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.

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.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

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.

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.

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.

Adam Soroko is the sole advisor at Mertz Capital, an independent registered investment adviser based in Studio City, California. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Outside of investment advising, he is also licensed as an independent insurance agent. Mertz Capital serves individuals and high-net-worth clients, providing investment advisory and managed account services along with financial planning consulting such as risk assessment and estate planning. The firm offers both discretionary and non-discretionary management, tailoring strategies to client objectives, time horizon, and risk tolerance.

Thomas Imhof is a CFP® professional with 25 years of industry experience. He is the sole advisor at Capital Guard Investments LLC, where he has worked since 2023. Prior to this, he spent 11 years at R Squared Financial. In addition to his advisory role, Imhof operates an insurance business as a sole proprietor. Capital Guard Investments LLC is an independent, single-advisor firm providing portfolio management and financial planning to individual and high-net-worth clients. The firm emphasizes asset allocation and mutual-fund based portfolios guided by modern portfolio theory, managing accounts primarily on a non-discretionary basis with tailored strategies including options trading.

Troy Peterson is a financial advisor at Pgp Wealth Services, LLC in Burbank, CA, holding CFP® and ChFC® designations with 16 years of industry experience. He has worked as an independent contractor for 13 years and has been with Pgp Wealth Services since 2009. PGP Wealth Services is an SEC-registered independent advisory firm serving individuals, small businesses, charities, trusts, and estates. The firm provides discretionary asset management, financial planning, and educational seminars, developing client-specific investment strategies using a combination of fundamental, technical, charting, and cyclical analysis.

Thomas Calcagnini is the sole advisor at Calcagnini Wealth Management, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been involved with Eastward Capital Partners LLC since 2010 and founded Calcagnini ALS Foundation Inc in 2020. Calcagnini Wealth Management is a small independent firm serving approximately 40 clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary asset management, financial planning, pension consulting, and a wrap fee program, emphasizing individualized asset allocation and ongoing account supervision using various analytical methods.

Canard Barnes is the principal and sole advisor at Barnes & Company Investment Counsel, LLC, an independent firm based in Los Angeles. He holds a Series 66 designation and has 28 years of industry experience, including 13 years at Merrill and five years with Independent Financial Partners before founding his current firm. Barnes is involved in a commission-sharing arrangement marketing health insurance contracts alongside his advisory role. Barnes & Company Investment Counsel serves individual and institutional clients with discretionary portfolio management, financial planning, and consulting services, managing approximately $44 million in assets. The firm creates customized portfolios using ETFs, ETNs, equities, and fixed income, employing fundamental, technical, and modern portfolio theory techniques, and offers performance-based fee arrangements and educational seminars.