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.

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.

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.

Jeffrey Pih is the sole advisor at Pih Investments, LLC in South Pasadena, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 13 years of industry experience, including six years as Director of Accounting and Financial Planning at Biosys Laboratories, Inc. In addition to his advisory role, he is an independent insurance agent offering life and disability insurance products. Pih Investments, LLC is a small independent advisory firm providing investment management and financial planning services to individuals and pension and profit-sharing plans, including ERISA plan advisory. The firm employs fundamental analysis, discretionary portfolio management, and offers financial planning on an hourly or fixed-fee basis.

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.

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.

Gordon Trachtenberg is the founder and sole advisor of Trachtenberg Capital Management, LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 designations and has 26 years of industry experience. He has led Trachtenberg Capital Management since its inception in 2007. Trachtenberg Capital Management provides fee-based investment management and advisory services to high-asset individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional and corporate clients. The firm employs a combination of technical, fundamental, and quantitative analysis to manage portfolios that include equities, bonds, ETFs, and mutual funds, offering both discretionary and non-discretionary services.

Marcos Figueroa III is the principal of MFA Global Consulting Group LLC, an independent firm based in Beverly Hills, CA. He holds the Series 66 designation and has 20 years of industry experience. Since founding MFA Global Consulting Group in 2014, he has focused on providing portfolio management services. Additionally, he is an insurance broker affiliated with Crump Insurance and sells life insurance policies. MFA Global Consulting Group serves primarily individuals and small business owners, managing approximately $500,000 in assets for about 58 clients. The firm employs a top-down, macroeconomic, and value-oriented investment approach that emphasizes long-term allocations, diversification, and firm-conducted security research, with a primarily non-discretionary management style.

Vincent Williams is a financial advisor at Retirement Planners with over eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Shareholders Service Group and Ria. Outside of financial advising, he is active as a licensed insurance agent and serves as a notary at Legacy Legal Services. Retirement Planners provides financial planning and advisory services focused on retirement planning, insurance, annuities, and portfolio recommendations for individuals and small businesses. The firm operates on a non-discretionary basis, delivering written analyses and leaving implementation to clients.

Thomas Calcagnini is the sole advisor at Calcagnini Wealth Management, LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been involved with Eastward Capital Partners LLC since 2010 and founded Calcagnini ALS Foundation Inc in 2020. Calcagnini Wealth Management is a small independent firm serving approximately 40 clients, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary asset management, financial planning, pension consulting, and a wrap fee program, emphasizing individualized asset allocation and ongoing account supervision using various analytical methods.

Eli Rosenthal is a Series 65 licensed financial advisor with Odyssey Financial Services LLC in Los Angeles, CA, and has three years of industry experience. He concurrently works as a Software Engineer II at SpaceX. Prior roles include positions at Pluto, Hedley & Bennett, and Castifi. Odyssey Financial Services LLC provides investment management and financial planning to individual investors and small businesses, focusing on portfolio construction with U.S. equities and bonds. The firm uses a flat and hourly fee structure for ongoing advice and offers both discretionary and non-discretionary account management.

Stephanie Hancock is a financial advisor with LPL Financial in Los Angeles, CA, holding the CFP® designation and Series 63 and 66 licenses. She has 31 years of industry experience and has operated Hancock Wealth Advisory since 2002. Hancock also provides life coaching services through a separate business. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, ranging from model portfolios to customized discretionary and non-discretionary arrangements.

Maxwell Gallagher is a CFP® with eight years of industry experience, currently serving as the sole advisor at 24Acres Wealth, LLC. His prior roles include positions at Brighton Jones LLC and Dimensional Fund Advisors. Outside of his advisory work, he manages private residential real estate on a limited basis. 24Acres Wealth is an independent advisory firm that provides discretionary investment management and financial planning to individuals and high-net-worth clients. The firm incorporates a Modern Portfolio Theory approach to diversified portfolios and integrates real estate advisory services, including specialized 1031 exchange analysis, into its offerings.

My perspective is shaped not only by my work as a CERTIFIED FINANCIAL PLANNER™ professional, but also by my life as a poet, including performing at the 2024 Paris Olympics. Both disciplines have taught me the same truth. Wealth is not only about numbers. It is about possibility. I help women professionals, entrepreneurs, creatives, and expats create financial strategies to help build a life they love. One where they feel more confident about their future, and that they're on track to meet their goals. I am also Nigerian-American and one of ~450 Black women financial planners in the US, an experience that has shapes my passion for working with BIPOC and globally-minded women who otherwise may not comfortable with "traditional" advisors.

Nicholas Han is the principal of Daehan Securities, Inc., an independent registered investment adviser based in Los Angeles, CA. He holds Series 65 and Series 63 licenses and has 28 years of industry experience, including over a decade at Daehan Securities and multiple intervals at Kayan Securities, Inc. He serves as vice-president of the Unification Education Council-OC.SD Chapter, a nonprofit focused on education and research related to the unification of the Korean peninsula. Daehan Securities serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides discretionary equity portfolio management, a defined Balanced Portfolio strategy, and modular financial planning, using both fundamental and technical analysis with customized advice tailored through ongoing monitoring.

Doran Adhami is the sole advisor at United Global Advisors, LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including roles at Boustead Securities, LLC, and involvement with Ace of Swords SLP, LLC, a hedge fund. Outside of his advisory work, he serves as a board member of the Magbit Foundation, a nonprofit organization. United Global Advisors provides non-discretionary portfolio management and investment advice primarily to individual investors and pooled investment vehicles, focusing on capital appreciation. The firm employs a combination of fundamental, technical, cyclical, and quantitative analysis, managing assets totaling approximately $45.4 million.