Consuelo Webb is a Series 65 licensed financial advisor with 22 years of industry experience. She is the principal of Mari Legacy Group, LLC since 2023 and previously worked at Morgan Stanley for six years. Webb serves as the board treasurer for Compass Christian Academy, where she is involved in creating operating budgets for the school. Mari Legacy Group is an independent advisory firm that manages approximately $29.9 million on a discretionary basis for a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and analysis methods tailored to client objectives.

Kelly Woo is a CFP® professional with 13 years of industry experience, currently serving as president of Bene Wealth Management Company. Prior to this role, Kelly held leadership positions at Profectus Wealth Management and has been involved in several financial and investment entities, including serving as a co-founder and principal of Profectus Financial and as a board member of Accendo Charity. Kelly also manages real estate and private investment funds, including the Empower Opportunity Zone Fund. Bene Wealth Management Company provides portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm utilizes fundamental analysis and a long-term trading approach, focusing on mutual funds, equities, ETFs, and fixed-income securities, while documenting risk tolerance and adhering to fiduciary standards for retirement accounts.

William Hoeffer Jr. is a CFP® professional with over 43 years of experience in financial advising. He has been the principal of William C. Hoeffer, Jr. Inc. since 1989 and has held positions at The Leaders Group Inc., Western International Securities, Inc., and Financial West Group. His background includes insurance sales and pension consulting alongside investment advisement. William C. Hoeffer, Jr. Inc. provides comprehensive financial planning and consulting services to individuals, trusts, estates, and employer-sponsored retirement plans, with a focus on non-securities advice such as insurance, taxation, and estate planning. The firm delivers advisory work through individualized written plans or consultations and offers retirement plan consulting while employing fundamental analysis and multiple investment strategies without discretionary asset management.

Hello! My name is Billy (he/him), owner of Billfold Budget Counseling. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place. I believe that money is not a natural thing. Be it overspending, living paycheck to paycheck, or a low credit score…these money mishaps are actually quite common. Because of this, I feel that there’s no shame in not understanding personal finance. Heck, when I was studying accounting as an undergrad, I managed to get in over my head with credit card debt. A situation due to a lack of personal finance knowledge. But this overwhelming burden would weigh on my every action, and my not-so-wise decision to ignore the problem only made it worse. I was eventually able to pay off my debt through sheer chance (and lots of part-time work), but I never wanted to feel that level of anxiety again. However, what was bad for me is often worse for others. In this country, there are haves and have-nots, and money has historically been hoarded by haves: rich, white, powerful men. As a privileged white male, I had the opportunities that lead me to eventually being debt-free. I could see how my challenges were relatively small compared to the structural issues that other folks face. So, I’ve made it my mission to not only provide financial planning, education, and coaching but to have my advice be as accessible as possible. Especially to those who have had dealt with money hardships, but still want to give back to their communities. That way, you can focus on your mission to make the world a compassionate, diverse, and understanding place. So if you’re ready to enlist help to tackle your financial burdens (without cliché, condescending advice like “eat less avocado toast” or “don’t buy lattes”), please reach out for a complimentary consultation. https://calendly.com/billfoldbudget/initialconsultation

Erica James is a CFP® professional with five years of industry experience, currently serving as an advisor at Mana Financial Life Design. Her prior roles include positions at Signify Wealth LLC, Creative Planning, LLC, SBSB Financial Advisors, and The Wolf Group. Outside of her advisory work, she has experience as a property manager. Mana Financial Life Design provides financial life planning, discretionary investment management, employee benefit plan advisory, and estate planning support to individual, high-net-worth clients, and employer plan sponsors. The firm incorporates a long-term investment approach with active tax management and client education through seminars, workshops, and a bi-weekly newsletter.

Trevor Lalisan is a financial advisor at von Adelung Wealth Management in Montrose, CA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Blacktable Execs and positions with the Church of Scientology International and the Church of Scientology of Pasadena. Von Adelung Wealth Management serves individuals—including both high-net-worth and non-HNW clients—as well as pension plans and corporations, offering discretionary and non-discretionary portfolio management alongside written financial planning. The firm manages approximately $72 million in client assets and employs a multi-faceted investment approach combining fundamental, technical, cyclical, and qualitative analysis.

Eric Krattiger is a financial advisor at Premier Wealth Advisors, Inc. with six years of industry experience and holds Series 63 and Series 65 licenses. His prior work includes roles at Regal Investment Advisors, Xtreme Financial Concepts, and Amerus. Outside of advising, he is a licensed insurance agent selling life, property and casualty insurance, and annuities, and also works as a real estate sales agent and estate planning sales agent. Premier Wealth Advisors, Inc. provides investment advisory services primarily through a Manager of Managers Program for individuals, institutional clients, trusts, and other entities. The firm focuses on portfolio construction, manager selection, and ongoing monitoring using third-party ratings and performance reports, while clients or selected managers retain final trading authority.

Andrew Hass is a financial advisor at RF&L Wealth Management, LLC with 10 years of industry experience. He has been with RF&L Wealth Management since 2015 and holds a Series 65 credential. Outside of his advisory role, he is a partner in BREAKING EIGHTY, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm’s approach emphasizes diversified, passively managed or evidence-based mutual funds and ETFs, utilizing quantitative tools and third-party solutions to support portfolio management and financial planning.

Stephen Johns is a financial advisor with Martin & Company in Valencia, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at firms including Avantax Advisory Services and Cetera, and has been with Martin & Company since 2011. Outside of advising, he is involved in managing commercial property operations and participates in various family and business partnerships related to asset management. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting services for a range of clients including families, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation, fundamental analysis, and uses third-party managers when appropriate, with reporting and client portals supported by Orion and eMoney.

Shihui Nelson is a CFP® professional with one year of experience in financial advising at Youya Wealth. Prior to joining Youya Wealth, Nelson held roles at Taurus Financial, Tseng & Associates, Corning Inc., John G. Ullman & Associates, Inc., and Pearce & Gordon LLP. Nelson is also employed at Youya Law. Youya Wealth LLC provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach informed by Modern Portfolio Theory, combining passive and active investment vehicles and offering access to separately managed accounts and legal services through its affiliation with Youya Law.

Eric Kim is a financial advisor with Think Wealth, LLC in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has held roles at Mont Blanc Asset, Inc. since 2009 and has been a principal and manager at Think Wealth, LLC since 2016. Kim is also a partner at Chelsea International Advisors LLC and managing partner at Think Wealth Asset LLC. Think Wealth, LLC serves individual clients and provides consulting for 401(k) plans, employing discretionary portfolio management with in-house model portfolios. The firm uses exchange-traded securities and assigns clients to conservative, balanced, or aggressive investment models based on a detailed questionnaire.

Barton Brewer is a CFP®, CFA®, and ChFC® with 20 years of experience in financial advisory. He has been with Global Financial Advisory Services, Inc. since 2018 and has been involved with the CFA Institute since 2002. Outside of his advisory role, he is engaged in financial and business consulting including curriculum development and teaching, and he owns a sports card and memorabilia business. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on documenting client objectives and recommending long-term asset allocations, often utilizing ETFs, institutional mutual funds, and third-party managers for portfolio implementation.

Elean Mendoza is a financial advisor at Paragon Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Paragon since 2014. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations by providing wealth management, financial planning, portfolio management, and trustee services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and is notable for its use of borrowing and derivatives in separately managed accounts.

Jake Davidson is a financial advisor at Davidson Kahn Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Davidson Kahn Capital Management since 2017, as well as at J. R. Davidson and Co since 2006. Outside of advising, he is President of J. R. Davidson and Co, which provides management and administrative services to his investment advisory firm, and is involved in medical facility management through SC Partners Holdings, LLC. Davidson Kahn Capital Management, LLC offers discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term approach, managing client assets in-house and implementing customized Investment Policy Statements for each client.

Yevgeniy Oktyabrskiy is a financial advisor at Goodstein Wealth Management LLC with two years of industry experience. He holds the Series 65 designation and concurrently works as a Business Development Manager for Exponent, a science consulting firm. Prior to his current roles, he held positions at The Mosaic Company and Synology. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets for individuals and businesses, including high-net-worth clients. The firm emphasizes client-specific investment policies and risk tolerances, relying mainly on fundamental analysis for portfolio management and offers both discretionary asset management and standalone financial planning services.

Yi Zeng is a CFA® charterholder with 8 years of industry experience. He is the sole advisor at Investamily, LLC and has served as Chief Financial Officer at New Dream Services Inc. since 2013. Outside of advisory work, he is an independent insurance agent for health insurance through Covered California and holds a real estate broker license in Illinois, managing his own property. Investamily, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment vehicles and employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, offering discretionary and non-discretionary management tailored to client risk profiles.

Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Stewart also owns Yarash Global Consulting LLC, a consulting firm providing non-investment-related business services. Yarash Global Solutions Inc. serves high-net-worth individuals, trusts, pension and profit-sharing plans, and corporate clients. The firm offers comprehensive portfolio management and business consulting, applying a range of analytical methods to manage diversified investment strategies and addressing real estate and business value-creation needs.

Joshua Goldberg is a financial advisor at Bruin Wealth Advisors LLC with Series 65 and Series 66 credentials and two years of industry experience. He has worked at Bruin Wealth Advisors since 2023 and is also involved in Goldberg & Company, a full-service tax accounting firm. Outside of advisory work, Goldberg is a managing member of two companies providing freelance labor services and holds management or investment roles in several real estate partnerships. Bruin Wealth Advisors offers portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as institutional entities. The firm employs a variety of analytical methods and active investment strategies, providing both discretionary and non-discretionary management with approximately $37 million in assets under management.

Peter Garelick is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial industry. He has worked at Global Financial Advisory Services, Inc. since 2015 and previously spent time at Western International Securities, Inc. and Financial West Group. Global Financial Advisory Services, Inc. offers investment advisory and retirement-plan consulting to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on long-term asset allocation using ETFs, institutional mutual funds, and third-party managers, providing both discretionary and non-discretionary portfolio management.

David Garelick is a CFP® with 29 years of experience in the financial advisory industry. He is a founding advisor at Global Financial Advisory Services, Inc., where he has worked since 1997. In addition to his advisory role, Garelick is president of Global Business Management, a family office providing business management services to high-net-worth individuals, and president of Global Tax and Accounting, offering tax preparation and bookkeeping services. He also serves as a board member and treasurer of The Canet Foundation, a private foundation. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term asset allocation strategies using ETFs, institutional mutual funds, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.