Jason Frede is a CFP® with 16 years of industry experience and the sole advisor at Haslet Advisors, LLC, an independent firm based in Los Angeles. He previously managed TACONY Investment Partnership, L.P. for 20 years, where he was involved in accounting, valuation, investor support, and audit assistance. Haslet Advisors serves a primarily wealthier and institutional client base, offering discretionary portfolio management, financial planning, and third-party sub-advisory oversight. The firm employs a combination of fundamental and technical analysis across various investment instruments and strategies, with a focus on individualized portfolio construction and ongoing monitoring.

Laurence Richards is a financial advisor at Legacy Road Family Offices in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Richards Capital Management LLC and Legacy Road LLC. Richards is also the Managing Member of Cedar Tree Consulting LLC, a lifestyle consulting firm, and Legacy Vista LLC, which manages a privately offered special purpose vehicle. Legacy Road Family Offices provides investment advisory and consulting services to a small client base of family offices, high-net-worth individuals, and corporations. The firm employs a multi-faceted investment process combining fundamental, technical, quantitative, and qualitative analysis, focusing primarily on non-discretionary mandates and access to alternative and private investment vehicles.

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.

Shival Bajpay is a financial advisor at Carrara Wealth Management in Los Angeles, CA, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Atlas, Capital Group, Parker Infrastructure Partners, and Barclays Capital. Carrara Wealth Management is a state-registered independent investment adviser serving individuals and families, including high-net-worth clients, young professionals in technology and healthcare, and business owners. The firm uses a goals-based investment approach combining fundamental and quantitative analysis, emphasizing tax-aware portfolio management with a mix of 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.

Darius Bozorgi is a financial advisor at Veros Capital Management, Inc. with 18 years of industry experience. He holds a Series 65 credential and has been involved with Veros Software since 2001. Veros Capital Management is an investment manager that has primarily served pooled vehicles and institutional mandates. The firm’s investment approach is quantitative and model-driven, utilizing proprietary automated predictive technology to construct and manage portfolios of exchange-traded funds and publicly traded equities.

Justin Davis is a Series 65-registered advisor based in Los Angeles, CA, currently leading Justin Davis Financial. He has one year of industry experience and previously worked in retail at Target Corporation and Wurstkuche. Justin Davis Financial provides fee-only financial planning services focused on cash-flow management, debt reduction, savings, and retirement preparation for individuals and families. The firm offers tailored recommendations delivered as part of planning engagements without managing assets or executing trades, operating on a fixed-fee, planning-only model.

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.

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.

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.

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.

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.

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.

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!

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.

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.

Benjamin Chang is the principal advisor at LW Pacific Investments LLC in Santa Ana, CA, with 10 years of industry experience. He holds a Series 65 designation and has been with LW Pacific Investments since 2014. Outside of his advisory role, Chang provides sales consulting services to Teletec Electronics Corp., a private manufacturing company, a business he has been involved in since 2005. LW Pacific Investments LLC offers customized investment advisory services to individual investors, including high-net-worth individuals and business owners. The firm employs a fundamental analysis and tactical asset management approach, utilizing ETFs, mutual funds, equities, debt securities, and REITs, and provides ongoing portfolio oversight and rebalancing through third-party custodians.

Scott Shlecter is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has been principal of Shlecter Wealth Management, LLC since 2013, where he provides financial consulting. Pasadena Private Wealth serves high-net-worth individuals, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a model-driven investment approach emphasizing fundamental analysis and long-term portfolio construction, and manages over $1.2 billion in assets across multiple offices.

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.