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.

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.

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.

Michael Rosen is a financial advisor with MarketForce, LLC, holding a Series 63 designation and over 25 years of industry experience. He also serves as a principal at Angeles Wealth Management, LLC and Angeles Investment Advisors, LLC, where he primarily advises high net worth individuals and families. Rosen has been with MarketForce since 1993 and has worked at Angeles Wealth Management since 2011. MarketForce, LLC provides discretionary investment advisory services focused on U.S.-registered securities, serving clients without a minimum asset size. The firm uses a combination of public research and proprietary analysis to tailor portfolios to individual client goals and conducts at least quarterly reviews.

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.

Arthur Gamble Jr is the sole advisor at Gamble Capital Strategies with over 27 years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes long-term involvement with The Professional Alliance Group. In addition to his advisory work, he is a certified NFL and NBA sports agent and serves as CEO of Pro Alliance Sports Advisors, focusing on player representation and deal negotiation. Gamble Capital Strategies provides portfolio management and advisory services to a range of clients including individuals, trusts, corporations, pension plans, and educational institutions. The firm uses a manager-of-managers approach and offers specialized services such as estate and retirement planning, pension consulting, and business consulting tailored for professional athletes.

Arielle Bittoni is a CFP® and CFA® charterholder with 22 years of industry experience. She is the principal at Good Balance FP LLC, an independent firm based in Los Angeles, where she has worked since 2022. Prior to this, she held roles at Refresh Investments, MML Investors Services, MassMutual Life Insurance Company, and Hilltop Securities. Outside of financial advising, she consults on office management for her husband’s architecture firm. Good Balance FP LLC provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, predominantly using diversified, passive mutual funds and ETFs, and outsources operational and sub-advisory functions to a third party.

Gary Cox is a financial advisor at GTC Wealth Solutions, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked for AssetMark Financial Holdings, Inc. and AssetMark Brokerage, LLC for 12 years, serving as Vice President of AssetMark Investment Solutions. GTC Wealth Solutions focuses on discretionary portfolio management for individuals, high-net-worth clients, trusts, and estates, emphasizing retirement-income and systematic withdrawal planning using diversified ETFs, pooled funds, and individual securities. The firm employs strategic asset allocation and glidepath analysis with a long-term, tax-aware approach and offers discretionary-only management without advising on private placements or alternative investments.

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.

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!

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.

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.

Lisa Junghahn is a CFP® professional with three years of experience in financial advising. She is the sole advisor at Cycle Financial Planning LLC in Santa Monica, CA. In addition to her advisory role, she has worked at Santa Monica College since 2017 and previously at the University of California - Irvine School of Law. Cycle Financial Planning LLC serves individuals, families, and small-business owners, focusing on comprehensive financial planning and investment guidance without managing client assets on a discretionary basis. The firm emphasizes client education and a do-it-yourself investing approach, using low-cost ETFs and mutual funds selected through collaborative research and periodic portfolio reviews.

My name is James, founder of HiFi Planning. I’ve spent my entire career as a financial planner and feel quite passionately about the work we do. I’ve seen good financial advice make meaningful differences in peoples’ lives many times over. I’ve also seen the financial advice industry fail to adapt to the needs of today’s working professionals. HiFi Planning is an attempt to change that. I’ve built my career at the intersection of financial planning and equity compensation, and am now sharing that expertise in an Advice-Only, DIY-friendly format. If you’ve been looking for a financial planner but aren’t interested in investment management or ongoing fees, I’d love to have a chat. When I’m not at my computer, you can usually find me around Long Beach throwing the frisbee with my dog, playing guitar at venues around town, or trying to get a laugh out of my sweet and patient wife, Lillian.

Jennifer Mulder is a financial advisor at Pathway Financial Services, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Pathway since 2014, following a prior role at Jancyn Evaluation Shops. Pathway Financial Services serves individuals as well as a diverse range of non-retail clients, including trusts, estates, charitable organizations, pension plans, and corporations. The firm offers both discretionary and non-discretionary asset management along with fee-for-service financial planning and consulting, focusing on portfolios tailored to client goals and employing a long-term buy-and-hold investment strategy.

Jeffrey Bunch is the sole advisor at Pacific Haven Financial, LLC, an independent registered investment adviser based in Torrance, CA. He holds a Series 63 designation and has 28 years of industry experience. Prior to founding Pacific Haven Financial in 2015, he provided tax preparation services to clients. Pacific Haven Financial serves individual and high-net-worth clients through discretionary asset management and standalone financial planning. The firm employs a fundamental analysis approach with both long- and short-term trading strategies, including the use of short sales and option writing, and manages approximately $45 million across about 78 client relationships.

Kenneth Woo is the sole advisor at Woo, Kenneth Wing Kwok, an independent firm based in Santa Monica, CA. He holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to his current role, Woo worked at Merrill and Bank of America and has been a California real estate broker since 1994, as well as a licensed life, health, and variable annuity insurance agent since 2018. The firm advises private equity funds and corporations on buy- and sell-side mergers and acquisitions of middle-market, privately held companies, and provides financial planning and business valuations to individuals and corporations. Its engagement model is consultant-style, with M&A fees earned on completed transactions and financial planning billed hourly, typically recommending diversified ETFs with a long-term buy-and-hold strategy.