Steven Singer is a financial advisor at Retirement Solutions LLC in Los Angeles, CA, with 39 years of industry experience. He holds a Series 63 designation and has worked independently as an insurance agent since 1980. Prior to his current role, he was associated with United Planners' Financial Services for 14 years. Retirement Solutions serves individuals, high-net-worth clients, trusts, estates, and businesses by providing personalized investment management along with financial planning and consulting. The firm manages portfolios primarily composed of low-cost mutual funds and ETFs on a non-discretionary basis, combining fundamental and technical analysis with long-term investment strategies.

Ronald Theda is the principal of Bullbear Investment Management, LLC in Los Angeles, CA, holding a Series 65 license with 19 years of industry experience. He has led Bullbear Investment Management since 2004. Bullbear Investment Management provides discretionary investment management of stock and bond portfolios for institutions, businesses, trusts, and individual clients without a formal account minimum. The firm employs a long-term, buy-and-hold strategy using a blend of individual stocks and ETFs tailored to clients’ risk profiles, with trading conducted daily through a low-cost custodian.

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 a financial advisor at Daehan Securities, Inc. in Los Angeles, CA, with 28 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Daehan Securities since 2013, including prior roles 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, Inc. is an independent registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary equity portfolio management, a Balanced Portfolio strategy, and modular financial planning, utilizing both fundamental and technical analysis with a focus on dividend-paying equities and fixed income, and employs option strategies for hedging.

Pamela Chen is a CFA® charterholder with seven years of industry experience. She has worked at Refresh Investments since 2018 and previously was employed at Northern Trust from 2014 to 2017. Refresh Investments serves individuals, family trusts, foundations, estates, charities, and business entities, managing approximately $41.9 million across about 20 client relationships. The firm offers financial planning, discretionary investment management, advisory services for held-away accounts, and employee benefit plan consulting, utilizing personalized asset allocation and fundamental analysis in its investment approach.

Doran Adhami is the sole advisor at United Global Advisors, LLC, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has worked at Boustead Securities, LLC and is involved as a portfolio manager and owner of Ace of Swords SLP, LLC, a hedge fund. Adhami 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 and manages accounts based on client approval, with particular involvement in commodity-related pooled activity and serving charitable clients.

Stephen Vaughen is a financial advisor with Pacific Investment Advisors, LLC in Simi Valley, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Stephen Kepler Vaughen since 2003 and at Crowell, Weedon & Co. since 1980. Pacific Investment Advisors offers personalized portfolio management primarily focused on the stock-market portion of clients' asset mixes, serving individuals, retirement accounts, trusts, charitable organizations, and business entities. The firm provides non-discretionary, consultative investment advice emphasizing client selection, investor behavior, and experience-based analysis.

Scott Lewis is the sole advisor at Lewis Capital Management, an independent firm based in Beverly Hills, CA. He holds the CFA® designation and a Series 65 license, with 21 years of industry experience. Lewis has led Lewis Capital Management since its founding in 2000. Lewis Capital Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, corporations, and foundations. The firm employs a value-oriented equity strategy that integrates quantitative screening with fundamental research to build concentrated portfolios, while tailoring fixed income and asset allocation to client objectives.

Founder of DIWY Financial Planning (DIWYFP), an advice-only Registered Investment Advisor (RIA) offering hourly financial planning to help clients make clear, confident decisions. After more than two decades of experience at firms including JPMorgan Chase, Morgan Stanley, Bloomberg, and HSBC, I launched DIWYFP in 2025 to help make professional financial planning more accessible to anyone seeking objective guidance, without a requirement to move assets or meet minimums. With DIWYFP you can plan for yourself—not by yourself™ using a “do-it-with-you” approach that emphasizes collaboration, education, empowerment, and transparency. I am a first-generation American, born in Brooklyn, NY, to parents who immigrated from Central America and the Caribbean. In 1999, I relocated to California with my wife and two children and now split time between California, New York, Florida, and Nevada. I earned a BS in Electrical Engineering from Syracuse University and an MBA in Finance from Long Island University. Outside of work, I enjoy spending time with family and friends, travel, astronomy, cycling, mentoring, and civic engagement. I am also drawn to wind-powered activities, including paragliding and sailing small boats.

Peter Criswell is a financial advisor with Kellogg Wealth Advisors, Inc. in Studio City, CA. He holds the ChFC® designation and Series 63 and 66 licenses, with 18 years of industry experience. Criswell has been with Kellogg Wealth Advisors since 2007, where he serves as Principal and CEO. He is also involved in the sale of fixed insurance products. Kellogg Wealth Advisors, Inc. is a state-registered investment adviser that provides portfolio management and introductions to third-party investment managers for individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm typically recommends or introduces clients to third-party discretionary managers and model portfolios, using both fundamental and technical analysis to favor long-term purchase strategies implemented through mutual funds, ETFs, and platform model portfolios.

Aaron Wilhelm is the sole advisor at Reigate Investors LLC in Santa Monica, CA, holding a Series 65 credential with nine years of industry experience. He has led Reigate Investors since 2017. Reigate Investors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, bottom-up, concentrated strategy with an explicit use of leverage and derivatives, offering performance-based fee arrangements uncommon among independent advisers.

Pouya Yadegar is a financial advisor at Prime Opportunities Investment Group LLC in Los Angeles, CA, holding a Series 65 designation with 18 years of industry experience. Prior to founding his firm, he has experience managing family-owned properties through a separate business activity. Prime Opportunities Investment Group LLC provides discretionary investment management for individuals, trusts, estates, charitable organizations, and corporations. The firm employs a long-short, value-oriented strategy that integrates quantitative screening with fundamental and field research to identify investment opportunities, managing both individually tailored accounts and private pooled funds.

Michael Brown is a Series 65 credentialed advisor with 13 years of industry experience. He is the sole advisor at MorningView Capital and has been the Chief Executive Officer of Captivate Media, Inc., an investment-related financial publisher and online media marketer, for over two decades. His outside activities include managing several financial websites and newsletters. MorningView Capital provides financial planning, portfolio management, investment recommendations, and pension consulting for a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a range of fundamental, technical, and quantitative strategies across various asset types tailored to each client’s objectives and risk profile.

Dmitry Steesy is a financial advisor at Bravo Zulu Capital Management with a Series 65 designation and no prior industry experience. His background includes eight years of service in the U.S. Navy, entrepreneurial ventures in consumer and technology sectors, and ongoing legal studies. He previously founded Steesy Fire Protection LLC and Steesy Group LLC. Bravo Zulu Capital Management is an independent, fee-only advisory firm serving individuals, high-net-worth clients, and families. The firm employs a strategic asset allocation approach combining passive index and ETF core holdings with selective active management in satellite positions, and offers comprehensive services including investment policy development and portfolio monitoring.

I was originally born in Toronto, Canada and my family moved to Los Angeles in 2009 during the recession. Within the first year of our move, my parents let my sister and I know that we might have to move back due to financial troubles. Fortunately we were able to make things work, but that sparked my interest in personal finance and I began learning about budgeting and investing. I was able to get my Bachelor's degree from CSUN in 2018 and have been working in the financial services industry for about 7 years. My experience ranges from helping young professionals who are just starting out on their journey to those who have put their work in and are looking to enjoy their retirement. I am a CFP professional as well as a notary public. In my spare time, I enjoy reading, being active and spending time with friends & family. I have always enjoyed playing sports, especially winter sports such as hockey and skiing (Would I be a true Canadian if I didn’t?) Even though I have lived in Los Angeles for over 15 years, my sports loyalty still lies with my teams in Toronto, and I hope to see the Maple Leafs win a Stanley Cup in my lifetime the same way I got to watch the Raptors win their first NBA championship back in 2019.

Aaron Shuchatowitz is the principal of Shucha Wealth Management LLC in Sherman Oaks, CA, holding a Series 65 credential with four years of industry experience. He co-founded Blue & White Finance, a financial education business where he spends part of his time teaching and creating educational content. Prior to his current roles, he was involved with DJ Properties, Ulpan La-Inyan, and 12Tribe Films. Shucha Wealth Management serves individual and high-net-worth clients, providing portfolio management and financial planning services. The firm emphasizes long-term investing guided by modern portfolio theory, with tailored asset allocation and ongoing portfolio monitoring.

Patrick Bolger is the sole advisor at Pb Capital, an independent investment advisory firm based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nine years at Western International Securities and ongoing insurance-related activities since 1998. Outside his advisory work, he provides insurance quotes and coverage for clients through his insurance business. Pb Capital serves individual and high-net-worth clients with non-discretionary asset management and portfolio monitoring across various securities. The firm employs a range of analytical methods and strategies, including the use of derivatives and options, and implements trades only with client authorization.

Andreas Yanik is a financial advisor at Create My Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of advisory work, he is also involved in mortgage brokerage. Create My Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory to guide investment decisions, offering discretionary account management and performance-based fee arrangements for qualified clients.

Steven Roy is a financial advisor at Cambyses Financial Advisors in North Hollywood, CA, with 11 years of industry experience. He holds a Series 65 designation and has been involved in tax and business consulting since 1977 through Cambyses Management Associates. Additionally, he is a managing partner in an online fine art gallery, Gallerie F64. Cambyses Financial Advisors provides portfolio management and comprehensive financial planning to individuals, trusts, charitable organizations, and business clients. The firm offers services including retirement benefit analysis, ERISA plan advisory, and client education, using a non-discretionary approach supported by AI tools and incorporating fundamental, quantitative, qualitative, and technical analysis.

Marshall Jaffe is the sole advisor at Jaffe Asset Management LLC in Beverly Hills, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. He has managed his firm since 1998. Outside of advisory work, he is a passive real estate investor. Jaffe Asset Management provides discretionary portfolio management services to individuals, trusts, endowments, pension, and corporate clients, overseeing approximately $116 million. The firm emphasizes strategic and tactical asset allocation using mutual funds, ETFs, fixed income, and equities, with a focus on complementary fund managers and regular account reviews.