Scott Burch is a financial advisor at Sage Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Investment Group and Regal Investment Advisors. Outside of advising, he is a licensed insurance agent. Sage Investment Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs combined with selective active management, with client relationships generally non-discretionary and supported by documented Investment Policy Statements and periodic reporting.

Douglas Dial is a financial advisor with 21 years of industry experience, currently with Capital Partners Investment Group since 2018. He previously worked at Regal Securities from 2015 to 2018. Outside of his advisory work, Dial is active as a trombone player in various groups. Capital Partners Investment Group is an independent advisory firm serving individuals, families, trusts, charitable organizations, and business clients. The firm offers comprehensive wealth management, financial planning, and retirement plan consulting, managing approximately $40 million in client assets with a fiduciary approach that incorporates quantitative analysis and a range of investment strategies.

Constante Firme III is a financial advisor at Treasure Chest Financial with nine years of industry experience. He holds a Series 65 credential and has worked at Google Inc. since 2017. Outside of finance, he operates Popetiger Entertainment, a sole proprietorship providing engineering and scientific consulting services. Treasure Chest Financial offers investment advice, portfolio management, and financial planning to a diverse client base including institutional and individual investors. The firm employs a process incorporating modern portfolio theory, fundamental and technical analysis, and emphasizes capital protection, income generation, and growth.

Mara Konrad is the sole advisor at MK Capital Group in Pasadena, CA, with 23 years at the firm and nine years of industry experience. She holds Series 63 and Series 65 licenses. MK Capital Group has provided asset management, financial planning, and consulting since 2003. The firm manages $28.8 million in non-discretionary assets for a small client base, including individual clients and pension and profit-sharing plans, using third-party platforms to deliver separately managed accounts and model portfolios.

William Duberstein is a financial advisor at Stone Oak Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked as a freelance writer for The Motley Fool since 2017, providing commentary on individual stocks, sectors, and general market trends. Prior to founding Stone Oak Capital, he was involved with Happy Earth, Inc. for one year. Stone Oak Capital is an independent registered investment adviser focused on discretionary portfolio management for individual clients and qualified investors. The firm employs a bottom-up, value-oriented approach emphasizing concentrated equity portfolios and special-situation opportunities.

Don Scholl is the principal of Don Scholl & Associates, Inc. in Los Angeles, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with his firm since 1995, also maintaining roles with OSAIC and Sagepoint Financial, Inc. He is involved in the sale of insurance products and fixed annuities in addition to his advisory work. Don Scholl & Associates provides investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as businesses and corporations. The firm uses a structured investment process incorporating risk tolerance assessments, asset allocation tools, and fundamental and technical analysis, offering both discretionary and non-discretionary accounts across various investment vehicles.

Gregory Legorreta is the principal advisor at Loam Advisory LLC in Los Angeles, CA. He holds a Series 65 designation and started his advisory career in 2025. Prior to entering the financial industry, he worked at Netflix and Warner Brothers Discovery. Loam Advisory provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental and cyclical analysis, offering both passive and active investment options, including socially responsible portfolios based on ESG research.

Nancy Listiawan is a CFP® and holds a Series 65 license with 12 years of experience in the financial services industry. She previously worked at AMI Asset Management for 11 years before founding Vera Wealth LLC in Pasadena, CA. Vera Wealth LLC serves individual clients, including some high-net-worth individuals, providing discretionary portfolio management alongside financial and estate-planning coordination. The firm emphasizes a passive, long-term, asset-allocation approach and offers educational seminars and workshops on general financial topics.

Karin Wise is the principal advisor at Wise Asset Management L.L.C. in Los Angeles, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LifePro Asset Management LLC and Acas LLC before founding her current firm in 2022. In addition to her advisory work, she operates Wise Management & Financial Services, providing administrative and consulting services outside of regular market hours. Wise Asset Management L.L.C. offers ongoing portfolio management for individual clients, focusing on customized Investment Policy Statements and a combination of fundamental and technical analysis. The firm manages discretionary accounts with a long-term trading approach, primarily investing in equities, fixed income, ETFs, TIPS, and commodities.

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John Agnew is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the sole advisor at The Wealth Collective, LLC, an independent registered investment adviser based in Los Angeles. Prior to founding The Wealth Collective in 2020, he held positions at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Agnew serves as the board president of the Higgins Loft Homeowners Association in Los Angeles. The Wealth Collective provides comprehensive wealth management, asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm manages approximately $42 million and offers investment programs that include ETFs, mutual funds, individual securities, and derivatives, with a notable focus on retirement plan services and a combination of professional credentials that supports its distinct service offerings.

Denita Clark is a financial advisor with The Financial Architects Wealth Management LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her career includes roles at Gradient Securities, Transamerica Financial Advisors, and World Financial Group. She is also active as an insurance agent, selling both health and other insurance products. The Financial Architects Wealth Management provides investment advice and financial planning to individual investors and qualified retirement plan sponsors. The firm typically operates on a non-discretionary basis, recommending third-party portfolio managers and emphasizing ongoing oversight and client approval for transactions.

William Yarnall III is a CFP® professional based in Los Angeles, CA, with six years of experience in financial advising. He operates his own firm, William Henry Yarnall III, and has worked as a pilot for Delta Air Lines since 2014. His firm provides investment advisory and financial planning services primarily to individual investors, with occasional clients including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds and both fundamental and technical analysis in security selection.

Roger Fan is the principal of RF Capital Management and holds a Series 65 designation. He has nine years of industry experience, including two years at Texas Tech University School of Law and nine years with his current firm. RF Capital Management provides discretionary investment management services to individuals, high-net-worth clients, and businesses. The firm employs a bottom-up, fundamental value approach with concentrated portfolios focused on long-term capital appreciation, and it uses a distinctive performance-based compensation structure for eligible clients.

Julie Gotman Matusovskaya is a financial advisor based in Los Angeles, CA, with 22 years of industry experience. She holds a Series 66 designation and has worked as a sole proprietor since 1995. Outside of financial advising, she is involved in architecture and design through KDI International, where she serves as CFO, and she provides tax preparation services. Her firm offers discretionary asset management via a sponsored wrap-fee program and provides financial planning and consulting services billed hourly. The firm utilizes Dimensional Funds and Wealth Models, exercises discretionary trading authority for managed accounts, and arranges custodial services through Charles Schwab & Co.

Randy Wang is a financial advisor at Contrarian Labs Inc. with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sophia Asset Management and Contrarian Labs. Outside of his advisory role, he serves as the CEO of Wingz, a ride-sharing company. Contrarian Labs provides discretionary investment management focused on value investing and fundamental analysis, primarily serving high-net-worth individuals. The firm emphasizes a concentrated, long-term approach centered on equity securities with geographic focus on the United States and Greater China.

Amy Qian is a financial advisor with Agape Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has five years of industry experience. Her background includes roles at Merrill, J.P. Morgan Securities, Wells Fargo, and AGL Employee Distributors/AIG. She also maintains an affiliated insurance practice in Pasadena, CA, dedicating part of her time to insurance sales and service. Agape Wealth Management LLC provides discretionary asset management services primarily for individual and high-net-worth clients, using tailored portfolios based on clients' goals, time horizons, and risk tolerance. The firm employs a variety of analytic methods and manages portfolios with periodic rebalancing and tax-loss harvesting.

Annelise Li is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at Fintent in Monrovia, CA. She has worked with AJC Capital Management Japan LLC since 2024 and has been involved with AJC Capital Management, LLC and Fintent Invest, Inc. since 2017. Outside of her advisory roles, Li manages corporate management, accounting, and tax responsibilities for these related entities during non-trading hours. Fintent Invest, Inc. provides fee-based, discretionary portfolio management and comprehensive financial planning tailored to individuals, trusts, and specialized clients, including medical professionals and accredited investors. The firm employs a strategic, long-term, value-oriented investment approach with tactical flexibility, supported by six proprietary model portfolios and a behavioral finance framework integrated into client engagement.

Craig Silvers is a CFA® charterholder and founder of Bricks & Mortar Capital, LLC, where he has served as the sole advisor since 2002, bringing 23 years of industry experience. Based in Los Angeles, CA, his professional focus is complemented by his active ownership of residential real estate properties across Los Angeles and Gilbert, AZ. Bricks & Mortar Capital provides investment management and advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a real estate-focused investment approach, managing discretionary portfolios that include REITs, individual equities, ETFs, options, and bonds, and it advises a private real estate income fund emphasizing concentrated, margin-driven strategies.

Arya Taghdiri is a financial advisor at Blackacre Wealth in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has professional experience that includes legal roles at Quinn Emanuel Urquhart & Sullivan, LLP, and in-house legal work. Blackacre Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a client-focused approach integrating fundamental, technical, and modern portfolio theory methods, and offers both passive and active investment options including alternative assets.