Martin Rosenzveig is the principal of Martin W. Rosenzveig & Co., LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes positions at National Planning Corporation and LPL Financial, as well as founding a previous iteration of his firm. His firm provides wealth management, discretionary and non-discretionary investment management, financial planning, and retirement-account advice to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm manages approximately $22.7 million for a small client base and uses a long-term, asset-allocation focused approach supported by fundamental, technical, cyclical, and charting analysis. It also offers ERISA fiduciary services and pension consulting, including investment policy statement design and participant education under a 3(21)-style advisory framework.

Nicholas Rich is a financial advisor at Frew Street Capital with Series 65 and Series 66 licenses and five years of industry experience. Prior to founding Frew Street Capital Management LLC in 2021, he worked at Rich Family Bypass Trust and Source Logistics Los Angeles LLC. Frew Street Capital is an independent firm that manages discretionary portfolios for a small group of clients, including individuals, high-net-worth clients, small businesses, and charitable organizations. The firm employs a long-term, active asset allocation approach combining fundamental, technical, and cyclical analysis, and may utilize third-party sub-advisers, mutual funds, ETFs, individual equities, fixed income, REITs, and, where appropriate, direct indexing and cryptocurrency exposure.

Allan Von Halle is a financial advisor based in Sherman Oaks, CA, with five years of industry experience. He holds a Series 65 credential and has worked independently since 2017, including prior roles at Etonien and Robert Half. In addition to his advisory work, he provides accounting consulting services to businesses on a limited basis. His firm offers combined financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized planning and research-driven equity and fixed income management, typically operating on a non-discretionary basis, and manages approximately $9.33 million in assets across four clients.

Carl Large is the sole advisor at Carl W. Large, An Accountancy Corporation in North Hollywood, CA. He holds a Series 65 designation and has four years of industry experience. Carl has been associated with his firm since 1991 and also has a long-standing affiliation with MCA/Universal dating back to 1980. The firm operates as an accountancy corporation offering investment supervisory services, financial planning, tax preparation, and periodic investment research. It serves individuals, pension and profit-sharing plans, trusts, estates, and business entities, employing a strategic asset allocation approach that combines passive index funds and ETFs with selective active management.

Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life! The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management. Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc. Our goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future. To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth. I look forward to meeting you!

Scott Shlecter is a financial advisor at Pasadena Private Wealth, LLC with 21 years of industry experience. He holds a Series 65 designation and has been principal of Shlecter Wealth Management, LLC since 2013, where he provides financial consulting. Pasadena Private Wealth serves high-net-worth individuals, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a model-driven investment approach emphasizing fundamental analysis and long-term portfolio construction, and manages over $1.2 billion in assets across multiple offices.

Brett Cicinelli is a CFP® and CFA® with 10 years of industry experience, currently serving as the sole advisor at Confluence Capital Advisors, LLC in Woodland Hills, CA. He has been with Confluence since 2016 and also teaches a course on Alternative Investing Strategies at UCLA Extension. Confluence Capital Advisors is an independent registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts. The firm offers specialized services including divorce-related financial planning, financial forensics, and business valuation, employing a broad investment approach that includes both traditional and complex strategies.

Lisa Junghahn is a CFP® professional with three years of experience in financial advising. She is the sole advisor at Cycle Financial Planning LLC in Santa Monica, CA. In addition to her advisory role, she has worked at Santa Monica College since 2017 and previously at the University of California - Irvine School of Law. Cycle Financial Planning LLC serves individuals, families, and small-business owners, focusing on comprehensive financial planning and investment guidance without managing client assets on a discretionary basis. The firm emphasizes client education and a do-it-yourself investing approach, using low-cost ETFs and mutual funds selected through collaborative research and periodic portfolio reviews.

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 Cetera Advisor Networks, Sovran Advisors, MassMutual, Lincoln Financial Advisors, and US Trust/Bank of America. Outside of his advisory work, Ward is involved in education and community service, including instructing CFA candidates, fundraising for the YMCA of the Foothills, and serving in leadership roles with the 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. The firm’s approach combines fundamental, technical, cyclical, and sector analysis to build customized portfolios and emphasizes business-owner planning and exit strategies.

Matthew Miller is the sole advisor at MEM Investments (M. E. Miller Investors, LLC) with 18 years of industry experience. He holds a Series 65 designation and has managed his own firm since 2007. MEM Investments provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, and a variety of institutional clients. The firm’s equity-focused approach relies on fundamental research and constructs portfolios primarily from individual domestic and foreign equities, serving an unusually broad client base including pension plans, trusts, and foreign fund types.

Jennifer Mulder is a financial advisor at Pathway Financial Services, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Pathway since 2014, following a prior role at Jancyn Evaluation Shops. Pathway Financial Services serves individuals as well as a diverse range of non-retail clients, including trusts, estates, charitable organizations, pension plans, and corporations. The firm offers both discretionary and non-discretionary asset management along with fee-for-service financial planning and consulting, focusing on portfolios tailored to client goals and employing a long-term buy-and-hold investment strategy.

Kenneth Woo is the sole advisor at Woo, Kenneth Wing Kwok, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Merrill and Bank of America. He is also a licensed California real estate broker since 1994 and a licensed insurance agent since 2018, dedicating limited time to these activities. The firm advises private equity funds and corporations on buy‑side and sell‑side mergers and acquisitions of middle‑market, privately held companies, and provides financial planning and business valuations. Its approach involves consultant-style engagements with performance-based compensation on completed transactions and recommends diversified ETFs with a long-term buy-and-hold strategy for financial planning.

Barry Boscoe is a CFP® with 19 years of industry experience, affiliated with Brighton Advisory Group in Encino, CA. He has worked at CIBC World Markets Corp. since 1996 and has been involved with Boscoe Insurance Services, Inc. since 1976. Brighton Advisory Group serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities by providing comprehensive financial planning across multiple areas including business planning, education funding, retirement, insurance, estate and tax planning, and investment planning. The firm focuses on preparing written financial plans and periodic reviews rather than discretionary portfolio management, and integrates insurance product sales as a significant part of its practice.

Angelo Talebi is a financial advisor with Beverly Hills Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with his current firm since 2012. Outside of advising, Talebi owns Angelus Media Group, a documentary film production company, and hosts weekly radio and TV shows focusing on market commentary and financial planning topics. Beverly Hills Financial Planners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning, consulting, and investment advice. The firm provides written financial plans and ongoing advisory services without custody or discretionary trading authority, and it also offers insurance products through licensed agents.

Mark Nedlin is a financial advisor at MGN and Co LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Citigroup and as a self-employed advisor before joining MGN and Co in 2019. MGN and Co, LLC provides customized investment advice, financial planning, consulting, and portfolio monitoring to a diverse client base including individuals, high-net-worth clients, trusts and estates, small businesses, pension and profit-sharing plans, and charitable organizations. The firm emphasizes macroeconomic and fundamental analysis with tailored asset allocation and security selection, offering both asset-based monitoring and consulting on an hourly or project basis, along with educational seminars and published periodicals.

Soleyman Forouzan is a CFA® charterholder and the sole advisor at Cogent Capital Group, with 22 years of industry experience. He has been involved with Mind Span, Inc., a commercial property management business, for over two decades. In addition to his advisory work, he manages non-investment-related commercial real estate activities through Forouzan Brothers LP. Cogent Capital Group serves a select group of high net worth individuals, providing discretionary and non-discretionary portfolio management along with expanded family office services for ultra-high net worth clients. The firm employs a fundamental, diversified investment approach emphasizing income-generating assets and integrates the principal’s background in energy trading and risk management into client portfolios.

Joseph Keenan is a CFP® and PFS™ credentialed financial advisor with eight years of industry experience. He is the principal of Hillhurst Wealth Management LLC and serves as Chief Financial Officer of MC Legacy Group LLC, a single-family office where he oversees investment due diligence, accounting, and reporting. Prior to his current roles, he held positions at Hughes Private Capital, B2B CFO, and Bucks County Financial Planning Group. Hillhurst Wealth Management provides financial planning, wealth management, investment management, and family office services to individuals, families, and family offices. The firm emphasizes written comprehensive financial plans and delivers investment management primarily through outside managers using both passive and active strategies, offering both discretionary and non-discretionary arrangements.

Yves Marc Courtines is a CFP® and CFA® with 11 years of industry experience. He is the sole advisor at Boundless Advice LLC, a firm he has led since 2016, following earlier roles including two years at Roth Capital Partners, LLC. Since 2016, he has served as Chair of the Advisory Council for the CFA Society Los Angeles' Wealth Management Excellence Summits. Boundless Advice LLC provides comprehensive financial planning, tailored investment management, and consulting services to individual clients, business owners, and employee benefit plan sponsors. The firm’s investment approach emphasizes passive, asset-class based portfolio construction with tax efficiency and low turnover, supplemented by derivatives strategies and a fiduciary focus on corporate and pension clients.

Gordon Trachtenberg is the sole advisor at Trachtenberg Capital Management, LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 19 years leading his own firm since 2007. Trachtenberg Capital Management provides customized investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional and corporate clients. The firm employs fundamental, technical, and quantitative analysis to construct portfolios using equities, bonds, ETFs, and mutual funds, with execution and reporting primarily through Fidelity Institutional.

Marcos Figueroa III is the principal of MFA Global Consulting Group LLC, an independent firm based in Beverly Hills, CA. He holds the Series 66 designation and has 20 years of industry experience. Since founding MFA Global Consulting Group in 2014, he has focused on providing portfolio management services. Additionally, he is an insurance broker affiliated with Crump Insurance and sells life insurance policies. MFA Global Consulting Group serves primarily individuals and small business owners, managing approximately $500,000 in assets for about 58 clients. The firm employs a top-down, macroeconomic, and value-oriented investment approach that emphasizes long-term allocations, diversification, and firm-conducted security research, with a primarily non-discretionary management style.