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.

Drew Ruiz is the sole advisor at Stravida Wealth LLC, holding a Series 65 designation with one year of industry experience. He co-founded Illuminent Co., a digital marketing agency, where he advises on business development. Prior to his advisory role, he also co-founded Production Properties, a property management business. Stravida Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of fundamental, technical, cyclical, and charting analysis within an asset-allocation framework, combining passive and active strategies.

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.

Matt Salehi is a financial advisor at Eagle Money Advisors with a Series 65 designation and three years of industry experience. He has held teaching positions at several colleges, including Rancho Santiago Canyon Community College District, South Orange County Community College District, and Citrus College. Salehi also earned an Ed.D. and has worked in academic roles at Cal State University, Fullerton, and the University of California, Riverside. Eagle Money Advisors is a California-registered, fee-only investment adviser that provides customized investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm uses an asset-allocation framework combining fundamental analysis, strategic and tactical allocation, and value-oriented techniques across traditional and alternative asset classes, and incorporates market-timing adjustments within its management approach.

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.

Shahab Tabatabai is the sole advisor at S & L Financial Management, an independent registered investment adviser. He holds Series 63 and Series 65 credentials and has over three years of industry experience, with prior roles including work at Heart for Serving and God's Pantry. Outside of his advisory work, he holds a compensated ministerial role. S & L Financial Management provides discretionary portfolio management and project-based financial counseling to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a concentrated value strategy focused on long-term capital appreciation and utilizes both fundamental and technical analysis within a tactical allocation framework.

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.

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.

Victor Clement is the president and COO of Financial Essentials 4 Life, Inc., an independent firm based in Cerritos, CA. He holds the Series 66 designation and has 13 years of industry experience, including prior roles at Regal Investment Advisors, LLC, Regulus Financial Group, LLC, and The Society For Financial Awareness. Outside of his advisory work, he serves as treasurer for Grace Presbyterian Church and is involved in film production as head of production at Land Dragon Films. Financial Essentials 4 Life, Inc. provides personalized financial planning and investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tactical asset allocation with global diversification, offering discretionary portfolio management and stand-alone financial plans, and supports insurance and estate-planning services through third-party platforms.

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.

Cynthia Sforza is a CFP® and holds a Series 66 license, with 18 years of industry experience. She is the sole advisor at Lucidity Wealth Advisors Inc., where she has worked since 2023. Her prior experience includes roles at Towneley Capital Management, Creative Planning, Bronfman E.L. Rothschild, and a position at the University of California, Irvine. Lucidity Wealth Advisors serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management and holistic wealth management services. The firm employs long-term investment strategies using primarily low-cost, diversified ETFs and mutual funds, alongside individual stocks and bonds, with continuous monitoring and annual reviews.

Alfonso Aduna is a financial advisor at Aduna Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Insurance. Outside of finance, he owns a travel agency franchise, Expedia Cruise Center, through Aduna Travel LLC. Aduna Capital provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a four-part investment process combining bottom-up and top-down analysis and incorporates options and derivatives strategies in client accounts.

Jeffrey Tilson is a financial advisor with JST Investment Consulting in Seal Beach, CA, holding a Series 66 designation and 22 years of industry experience. He founded JST Investment Consulting in 2011 and previously worked at ProCore Advisors, LLC. JST Investment Consulting serves individuals, small businesses, high-net-worth clients, and pension/profit-sharing plans by providing ongoing portfolio management, financial planning, and educational workshops. The firm manages client accounts on a non-discretionary basis, tailoring recommendations to each client’s goals and risk tolerance through a combination of fundamental, technical, and cyclical analysis.

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.

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.

Scott Wetzel is the principal of Greenworth Investment Advisors, LLC, an independent firm based in Santa Ana, CA. He holds Series 63 and Series 65 licenses and has 13 years of experience in the financial industry. Prior to founding Greenworth Investment Advisors in 2011, he was president and partner at Ticon General Contractors, a commercial construction company, where he worked from 1998 to 2021. Greenworth Investment Advisors serves individual clients through fee-based portfolio management and hourly consultations. The firm employs a long-term, rules-based investment approach focusing on value investing and passive strategies, managing client accounts directly without outsourcing.