net-worth clients, and personal service entities. The firm focuses on financial literacy for young professionals in entertainment and sports and emphasizes asset allocation and risk management in its investment approach.

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.

Martin Rosenzveig is the principal of Martin W. Rosenzveig & Co., LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes positions at National Planning Corporation and LPL Financial, as well as founding a previous iteration of his firm. His firm provides wealth management, discretionary and non-discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $22.7 million for a small client base and uses a long-term, asset-allocation focused approach supported by fundamental, technical, cyclical, and charting analysis. It also offers ERISA fiduciary services and pension consulting, including investment policy statement design and participant education under a 3(21)-style advisory framework.

Nicholas Rich is a financial advisor at Frew Street Capital with five years of industry experience. He holds Series 65 and Series 66 licenses and previously worked with the Rich Family Bypass Trust and Source Logistics Los Angeles LLC. Frew Street Capital provides discretionary portfolio management to a small number of clients, including individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a long-term, active asset-allocation approach using fundamental, technical, and cyclical analysis, and utilizes third-party sub-advisers and AI tools in managing portfolios.

Allan Von Halle is a financial advisor based in Sherman Oaks, CA, with five years of industry experience. He holds a Series 65 credential and has worked independently since 2017, including prior roles at Etonien and Robert Half. In addition to his advisory work, he provides accounting consulting services to businesses on a limited basis. His firm offers combined financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized planning and research-driven equity and fixed income management, typically operating on a non-discretionary basis, and manages approximately $9.33 million in assets across four clients.

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.