Bradford Creger is a financial advisor with BFF Wealth Management, Inc. in Glendale, CA, holding a Series 63 license and bringing 32 years of industry experience. His prior roles include positions at Centaurus Financial, Inc. and LPL Financial, LLC. Outside of advisory services, he is involved in authoring financial content and performs stand-up comedy. BFF Wealth Management provides point-in-time investment advisory consultations, financial planning, and educational workshops to institutional and select high-net-worth clients. The firm focuses on written analyses and suitability assessments rather than ongoing portfolio management, employing fundamental, technical, quantitative, and qualitative analysis methods.

Scott Shlecter is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has been principal of Shlecter Wealth Management, LLC since 2013, where he provides financial consulting. Pasadena Private Wealth serves high-net-worth individuals, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a model-driven investment approach emphasizing fundamental analysis and long-term portfolio construction, and manages over $1.2 billion in assets across multiple offices.

We provide financial planning to physicians in their 30s to 40s. We will provide you genuine and professional advice, without the stuffy suit and Wall Street jargon. We understand the unique situations that physicians face, such as: (1) feeling overwhelmed catching up on life experiences, saving for the future, and paying off debt. (2) wanting to reduce the enormous taxes you pay. (3) feeling "sandwiched" between supporting your children and parents. We make complex financial issues easily digestible so that you fully understand the choices you have. We seek to listen before I speak so your needs and concerns are heard. When you reach out to us, we aim to respond within 24 hours, and we can meet you on the weekends so that you don't have to sneak out of work.

Alvin Parra is a financial advisor with Blue Canyon Wealth, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He is president and founder of Reyuz Inc., a startup focused on manufacturing plastic products. Parra has held roles with Strategic Choices Wealth Advisors Inc. and Strategic Choices Financial & Insurance Solutions, where he is also president and a licensed insurance agent. Blue Canyon Wealth is a solo-practitioner firm serving individual clients, trusts, and small-business plan sponsors. The firm emphasizes long-term portfolio management guided by written investment policies and integrates fundamental analysis, modern portfolio theory, and quantitative and technical methods.

David Ward is a CFA® charterholder with 20 years of industry experience. He is the principal of Brookside Strategy and Consulting, an independent advisory firm based in Burbank, CA. Prior to founding Brookside Studios LLC, he held roles at several firms including US Trust / Bank of America U.S. Trust Private Bank and Lincoln Financial Advisors. Outside of his advisory work, he serves as a coordinator and instructor for the CFA Society of Los Angeles and is involved with local community organizations such as the YMCA of the Foothills and Verdugo Hills Council of the Boy Scouts of America. Brookside Strategy and Consulting serves a select group of individual clients, business owners, and institutional entities, providing discretionary asset management along with ongoing financial planning and business consulting services. The firm constructs individualized portfolios using a combination of fundamental, technical, cyclical, and sector analysis and places particular emphasis on business-owner succession and exit planning.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

Manu Walia is the sole advisor at Continuum Global Asset Management, LLC, an independent firm based in Santa Clarita, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Continuum Global Asset Management since 2005. Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high-net-worth individuals, family trust accounts, and retirement accounts. The firm combines fundamental and technical research with asset-allocation techniques and employs a mix of equities, bonds, mutual funds, ETFs, closed-end funds, REITs, and options, using active strategies such as stop losses and option hedging to manage volatility.

Barry Boscoe is a CFP® with 19 years of industry experience, affiliated with Brighton Advisory Group in Encino, CA. He has worked at CIBC World Markets Corp. since 1996 and has been involved with Boscoe Insurance Services, Inc. since 1976. Brighton Advisory Group serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning across multiple areas including business planning, education funding, retirement, insurance, estate and tax planning, and investment planning. The firm focuses on preparing written financial plans and periodic reviews rather than discretionary portfolio management, and integrates insurance product sales as a significant part of its practice.

Angelo Talebi is a financial advisor with Beverly Hills Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with his current firm since 2012. Outside of advising, Talebi owns Angelus Media Group, a documentary film production company, and hosts weekly radio and TV shows focusing on market commentary and financial planning topics. Beverly Hills Financial Planners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning, consulting, and investment advice. The firm provides written financial plans and ongoing advisory services without custody or discretionary trading authority, and it also offers insurance products through licensed agents.

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.

Gordon Trachtenberg is the sole advisor at Trachtenberg Capital Management, LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 19 years leading his own firm since 2007. Trachtenberg Capital Management provides customized investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional and corporate clients. The firm employs fundamental, technical, and quantitative analysis to construct portfolios using equities, bonds, ETFs, and mutual funds, with execution and reporting primarily through Fidelity Institutional.

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.

Thomas Calcagnini is the sole advisor at Calcagnini Wealth Management, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been involved with Eastward Capital Partners LLC since 2010 and founded Calcagnini ALS Foundation Inc in 2020. Calcagnini Wealth Management is a small independent firm serving approximately 40 clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary asset management, financial planning, pension consulting, and a wrap fee program, emphasizing individualized asset allocation and ongoing account supervision using various analytical methods.

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.

Canard Barnes is the principal and sole advisor at Barnes & Company Investment Counsel, LLC, an independent firm based in Los Angeles. He holds a Series 66 designation and has 28 years of industry experience, including 13 years at Merrill and five years with Independent Financial Partners before founding his current firm. Barnes is involved in a commission-sharing arrangement marketing health insurance contracts alongside his advisory role. Barnes & Company Investment Counsel serves individual and institutional clients with discretionary portfolio management, financial planning, and consulting services, managing approximately $44 million in assets. The firm creates customized portfolios using ETFs, ETNs, equities, and fixed income, employing fundamental, technical, and modern portfolio theory techniques, and offers performance-based fee arrangements and educational seminars.