Pablo Lopez is a financial advisor at PFL Partners LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with PFL Partners since 2017 and was self-employed for one year prior. Outside of investment advisory services, he provides Consulting CFO and strategic advisory services to early and mid-stage companies. PFL Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm focuses on evaluating and recommending third-party Outside Managers, employs passive investing and fundamental analysis strategies, and provides consulting CFO services as a distinct business line.

Daniel Goldberg is the principal of Goldberg Financial Advisors, LLC in El Segundo, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory role, he performs strategic planning and corporate development consulting for various companies, which is separate from his investment advisory services. Goldberg Financial Advisors serves individuals, trusts, estates, charitable organizations, and corporate plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including the use of derivatives in managed accounts, and offers specialized services such as institutional retirement plan consulting and charitable organization management.

Joseph Guo is a CFP® and holds a Series 66 designation, with eight years of industry experience. He has worked at Empath Wealth LLC since 2024 and previously spent seven years at Ameriprise Financial. Empath Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients through financial planning and investment management. The firm emphasizes asset allocation using a combination of passive and active strategies and coordinates with outside managers and model-portfolio providers to implement client portfolios.

Isai Juarez is a financial advisor at Journey Equity Wealth Management LLC in Downey, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Centaurus Financial, Inc., NEST EGG ETFs, LLC, and J.P. Morgan Chase bank. Juarez operated a business called Premier Hookah Supplies in 2018. Journey Equity Wealth Management serves individual clients, trusts, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with tailored portfolios using a variety of investment strategies and offers a broad range of services despite its relatively small size.

Cecilia Tenner is a Series 65 licensed financial advisor with Brink Financial Group, Inc., bringing three years of industry experience. She previously worked at Western International Securities, Inc. and Alliance 360° Insurance Solutions. In addition to her advisory role, she is involved in independent insurance sales, dedicating approximately 10% of her time to this activity. Brink Financial Group, Inc. provides discretionary portfolio management services primarily to individuals and high-net-worth clients. The firm employs a multi-method investment approach and focuses on aligning portfolios with each client’s goals, time horizon, and risk tolerance.

Noble Hansen is a Series 65-licensed financial advisor at Olive Street Capital Partners LLC with seven years of industry experience. He has worked at Olive Street since 2018 and previously held a position at Oakmont Corporation. Hansen spends a portion of his time overseeing private equity and real estate transactions sponsored by Olive Street. Olive Street Capital Partners provides discretionary investment management and non-discretionary consulting primarily to high-net-worth individuals, family offices, and select institutional clients. The firm emphasizes asset allocation and employs fundamental and technical analysis across public and private markets, managing a multifamily fund and offering tailored portfolio strategies.

Wayne Park is a CERTIFIED FINANCIAL PLANNER™ professional with four years of industry experience. He is currently the sole advisor at Ridgepoint Wealth Partners LLC, an independent wealth management firm. His prior experience includes positions at Mariner Wealth Advisors, Validus Capital LLC, and other financial services firms. Ridgepoint Wealth Partners LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a fee-only model with an investment approach based on modern portfolio theory, utilizing both passive and active strategies while offering in-house tax-preparation services.

Avery Wenck is a CFP® certificant and Series 65 license holder with eight years of industry experience. He is the principal advisor at Dundee Capital Management LLC, where he has worked since 2026. Prior to founding Dundee Capital Management, he was employed at Leisure Capital Management, Inc. for seven years and had earlier roles at Mercer Global Advisors Inc. Dundee Capital Management LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a fee-only advisory model with an investment approach that combines passive and active strategies across multiple asset classes, and offers both ongoing portfolio management and project-based financial planning.

Jason Prole is a CFA® credentialed financial advisor with seven years of industry experience. He has worked at the County of Orange from 2022 to 2024 and has been with Capital Risk Management since 2016. Capital Risk Management is an independent, single-advisor firm providing non-discretionary portfolio management, consulting, and financial planning to institutional and high-net-worth clients. The firm’s investment process emphasizes risk-focused portfolio design and asset-allocation analysis, with a focus on alternative assets and asset-liability analysis, serving a variety of public-sector and institutional clients.

Joseph Gagnon is the sole advisor at J.D. Gagnon, Inc. in Palos Verdes Estates, CA, holding the CFA® designation with nine years of industry experience and over two decades in his career. His firm provides discretionary investment management services to individuals, trusts, estates, charitable organizations, businesses, and pension and profit-sharing plans. J.D. Gagnon, Inc. employs an actively managed, value-oriented equity strategy focused on a concentrated portfolio, combining fundamental and technical analysis with a long-term investment horizon. The firm offers institutional-level services uncommon for a one-advisor practice, managing approximately $37.7 million in discretionary assets.

Angela Dorsey is a CFP® and Series 65 credentialed advisor with 15 years of industry experience. She is the principal of Dorsey Wealth Management, LLC, a firm she founded in 2011 after working at FinancialPlanning4Me, LLC. Dorsey Wealth Management is a fee-only, independent registered investment adviser that offers holistic financial planning and investment advisory services to individuals and families. The firm uses an evidence-based investment approach focused on diversification and systematic risk factors, employing low-cost mutual funds and ETFs alongside fixed income, with customized asset allocation tailored to clients' specific needs.

Adam Holiber is a financial advisor at Summit Equity Management, Inc. in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has worked at Summit Equity Management since 2004 and MDB Capital Group, LLC since 2011. Outside of investment advisory, the firm provides business strategy and valuation consulting to U.S. corporations. Summit Equity Management serves a small client base of individuals and trusts, managing approximately $1.95 million in discretionary assets. The firm invests exclusively in publicly traded U.S. equities using a bottom-up, fundamental analysis approach focused on financial metrics such as balance sheet strength and cash flow growth.

Michael Hartman is a CFP® professional with 12 years of experience in financial advising. He is the principal of McDonald Hartman Wealth Advisors, an independent firm he joined in 2022. His prior roles include positions at Mutual Advisors, LLC, Kaye Capital Management, WealthSource Partners, LLC, and Reilly Financial Advisors LLC. McDonald Hartman Wealth Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $26.3 million in assets. The firm focuses on tailored advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, dollar-cost averaging, and technical analysis.

Edward Yoon is a CFP® professional with 13 years of industry experience. He is the sole advisor at MQ Private Wealth, an independent firm located in Torrance, CA. Prior to founding MQ Private Wealth in 2026, he worked for ten years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. MQ Private Wealth serves a diverse client base including high-net-worth families, institutional investors, charitable organizations, and a sovereign wealth fund. The firm employs a proprietary quantitative optimization model combined with fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and access to alternative investments and unique institutional services.

Mathius Gertz is an advisor at Harris & Associates with one year of industry experience. He has been involved with SAYWHYNOT, Inc. and SayWhyNot, LLC since 2020 and 2015, respectively. Harris & Associates provides investment advisory and consulting services to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm uses a combination of Modern Portfolio Theory and active portfolio management, offering diversified allocations and an Enhanced Tactical Management process for portfolio review and adjustments.

Gregory Markman is a financial advisor at P. Worldwide, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with P. Worldwide since 2012. P. Worldwide, LLC provides portfolio management and investment supervisory services to high-net-worth individuals and pension/profit-sharing plans, focusing on mutual funds, equities, fixed income, ETFs, REITs, and insurance products. The firm uses fundamental analysis and Modern Portfolio Theory principles, employing both long- and short-term trading strategies with non-discretionary management and client-consulted trade executions.

Scott Myers is a financial advisor at Dollar Sign Ventures LLC with a Series 65 credential and four years of industry experience. He is also involved as a real estate agent and mortgage loan originator with The RFC Group and holds executive roles at Chipsticks LLC and DES Consulting. Myers has worked in both investment-related and non-investment business activities since 2019. Dollar Sign Ventures LLC, founded in 2021, provides discretionary and non-discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm offers tailored investment strategies based on client-specific goals and conducts quarterly account reviews, while also providing public educational seminars and workshops.

Robert Mcguire Jr. is the sole advisor at Granite Research, LLC, an independent firm based in Redondo Beach, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nearly two decades at Keybanc Capital Markets Inc. and shorter tenures at several other firms before founding Granite Research in 2022. Granite Research provides fundamental investment research and issuer ratings to publicly traded companies and institutional investors, focusing on detailed financial and market analysis. The firm operates on a flat-fee, non-contingent research model and does not offer portfolio management or accept custody of client assets.

Munish Jain is a financial advisor at Propel Private Wealth LLC with a Series 65 designation and over 14 years of industry experience, including a long tenure at Nomura International PLC. He also holds a role at the University of California, Los Angeles. Propel Private Wealth LLC is an independent boutique firm serving individuals, high-net-worth families, trusts, corporations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and equity compensation consulting, favoring diversified, low-cost index strategies with a buy-and-hold approach while accommodating alternative investments and tax-customized direct-indexing.

Gloria Kim is a financial advisor at Hidden Hills Wealth with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. Outside of her advisory role, she manages a real estate property rental business. Hidden Hills Wealth provides investment advisory and financial planning services to a small client base, including individual, institutional, and corporate clients. The firm combines strategic asset allocation with core-satellite portfolio construction and offers retirement plan consulting under an ERISA fiduciary framework.