Amin Khakiani is the sole advisor and owner of his independent firm, with 21 years of industry experience. The firm provides discretionary investment advisory and portfolio management services to individual investors and select institutions, including charitable organizations and foundations. It manages approximately $19.3 million in regulatory assets from a single office in Torrance, CA. The firm’s investment approach emphasizes diversified asset allocation across multiple asset classes, utilizing equities, mutual funds, and ETFs, with portfolios managed on a discretionary basis and reviewed quarterly.

Rainee Handley is a financial advisor at Wentworth-Baer Wealth Management in San Pedro, CA, holding CFP® and Series 65 credentials with one year of industry experience. Prior to joining Wentworth-Baer, Handley worked in various roles including positions at the Law Office of Raymond Green and Andrade & Associates Income Tax Service, Inc. Wentworth-Baer Wealth Management provides investment management and limited-scope financial planning to individual clients, including high-net-worth individuals. The firm uses personalized investment policies and asset-allocation-driven portfolios that combine passive and active vehicles, operating with a non-discretionary account supervision model and integrating behavioral finance training into its planning process.

Jay Master is the sole advisor at Master Structured Alternative Asset Related Strategies, LLC, an independent firm based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has led his firm since 2010. Master Structured Alternative Asset Related Strategies, LLC provides asset management, portfolio monitoring, referrals to third-party money managers, and sub-advisory services primarily to high-net-worth individuals and other investment advisers. The firm operates mainly on a non-discretionary basis and is notable for its sub-advisory role to private investment funds that invest with major managers like Blackstone and Carlyle across various strategies.

Marcos Chavira is the sole advisor at TaxDude Financial Advisor in Long Beach, CA, holding Series 63 and Series 66 registrations with 24 years of industry experience. He previously worked at H.D. Vest Advisory and Investment Services and operates his own accounting and tax preparation business. Outside of financial advising, Chavira owns Big Ass Fortune Cookie.com, where he bakes and sells oversized fortune cookies locally. TaxDude Financial Advisor provides non-discretionary investment management, financial planning, and educational workshops to a range of clients including individuals, trusts, and corporations. The firm’s investment approach is client-specific, combining fundamental analysis with long- and short-term strategies, and maintains a close affiliation with an accounting practice.

Anjali Jayakumar is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. She is the sole advisor at Fit Advisors LLC, where she has worked since 2015. In addition to her advisory role, she works part-time as a tax manager at Baker Tilly Virchow Krause, LLP, a full-service accounting and advisory firm. Fit Advisors LLC provides fee-only financial planning and discretionary investment management primarily for individual and high-net-worth clients, along with retirement plan consulting. The firm employs a largely passive, index-oriented investment approach using model portfolios and integrates tax and accounting considerations into its services.

Richard Veerman is an independent financial advisor with over four years of industry experience. He has a background spanning 18 years at Farmers and Merchants Bank of Long Beach and has operated his own advisory firm since 1994. His firm is a sole-proprietorship registered investment adviser managing approximately $27.8 million in discretionary assets for around ten client accounts. It serves individuals, corporations, and institutional clients with tailored asset and portfolio management, employing a range of investment methods including fundamental and technical analysis, modern portfolio theory, and ESG considerations.

Kenneth Funsten is a CFA® charterholder with 23 years of industry experience, currently serving as the sole advisor at FamCo. He has operated Funsten Asset Management Co. since 1993. Outside of investment management, he is president of FamCo Advisory Services, providing business and litigation consulting, and founder of Homegrown USA, a media company focused on artisanal food and beverage products. FamCo is an investment manager developing new products and offering investment advice and portfolio management to a broad range of clients, including individuals, businesses, pension plans, and charitable organizations. The firm employs a multi-disciplinary approach using fundamental, technical, and cyclical analysis, incorporating timing services and short-term trading techniques.

Kevin McGuan is the principal of Kevin P. McGuan, LLC, an independent advisory firm based in Long Beach, CA. He holds a Series 63 designation and has 37 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of a real estate investment trust. Kevin P. McGuan, LLC provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit sharing plans, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management, employing a range of analytical techniques and tailored strategies, with ongoing account monitoring and periodic reviews.

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 CFP® with four years of industry experience, currently with Ridgepoint Wealth Partners LLC. His prior roles include positions at Validus Capital LLC and Mariner Wealth Advisors. Ridgepoint Wealth Partners LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm focuses on asset allocation using a blend of active and passive strategies guided by fundamental analysis and modern portfolio theory.

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.

Todd Jones is the sole advisor at Strategic Portfolio Advisors, Inc. in Long Beach, CA, with 39 years of industry experience. He has led the firm since 2008. Strategic Portfolio Advisors, Inc. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and institutional clients. The firm manages approximately $87 million in discretionary assets through a wrap fee program, employing a mix of analytical approaches and both long- and short-term strategies tailored to client objectives and risk tolerance.

Angela Dorsey is a CFP® with 14 years of industry experience and has been with Dorsey Wealth Management, LLC since 2011. She also worked at FinancialPlanning4Me, LLC in 2017. Located in Torrance, CA, she holds a Series 65 license in addition to her CFP® credential. Dorsey Wealth Management is a fee-only registered investment adviser serving individuals and families with comprehensive financial planning and investment advisory services. The firm employs an evidence-based investment approach focusing on diversification, systematic risk factors, and low-cost mutual funds and ETFs, offering customized portfolios that align with clients’ objectives and financial situations.