Edson Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Spring Financial Planning since 2017, following a year as a self-employed advisor. Spring Financial Planning serves individuals, high-net-worth clients, and small businesses with customized financial planning and investment consultation. The firm follows a planning-first model with a non-discretionary investment approach based on Modern Portfolio Theory, utilizing indexed mutual funds and ETFs without taking custody of client assets.

Paul Li is a CFA® charterholder and the sole advisor at Exciten Capital LLC in La Canada, CA, with 13 years of experience in the financial industry. He has led Exciten Capital since its founding in 2013. Outside of his advisory role, he is involved with Aspen Li Partners, Super Investment, and Cypress Evergreen LLC. Exciten Capital LLC is an independent advisory firm focused on discretionary portfolio management and investment advice for individuals and small businesses. The firm employs a primarily quantitative investment process that utilizes a broad range of instruments and strategies, including leverage and short selling, while maintaining a limited client base and performance-based compensation arrangements.

David Hartman is a financial advisor at WRW Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has been employed full time since 1986 at the CPA firm Wishnow, Ross, Warsavsky & Company, where he provides accounting and tax services. WRW Wealth Advisors offers portfolio management services to institutional clients, corporations, and high net worth individuals, utilizing a variety of investment approaches including discretionary and non-discretionary arrangements and firm-developed model portfolios. The firm integrates multiple analytical methods and trading strategies and provides complimentary financial planning to clients engaged for portfolio management.

Kary Bartmasser is the principal advisor at KB Private Wealth Management Group in Sherman Oaks, CA, holding a Series 65 credential with 20 years of industry experience. He previously worked at Wealth Resources Group and operates an accounting firm, Bartmasser & Company CPA, providing income tax preparation and accounting services. Additionally, he is licensed as a California real estate broker. KB Private Wealth Management Group serves individuals, trusts, estates, and business entities with discretionary asset management and integrated financial planning. The firm employs a variety of analytical methods and asset allocation strategies to tailor portfolios to client objectives, while maintaining an affiliated accounting practice and real estate services under separate agreements.

Adam Goyer is a financial advisor at Lotus Oak Capital Institute with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has held roles at several firms, including MassMutual Life Insurance Company and NYLIFE Securities LLC. Outside of advising, he serves as a board member for The Lotus Oak Foundation, which supports research at academic and independent institutions through micro grants. Lotus Oak Capital Institute is a California state-registered, fee-based investment adviser serving individuals, families, business entities, and retirement plans. The firm constructs diversified portfolios using fundamental analysis and a mix of ETFs, mutual funds, government securities, and, when suitable, individual equities, bonds, options strategies, and private investments.

Cynthia Jabr is a CFP® professional with 13 years of industry experience, currently serving as the principal advisor at Brand New Day Wealth Planning, LLC. She previously worked at UBS Financial Services Inc. for seven years before founding her independent firm. Brand New Day Wealth Planning, LLC offers fee-only financial planning to individuals and high-net-worth clients through comprehensive and project-based engagements, as well as educational seminars. The firm provides investment recommendations based on modern portfolio theory and passive/index strategies, focusing on personalized planning without managing or taking custody of client assets.

Arin Pezeshkian is a financial advisor at AP24 Capital with a Series 65 designation and three years of industry experience. He is also an associate attorney at Bezdik Kassab Law Group, where he provides legal services specializing in business litigation and transactions. AP24 Capital offers financial planning and discretionary investment management services to individuals, high-net-worth clients, families, trusts, estates, and other entities. The firm focuses on fundamental analysis of securities and customizes portfolio construction based on client objectives, diversification, time horizon, and tax considerations, often managing accounts on a fully discretionary basis with the use of options as part of its strategies.

Jonathan Buck is a financial advisor with Orion Capital, holding Series 65 and Series 66 credentials and 14 years of industry experience. He worked at Merrill from 2011 to 2012 before joining Orion Capital in 2013, where he has been practicing for 13 years. Orion Capital provides customized investment management services to individuals, corporations, and other entities, managing approximately $7.5 million across about 24 client accounts. The firm uses documented client profiles and model allocations, emphasizing fundamental analysis and employing performance-based fee arrangements for qualified clients.

Erik Gulsrud is the sole advisor at Gulsrud Consulting LLC, holding a Series 65 credential with 18 years of industry experience. He previously worked at Mariner, LLC, AdvicePeriod, LLC, and Pathstone Federal Street. Gulsrud Consulting provides financial planning, family office coordination, estate planning strategy, charitable giving advice, and family governance facilitation to high-net-worth and ultra-high-net-worth clients. The firm operates on a project-based fee structure and does not offer investment management services, focusing instead on written plans, coordination with other professionals, and governance facilitation.

Rostic Carapetian is the sole advisor at Covexic LLC, an independent firm based in Glendale, CA. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having worked at Covexic LLC since 2005. Covexic LLC serves individuals, couples, and some institutional clients, managing approximately $7.8 million across around 30 relationships. The firm provides discretionary asset management and investment consulting with a focus on client-specific risk profiles and individualized investment plans, offering ongoing portfolio monitoring and regular performance reporting.

Stephen Stahl is a financial advisor at Brookside Capital Group LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Advisors and United Planners' Financial Services of America. Outside of finance, he owns several companies related to music production, media, and AI technology, including Stephen Stahl Music LLC, One Leap LLC, and Ai-SPY LLC. Brookside Capital Group LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm develops tailored Investment Policy Statements and employs a long-term, non-discretionary trading approach using a variety of analytic techniques.

Kirk Bell is the principal and sole advisor at Riverflow Wealth Management, LLC, an independent registered investment adviser based in Calabasas, California. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience. He has managed Riverflow Wealth Management since its founding in 2009. Riverflow Wealth Management provides discretionary asset management and fee-based financial planning to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $10.6 million and employs a range of investment strategies tailored to client goals, utilizing individual securities, ETFs, mutual funds, options, and other investments with ongoing account supervision.

Sean Mullaney is the founder of Mullaney Financial & Tax, Inc. and holds a Series 65 credential with 7 years of industry experience. Prior to establishing his independent firm in 2018, he worked at PwC for 7 years. Outside of advising, Mullaney operates a personal finance content business, including authoring two books published in 2025 and maintaining a personal finance YouTube channel, and serves as volunteer Treasurer and Board member for the John C. Bogle Center for Financial Literacy. Mullaney Financial & Tax, Inc. is a fee-only advisory and accountancy practice providing financial planning, tax consulting, and insurance advice to individuals, families, employers, and business clients. The firm emphasizes planning over asset management, typically recommending passive investment strategies without custody or discretionary authority, and serves a diverse client base including corporations, pension plans, and institutional entities.

Benjamin Lupu is a CFP® professional with 18 years of industry experience, currently the sole advisor at Kensington Ami, LLC in Burbank, CA. He has worked at Kensington Ami since 2007. Kensington A.M.I. LLC provides investment advisory and financial planning services to individuals, high net worth clients, and pension and profit-sharing plans. The firm’s investment approach incorporates fundamental, technical, econometric, and cyclical analysis, offering strategies with generally low-to-moderate trading frequency and managing a notable portion of assets on a non-discretionary basis.

Dixon Gardner is a financial advisor at Mt. Timp Capital with three years of industry experience. He holds Series 63 and Series 65 licenses and has served as a senior attorney at Madison Law, APC since 2014, where he litigates civil cases and handles bankruptcy matters. Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a value-investing approach and does not exercise discretionary trading authority, requiring client consent before trades.

Jeffrey Richardson is a financial advisor at Trovera Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Trovera Capital Management, he worked in media and production, including five years at Escopeta Productions and five years as a freelance screenwriter. Trovera Capital Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and project-based security and hard-asset research engagements. The firm employs a multi-step investment process combining top-down, fundamental, and technical analysis, with portfolios managed to align with client objectives through various securities and option strategies.

Adam Gold is a financial advisor at Katam Hill LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Espial Capital Management. Katam Hill LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and institutional and pooled vehicles such as pension plans and endowments. The firm follows a fundamental, bottoms-up long/short equity strategy focused on technology, media, and communications, offering both non-leveraged and leveraged model portfolios tailored to client needs.

Carlo Lorenzana is a financial advisor at Brookside Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. prior to founding his independent advisory firm in 2017. In addition to his advisory work, he was involved with CDL Insurance Service, LLC for seven years. Brookside Wealth Management LLC is a state-registered independent advisory firm that provides portfolio management and financial planning services to individuals, charitable organizations, corporations, and insurance companies. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and employs a range of instruments including private placements and venture capital funds, focusing primarily on high-net-worth and institutional clients.

Jack Tsai is the principal advisor at Tsai Wealth Management in Pasadena, CA, holding the PFS™ and Series 65 designations with 19 years of industry experience. He is also the owner of Jack Tsai & Associates, a CPA firm where he spends approximately half of his time. His prior work includes five years at Colton Wealth Management. Tsai Wealth Management provides personalized financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, and trusts. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation and diversification, managing portfolios primarily with no-load institutional mutual funds, ETFs, fixed-income securities, and certificates of deposit.

Ju Hyung Oh is a CFP® professional with Liberty Financial Group, Inc., where he has worked since 2019. He has held prior roles at Henry Mayo Newhall Hospital, CHA Hollywood Presbyterian Medical Center, and CJ CGV America. Outside of financial advising, he serves as president of SW CPA INC, a firm providing tax preparation, accounting, and payroll services to individuals and small businesses. Liberty Financial Group, Inc. is an independent investment adviser serving individuals, families, and high-net-worth clients with financial planning, retirement planning, and portfolio management. The firm employs a risk-based asset allocation strategy using ETFs, mutual funds, and occasionally individual securities, emphasizing low-cost and tax-aware investments while offering financial planning billed hourly or on a fixed-project basis.