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.

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.

We provide financial planning to physicians in their 30s to 40s. We will provide you genuine and professional advice, without the stuffy suit and Wall Street jargon. We understand the unique situations that physicians face, such as: (1) feeling overwhelmed catching up on life experiences, saving for the future, and paying off debt. (2) wanting to reduce the enormous taxes you pay. (3) feeling "sandwiched" between supporting your children and parents. We make complex financial issues easily digestible so that you fully understand the choices you have. We seek to listen before I speak so your needs and concerns are heard. When you reach out to us, we aim to respond within 24 hours, and we can meet you on the weekends so that you don't have to sneak out of work.

Jarvis Reeves is a financial advisor at Clarity Financial with six years of industry experience. He holds a Series 65 designation and has previously worked at Significant Wealth Partners Inc. and Change Path LLC. In addition to his advisory work, Reeves is president of Taylor & Associates, where he conducts seminars and advises on life and annuity insurance products. Clarity Financial is an independent registered investment adviser that offers complimentary financial planning, third-party manager recommendations, and ERISA 3(21) retirement plan advisory services to individuals, trusts, estates, and business entities. The firm refers client assets to third-party managers and focuses on non-discretionary management, serving as a liaison to monitor performance and assist with plan administration.

Alvin Parra is a financial advisor with Blue Canyon Wealth in South Pasadena, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at C. E. Skowrup & Co., Acrylic Financial, Inc., and Strategic Choices Wealth Advisors Inc., where he also serves as COO. Parra is the President and Founder of Reyuz Inc., a side venture focused on manufacturing and distributing plastic products. Blue Canyon Wealth provides portfolio management and retirement-plan services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small-business owners. The firm uses a written Investment Policy Statement incorporating fundamental, quantitative, and technical analysis alongside Modern Portfolio Theory with a long-term focus.

David Ward is a CFA charterholder with 20 years of industry experience, currently serving as the principal of Brookside Strategy and Consulting. His prior roles include positions at US Trust / Bank of America U.S. Trust Private Bank, Lincoln Financial Advisors, and MassMutual. Outside of his advisory work, he is involved in community and educational activities, including instructing CFA candidates, participating in fundraising and development committees at the local YMCA, and serving on multiple committees with the Verdugo Hills Council of the Boy Scouts of America. Brookside Strategy and Consulting is an independent advisory firm serving individual clients, business owners, and institutional entities such as trusts and charitable organizations. The firm offers discretionary asset management and ongoing financial planning, emphasizing bespoke client relationships with customized portfolios and coordinated consulting services that include succession and exit planning.

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.

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 with seven years of industry experience. He holds Series 63 and 66 licenses and has previously worked at Merrill and Bank of America. He is also a licensed California real estate broker since 1994 and a licensed insurance agent since 2018, advising clients on real property and insurance matters. The firm advises private equity funds and corporations on buy-side and sell-side mergers and acquisitions of middle-market, privately held companies, as well as providing financial planning and business valuations. Its engagements are consultant-style, with M&A fees earned on completed transactions and financial planning billed hourly, typically recommending diversified ETFs with a long-term buy-and-hold approach.

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.

Jeffrey Pih is the sole advisor at Pih Investments, LLC in South Pasadena, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including six years as Director of Accounting and Financial Planning at Biosys Laboratories, Inc. In addition to his advisory role, he is an independent insurance agent offering life and disability insurance products. Pih Investments, LLC is a small independent advisory firm providing investment management and financial planning services to individuals and pension and profit-sharing plans, including ERISA plan advisory. The firm employs fundamental analysis, discretionary portfolio management, and offers financial planning on an hourly or fixed-fee basis.

Mark Nedlin is the sole advisor at MGN and Co LLC, an independent firm based in Venice, CA. He holds a Series 65 designation and has six years of industry experience, including two years as self-employed before founding MGN and Co in 2019. MGN and Co provides customized financial planning and investment advice to individuals, high-net-worth clients, families, trusts, estates, small businesses, charitable organizations, and pension or profit-sharing plans. The firm’s approach combines macroeconomic and fundamental analysis to tailor recommendations based on clients’ risk tolerance, time horizon, and objectives.

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.

Kevin Sheldahl is a CFP® professional with 24 years of experience in the financial advisory industry. He has been the principal at Appian Way Financial since 2013, following prior roles at Bridge Advisory LLC, Pension Architects Advisory Group, Penniall & Associates, Inc., and Ameriprise. He is also licensed as an insurance agent with unaffiliated carriers. Appian Way Financial is an independent SEC-registered investment adviser serving individual, high-net-worth, charitable, and institutional clients. The firm provides tailored financial planning and discretionary portfolio management using a blended investment strategy that incorporates fundamental and technical analysis.

Yolla Kairouz is the sole advisor at Kairos Family Wealth LLC in Los Angeles, holding Series 63 and Series 65 licenses with 18 years of industry experience. She previously worked at JPMorgan Chase and Wells Fargo in various roles from 2008 through 2026. Kairouz serves as a board member of the UCLA Anderson Economic Forecast, a nonprofit providing economic insights to business, academia, and government. Kairos Family Wealth LLC provides portfolio management and CFO/financial planning services primarily to individuals and high-net-worth clients. The firm uses multiple analytical methods and offers discretionary portfolio management alongside outsourced CIO/CFO services and coordination with other professionals.

Joseph Jackson is the Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2019. He has been with Fidelity Investments since 2010, progressing through roles including Financial Consultant, Portfolio Specialist, Client Management Representative, Retirement Solutions Representative, and Investment Solutions Representative. Prior to joining Fidelity, he worked as a Credit Manager at Wells Fargo from 2009 to 2010. Joseph is a Certified Financial Planner who focuses on comprehensive wealth planning. He dedicates time to understanding each client's unique situation and provides tailored, non-biased guidance along with actionable steps. He holds a California Insurance License.

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.