Ming Li Ho is a CFA® charterholder with 29 years of experience in the financial industry. He has been the sole advisor at AB Hhelio Associates, Inc. since 1997. AB Hhelio Associates, Inc. is an independent, single-advisor firm that provides discretionary portfolio management and investment advice primarily to individual investors and trusts. The firm manages approximately $42.6 million in client assets using a long-term, value-oriented investment approach focused on fundamental research and broad diversification across equities and fixed income.

Sanjay Tolia is a financial advisor at Kubence with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Marine Layer Securities and Institutional Securities Corp. Outside of his advisory work, he serves on the boards of Pharm, LLC, a consumer packaged goods company in the plant-based wellness sector, and Agrify Inc., a branded beverage company. Kubence is an independent firm that provides discretionary investment management to registered investment advisors as well as individual and corporate clients through a web- and mobile-based platform. The firm focuses on box-spread option strategies and separately managed portfolios of structured notes, using algorithm-driven models to generate recommendations and exercise discretionary trading authority.

Michael Femino is the sole owner and advisor at New Economy Capital Management LLC, an independent firm based in Marina Del Rey, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having led his firm since 2004. New Economy Capital Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, small businesses, charitable foundations, and pension or profit-sharing plans. The firm primarily invests in publicly traded securities with a focus on long-term capital appreciation and capital preservation, employing a bottom-up stock selection process and offering customized portfolios tailored to client goals.

Keith Holt is the sole advisor at Holt Investment Advisors in Manhattan Beach, CA, with 31 years of experience operating under his firm’s name. He holds a Series 63 designation. Outside of his advisory work, he is involved in Red Fir Ranch Enterprises, a business focused on the sale of Christmas trees and related items. Holt Investment Advisors is an independent sole proprietorship serving individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a systematic, goals-based process to establish investment policies and implements portfolios using a proprietary “Three Dimensional Diversification” approach across asset allocation, investment philosophy, and custodian.

Daniel Cloud is a financial advisor with Cloud, Minturn & Associates, LLC, holding the ChFC® designation and Series 66 license. He has 20 years of industry experience and has been with Cloud, Minturn & Associates and CMA Insurance Services since 1986. Cloud, Minturn & Associates provides financial planning, retirement planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation, mutual fund and ETF analysis, and due diligence on independent registered investment advisers, offering a unique intermediary service for money manager selection and monitoring.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

David Yu is the sole advisor at Verdant Capital Management in Torrance, CA, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Verdant Capital Management since 2002. Verdant Capital Management provides retirement planning and asset management services to individual investors as well as institutional clients such as corporations, trusts, and foundations. The firm employs a combination of fundamental analysis, technical methods, and active portfolio management, offering a range of strategies from long-term investing to short-term trading with discretionary authority over client accounts.

Ernest Wennerberg is a financial advisor at Paradigm Asset Management, Inc. with 31 years of industry experience. He has been with Paradigm Asset Management since 1996. Wennerberg is also a licensed Certified Public Accountant in California with a focus on tax planning and preparation. Paradigm Asset Management is an independent firm serving individuals as well as pension and profit-sharing plans. The firm employs a long-term, asset-allocation investment approach using primarily no-load or load-waived mutual funds, with limited use of individual securities and third-party real estate referrals.

Pavan Nagpal is the sole advisor at Sila Value Advisors, LLC, an independent firm based in Manhattan Beach, CA. He holds a Series 65 designation and has 16 years of industry experience, including 17 years with Sila Value Advisors. In addition to his advisory work, he teaches at a community college. Sila Value Advisors manages investment portfolios for individual clients, focusing on personalized portfolio management with direct advisor oversight. The firm serves a small client base, which allows for close communication and monitoring.

Gregory Taylor is a financial advisor with Taylor Strategic Wealth Management, LLC, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked for Edward Jones for six years before founding his current firm. Outside of his advisory work, Taylor serves as president of the South Bay Business Networking Group and is a board member of Kiwanis International, where he participates in scholarship and community enhancement decisions. Taylor Strategic Wealth Management provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities, including corporate and institutional clients. The firm employs a diversified investment approach that integrates asset allocation, fundamental, technical, sector, and cyclical analysis across a variety of securities.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Shimon Blumenfeld is a financial advisor with Integrity Investment Portfolios LLC and holds the Series 63 and Series 65 designations. He has 30 years of industry experience, including 17 years with Integrity Brokerage Services, Inc. Integrity Investment Portfolios LLC is a registered investment adviser that provides ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages client accounts on a non-discretionary basis, tailoring plans to clients’ goals and risk tolerance while employing a broad range of analytical methods and maintaining a distinctive operational setup without third-party sub-advisers.

Helen Lin is a Series 66-licensed advisor with Southern California Wealth Management Associates, bringing 22 years of industry experience. She previously worked at Western International Securities, Inc. and Financial West Group. Lin is also involved as a registered representative with Emerson Equity LLC and conducts fixed life insurance and annuity sales as a sole proprietor. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs various analytical methods and both long- and short-term trading strategies across a diverse range of investment products.

Jeffrey Wimbish is a financial advisor at Kensington Investment Counsel with 23 years of industry experience. He has been with Kensington since 1999 and holds a Series 65 designation. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across multiple equity strategies, focusing on diversified equity and fixed-income exposures with a typical investment horizon of three to five years.

Eric Toya is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Navigoe, LLC since 2013. He holds Series 63, 65, and 66 licenses. Navigoe serves high-net-worth individuals, business owners, and retirement plans, offering fee-only wealth management, financial planning, and discretionary investment management. The firm emphasizes a structured onboarding process and employs a strategic asset allocation approach primarily using mutual funds and ETFs.

Zoe Bollinger is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Bollinger Capital Management since 2018 and previously worked at WET from 2016 to 2018. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs proprietary quantitative and technical analysis methodologies, offering both direct portfolio management and investment modeling services to other advisors and clients.

Steven Mais is a financial advisor at The Chartist with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with The Chartist since 1992. The Chartist provides fee-only, discretionary portfolio management to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios combined with charting and technical analysis to manage accounts, and it also publishes subscription newsletters offering buy and sell recommendations.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.

Jessie Hale is a CFP® certificant with over 20 years of industry experience, currently serving as an advisor at Vita Wealth Advisors, LLC. Prior to joining Vita Wealth Advisors, Hale spent 19 years at The Northern Trust Company. Vita Wealth Advisors offers wealth management and investment services to individuals and family-related entities, including high-net-worth clients, trusts, and family businesses. The firm employs a discretionary investment approach utilizing factor investing, optimization, and quantitative methods, and provides specialty services such as divorce financial analysis alongside traditional wealth planning.

John Bollinger is a CFA® charterholder and founder of Bollinger Capital Management, Inc., where he has worked since 1988, totaling over 35 years of experience in the financial industry. He is known for creating and selling technical analysis algorithms, indicators, and tools through his work on Bollinger Band Tool Kits and related websites. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a technical analysis and quantitative methodology-based investment approach, offering both managed accounts and model strategies to advisors and end clients.