Munish Jain is a financial advisor at Propel Private Wealth LLC with a Series 65 designation and over 14 years of industry experience, including a long tenure at Nomura International PLC. He also holds a role at the University of California, Los Angeles. Propel Private Wealth LLC is an independent boutique firm serving individuals, high-net-worth families, trusts, corporations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and equity compensation consulting, favoring diversified, low-cost index strategies with a buy-and-hold approach while accommodating alternative investments and tax-customized direct-indexing.

Christopher Olin is a CFA® charterholder and principal of Alesia Investment Management LLC with 10 years of industry experience. He is also the managing member of Alesia Asset Management LLC and serves as a consultant to NVE Inc., an experiential marketing firm. Alesia Investment Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is based primarily on fundamental analysis and includes a range of strategies such as long-term positions, shorter-term trading, and the use of derivatives, managing client accounts on both discretionary and non-discretionary bases.

Timothy Wallender is a CFP® professional based in Manhattan Beach, CA, with 4 years of industry experience. He has been associated with his firm, Wallender, Timothy Joseph, since 2005. Outside of financial advising, he serves as president of Wallender & Associates, an aerospace project management consulting company. His firm provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs Modern Portfolio Theory to construct diversified, long-term portfolios tailored to clients’ risk tolerance and time horizon, typically using no-load mutual funds and other securities, and maintains a notably high client load for a solo advisor.

Kiak Tae is a financial advisor at Gardena Financial Retirement Advisors with 20 years of industry experience and holds the Series 66 designation. He has operated Taevestment LLC since 2012. Outside of his advisory role, Tae is involved in several related businesses including co-owning an income tax preparation and notary service, working as an insurance broker, and owning real estate and mortgage brokerage firms. Gardena Financial Retirement Advisors provides investment advisory and retirement planning services primarily to individuals and certain businesses, with a focus on occupational groups such as nurses, school employees, and municipal workers. The firm offers portfolio management and customized financial planning, employing a range of securities and considering tax, income, time horizon, and risk tolerance in its strategies.

Michael Ernst is the principal of Ernst & Co. Wealth Management, LLC, an independent advisory firm based in Manhattan Beach, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles at Guardian Precious Metals, Inc., where he serves as CEO. Ernst also consults on wealth management practices for Cleveralpha Asset Management, LLC. Ernst & Co. Wealth Management advises individuals, trusts, estates, and business entities, offering asset management, comprehensive portfolio management, financial planning, and family office services. The firm creates customized portfolios using a variety of investment vehicles and generally operates on a non-discretionary basis, emphasizing tailored client relationships and integrating property-related services into its wealth management offerings.

Blair Aihara is a CFP® and Series 66-registered advisor with five years of industry experience. He is the principal of Aihara Wealth Management LLC, an independent firm he founded in 2024, and has prior experience at Rulo Wealth Strategies LLC and Royal Alliance Associates Inc. Outside of advising, he serves as Vice President of One Machi Corporation, a nonprofit organization. Aihara Wealth Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and limited-topic consulting primarily for high-net-worth individuals, trusts, estates, charitable organizations, and business entities. The firm integrates an affiliated tax practice and insurance services, offering clients tax preparation, planning, and insurance solutions alongside portfolio management.

Mitchell Miller is a financial advisor with Hermosa Capital Management, LLC, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked at Sutter Securities Incorporated since 2019 and Boustead Securities, LLC since 2015. Outside of his advisory roles, Miller serves as CFO of H3 High Security Solutions LLC. Hermosa Capital Management provides non-discretionary investment advisory services primarily to pooled investment vehicles, institutions, and financial intermediaries, and also offers financial planning and consulting. The firm emphasizes fundamental analysis and separate-account portfolio construction, while also marketing third-party investment managers through a sales-and-marketing approach.

David Hamer is a CFP® and CFA® with 10 years of industry experience. He has been with Integrity Asset Management, LLC since 2015. Outside of his advisory role, he manages several real estate investment and management companies. Integrity Asset Management is an independent registered investment adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm employs a combination of fundamental analysis, charting, and modern portfolio theory to construct diversified portfolios that include equities, mutual funds, ETFs, fixed income, real estate funds, and other asset classes.

David Harris is a CFP® and ChFC® with 34 years of industry experience. He is the principal of Harris & Associates, an independent advisory firm based in Manhattan Beach, CA, and has held roles at Purshe Kaplan Sterling Investments since 2013. Outside of his advisory work, he provides specialized training in oral proposals and presentation skills through Davris Training Associates and serves on the investment committee for the Manhattan Beach Community Church's endowment fund. Harris & Associates offers investment advisory and consulting services to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of Modern Portfolio Theory and active management, utilizing diversified allocations and an Enhanced Tactical Management process to support portfolio adjustments.

Sanjay Tolia is a financial advisor at Kubence in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has previously worked at Marine Layer Securities, Institutional Securities Corp, and Marine Layer Capital LLC, where he is the founder and managing partner. Outside of his advisory role, he serves on the boards of Pharm, LLC and Agrify Inc., both companies in the consumer packaged goods sector. Kubence provides discretionary investment management to registered investment advisors and individual and corporate clients through a web- and mobile-based platform. The firm focuses on box-spread option strategies and separately managed portfolios of structured notes, utilizing algorithmic and model-based recommendations combined with active derivatives strategies.

Keith Holt is the sole advisor at Holt Investment Advisors in Manhattan Beach, CA, with 31 years of experience operating under his firm’s name. He holds a Series 63 designation. Outside of his advisory work, he is involved in Red Fir Ranch Enterprises, a business focused on the sale of Christmas trees and related items. Holt Investment Advisors is an independent sole proprietorship serving individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a systematic, goals-based process to establish investment policies and implements portfolios using a proprietary “Three Dimensional Diversification” approach across asset allocation, investment philosophy, and custodian.

Daniel Cloud is a financial advisor with Cloud, Minturn & Associates, LLC, holding the ChFC® designation and Series 66 license. He has 20 years of industry experience and has been with Cloud, Minturn & Associates and CMA Insurance Services since 1986. Cloud, Minturn & Associates provides financial planning, retirement planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation, mutual fund and ETF analysis, and due diligence on independent registered investment advisers, offering a unique intermediary service for money manager selection and monitoring.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

David Yu is the sole advisor at Verdant Capital Management in Torrance, CA, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Verdant Capital Management since 2002. Verdant Capital Management provides retirement planning and asset management services to individual investors as well as institutional clients such as corporations, trusts, and foundations. The firm employs a combination of fundamental analysis, technical methods, and active portfolio management, offering a range of strategies from long-term investing to short-term trading with discretionary authority over client accounts.

Pavan Nagpal is the sole advisor at Sila Value Advisors, LLC, an independent registered investment adviser based in Manhattan Beach, CA. He holds a Series 65 credential and has 17 years of industry experience, having operated Sila Value Advisors since 2009. Outside of his advisory role, he teaches at a community college. Sila Value Advisors provides discretionary portfolio management through separately managed accounts, serving individuals, high-net-worth investors, and institutional clients including corporate pension and Taft-Hartley plans. The firm employs a value-oriented investment process focused on intrinsic value derived from free cash flow and targets contrarian opportunities using valuation screens.

Gregory Taylor is a financial advisor with Taylor Strategic Wealth Management, LLC, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked for Edward Jones for six years before founding his current firm. Outside of his advisory work, Taylor serves as president of the South Bay Business Networking Group and is a board member of Kiwanis International, where he participates in scholarship and community enhancement decisions. Taylor Strategic Wealth Management provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities, including corporate and institutional clients. The firm employs a diversified investment approach that integrates asset allocation, fundamental, technical, sector, and cyclical analysis across a variety of securities.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Kimberly Jones is a financial advisor with Astravia Family Wealth Office LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments, as well as a lengthy period as a homemaker prior to returning to the financial industry. Astravia Family Wealth Office LLC provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm’s investment approach incorporates asset allocation and Modern Portfolio Theory alongside multiple analytic methods, with ongoing oversight of sub-advisors and education services for retirement plan participants.

Helen Lin is a Series 66-licensed advisor with Southern California Wealth Management Associates, bringing 22 years of industry experience. She previously worked at Western International Securities, Inc. and Financial West Group. Lin is also involved as a registered representative with Emerson Equity LLC and conducts fixed life insurance and annuity sales as a sole proprietor. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs various analytical methods and both long- and short-term trading strategies across a diverse range of investment products.

Jeffrey Wimbish is a financial advisor at Kensington Investment Counsel with 23 years of industry experience. He has been with Kensington since 1999 and holds a Series 65 designation. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across multiple equity strategies, focusing on diversified equity and fixed-income exposures with a typical investment horizon of three to five years.