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.

Nicholas Han is the principal of Daehan Securities, Inc., an independent registered investment adviser based in Los Angeles, CA. He holds Series 65 and Series 63 licenses and has 28 years of industry experience, including over a decade at Daehan Securities and multiple intervals at Kayan Securities, Inc. He serves as vice-president of the Unification Education Council-OC.SD Chapter, a nonprofit focused on education and research related to the unification of the Korean peninsula. Daehan Securities serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary equity portfolio management, a defined Balanced Portfolio strategy, and modular financial planning, using both fundamental and technical analysis with customized advice tailored through ongoing monitoring.

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.

Earl Jordan Yaokasin is a CFA® charterholder and holds a Series 66 license with 15 years of industry experience. He has been the sole advisor at Wealtharch Investment Services, LLC since 2014. Wealtharch Investment Services, LLC advises individuals, charities, and corporate entities, offering financial planning, portfolio and wealth management, and a subscription research service for self-directed investors. The firm employs a value-driven, fundamental analysis approach focused on intrinsic value and long-term holdings in U.S. equities, with portfolios tailored to clients’ objectives and risk tolerance.

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.

Joseph Lora is a CFA® charterholder with 22 years of industry experience, currently serving as the sole advisor at Fig Tree Capital in Pasadena, CA. Prior to founding Fig Tree Capital in 2017, he worked at Merrill for seven years. Fig Tree Capital provides fee-based financial planning, investment management, and educational seminars primarily for individual and high-net-worth clients. The firm employs tailored investment strategies documented in policy statements and utilizes a range of approaches including discretionary portfolio management and option strategies.

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.

Michael Rodriguez is a CFP® professional at Equanimity Wealth with two years of advisory experience. He previously worked at South Bay Financial Partners and US Bank and has a background that includes roles outside the financial industry. Equanimity Wealth is a fee-only independent firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and a variety of engagement options. The firm emphasizes client-driven advice and favors passive investment strategies without discretionary portfolio management or percentage-of-assets fees.

Carlota Venegas is a CFP® and holds a Series 66 license with 16 years of industry experience. She has worked at Clifford Swan Investment Counsel and Ameriprise Financial Services before founding Raven Wealth Advisors in 2026. Raven Wealth Advisors is a fee-only registered advisor providing investment management and financial planning services to individuals, corporations, and businesses. The firm offers specialized divorce financial planning and educational seminars, managing portfolios through a mix of fundamental, technical, and cyclical analysis with both discretionary and non-discretionary arrangements.

Edwin Choi is the sole advisor at Mariposa Capital Management, LLC, an independent advisory firm based in Pasadena, CA. He holds a Series 63 designation and has 16 years of industry experience. Since 2014, he has also served as CEO of Capitect, Inc., a company that provides online software and automated portfolio management services to wealth management firms. Mariposa Capital Management offers discretionary asset management and investment planning for individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs an evidence-based, goal-oriented investment approach focused on long-term outcomes, diversification, and tax efficiency, primarily utilizing passive index funds and ETFs.

Sevak Khachatoorian is the sole advisor at UP&UP Capital, Inc., holding a Series 65 designation with five years of industry experience. Prior to founding UP&UP Capital, he was president and commodity trader at Minor To Major Capital, Inc., and worked as an independent trader for 14 years. Outside of his advisory and trading roles, he provides in-home supportive services. UP&UP Capital is a small independent firm serving individuals, small businesses, and corporate clients with financial planning, portfolio management, and educational workshops. The firm employs a blend of fundamental and technical analysis, integrates active and passive management, and includes a range of asset classes such as equities, fixed income, commodities, and ETFs tailored to client risk profiles.

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.

Keith Hays is a financial advisor at Creative Capitalists, Inc. with a Series 65 designation and seven years of industry experience. He previously worked at JWJ Accounting from 2017 to 2024. Creative Capitalists serves individuals, corporations, and charities by providing financial planning, portfolio management, tax planning, bookkeeping, and payroll services. The firm uses model-based asset allocation and fundamental analysis to manage discretionary portfolios, conducts quarterly reviews, and integrates tax and payroll services within its advisory practice.

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.

Roubik Sarian is a financial advisor at Hayk Capital in Glendale, CA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at SA Stone Wealth Management, Quest Capital Strategies, and Waddell & Reed, as well as a decade at Intel Corporation. Outside of financial advising, he works part-time as a marketing consultant for a child care services provider. Hayk Capital is a single-advisor registered investment adviser serving individual and small-business clients with investment advisory, financial planning, pension consulting, and educational seminars. The firm provides discretionary portfolio management tailored to clients’ goals and risk tolerance, and also offers non-advisory planning and consulting services on an hourly or fixed-fee basis.

Brian Kim is a CFA® charterholder and Series 63 licensee based in La Crescenta, CA, with over 11 years of industry experience. He previously worked at Northern Trust Company for 10 years before founding Kin Stewards LLC, where he currently serves as the sole advisor. Kin Stewards LLC is an independent, state-registered investment adviser providing discretionary portfolio management and standalone financial planning for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm combines fundamental analysis and Modern Portfolio Theory across various asset classes and offers business-oriented planning services such as corporate-structure and cost-segregation analysis.

Jeffrey Wang is the principal advisor at Kelmar Capital Management, LLC in Pasadena, CA, with 24 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Prior to founding Kelmar Capital Management in 2001, he worked at Stone Bridge Investment Partners LLC. Wang also serves as Treasurer for the City of La Canada Flintridge, managing its investment portfolio. Kelmar Capital Management provides investment advisory and portfolio management services primarily to high-net-worth individuals and family groups, focusing on conservative, value-oriented strategies with an emphasis on mid- to large-cap equities and fixed income. The firm manages over $400 million in assets with a focus on individualized portfolio construction and a policy against outside compensation or wrap fee programs.