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.

Kevin Sheldahl is a CFP® professional with 23 years of experience in the financial advisory industry. He founded and has operated Appian Way Financial LLC since 2013. He is also licensed as an insurance agent, dedicating up to 10% of his time to insurance-related activities with unaffiliated carriers. Appian Way Financial provides financial planning, retirement and tax planning, business consulting, and investment consultation for individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of fundamental and technical analysis, utilizing active asset management, core-and-satellite allocations, and value investing strategies, with portfolios typically including diversified, tax-aware allocations across various investment vehicles.

Yolla Kairouz is a financial advisor with Kairos Family Wealth LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes roles at JPMorgan Chase and Wells Fargo spanning over a decade. She serves as a board member for the UCLA Anderson Economic Forecast, a nonprofit providing economic insights for the greater Los Angeles area and beyond. Kairos Family Wealth LLC is a newly formed investment adviser offering discretionary portfolio management, outsourced CFO services, and standalone financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies, drawing on fundamental and quantitative analysis, and acts as a fiduciary for retirement accounts.

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.

Marcos Figueroa III is the principal of MFA Global Consulting Group LLC, an independent firm based in Beverly Hills, CA. He holds the Series 66 designation and has 20 years of industry experience. Since founding MFA Global Consulting Group in 2014, he has focused on providing portfolio management services. Additionally, he is an insurance broker affiliated with Crump Insurance and sells life insurance policies. MFA Global Consulting Group serves primarily individuals and small business owners, managing approximately $500,000 in assets for about 58 clients. The firm employs a top-down, macroeconomic, and value-oriented investment approach that emphasizes long-term allocations, diversification, and firm-conducted security research, with a primarily non-discretionary management style.

Adam Soroko is the sole advisor at Mertz Capital, an independent registered investment adviser based in Studio City, California. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Outside of investment advising, he is also licensed as an independent insurance agent. Mertz Capital serves individuals and high-net-worth clients, providing investment advisory and managed account services along with financial planning consulting such as risk assessment and estate planning. The firm offers both discretionary and non-discretionary management, tailoring strategies to client objectives, time horizon, and risk tolerance.

Troy Peterson is a financial advisor at Pgp Wealth Services, LLC in Burbank, CA, holding CFP® and ChFC® designations with 16 years of industry experience. He has worked as an independent contractor for 13 years and has been with Pgp Wealth Services since 2009. PGP Wealth Services is an SEC-registered independent advisory firm serving individuals, small businesses, charities, trusts, and estates. The firm provides discretionary asset management, financial planning, and educational seminars, developing client-specific investment strategies using a combination of fundamental, technical, charting, and cyclical analysis.

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.

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.

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.

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.

Scott Lewis is the sole advisor at Lewis Capital Management, an independent firm based in Beverly Hills, CA. He holds the CFA® designation and a Series 65 license, with 21 years of industry experience. Lewis has led Lewis Capital Management since its founding in 2000. Lewis Capital Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, corporations, and foundations. The firm employs a value-oriented equity strategy that integrates quantitative screening with fundamental research to build concentrated portfolios, while tailoring fixed income and asset allocation to client objectives.

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.

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.

Peter Criswell is a financial advisor with Kellogg Wealth Advisors, Inc. in Studio City, CA. He holds the ChFC® designation and Series 63 and 66 licenses, with 18 years of industry experience. Criswell has been with Kellogg Wealth Advisors since 2007, where he serves as Principal and CEO. He is also involved in the sale of fixed insurance products. Kellogg Wealth Advisors, Inc. is a state-registered investment adviser that provides portfolio management and introductions to third-party investment managers for individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm typically recommends or introduces clients to third-party discretionary managers and model portfolios, using both fundamental and technical analysis to favor long-term purchase strategies implemented through mutual funds, ETFs, and platform model portfolios.

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.