Vincent Williams is a financial advisor at Retirement Planners with over eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shareholders Service Group and Ria. Outside of financial advising, he is active as a licensed insurance agent and serves as a notary at Legacy Legal Services. Retirement Planners provides financial planning and advisory services focused on retirement planning, insurance, annuities, and portfolio recommendations for individuals and small businesses. The firm operates on a non-discretionary basis, delivering written analyses and leaving implementation to clients.

Stephanie Hancock is a CFP® with 32 years of experience in the financial services industry. She is the principal of Hancock Wealth Advisory, an independent firm she has led since 2002. Hancock has a longstanding affiliation with LPL Financial dating back to 1999. In addition to her advisory work, she operates a college financial-aid consulting business and provides life coaching services. Hancock Wealth Advisory offers financial planning and consulting services primarily to individuals, high-net-worth clients, and business entities. The firm employs both fundamental and technical analysis in constructing recommendations and uses an hourly or fixed-fee billing model rather than charging based on assets under management.

Maxwell Gallagher is a CFP® with eight years of industry experience, currently serving as the sole advisor at 24Acres Wealth, LLC. His prior roles include positions at Brighton Jones LLC and Dimensional Fund Advisors. Outside of his advisory work, he manages private residential real estate on a limited basis. 24Acres Wealth is an independent advisory firm that provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm incorporates a Modern Portfolio Theory approach to diversified portfolios and integrates real estate advisory services, including specialized 1031 exchange analysis, into its offerings.

My perspective is shaped not only by my work as a CERTIFIED FINANCIAL PLANNER™ professional, but also by my life as a poet, including performing at the 2024 Paris Olympics. Both disciplines have taught me the same truth. Wealth is not only about numbers. It is about possibility. I help women professionals, entrepreneurs, creatives, and expats create financial strategies to help build a life they love. One where they feel more confident about their future, and that they're on track to meet their goals. I am also Nigerian-American and one of ~450 Black women financial planners in the US, an experience that has shapes my passion for working with BIPOC and globally-minded women who otherwise may not comfortable with "traditional" advisors.

John Polk is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at Portage Capital Management LLC since 2018 and previously spent 14 years at KWK Management, LLC. Portage Capital Management provides discretionary portfolio management for a small number of high-net-worth clients, including individually managed accounts and a private pooled investment vehicle. The firm employs fundamental and statistical analysis, asset allocation, and both long- and short-term trading strategies, distinguishing itself through active management of a private hedge fund and the use of performance-based compensation.

Jeremy Murphy is the sole advisor at Munifi, LLC, an independent firm, and holds Series 65 and Series 66 licenses with two years of industry experience. He is also the CEO of Civic Innovations, a technology holding company that owns Munifi, and serves as president of travel technology company Clicktripz LLC. Additionally, Murphy is a board member of Research Solutions, a document management and analytics company. Munifi, LLC offers automated, algorithm-driven portfolio management primarily through an online platform, serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm emphasizes municipal bond investments and employs model-based strategies such as modern portfolio theory and quantitative analysis, with a noteworthy technology-focused ownership structure.

Gregory Meyer is a CFP® and holds a Series 63 license with 11 years of experience in financial advisory. He has been the principal of New Wave Financial Services since 2014. In addition to his advisory role, he provides accounting and tax services as a CPA and consults for Retire Sound, Inc., a financial technology firm where he contributes to product development and educational content. New Wave Financial Services is an independent advisory firm serving individuals, high-net-worth clients, and small businesses with financial planning, portfolio management, ongoing tax planning, and tax preparation. The firm combines fundamental and technical analysis within a Core + Satellite and Modern Portfolio Theory framework, emphasizing tax-efficient strategies and low-turnover investments.

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.

Stephen Price Hughes is a CFP® with 23 years of experience in financial advising and has been with Excelsus Capital Management since 2004. He holds the Series 63 designation and operates his independent firm in Manhattan Beach, CA. Excelsus Capital Management provides portfolio management and financial planning services to individual and corporate clients, managing approximately $49.6 million across about 72 accounts. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis, and utilizes a variety of investment instruments tailored to client needs.

Rene Rigard is a financial advisor at R. L. Rigard & Associates Ltd. in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has managed his firm since 2015 and also serves as CFO of Nikkimomo, LLC, a catering company where he oversees financial management and marketing. R. L. Rigard & Associates Ltd. offers portfolio management, financial planning, pension consulting, and related advisory services to a diverse client base including investment vehicles, pension plans, corporations, charitable organizations, and individual clients. The firm employs a fundamental, long-term value-oriented investment approach and provides services such as a subscription newsletter, investor events, educational seminars, and private fund management.

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.

Mazi Malekafzali is a financial advisor at Afzali Investments, LLC, holding a Series 65 designation with seven years of industry experience. He has worked at Afzali Investments since 2019 and is also involved with the Palos Verdes Peninsula School District since 2018. Afzali Investments provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, and select entities such as trusts and charitable organizations. The firm employs a client-specific, long-term growth approach using fundamental, economic, and technical analysis, and distinguishes itself by utilizing margin and derivatives within separately managed accounts and negotiating performance-based fee arrangements.

Amin Khakiani is the sole advisor and owner of his independent firm, with 21 years of industry experience. The firm provides discretionary investment advisory and portfolio management services to individual investors and select institutions, including charitable organizations and foundations. It manages approximately $19.3 million in regulatory assets from a single office in Torrance, CA. The firm’s investment approach emphasizes diversified asset allocation across multiple asset classes, utilizing equities, mutual funds, and ETFs, with portfolios managed on a discretionary basis and reviewed quarterly.

Rainee Handley is a financial advisor at Wentworth-Baer Wealth Management in San Pedro, CA, holding CFP® and Series 65 credentials with one year of industry experience. Prior to joining Wentworth-Baer, Handley worked in various roles including positions at the Law Office of Raymond Green and Andrade & Associates Income Tax Service, Inc. Wentworth-Baer Wealth Management provides investment management and limited-scope financial planning to individual clients, including high-net-worth individuals. The firm uses personalized investment policies and asset-allocation-driven portfolios that combine passive and active vehicles, operating with a non-discretionary account supervision model and integrating behavioral finance training into its planning process.

Marcos Chavira is the sole advisor at TaxDude Financial Advisor in Long Beach, CA, holding Series 63 and Series 66 registrations with 24 years of industry experience. He previously worked at H.D. Vest Advisory and Investment Services and operates his own accounting and tax preparation business. Outside of financial advising, Chavira owns Big Ass Fortune Cookie.com, where he bakes and sells oversized fortune cookies locally. TaxDude Financial Advisor provides non-discretionary investment management, financial planning, and educational workshops to a range of clients including individuals, trusts, and corporations. The firm’s investment approach is client-specific, combining fundamental analysis with long- and short-term strategies, and maintains a close affiliation with an accounting practice.

Anjali Jayakumar is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. She is the sole advisor at Fit Advisors LLC, where she has worked since 2015. In addition to her advisory role, she works part-time as a tax manager at Baker Tilly Virchow Krause, LLP, a full-service accounting and advisory firm. Fit Advisors LLC provides fee-only financial planning and discretionary investment management primarily for individual and high-net-worth clients, along with retirement plan consulting. The firm employs a largely passive, index-oriented investment approach using model portfolios and integrates tax and accounting considerations into its services.

Kevin McGuan is the principal of Kevin P. McGuan, LLC, an independent advisory firm based in Long Beach, CA. He holds a Series 63 designation and has 37 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of a real estate investment trust. Kevin P. McGuan, LLC provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit sharing plans, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management, employing a range of analytical techniques and tailored strategies, with ongoing account monitoring and periodic reviews.

Pablo Lopez is a financial advisor at PFL Partners LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with PFL Partners since 2017 and was self-employed for one year prior. Outside of investment advisory services, he provides Consulting CFO and strategic advisory services to early and mid-stage companies. PFL Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm focuses on evaluating and recommending third-party Outside Managers, employs passive investing and fundamental analysis strategies, and provides consulting CFO services as a distinct business line.

Daniel Goldberg is the principal of Goldberg Financial Advisors, LLC in El Segundo, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory role, he performs strategic planning and corporate development consulting for various companies, which is separate from his investment advisory services. Goldberg Financial Advisors serves individuals, trusts, estates, charitable organizations, and corporate plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including the use of derivatives in managed accounts, and offers specialized services such as institutional retirement plan consulting and charitable organization management.

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.