Chia Ying Lin is a financial advisor with American Vision Advisors LLC in San Gabriel, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Golden Foundation Advisors, LLC from 2014 to 2017. American Vision Advisors LLC serves a small, diverse client base including individual investors and various institutional clients, providing investment advisory and portfolio management services. The firm combines traditional advisory services with broker-like and real estate consulting activities through related entities and employs asset-based fees.

Christopher Randall is a financial advisor at Axis Capital Management, LLC with five years at the firm and a total of four years of industry experience. He previously worked at Guggenheim Partners for nine years. Randall is a partner in Flat Fee Advisors LLC, an online directory for financial advisors. Axis Capital Management provides discretionary asset management, financial planning, and portfolio review services to individuals, high-net-worth clients, and trusts or estates. The firm customizes investment strategies using fundamental and technical analysis, managing accounts on a discretionary basis with a focus on asset allocation, rebalancing, and tax-loss harvesting.

Bryan Ellis is a financial advisor with Second Mountain Financial, Inc. in Redondo Beach, CA, holding a Series 65 designation and 16 years of industry experience. He has worked at Second Mountain Financial since 2010 and was previously associated with Ellis & Associates, Inc. He is also the sole shareholder and president of Second Mountain Tax & Accounting, where he provides individual and small business tax preparation and planning services. Second Mountain Financial is an independent, single-advisor registered investment adviser serving individuals, families, ERISA retirement plans, foundations, and nonprofit organizations. The firm employs a passive, index-based investment approach using diversified mutual funds and ETFs, and offers comprehensive financial planning including retirement income, education funding, and estate planning.

Fred Liu is a CFA® charterholder and Series 65 licensee with 12 years at Hayden Capital and 5 years of industry experience. He is based in Los Angeles, CA, and has worked exclusively with Hayden Capital since 2014. Hayden Capital is an independent, state-registered investment adviser offering discretionary portfolio management to a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pooled investment vehicles, and certain institutional and non-U.S. investors. The firm employs a fundamental, long-term investment approach with concentrated portfolios and also manages a Delaware private fund for non-U.S. investors.

Cyril Peterson is the sole advisor at Peterson Garrett, LLC, an independent firm based in Los Angeles, CA. He holds Series 63 and Series 66 designations and has 19 years of industry experience. Peterson has led Peterson Garrett since its founding in 2016. Peterson Garrett, LLC provides ongoing portfolio and direct asset management to a limited number of individual clients, operating primarily on a non-discretionary basis. The firm is notable for its use of a performance-based compensation structure tied to capital appreciation, which is uncommon among independent advisory firms.

Jason Frede is a CFP® professional with 15 years of industry experience. He has served as the principal of Haslet Advisors, LLC since 2012 and previously worked with TACONY Investment Partnership, L.P. for 20 years. He also manages back-office and accounting functions for TACONY through a related administrative entity. Haslet Advisors, LLC provides investment advisory services to high-net-worth individuals, trusts and estates, pension and profit-sharing plans, and business entities. The firm employs a tailored investment approach using a range of public and private securities, combining fundamental and technical analysis, and often utilizes third-party money managers to implement client portfolios.

Laurence Richards is a financial advisor with Legacy Road Family Offices in Los Angeles, CA, holding a Series 65 designation and 14 years of industry experience. He has been with Legacy Road LLC since 2011. Outside of his advisory role, Richards manages Cedar Tree Consulting LLC, a firm providing lifestyle consulting services, and serves as Managing Member of Legacy Vista LLC, which oversees a special purpose vehicle. Legacy Road Family Offices serves family offices, high-net-worth individuals, and select corporations by providing wealth management and advisory services tailored to their needs. The firm offers asset management, consolidated reporting, and non-investment consulting such as estate and succession planning, coordinating with external professionals and utilizing a mix of investment strategies across multiple asset classes.

Justin Davis is a financial advisor with Wealth Managers, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He is also the Chief Executive Officer of Cloud Creations, a role he has held full time since 2015. Additionally, Davis is a licensed real estate broker and mortgage broker. Wealth Managers, Inc. is a registered investment adviser that provides portfolio management and financial planning services, often directing clients to third-party investment advisers. The firm employs an investment approach based on fundamental analysis and modern portfolio theory, emphasizing long-term strategies and monitoring third-party managers against benchmarks.

Gregory Wilson is a financial advisor with GL Trust, Inc. in Whittier, CA. He holds a Series 65 designation and has seven years of industry experience, including roles at Ortiz World Wealth and David Ortiz Advisors, Inc. GL Trust, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients, offering portfolio management and asset allocation guidance across a range of asset types. The firm uses both discretionary and nondiscretionary managed accounts, employs various investment approaches, and incorporates third-party sub-advisers while maintaining standardized onboarding and ongoing suitability reviews.

I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

Melanie Perry is a CFP® with 24 years of industry experience and is the principal of Sustainable Wealth Advisory Group in Los Angeles, CA. She previously worked at UWM Insurance Services, Urban Wealth Management, SagePoint Financial, and Independent Capital Management. Outside of advisory work, she is a financial educator focused on providing financial literacy to women and children through her sole proprietorship, Zeallionaire Enterprises. Sustainable Wealth Advisory Group offers fee-based investment advisory services and comprehensive financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a custom, non-discretionary portfolio management approach using tactical allocation strategies and a wide range of investment instruments, combining asset management with fixed-fee planning and hourly consulting options.

Shival Bajpay is a financial advisor at Carrara Wealth Management in Los Angeles, CA, with one year of industry experience. He holds Series 65 and Series 63 designations. His prior experience includes roles at Atlas, Capital Group, Parker Infrastructure Partners, and Barclays Capital. Carrara Wealth Management is an independent, state-registered investment adviser serving individuals and families, including high-net-worth clients, young professionals in technology and healthcare, and business owners. The firm provides tailored portfolio management and comprehensive financial planning using a goals-based investment approach that incorporates fundamental and quantitative analysis with low-cost ETFs, index funds, individual equities, direct indexing, and private market allocations for eligible clients.

Scott Bell is the sole advisor at Gross Domestic Product, Inc., an independent firm based in Playa Del Rey, CA. He holds Series 63 and Series 65 licenses and has 23 years of industry experience, having led Gross Domestic Product since 2008. Gross Domestic Product, Inc. provides discretionary portfolio management and financial planning services primarily to individual clients, including high-net-worth individuals, family offices, trusts, estates, private foundations, and charitable organizations. The firm combines traditional investment strategies with a range of auxiliary services such as concierge support, third-party tax preparation and coaching, and access to an online estate-planning platform.

Ronald Lederkramer is the sole advisor at Ronald A. Lederkramer, CPA, CFP, an independent firm based in Los Angeles, CA. He holds CPA and CFP credentials and has 31 years of experience in accounting and financial education, with two years specifically as a financial advisor. The firm provides discretionary investment management and financial planning services primarily to individuals, trusts, and estates, managing approximately $11.5 million across a small client base. The firm focuses on active portfolio management tailored to client-specific factors and employs a tax-aware, accounting-oriented approach informed by the advisor’s background. Services include management of individual securities, mutual funds, ETFs, and advice on insurance, annuities, life settlements, and real estate investments.

Arthur Gamble Jr is the sole advisor at Gamble Capital Strategies with over 27 years of industry experience. He holds Series 63 and Series 66 licenses and has a background that includes long-term involvement with The Professional Alliance Group. In addition to his advisory work, he is a certified NFL and NBA sports agent and serves as CEO of Pro Alliance Sports Advisors, focusing on player representation and deal negotiation. Gamble Capital Strategies provides portfolio management and advisory services to a range of clients including individuals, trusts, corporations, pension plans, and educational institutions. The firm uses a manager-of-managers approach and offers specialized services such as estate and retirement planning, pension consulting, and business consulting tailored for professional athletes.

Thomas Donnelly is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Donnelly Investments, an independent registered investment adviser, where he has worked since 2022. Prior to founding his firm, he held roles at Gerber Kawasaki Wealth & Investment Management, AdvicePeriod, LLC, and Calamus Financial Planning. Donnelly Investments serves primarily high-net-worth individuals and related trusts, applying a selective acceptance process with a minimum relationship size of $1,000,000. The firm employs a time-horizon-based asset allocation strategy across fixed income, equity index, and concentrated equity growth portfolios, using fundamental analysis and a buy-and-hold approach. It also incorporates unique features such as client borrowing arrangements and a thematic focus on technological change.

Donna Chaney is the principal of Chaney Financial Services, Inc. in Pasadena, CA, holding the PFS™ designation and Series 66 license, with 22 years of industry experience. She has led her independent firm since 2007. Chaney Financial Services provides fee-only investment advisory and financial planning services to individuals, trusts, families, and closely held businesses. The firm emphasizes a fiduciary approach with a primarily non-discretionary investment process based on modern portfolio theory, using low-cost mutual funds and index-tracking ETFs, and offers educational seminars and workshops on financial literacy, entrepreneurship, and small business.

Guofeng Xu is the principal advisor at FengCapital LLC, holding a Series 65 designation with 11 years of industry experience. He has worked at PasacaCapital Inc., a family office where he serves as Head of Research, as well as at Mullan Pharmaceutical Inc. and Innova Medical Group. Xu dedicates a significant portion of his time to evaluating investment projects for PasacaCapital Inc. FengCapital LLC provides portfolio management services primarily to individual and high-net-worth clients, focusing on value investments in the healthcare sector. The firm uses a combination of fundamental and technical analysis with long-term equity trading and options strategies, managing client assets internally with regular account reviews.

Arielle Bittoni is a CFP® and CFA® charterholder with 22 years of industry experience. She is the principal at Good Balance FP LLC, an independent firm based in Los Angeles, where she has worked since 2022. Prior to this, she held roles at Refresh Investments, MML Investors Services, MassMutual Life Insurance Company, and Hilltop Securities. Outside of financial advising, she consults on office management for her husband’s architecture firm. Good Balance FP LLC provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm follows an evidence-based investment approach grounded in Modern Portfolio Theory, predominantly using diversified, passive mutual funds and ETFs, and outsources operational and sub-advisory functions to a third party.

Gary Cox is a financial advisor at GTC Wealth Solutions, LLC with 19 years of industry experience. He holds a Series 66 designation and previously worked for AssetMark Financial Holdings, Inc. and AssetMark Brokerage, LLC for 12 years, serving as Vice President of AssetMark Investment Solutions. GTC Wealth Solutions focuses on discretionary portfolio management for individuals, high-net-worth clients, trusts, and estates, emphasizing retirement-income and systematic withdrawal planning using diversified ETFs, pooled funds, and individual securities. The firm employs strategic asset allocation and glidepath analysis with a long-term, tax-aware approach and offers discretionary-only management without advising on private placements or alternative investments.