Fai Liao is a CFP® and Series 65-registered financial advisor with four years of industry experience. He is the sole advisor at Raymond Liao Investment Advisor and has operated multiple related businesses, including a tax and accounting firm where he is the sole shareholder, as well as licensed roles as a life and health insurance agent, real estate agent, and mortgage loan originator. Raymond Liao Investment Advisor is a California-registered firm providing customized investment advisory and financial planning services primarily to individuals and high-net-worth clients. The firm employs a Modern Portfolio Theory-based approach combined with tactical asset allocation, managing accounts on a non-discretionary basis and utilizing both fundamental and technical analysis across a range of asset classes.

Enrique Villalobos is the principal of Enrique Villalobos & Associates, an independent advisory firm based in West Covina, CA. He holds the CFP® designation and Series 63 license and has 25 years of industry experience. Prior to founding his current firm in 2016, he worked at H.D. Vest Advisory Service and H.D. Vest Investment Services. Outside of advisory work, Villalobos owns a tax preparation and accounting business and serves as president of the Canyon Crest Villas Homeowners Association. Enrique Villalobos & Associates provides ongoing discretionary portfolio management primarily for individual and high-net-worth clients, focusing on direct portfolio management through proprietary model portfolios that emphasize mutual funds and ETFs. The firm manages client goals with a detailed financial survey and maintains a narrower investment-management–focused practice without offering wrap programs or third‑party advisory recommendations.

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.

Cynthia Sforza is a CFP® and holds a Series 66 license, with 18 years of industry experience. She is the sole advisor at Lucidity Wealth Advisors Inc., where she has worked since 2023. Her prior experience includes roles at Towneley Capital Management, Creative Planning, Bronfman E.L. Rothschild, and a position at the University of California, Irvine. Lucidity Wealth Advisors serves individuals, high net worth clients, trusts, estates, businesses, and retirement plans by providing discretionary investment management and holistic wealth management services. The firm employs long-term investment strategies using primarily low-cost, diversified ETFs and mutual funds, alongside individual stocks and bonds, with continuous monitoring and annual reviews.

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.

Alfonso Aduna is a financial advisor at Aduna Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Insurance. Outside of finance, he owns a travel agency franchise, Expedia Cruise Center, through Aduna Travel LLC. Aduna Capital provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a four-part investment process combining bottom-up and top-down analysis and incorporates options and derivatives strategies in client accounts.

Jarvis Reeves is a financial advisor at Clarity Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Significant Wealth Partners Inc. and Change Path LLC. In addition to his advisory work, Reeves is president of Taylor & Associates, where he conducts seminars and advises on life and annuity insurance products. Clarity Financial is an independent registered investment adviser that offers complimentary financial planning, third-party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third-party managers and focuses on non-discretionary management, serving as a liaison to monitor performance and assist with plan administration.

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.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

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.

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.

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.

Gerry Dransfeldt is the sole advisor at Gerry Dransfeldt RIA, Inc, an independent firm based in Yorba Linda, CA. He has 12 years of industry experience and has been operating his own RIA since 1998. The firm provides discretionary portfolio management to individual investors and trusts, focusing on high-quality, dividend-paying equities, MLPs, and REITs combined with option overlay strategies tailored to client risk profiles. It manages a small client base with frequent account reviews and does not vote client proxies or receive third-party compensation.