Victor Clement is the president and COO of Financial Essentials 4 Life, Inc., an independent firm based in Cerritos, CA. He holds the Series 66 designation and has 13 years of industry experience, including prior roles at Regal Investment Advisors, LLC, Regulus Financial Group, LLC, and The Society For Financial Awareness. Outside of his advisory work, he serves as treasurer for Grace Presbyterian Church and is involved in film production as head of production at Land Dragon Films. Financial Essentials 4 Life, Inc. provides personalized financial planning and investment management for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes tactical asset allocation with global diversification, offering discretionary portfolio management and stand-alone financial plans, and supports insurance and estate-planning services through third-party platforms.

Delia Fernandez is the sole advisor at Fernandez Financial Advisory, LLC in Los Alamitos, CA, with 33 years of industry experience. She holds a Series 63 designation and has been with her firm since 1993. In addition to her advisory work, she has served as an adjunct instructor in the Personal Financial Planning Program at UC Irvine Extension since 1995. Fernandez Financial Advisory is a state-registered, fee-only firm serving individuals, families, trusts, estates, small businesses, and employee benefit plans. The firm employs a core-and-satellite investment approach using passive index and ETF exposures combined with selected active managers, managing client assets on a non-discretionary basis with client approval required for trades.

Frank Sciotto is a financial advisor at Integrated Capital Management, Inc. in Carson, CA, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has been with Integrated Capital Management since 2017 and also manages two outside businesses: Integrated Capital Solutions, a business consulting and real estate brokerage firm, and Bar41 Beverages, a company that develops and sells wine-based cocktails. Integrated Capital Management provides portfolio management and financial planning services primarily for individual and high-net-worth clients, focusing on equities, ETFs, and derivative strategies across about 20 client relationships. The firm employs a mix of charting, fundamental and technical analysis, and offers discretionary investment management with regular portfolio reviews.

Luan Vo is the sole advisor at Crimson Investment Managers, LLC in Westminster, CA, holding a Series 66 designation with 13 years of industry experience. He has worked at Pacific Southwest Financial since 2016 and founded Crimson Investment Managers in 2015. Outside of advisory services, he is a licensed insurance agent specializing in fixed insurance products for financial planning purposes. Crimson Investment Managers provides discretionary portfolio management primarily to individual and high-net-worth clients, using a combination of fundamental, quantitative, and technical analysis methods. The firm employs a broad range of investment strategies, including access to private placements and venture capital, alongside options, short sales, and margin trading, managing approximately $17 million across about 28 clients.

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.

Alfonso Aduna is a financial advisor at Aduna Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nationwide Insurance. Outside of finance, he owns a travel agency franchise, Expedia Cruise Center, through Aduna Travel LLC. Aduna Capital provides discretionary investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a four-part investment process combining bottom-up and top-down analysis and incorporates options and derivatives strategies in client accounts.

Jeffrey Tilson is a financial advisor with JST Investment Consulting in Seal Beach, CA, holding a Series 66 designation and 22 years of industry experience. He founded JST Investment Consulting in 2011 and previously worked at ProCore Advisors, LLC. JST Investment Consulting serves individuals, small businesses, high-net-worth clients, and pension/profit-sharing plans by providing ongoing portfolio management, financial planning, and educational workshops. The firm manages client accounts on a non-discretionary basis, tailoring recommendations to each client’s goals and risk tolerance through a combination of fundamental, technical, and cyclical analysis.

My name is James, founder of HiFi Planning. I’ve spent my entire career as a financial planner and feel quite passionately about the work we do. I’ve seen good financial advice make meaningful differences in peoples’ lives many times over. I’ve also seen the financial advice industry fail to adapt to the needs of today’s working professionals. HiFi Planning is an attempt to change that. I’ve built my career at the intersection of financial planning and equity compensation, and am now sharing that expertise in an Advice-Only, DIY-friendly format. If you’ve been looking for a financial planner but aren’t interested in investment management or ongoing fees, I’d love to have a chat. When I’m not at my computer, you can usually find me around Long Beach throwing the frisbee with my dog, playing guitar at venues around town, or trying to get a laugh out of my sweet and patient wife, Lillian.

Alvin Parra is a financial advisor with Blue Canyon Wealth, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He is president and founder of Reyuz Inc., a startup focused on manufacturing plastic products. Parra has held roles with Strategic Choices Wealth Advisors Inc. and Strategic Choices Financial & Insurance Solutions, where he is also president and a licensed insurance agent. Blue Canyon Wealth is a solo-practitioner firm serving individual clients, trusts, and small-business plan sponsors. The firm emphasizes long-term portfolio management guided by written investment policies and integrates fundamental analysis, modern portfolio theory, and quantitative and technical methods.

Carla Martinez is a financial advisor at AGF Advisors with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at AGF Advisors since 2010, following a decade at Buenfuturo LLC. AGF Advisors serves small- and medium-sized retirement plan sponsors and individual investors, providing retirement-plan consulting, financial planning, and managed-account services. The firm manages client portfolios on a non-discretionary basis with a conservative investment approach and offers bilingual seminars and customized participant communications as part of its pension-consulting practice.

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.

Jan Daly Wilson is a financial advisor at R.E.A.L. Coach with 10 years of industry experience. She holds a Series 65 designation and has a diverse professional background that includes roles in real estate brokerage, mortgage loan origination, and financial wellness consulting. Outside of her advisory work, she owns and operates Garden Park Firm-Fin-Rlty-Mtg-Csltg, where she provides education and consulting related to retirement readiness, real estate, insurance, and mortgage services. R.E.A.L. Coach serves primarily institutional and pooled-asset clients through non-discretionary co-advisory arrangements with third-party money managers, offering financial and retirement planning consultations along with qualified plan consulting and educational seminars. The firm emphasizes an evidence-based, passive asset allocation approach, combining investment management with active involvement in real estate, mortgage, and insurance services.

Jeffrey Bunch is the sole advisor at Pacific Haven Financial, LLC, an independent registered investment adviser based in Torrance, CA. He holds a Series 63 designation and has 28 years of industry experience. Prior to founding Pacific Haven Financial in 2015, he provided tax preparation services to clients. Pacific Haven Financial serves individual and high-net-worth clients through discretionary asset management and standalone financial planning. The firm employs a fundamental analysis approach with both long- and short-term trading strategies, including the use of short sales and option writing, and manages approximately $45 million across about 78 client relationships.

Kenneth Woo is the sole advisor at Woo, Kenneth Wing Kwok, an independent firm based in Santa Monica, CA. He holds Series 66 and Series 63 licenses and has seven years of industry experience. Prior to his current role, Woo worked at Merrill and Bank of America and has been a California real estate broker since 1994, as well as a licensed life, health, and variable annuity insurance agent since 2018. The firm advises private equity funds and corporations on buy- and sell-side mergers and acquisitions of middle-market, privately held companies, and provides financial planning and business valuations to individuals and corporations. Its engagement model is 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 strategy.

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.

Yolla Kairouz is a financial advisor with Kairos Family Wealth LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior experience includes roles at JPMorgan Chase and Wells Fargo spanning over a decade. She serves as a board member for the UCLA Anderson Economic Forecast, a nonprofit providing economic insights for the greater Los Angeles area and beyond. Kairos Family Wealth LLC is a newly formed investment adviser offering discretionary portfolio management, outsourced CFO services, and standalone financial planning primarily for individual and high-net-worth clients. The firm employs a range of investment strategies, drawing on fundamental and quantitative analysis, and acts as a fiduciary for retirement accounts.

Bryan Good is the sole advisor at Aktive Capital Management, LLC, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Aktive Capital Management since 2015. Aktive Capital Management serves individuals, high-net-worth clients, charitable organizations, and business entities with portfolio management and mutual fund guidance services. The firm combines various analytical methods with modern portfolio theory and employs active strategies, including options and short sales, within discretionary accounts.

Yves Marc Courtines is a CFP® and CFA® charterholder with 10 years of industry experience. He is the principal advisor at Boundless Advice LLC, an independent firm he has led since 2016. Courtines serves as Chair of the Advisory Council for the CFA Society Los Angeles' Wealth Management Excellence Summits, a continuing education program for local wealth management professionals. Boundless Advice works with a select group of individual clients and corporate and employee benefit plan sponsors, providing comprehensive financial planning, investment management, and consulting services. The firm employs a passive, asset-class based investment strategy emphasizing tax efficiency and low turnover, combined with the use of derivatives and sophisticated trading tools tailored to both individuals and institutional clients.

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.