Laurence Richards is a financial advisor at Legacy Road Family Offices in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Richards Capital Management LLC and Legacy Road LLC. Richards is also the Managing Member of Cedar Tree Consulting LLC, a lifestyle consulting firm, and Legacy Vista LLC, which manages a privately offered special purpose vehicle. Legacy Road Family Offices provides investment advisory and consulting services to a small client base of family offices, high-net-worth individuals, and corporations. The firm employs a multi-faceted investment process combining fundamental, technical, quantitative, and qualitative analysis, focusing primarily on non-discretionary mandates and access to alternative and private investment vehicles.

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.

Matthew Ahart is the founder and sole advisor at Archer Row Advisory, an independent firm based in Encino, CA. He holds a Series 65 designation and has eight years of industry experience, including prior work at Transom Consulting Group LLC. Outside of his advisory role, he serves as Managing Partner of Archer Row Financial LLC, providing management consulting to financial institutions, and as an Executive Vice President at Bank of Hawaii Corporation, supporting risk management and regulatory projects. Archer Row Advisory offers discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, low-cost passive investments with tactical flexibility and provides specialized strategies including alternative investments and hedging using futures and options. Its client structure supports individualized portfolio management and often involves co-investing alongside clients.

Shival Bajpay is a financial advisor at Carrara Wealth Management in Los Angeles, CA, holding Series 63 and Series 65 licenses with one year of industry experience. His prior roles include positions 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 uses a goals-based investment approach that combines fundamental and quantitative analysis, employing low-cost ETFs, index funds, individual equities, direct indexing, and private market investments for eligible clients, alongside offering comprehensive financial planning and tax-aware strategies.

Michael Rosen is a financial advisor with MarketForce, LLC, holding a Series 63 designation and over 25 years of industry experience. He also serves as a principal at Angeles Wealth Management, LLC and Angeles Investment Advisors, LLC, where he primarily advises high net worth individuals and families. Rosen has been with MarketForce since 1993 and has worked at Angeles Wealth Management since 2011. MarketForce, LLC provides discretionary investment advisory services focused on U.S.-registered securities, serving clients without a minimum asset size. The firm uses a combination of public research and proprietary analysis to tailor portfolios to individual client goals and conducts at least quarterly reviews.

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.

Christian Carreon is a Series 66 licensed advisor with nine years of industry experience. He is the owner and CEO of Paradigm Shift Trading, Inc., an educational program offering mentorship in systematic trading. Carreon has held advisory roles at Create Wealth Management, LLC since 2021 and previously worked at All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., and RBC Advisors. Create Wealth Management, LLC provides discretionary investment advisory services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolio management using a diverse set of analytic methods and implements strategies including strategic and tactical asset allocation as well as active instruments such as options and futures.

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.

Justin Davis is a Series 65-registered advisor based in Los Angeles, CA, currently leading Justin Davis Financial. He has one year of industry experience and previously worked in retail at Target Corporation and Wurstkuche. Justin Davis Financial provides fee-only financial planning services focused on cash-flow management, debt reduction, savings, and retirement preparation for individuals and families. The firm offers tailored recommendations delivered as part of planning engagements without managing assets or executing trades, operating on a fixed-fee, planning-only model.

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.

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.

David Kim is a financial advisor at M3 Asset Management, Inc. in Pasadena, CA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has led M3 Asset Management since 2014. In addition to his advisory role, he is a licensed insurance agent. M3 Asset Management provides investment advisory and portfolio management services to individuals, institutions, trusts, estates, retirement plans, and charitable organizations. The firm manages portfolios primarily on a non-discretionary basis, emphasizing broad asset allocation, diversification, and regular client consultation through a sponsored wrap fee program.

Andre Coulombe is a CFP® with 25 years of industry experience. He is the principal of Coulombe and Sons Wealth Management, an independent firm based in Woodland Hills, CA. Prior to founding his current firm, he has been affiliated with St. Bernard Financial Services and Foresters Equity Services. Coulombe also serves as a Special Assistant to the Commanding General in the California State Guard. Coulombe and Sons Wealth Management provides portfolio management, financial planning, and retirement-plan advisory services to high-net-worth individuals and business clients. The firm delivers non-discretionary asset management and ERISA 3(21) plan advisory services, tailoring strategies to clients’ goals and conducting at least quarterly account reviews.

Matthew Hennessy is the sole advisor at Lamplighter Capital Management, an independent firm based in Los Angeles, CA. He holds a Series 65 designation and has 15 years of industry experience. Hennessy has been with Lamplighter Capital Management since 2010. Lamplighter Capital Management provides discretionary portfolio management to individuals, institutions, and private investment partnerships. The firm employs a value-oriented, event-driven investment approach focused on securities trading below estimated fundamental value and corporate event opportunities, using fundamental analysis alongside technical and cyclical indicators.

Kip Konwiser is the sole advisor at FlipWithLou&Kip LLC, holding a Series 65 designation with one year of industry experience. Prior to founding his firm, he worked at Oberon Securities LLC and Ba Securities, LLC. He also co-owns Konwiser Brothers Media, a film production and distribution company. FlipWithLou&Kip LLC provides discretionary portfolio management primarily through separately managed accounts and a wrap fee program, serving individuals, high-net-worth clients, and personal service entities. The firm focuses on financial literacy for young professionals in entertainment and sports and emphasizes asset allocation and risk management in its investment approach.

Gary Tickel is the sole advisor at Inplay Global Advisors in San Marino, CA, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Futu Wealth Advisors, Moomoo Financial Inc, and SharesPost Financial Corporation among others. Outside his advisory work, he is the founder of Data Collider Technology LLC, a data center colocation startup, and is involved in several nonprofit organizations focused on community support. Inplay Global Advisors provides investment advice and portfolio management to individuals, high-net-worth clients, corporations, and specified real estate entities. The firm offers non-discretionary advice using a combination of charting, fundamental, technical, and cyclical analysis and structures engagements around project scopes rather than ongoing custodial management.

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 the sole advisor at Von Halle, Allan, an independent firm based in Sherman Oaks, CA. He holds a Series 65 designation and has six years of industry experience. Prior to founding his firm, he worked at Etonien and Robert Half. In addition to his advisory role, he provides accounting consulting services to businesses, focusing on financial statements, tax accounting, and related areas. Von Halle, Allan offers combined financial planning and portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm emphasizes individualized planning and a research-driven approach to managing equity and fixed income investments, primarily on a non-discretionary basis.