Jeffrey Muhle is a CFP® and CFA® with 28 years of industry experience. He is the sole advisor at Financial Planning Concepts, Inc., where he has worked since 1995. In addition to his financial advisory role, Muhle has served as a systems director leading project teams developing space systems at The Aerospace Corporation since 1987. Financial Planning Concepts, Inc. provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm focuses on a limited number of higher-net-worth and institutional clients, employing a written Investment Policy Statement and asset allocation strategies based on fundamental and technical analysis.

Charley Edson founded Wealth Being Advisors with a simple yet powerful belief: true wealth isn’t just financial, it’s the alignment of your money, your health, and your purpose. As a CERTIFIED FINANCIAL PLANNER™, Charley combines deep technical expertise with a human-first approach to help busy professionals gain clarity, confidence, and calm across all areas of their financial lives. Whether it’s building a strong investment strategy, creating financial freedom through automation, or improving day-to-day decision-making, Charley’s work centers around helping clients live intentionally—on their terms. After nearly a decade in traditional wealth management, including managing over $250 million in client assets, Charley realized that most firms were missing the bigger picture. That insight led to the creation of Wealth Being Advisors: a firm that helps clients connect the dots between financial health, mental well-being, and physical vitality. With a coaching mindset and a passion for helping others grow, Charley partners with his clients to create personalized plans that align their values with their goals. Outside the office, you’ll find Charley playing hockey, spiking volleyballs on the beach, or enjoying the Southern California sun with his fiancée, Daniela. He’s deeply committed to his own growth whether through strength training, guitar, or mindfulness practices, which reflect his belief that lasting wealth is about more than numbers. It’s about showing up fully in life. At Wealth Being Advisors, that’s exactly what he helps his clients do.

Skip Zwahlen is a financial advisor at Ocean Avenue Wealth Management in Santa Monica, CA, with 19 years of industry experience. He holds the Series 66 designation and has been with Ocean Avenue Wealth Management since 2010. Zwahlen is also a licensed insurance agent and occasionally offers clients commissionable insurance products. Ocean Avenue Wealth Management provides ongoing portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs multiple analytical methods and implements a range of strategies without accepting investment discretion, maintaining client authorization for trading and execution.

Edward Mcglasson is a financial advisor at Light Capital LLC with 12 years of industry experience. He holds a Series 66 designation and has previously worked at Validus Capital LLC, Camden Capital, LLC, and J. Derek Lewis & Associates Inc. Light Capital LLC provides family office and investment management services to individuals, family offices, small businesses, private funds, and institutional clients, including ultra-high net worth individuals, trusts, estates, and charitable organizations. The firm offers customized portfolio management and a range of family office functions, emphasizing preservation and long-term growth through diversified asset allocation and a fundamental bottom-up stock selection process for select clients.

Matthew Crandall is a financial advisor at Next Level Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC. Outside of his advisory role, Mr. Crandall operates an entertainment-focused YouTube channel called Fracture, to which he devotes significant monthly time. Next Level Wealth Management provides discretionary investment management and financial planning services to individuals, trusts, estates, charitable organizations, and corporations. The firm emphasizes fundamental analysis and diversified equity allocations, using structured notes and derivatives to complement long-only strategies and manage risk.

Christopher Randall is a financial advisor at Axis Capital Management, LLC with five years at the firm and a total of four years of industry experience. He previously worked at Guggenheim Partners for nine years. Randall is a partner in Flat Fee Advisors LLC, an online directory for financial advisors. Axis Capital Management provides discretionary asset management, financial planning, and portfolio review services to individuals, high-net-worth clients, and trusts or estates. The firm customizes investment strategies using fundamental and technical analysis, managing accounts on a discretionary basis with a focus on asset allocation, rebalancing, and tax-loss harvesting.

Bryan Ellis is a financial advisor with Second Mountain Financial, Inc. in Redondo Beach, CA, holding a Series 65 designation and 16 years of industry experience. He has worked at Second Mountain Financial since 2010 and was previously associated with Ellis & Associates, Inc. He is also the sole shareholder and president of Second Mountain Tax & Accounting, where he provides individual and small business tax preparation and planning services. Second Mountain Financial is an independent, single-advisor registered investment adviser serving individuals, families, ERISA retirement plans, foundations, and nonprofit organizations. The firm employs a passive, index-based investment approach using diversified mutual funds and ETFs, and offers comprehensive financial planning including retirement income, education funding, and estate planning.

Donald Kaiser is the sole advisor at Investment Management in Long Beach, CA, with 14 years of industry experience. He has been with Investment Management since 2011. The firm serves as a promoter and referral source for a third-party registered money manager, working with individuals, endowments, businesses, and nonprofit organizations. It focuses on due diligence, information sharing, and facilitating introductions rather than providing direct portfolio management.

Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.

Melanie Perry is a CFP® with 24 years of industry experience and is the principal of Sustainable Wealth Advisory Group in Los Angeles, CA. She previously worked at UWM Insurance Services, Urban Wealth Management, SagePoint Financial, and Independent Capital Management. Outside of advisory work, she is a financial educator focused on providing financial literacy to women and children through her sole proprietorship, Zeallionaire Enterprises. Sustainable Wealth Advisory Group offers fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a custom, non-discretionary portfolio management approach using tactical allocation strategies and a wide range of investment instruments, combining asset management with fixed-fee planning and hourly consulting options.

Scott Bell is the sole advisor at Gross Domestic Product, Inc., an independent firm based in Playa Del Rey, CA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having led Gross Domestic Product since 2008. Gross Domestic Product, Inc. provides discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, family offices, trusts, estates, private foundations, and charitable organizations. The firm combines traditional investment strategies with a range of auxiliary services such as concierge support, third-party tax preparation and coaching, and access to an online estate-planning platform.

Gary Cox is a financial advisor with GTC Wealth Solutions, LLC in Redondo Beach, CA, holding a Series 66 designation and 20 years of industry experience. Prior to founding GTC Wealth Solutions, he worked for AssetMark Financial Holdings, Inc. and related affiliates for over a decade, as well as Neuberger Berman BD LLC early in his career. GTC Wealth Solutions provides discretionary portfolio management focused on retirement-income and systematic withdrawal planning for individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach emphasizes strategic asset allocation using diversified ETFs and pooled funds, with long-term holdings and periodic rebalancing tailored to tax and cash-flow considerations.

Brian Spahr is the owner and principal of Spahr Financial Group, LLC, an independent advisory firm based in Huntington Beach, CA. He holds the CFP® designation and Series 63 license and has 23 years of industry experience. He founded Spahr Financial Group in 1992 and has been leading the firm since its inception. Spahr Financial Group provides investment management and financial planning services to individuals, including high-net-worth and accredited investors, as well as related trusts, estates, and select institutional clients. The firm employs a modern portfolio theory approach with customized asset-allocation models focused on low-cost index funds and ETFs, supplemented by fixed income, REITs, and sector exposures.

Douglas Taylor is a CFP® and PFS™ with 21 years of experience in financial advisory services. He is the sole advisor at Taylor Wealth Management, LLC, an independent firm he has operated since 2004. In addition to his advisory work, he serves as president of Taylor Tax Services, Inc., a separate tax preparation and accounting business. Taylor Wealth Management provides investment management, wealth management, and financial planning to individual and high-net-worth clients. The firm employs a strategy combining fundamental analysis, modern portfolio theory, and behavioral finance, tailoring portfolios to clients’ tax situations, risk tolerances, and goals.

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.

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.