Michael Brown is a financial advisor at Morningview Capital with 12 years of industry experience. He holds a Series 65 designation and has worked at Captivate, Inc. since 2004, where he serves as Chief Executive Officer of an investment-related financial publishing and online media business. Morningview Capital provides financial planning, portfolio management, investment recommendations, and pension consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors advice based on client objectives and risk profiles, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.

Aaron Shuchatowitz is the principal of Shucha Wealth Management LLC in Sherman Oaks, CA, holding a Series 65 credential with four years of industry experience. He co-founded Blue & White Finance, a financial education business where he spends part of his time teaching and creating educational content. Prior to his current roles, he was involved with DJ Properties, Ulpan La-Inyan, and 12Tribe Films. Shucha Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm emphasizes long-term investing guided by modern portfolio theory, with tailored asset allocation and ongoing portfolio monitoring.

Patrick Bolger is the sole advisor at Pb Capital, an independent investment advisory firm based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nine years at Western International Securities and ongoing insurance-related activities since 1998. Outside his advisory work, he provides insurance quotes and coverage for clients through his insurance business. Pb Capital serves individual and high-net-worth clients with non-discretionary asset management and portfolio monitoring across various securities. The firm employs a range of analytical methods and strategies, including the use of derivatives and options, and implements trades only with client authorization.

Thomas Krueger is a financial advisor at Santa Cruz Wealth Management Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones and Ladenburg Thalmann. Santa Cruz Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with diversified, passively managed funds and operates primarily on a non-discretionary basis, offering additional consulting and institutional services such as pension plan administration and compliance consulting.

Tad Jakes is a CFP® professional with 13 years of experience, currently serving as an advisor at Mfac Financial Advisors, Inc. in Westlake Village, CA, where he has worked since 2004. He holds the Series 63 designation and operates within a firm known for integrating tax and accounting perspectives into its financial advice through its affiliation with an accountancy corporation. Mfac Financial Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and corporate clients. The firm employs a discretionary asset management approach focused on diversified funds and tailored asset allocation plans that consider client objectives, risk tolerance, liquidity needs, and time horizon.

Andreas Yanik is a financial advisor at Create My Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of advisory work, he is also involved in mortgage brokerage. Create My Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory to guide investment decisions, offering discretionary account management and performance-based fee arrangements for qualified clients.

Charles Pippin is a financial advisor at Highgate Financial Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Pepperdine University for 15 years before joining Highgate Financial Partners in 2021. Highgate Financial Partners offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses client-specific Investment Policy Statements to guide portfolio construction, combining fundamental analysis and modern portfolio theory with strategies that include equities, fixed income, options trading, and alternative investments.

Tyler Rivetti is the principal advisor at Rivetti Investment Services, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at his own firms, including Rivetti Financial Group, LLC and Stephen L. Rivetti Insurance Services, Inc., since 2010. He is also the owner of Rivetti Financial Group, which offers fixed insurance products such as life, health, disability, and long-term care insurance. Rivetti Investment Services, LLC provides discretionary portfolio management and financial planning primarily to individual clients, as well as pension, profit sharing, and 401(k) plan sponsors. The firm emphasizes diversified, target asset allocations implemented mainly through mutual funds and ETFs, with additional pension consulting and manager-selection services.

Gagan Singh is the principal of SmartCourse Advisory, LLC, with four years of industry experience and a Series 65 credential. He has held leadership roles at multiple companies, including CogniAI Labs Inc., where he serves as President and CEO focusing on AI consulting, and Thinkjr Inc., a children’s media and consumer products company. He is also President and CEO of New Trends Investments Inc., a research and software consultancy. SmartCourse Advisory is a state-registered investment adviser that provides financial planning and consulting services to individual clients, emphasizing tailored strategies involving cash flow, tax, risk management, and estate planning. The firm uses hourly billing and does not manage discretionary client assets.

Ronald Verbeck is a financial advisor at Wealth Planning Group, Inc. with 32 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes six years at Purshe Kaplan Sterling Investments. In addition to his advisory roles, he is a licensed life insurance agent. Wealth Planning Group, Inc. provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm combines financial planning with portfolio management, employing strategic, cyclical, and tactical analysis to build diversified portfolios managed on a discretionary basis.

Walter Schwarz is the sole advisor at Lone Peak Asset Management, Inc. in Westlake Village, CA, holding a Series 63 designation and bringing 43 years of industry experience. He has led Lone Peak Asset Management since its founding in 1996. Lone Peak Asset Management serves individual clients and a limited number of pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting services. The firm focuses on individualized investment policies and operates primarily on a non-discretionary basis, with an emphasis on pension and employee-benefit consulting in addition to wealth management.

Christopher Munchhof is a financial advisor at SoCal Planners, Inc with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Free Financial for 13 years and Canady MFG for 9 years. In addition to his advisory role, he is engaged in tax preparation and the sale of fixed life insurance and annuity products as a sole proprietor. SoCal Planners serves individuals, trusts, estates, 401(k) plans, and corporate clients, providing investment supervisory services, periodic financial advice, and planning. The firm typically manages client portfolios on a non-discretionary basis and combines advisory services with tax preparation and insurance offerings.

I was born and raised in the San Fernando Valley in LA. I spent a few years away while at San Diego State University. After graduating, I spent nearly nine months in Israel working odd jobs and enjoying time with my friends and family. I came back to LA in 2014 where I got my first "real" job at a large insurance and investment firm. I got licensed as a financial advisor in 2015, which allowed me to focus full time on financial planning and investment management. I earned my CFP® certification in 2017, and soon after in 2018, I decided it was time to start my own firm. I wanted to leave the whole corporate structure behind and work with the clients who I wanted to work with. I was tired of various sales quotas and metrics. I knew I could offer better and completely unbiased service by having my own firm. Let's connect so I can now learn more about you!

Thomas Hartfield is the president of Hartfield Financial & Insurance Services, Inc. in Granada Hills, CA, with 21 years of industry experience. He previously worked at Western International Securities, Inc. for six years and has been with his current firm since 1991. Hartfield Financial and Insurance Services provides investment advisory and financial planning primarily to individual clients, as well as trusts, estates, and employer retirement plans. The firm uses a diversified, model-based asset allocation approach focused on mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and combines investment advice with licensed insurance brokerage services.

Bradley Hartman is the sole advisor at Hartman Financial Planning in Santa Clarita, CA, holding a Series 65 designation with 18 years of industry experience. He has operated Options Trading & Education, LLC since 2003, focusing on options strategies and education. Hartman offers options education and paid workshops to individuals and groups, as well as market-timing models and subscription services to other investors and managers. Hartman Financial Planning provides fee-only financial planning and investment advisory services to individuals, families, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach tailored to clients’ goals, time horizons, and risk tolerances.

Eric Jacoby is a CFP® with 29 years of industry experience and is the principal of AFC Wealth Management in Encino, CA. He has worked with Kestra Advisor Services and Kestra Investment Services and owns The Jacoby Agency Insurance Services, where he engages in insurance sales. He also participates in retirement, insurance, and tax planning through The Advisor Consulting Group. AFC Wealth Management serves a limited client base with approximately $3.08 million in assets under management, providing financial planning and non-discretionary portfolio management. The firm combines fundamental and technical analysis tailored to client goals and risk tolerance while maintaining active insurance agency operations.

James Lorenzen is a CFP® professional with 28 years of experience, operating as the sole advisor at The Independent Financial Group in Simi Valley, CA since 1996. He holds Series 63 and Series 66 licenses and is also a licensed life insurance agent in California. The Independent Financial Group provides financial planning and nondiscretionary advisory services to individuals and business owners, including trusts, estates, IRAs, and retirement plans. The firm manages $10 million in assets and follows a documented planning process, utilizing independent third-party managers for investment implementation without discretionary trading.

Noah Echavarria is a CFP® with four years of industry experience, currently operating at Santa Susana Financial, LLC. Prior to founding Santa Susana Financial, he worked at Level Four Business Management LLC for eight years and at Aspiriant for five years. Santa Susana Financial, LLC provides integrated financial planning and investment management services to individuals, including high-net-worth clients. The firm uses a combination of passive and active strategies based on fundamental, technical, and cyclical analysis, and offers tailored portfolio management alongside optional tax return preparation for advisory clients.

Ronnie Kahn is a CFP®-certified financial advisor with 10 years of industry experience. He operates Accumulation Strategies, an independent firm based in Woodland Hills, CA. Kahn has been involved in financial services since 1998, conducting business under his own name since then. Accumulation Strategies serves individual clients, including high-net-worth households, by offering discretionary investment management alongside comprehensive and limited financial planning, ongoing retainer services, and hourly consultations. The firm focuses on capital preservation and risk management, using client-specific plans to guide portfolio allocation across various risk profiles with an active management approach.

Tae Ho is a financial advisor with Gold Coast Securities, Inc. in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Gold Coast Securities since 2001 and most recently was associated with TCFG Wealth Management, LLC. Gold Coast Securities provides investment consulting, retirement and college planning, and referral-based access to third-party investment managers for individuals, trusts, estates, and business entities. The firm offers non-custodial, consultative services to a limited client base and typically engages in non-discretionary portfolio monitoring using fundamental, technical, and asset-allocation analysis.