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.

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.

Alvin Parra is a financial advisor with Blue Canyon Wealth in South Pasadena, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at C. E. Skowrup & Co., Acrylic Financial, Inc., and Strategic Choices Wealth Advisors Inc., where he also serves as COO. Parra is the President and Founder of Reyuz Inc., a side venture focused on manufacturing and distributing plastic products. Blue Canyon Wealth provides portfolio management and retirement-plan services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small-business owners. The firm uses a written Investment Policy Statement incorporating fundamental, quantitative, and technical analysis alongside Modern Portfolio Theory with a long-term focus.

David Ward is a CFA charterholder with 20 years of industry experience, currently serving as the principal of Brookside Strategy and Consulting. His prior roles include positions at US Trust / Bank of America U.S. Trust Private Bank, Lincoln Financial Advisors, and MassMutual. Outside of his advisory work, he is involved in community and educational activities, including instructing CFA candidates, participating in fundraising and development committees at the local YMCA, and serving on multiple committees with the Verdugo Hills Council of the Boy Scouts of America. Brookside Strategy and Consulting is an independent advisory firm serving individual clients, business owners, and institutional entities such as trusts and charitable organizations. The firm offers discretionary asset management and ongoing financial planning, emphasizing bespoke client relationships with customized portfolios and coordinated consulting services that include 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 24 years of experience in the financial advisory industry. He has been the principal at Appian Way Financial since 2013, following prior roles at Bridge Advisory LLC, Pension Architects Advisory Group, Penniall & Associates, Inc., and Ameriprise. He is also licensed as an insurance agent with unaffiliated carriers. Appian Way Financial is an independent SEC-registered investment adviser serving individual, high-net-worth, charitable, and institutional clients. The firm provides tailored financial planning and discretionary portfolio management using a blended investment strategy that incorporates fundamental and technical analysis.

Yolla Kairouz is the sole advisor at Kairos Family Wealth LLC in Los Angeles, holding Series 63 and Series 65 licenses with 18 years of industry experience. She previously worked at JPMorgan Chase and Wells Fargo in various roles from 2008 through 2026. Kairouz serves as a board member of the UCLA Anderson Economic Forecast, a nonprofit providing economic insights to business, academia, and government. Kairos Family Wealth LLC provides portfolio management and CFO/financial planning services primarily to individuals and high-net-worth clients. The firm uses multiple analytical methods and offers discretionary portfolio management alongside outsourced CIO/CFO services and coordination with other professionals.

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 sole advisor at 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. Han has worked at Kayan Securities, Inc. during multiple periods totaling six years and has been with Daehan Securities since 2013. He serves as vice-president of the Unification Education Council-OC.SD Chapter, a nonprofit focused on education and research related to Korean peninsula unification. Daehan Securities provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Balanced Portfolio strategy combining dividend-paying equities and fixed income, using both fundamental and technical analysis, and may engage in option strategies for hedging.

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.

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 23 years of industry experience. He is the sole advisor at Fig Tree Capital, an independent firm he has led since 2017. His prior experience includes roles at Merrill, Investacorp Advisory Services, Wells Fargo Clearing, Banc of America Investment Services, Ameriprise, and Equitable Advisors. Fig Tree Capital provides fee-based financial planning, investment management, and educational seminars to individual and high-net-worth clients. The firm employs tailored investment strategies documented in policy statements and offers both discretionary and non-discretionary portfolio management without selling insurance or annuity products.

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.