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.

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.

Kathleen Adams is a CFP® with 27 years of industry experience, currently serving at Second 50 Financial in Manhattan Beach, CA. Her previous roles include positions at Ashton Thomas Insurance Agency, Royal Alliance Associates, and Signature Estate & Investment Advisors. In addition to her advisory work, she is an author of an investment-related book. Second 50 Financial provides services to individuals, high-net-worth clients, partnerships, and business entities, focusing on discretionary portfolio management, access to Independent Managers, and integrated financial planning. The firm employs a tailored, fiduciary approach with asset allocation and fundamental analysis across a range of investment strategies and asset types.

Harold Nachtrieb is a CFA® charterholder with eight years of industry experience. He is a financial advisor at ConvexBeta Investments, LLC, where he has worked since 2018, following earlier roles at Xebec Investment Advisors and KEY BANK. He holds Series 63 and Series 65 licenses and is based in Hermosa Beach, CA. ConvexBeta Investments provides discretionary and non-discretionary portfolio management for individual investors, trusts, IRAs, and small businesses, offering equity, fixed-income, and blended strategies. The firm employs an active, tax-aware investment process that integrates strategic allocation, security selection, tax-loss harvesting, and cost management techniques, working closely with clients' tax, accounting, and estate-planning professionals.

Darin Bemis is a CFA® charterholder with 21 years of industry experience, currently serving as an advisor at Lederer & Associates Investment Counsel since 2000. He holds the Series 63 designation and is based in Long Beach, CA. Lederer & Associates provides discretionary investment supervisory services to individuals, trusts, estates, foundations, charitable organizations, corporations, and pension and profit-sharing plans. The firm manages concentrated equity and fixed-income portfolios using growth-at-a-reasonable-price and equity income strategies, with active fixed-income positioning and monthly investment committee reviews.

Phillip Cook is a financial advisor with Mogul Wealth Management, Inc. in Manhattan Beach, CA, holding a Series 66 designation and over 51 years of industry experience. He has worked at several firms, including LPL Financial LLC and CETERA Advisor Networks LLC, and has been with Mogul Wealth Management since 2007. Outside of his advisory work, he serves as a board member for the Manhattan Beach Historical Society. Mogul Wealth Management provides investment supervisory services, financial planning, and pension consulting to individuals, retirement plans, and business entities. The firm manages approximately $59 million across 143 client relationships, employing fundamental and cyclical analysis to construct diversified portfolios with regular reviews and reporting.

David Swift is a financial advisor at Second 50 Financial with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including Signature Estate & Investment Advisors, Royal Alliance Associates, and Ashton Thomas Private Wealth. He is also a licensed insurance agent operating his own insurance sales and service business. Second 50 Financial provides tailored investment advice and financial planning to individuals, high-net-worth clients, and various business entities. The firm manages discretionary portfolios using diversified investments and employs a process combining fundamental analysis, asset allocation, and manager due diligence.