Gregory Markman is a financial advisor at P. Worldwide, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with P. Worldwide since 2012. P. Worldwide, LLC provides portfolio management and investment supervisory services to high-net-worth individuals and pension/profit-sharing plans, focusing on mutual funds, equities, fixed income, ETFs, REITs, and insurance products. The firm uses fundamental analysis and Modern Portfolio Theory principles, employing both long- and short-term trading strategies with non-discretionary management and client-consulted trade executions.

Scott Myers is a financial advisor at Dollar Sign Ventures LLC with a Series 65 credential and four years of industry experience. He is also involved as a real estate agent and mortgage loan originator with The RFC Group and holds executive roles at Chipsticks LLC and DES Consulting. Myers has worked in both investment-related and non-investment business activities since 2019. Dollar Sign Ventures LLC, founded in 2021, provides discretionary and non-discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm offers tailored investment strategies based on client-specific goals and conducts quarterly account reviews, while also providing public educational seminars and workshops.

Robert Mcguire Jr. is the sole advisor at Granite Research, LLC, an independent firm based in Redondo Beach, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nearly two decades at Keybanc Capital Markets Inc. and shorter tenures at several other firms before founding Granite Research in 2022. Granite Research provides fundamental investment research and issuer ratings to publicly traded companies and institutional investors, focusing on detailed financial and market analysis. The firm operates on a flat-fee, non-contingent research model and does not offer portfolio management or accept custody of client assets.

Munish Jain is a financial advisor at Propel Private Wealth LLC with a Series 65 designation and over 14 years of industry experience, including a long tenure at Nomura International PLC. He also holds a role at the University of California, Los Angeles. Propel Private Wealth LLC is an independent boutique firm serving individuals, high-net-worth families, trusts, corporations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and equity compensation consulting, favoring diversified, low-cost index strategies with a buy-and-hold approach while accommodating alternative investments and tax-customized direct-indexing.

Christopher Olin is a CFA® charterholder and principal of Alesia Investment Management LLC with 10 years of industry experience. He is also the managing member of Alesia Asset Management LLC and serves as a consultant to NVE Inc., an experiential marketing firm. Alesia Investment Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is based primarily on fundamental analysis and includes a range of strategies such as long-term positions, shorter-term trading, and the use of derivatives, managing client accounts on both discretionary and non-discretionary bases.

Paul Dozier is the sole advisor at PCD Wealth Strategies in Long Beach, CA, holding Series 63 and Series 65 licenses with two years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLife Securities LLC, as well as operating his own insurance and wealth strategy businesses. PCD Wealth Strategies offers retirement planning, succession planning, and advisory services to individuals, small business owners, and non-profit organizations. The firm provides non-discretionary, fiduciary advice without asset custody or trading authority, combining fundamental analysis with third-party research to develop tailored financial models and also offers bookkeeping services for business clients.

Timothy Wallender is a CFP® professional based in Manhattan Beach, CA, with 4 years of industry experience. He has been associated with his firm, Wallender, Timothy Joseph, since 2005. Outside of financial advising, he serves as president of Wallender & Associates, an aerospace project management consulting company. His firm provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs Modern Portfolio Theory to construct diversified, long-term portfolios tailored to clients’ risk tolerance and time horizon, typically using no-load mutual funds and other securities, and maintains a notably high client load for a solo advisor.

Kiak Tae is a financial advisor at Gardena Financial Retirement Advisors with 20 years of industry experience and holds the Series 66 designation. He has operated Taevestment LLC since 2012. Outside of his advisory role, Tae is involved in several related businesses including co-owning an income tax preparation and notary service, working as an insurance broker, and owning real estate and mortgage brokerage firms. Gardena Financial Retirement Advisors provides investment advisory and retirement planning services primarily to individuals and certain businesses, with a focus on occupational groups such as nurses, school employees, and municipal workers. The firm offers portfolio management and customized financial planning, employing a range of securities and considering tax, income, time horizon, and risk tolerance in its strategies.

Michael Ernst is the principal of Ernst & Co. Wealth Management, LLC, an independent advisory firm based in Manhattan Beach, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles at Guardian Precious Metals, Inc., where he serves as CEO. Ernst also consults on wealth management practices for Cleveralpha Asset Management, LLC. Ernst & Co. Wealth Management advises individuals, trusts, estates, and business entities, offering asset management, comprehensive portfolio management, financial planning, and family office services. The firm creates customized portfolios using a variety of investment vehicles and generally operates on a non-discretionary basis, emphasizing tailored client relationships and integrating property-related services into its wealth management offerings.

Blair Aihara is a CFP® and Series 66-registered advisor with five years of industry experience. He is the principal of Aihara Wealth Management LLC, an independent firm he founded in 2024, and has prior experience at Rulo Wealth Strategies LLC and Royal Alliance Associates Inc. Outside of advising, he serves as Vice President of One Machi Corporation, a nonprofit organization. Aihara Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and limited-topic consulting primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm integrates an affiliated tax practice and insurance services, offering clients tax preparation, planning, and insurance solutions alongside portfolio management.

Mitchell Miller is a financial advisor with Hermosa Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Sutter Securities Incorporated since 2019 and Boustead Securities, LLC since 2015. Outside of his advisory roles, Miller serves as CFO of H3 High Security Solutions LLC. Hermosa Capital Management provides non-discretionary investment advisory services primarily to pooled investment vehicles, institutions, and financial intermediaries, and also offers financial planning and consulting. The firm emphasizes fundamental analysis and separate-account portfolio construction, while also marketing third-party investment managers through a sales-and-marketing approach.

David Hamer is a CFP® and CFA® with 10 years of industry experience. He has been with Integrity Asset Management, LLC since 2015. Outside of his advisory role, he manages several real estate investment and management companies. Integrity Asset Management is an independent registered investment adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm employs a combination of fundamental analysis, charting, and modern portfolio theory to construct diversified portfolios that include equities, mutual funds, ETFs, fixed income, real estate funds, and other asset classes.

David Harris is a CFP® and ChFC® with 34 years of industry experience. He is the principal of Harris & Associates, an independent advisory firm based in Manhattan Beach, CA, and has held roles at Purshe Kaplan Sterling Investments since 2013. Outside of his advisory work, he provides specialized training in oral proposals and presentation skills through Davris Training Associates and serves on the investment committee for the Manhattan Beach Community Church's endowment fund. Harris & Associates offers investment advisory and consulting services to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of Modern Portfolio Theory and active management, utilizing diversified allocations and an Enhanced Tactical Management process to support portfolio adjustments.

Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

Sanjay Tolia is a financial advisor at Kubence with 13 years of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Kubence, he has been involved with firms including Marine Layer Securities, Institutional Securities Corp, and has founded and managed exempt reporting advisers such as Marine Layer Capital. Outside of his advisory role, he serves on the boards of Pharm, LLC, a licensed plant-based wellness company, and Agrify Inc., a branded beverage company. Kubence provides discretionary investment management to registered investment advisors and individual and corporate clients through a web- and mobile-based platform. The firm focuses on algorithm-driven box-spread option strategies and structured note portfolios, employing automated, model-based recommendations combined with discretionary trade execution.

Keith Holt is the sole advisor at Holt Investment Advisors in Manhattan Beach, CA, with 31 years of experience operating under his firm’s name. He holds a Series 63 designation. Outside of his advisory work, he is involved in Red Fir Ranch Enterprises, a business focused on the sale of Christmas trees and related items. Holt Investment Advisors is an independent sole proprietorship serving individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a systematic, goals-based process to establish investment policies and implements portfolios using a proprietary “Three Dimensional Diversification” approach across asset allocation, investment philosophy, and custodian.

Daniel Cloud is a financial advisor with Cloud, Minturn & Associates, LLC, holding the ChFC® designation and Series 66 license. He has 20 years of industry experience and has been with Cloud, Minturn & Associates and CMA Insurance Services since 1986. Cloud, Minturn & Associates provides financial planning, retirement planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation, mutual fund and ETF analysis, and due diligence on independent registered investment advisers, offering a unique intermediary service for money manager selection and monitoring.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

David Yu is the sole advisor at Verdant Capital Management in Torrance, CA, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Verdant Capital Management since 2002. Verdant Capital Management provides retirement planning and asset management services to individual investors as well as institutional clients such as corporations, trusts, and foundations. The firm employs a combination of fundamental analysis, technical methods, and active portfolio management, offering a range of strategies from long-term investing to short-term trading with discretionary authority over client accounts.

Pavan Nagpal is the sole advisor at Sila Value Advisors, LLC, an independent registered investment adviser based in Manhattan Beach, CA. He holds a Series 65 credential and has 17 years of industry experience, having operated Sila Value Advisors since 2009. Outside of his advisory role, he teaches at a community college. Sila Value Advisors provides discretionary portfolio management through separately managed accounts, serving individuals, high-net-worth investors, and institutional clients including corporate pension and Taft-Hartley plans. The firm employs a value-oriented investment process focused on intrinsic value derived from free cash flow and targets contrarian opportunities using valuation screens.