Alvin Parra is a financial advisor with Blue Canyon Wealth in South Pasadena, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at C. E. Skowrup & Co., Acrylic Financial, Inc., and Strategic Choices Wealth Advisors Inc., where he also serves as COO. Parra is the President and Founder of Reyuz Inc., a side venture focused on manufacturing and distributing plastic products. Blue Canyon Wealth provides portfolio management and retirement-plan services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small-business owners. The firm uses a written Investment Policy Statement incorporating fundamental, quantitative, and technical analysis alongside Modern Portfolio Theory with a long-term focus.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

Jan Daly Wilson is a financial advisor at R.E.A.L. Coach with 10 years of industry experience. She holds a Series 65 designation and has a diverse professional background that includes roles in real estate brokerage, mortgage loan origination, and financial wellness consulting. Outside of her advisory work, she owns and operates Garden Park Firm-Fin-Rlty-Mtg-Csltg, where she provides education and consulting related to retirement readiness, real estate, insurance, and mortgage services. R.E.A.L. Coach serves primarily institutional and pooled-asset clients through non-discretionary co-advisory arrangements with third-party money managers, offering financial and retirement planning consultations along with qualified plan consulting and educational seminars. The firm emphasizes an evidence-based, passive asset allocation approach, combining investment management with active involvement in real estate, mortgage, and insurance services.

Jeffrey Pih is the sole advisor at Pih Investments, LLC in South Pasadena, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including six years as Director of Accounting and Financial Planning at Biosys Laboratories, Inc. In addition to his advisory role, he is an independent insurance agent offering life and disability insurance products. Pih Investments, LLC is a small independent advisory firm providing investment management and financial planning services to individuals and pension and profit-sharing plans, including ERISA plan advisory. The firm employs fundamental analysis, discretionary portfolio management, and offers financial planning on an hourly or fixed-fee basis.

Yolla Kairouz is the sole advisor at Kairos Family Wealth LLC in Los Angeles, holding Series 63 and Series 65 licenses with 18 years of industry experience. She previously worked at JPMorgan Chase and Wells Fargo in various roles from 2008 through 2026. Kairouz serves as a board member of the UCLA Anderson Economic Forecast, a nonprofit providing economic insights to business, academia, and government. Kairos Family Wealth LLC provides portfolio management and CFO/financial planning services primarily to individuals and high-net-worth clients. The firm uses multiple analytical methods and offers discretionary portfolio management alongside outsourced CIO/CFO services and coordination with other professionals.

Joseph Jackson is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Credit Manager at Wells Fargo from 2009 to 2010. Joseph is a Certified Financial Planner who focuses on comprehensive wealth planning. He dedicates time to understanding each client's unique situation and provides tailored, non-biased guidance along with actionable steps. He holds a California Insurance License.

Eli Rosenthal is a financial advisor at Odyssey Financial Services LLC with a Series 65 designation and four years of industry experience. He has held various roles in technology and finance, including a concurrent position as a Software Engineer II at SpaceX. Prior to his advisory work, he has experience at firms such as Pluto and Hedley & Bennett. Odyssey Financial Services LLC provides investment management and financial planning to individual investors and small businesses. The firm focuses on U.S. equities and bonds, offering flexible billing arrangements and both discretionary and non-discretionary account options.

Jason Hamilton is a CFP® with 10 years of experience in the financial industry. He is the sole advisor at Keep It Simple Financial Planning, an independent advisory firm based in Orange, CA, where he has worked since 2015. Keep It Simple Financial Planning serves individuals and couples approaching or in retirement, high-net-worth individuals, and employer plan sponsors. The firm offers comprehensive financial planning, discretionary portfolio management with a predominantly passive investment approach, and ongoing advice-only planning options. It also provides pension and employee-benefit consulting and conducts educational seminars and speaking engagements.

Jason Tani is a financial advisor at Pure Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. prior to his current role. Outside of investment advising, he is also an independent agent for health, medical, dental, and vision insurance through Pure Health Management. Pure Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach focused on non-correlation, concentrated holdings, and global diversification, primarily implementing portfolios with no-load and low-load mutual funds and ETFs.

Jivko Velev is the principal of Velev Advisors in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has been providing tax and accounting services as a sole proprietor since 2011 alongside his advisory work. Velev also has a long tenure at Activision Blizzard beginning in 2002. Velev Advisors offers discretionary investment management, financial planning, and consulting services to individuals, trusts, and estates. The firm combines fundamental and technical analysis to develop individualized investment strategies and also provides separate tax, accounting, and business advisory services.

Craig Hawkins is a CFP® with 16 years of industry experience, operating as the sole advisor at Hawkins Capital Advisors in Los Angeles, CA. He has worked with Gradient Securities, LLC since 2012 and founded Hawkins Capital Advisors the same year. Hawkins is also involved with a financial services technology start-up and holds a California insurance agent license. Hawkins Capital Advisors provides financial planning, investment consultation, and supervisory services to individuals, trusts, estates, charitable foundations, businesses, and pension/profit-sharing plans. The firm follows a long-term, disciplined buy-and-hold strategy emphasizing passive investments, broad diversification, cost minimization, and periodic rebalancing.

Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He holds 13 years of industry experience and has been managing his own RIA since 1998. His firm provides discretionary portfolio management to individuals and trusts, focusing on customized accounts tailored to clients' risk profiles and investment goals. The investment approach emphasizes high-quality dividend-paying equities, master limited partnerships, real estate investment trusts, and option overlays, with active daily management and trading conducted on a discretionary basis.

Daniel Wykowski is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is the principal of Pacific Street Advisors LLC and has held financial roles at Headspace, Inc., Hulu, LLC, Guggenheim Partners, and JP Morgan. Outside of his advisory work, he serves as the FP&A Manager at Headspace, Inc., focusing on corporate financial analysis. Pacific Street Advisors provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio construction using a range of securities and employs a combination of fundamental, cyclical, and technical analysis with a generally long-term investment orientation that allows for tactical adjustments.

Khanh Nguyen is a financial advisor at Ayla Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Credit Suisse Securities, Inflection Capital, and Caerus Investment Advisors. Outside of financial advising, he provides strategy consulting and coaching services to companies and individuals through his business, Reverence. Ayla Capital offers fee-based, discretionary investment advisory and portfolio management services to a select client base, including high-net-worth individuals and institutional clients. The firm employs a tactical allocation approach that incorporates fundamental, technical, and quantitative analysis, and is notable for providing performance-based compensation arrangements and pension consulting services.

Rickie Ames is a CFP® professional with 40 years of experience at Ames Financial Services in Anaheim, CA. He is also an Enrolled Agent and provides tax preparation services during tax season, in addition to selling life insurance. Ames Financial Services offers financial planning, investment management, retirement, estate, and tax planning, as well as insurance planning and consulting to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs a needs-based investment approach using primarily no-load mutual funds and manages assets on a non-discretionary basis.

Jay Master is the sole advisor at Master Structured Alternative Asset Related Strategies, LLC, an independent firm based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has led his firm since 2010. Master Structured Alternative Asset Related Strategies, LLC provides asset management, portfolio monitoring, referrals to third-party money managers, and sub-advisory services primarily to high-net-worth individuals and other investment advisers. The firm operates mainly on a non-discretionary basis and is notable for its sub-advisory role to private investment funds that invest with major managers like Blackstone and Carlyle across various strategies.

Cathy Zhang is the principal advisor at Easy Sunday Financial Planning in San Gabriel, CA. She holds a Series 65 credential and has been operating in the financial planning industry since 2026. Prior to founding Easy Sunday Financial Planning, she ran See Why Zhang LLC dba Easy Sunday Club, a creative business, for ten years. Easy Sunday Financial Planning is a fee-only registered investment adviser serving individuals, families, and small businesses. The firm uses primarily passive investment strategies within an asset-allocation framework and offers both ongoing investment management and one-time planning engagements.

David Williams is the principal of Williams Wealth Management, Inc. in Los Angeles, CA, holding the CFP® designation and Series 66 license with 25 years of industry experience. His prior roles include positions at 1 St Global Insurance Services and 1st Global Advisors, Inc. He also serves as a trustee for several irrevocable trusts. Williams Wealth Management provides financial consulting and investment advisory services to high-net-worth individuals, business owners, executives, and select institutional clients. The firm emphasizes tax-aware financial and estate planning, business succession, and risk management, implementing model portfolios based on factor-oriented research and primarily managing assets on a non-discretionary basis.

Annette Di Bello is a CFP® and PFS™ with 14 years of experience in financial advising. She has operated her own CPA and CFP professional corporation since 2005. Di Bello Financial provides tax planning and preparation, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset-allocation approach with global diversification and integrates tax planning and investment advice, supported by its affiliation with an accounting practice.

Yuanming Mao is a financial advisor at Sapphire Wealth Advisory in Westminster, CA, holding a Series 65 designation with one year of industry experience. Prior to founding Sapphire Wealth Advisory, Mao has been involved in various business activities including roles at Siam Sapphire Inc, Navigators Real Estate, Inc., Bittalk Tech Inc., and An Francis LLC. He also has experience in education, having worked at University of California, Berkeley and Long Beach City College. Sapphire Wealth Advisory provides investment advisory and financial planning services to individuals and families, including both retail and high-net-worth clients. The firm focuses on long-term, diversified portfolio construction using a variety of asset classes and offers non-discretionary portfolio management alongside financial planning on fixed-fee or hourly terms.