David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

Mark Wiacek is a financial advisor at CL Wealth Management LLC with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at CL Wealth Management since 2017. He is also a partner and investment manager at San Marino Investment Services, where he handles various aspects of the firm including compliance, marketing, sales, and office management. CL Wealth Management provides portfolio advisory and financial planning services to a range of clients including individuals, pension plans, trusts, and corporations. The firm offers both discretionary and non-discretionary portfolio management and tailors investment strategies based on client objectives and risk tolerance.

David Patton Jr. is a financial advisor with RBC Securities, Inc. He holds a Series 66 designation and has 18 years of industry experience. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory work, he is a landlord in Los Angeles, managing a rental property. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through a wrap-fee investment advisory program. The firm integrates investment management with affiliated sub-advisors and related financial services, serving clients with discretionary portfolio management and comprehensive financial planning.

Glen Nam is a CFA® charterholder with 14 years of industry experience. He has been with Genter Capital Management since 2011. The firm provides continuous investment supervisory services to a diverse client base including individuals, high net worth households, pension plans, foundations, trusts, corporations, and government entities. Genter Capital Management combines fundamental company and industry analysis with quantitative fixed income techniques and manages equity and fixed-income strategies, including municipal bonds, across a registered fund and several ETFs.

Calvin Tseng is a CFP®-designated financial advisor with eight years of industry experience. He is currently with SEIA in Los Angeles and has previously worked at Royal Alliance Associates, INC., and CETERA Advisor Networks LLC. Tseng is also affiliated with the University of California - Santa Barbara. SEIA serves individuals, high-net-worth clients, trusts, retirement plans, and other institutional and charitable clients through a multi-team platform. The firm’s investment approach combines strategic asset allocation with tactical adjustments, primarily managing assets on a non-discretionary basis, and offers a range of advisory services including investment management, financial planning, and retirement plan consulting.

Alexander Hall is a financial advisor at Genter Capital Management with 28 years of industry experience. He holds the Series 66 designation and has worked at Quasar Distributors, LLC since 2001. Based in Los Angeles, CA, he is part of a multi-team firm with a total of 21 advisors. Genter Capital Management provides discretionary investment supervisory services to individual and institutional clients, including pension and profit-sharing plans, foundations, trusts, investment companies, and government entities. The firm combines fundamental company analysis with quantitative valuation and fixed-income techniques to manage equity and fixed-income portfolios and serves as adviser to the Genter Capital Dividend Income Fund as well as sub-advisor to several ETFs.

Sanjay Sharma is a CFA® charterholder affiliated with Forum Financial Management, LP and has experience dating back to 2015. He has held roles at Forum Financial Management since 2023 and is the founder of SP Sharma Consulting LLC, a technology consulting firm. Forum Financial Management, LP provides fee-based wealth management, financial planning, and qualified plan services to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, offering model portfolios and back-office services with a focus on Modern Portfolio Theory and primarily using DFA institutional mutual funds and ETFs.

Sean Pitstick is a financial advisor at Mission Wealth Management, LP in Los Angeles, CA, holding Series 63 and Series 65 licenses with three years of industry experience. His prior roles include positions at American Century Investment Services, Inc. and State Street Global Advisors. Mission Wealth Management is a multi-team advisory firm that serves affluent individuals, families, and institutional clients through customized wealth management and financial planning solutions. The firm employs discretionary, long-term investment strategies using a range of vehicles including ETFs, institutional funds, individual securities, and alternative investments.

Leah Woods is a financial advisor at RBC Securities, Inc. with five years of industry experience. She holds a Series 66 designation and previously worked at City National Securities, Inc. and ATB Securities Inc. Outside of her advisory role, she co-owns a small non-investment rental business with her husband. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm offers financial planning and portfolio management, with investment strategies implemented by an affiliated sub-advisor using a range of mutual funds, ETFs, and separately managed accounts.

Laleh Hakimi is a ChFC®-designated financial advisor with Mutual of Omaha Investor Services, Inc., based in Los Angeles, CA, with 29 years of industry experience. She has been with Mutual of Omaha Investor Services and Mutual/United Of Omaha Insurance Company since 1997. Outside of advisory work, she co-owns an e-commerce business, BYTULIPZ LLC, which sells home goods. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm delivers managed solutions primarily through a platform relationship with Envestnet and coordinates with third-party money managers, operating alongside broker-dealer and insurance businesses within the Mutual of Omaha group.

Jason Zivich is a financial advisor with Diversify Advisory Services, LLC, holding Series 66 and Series 63 credentials and 17 years of industry experience. His prior roles include positions at DFPG Investments, WealthSource Partners, and J.P. Morgan Securities. Outside of advisory work, he is also an insurance agent. Diversify Advisory Services is an SEC-registered firm serving individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm offers financial planning, portfolio management, and consulting services, emphasizing tactical diversification and customized asset allocation tailored to clients’ goals and risk tolerance.

Tom Wood is a CFP® with 29 years of industry experience, currently serving at NWF Advisory Services Inc. He has a long career history including over two decades at OSAIC and operates a tax service business he founded in the early 1990s. Outside of financial advising, he owns a small poultry farm where he manages daily operations and sells eggs. NWF Advisory Services manages approximately $6.4 billion in client assets through more than 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform offering a range of portfolio management and financial planning services across discretionary and non-discretionary accounts.

Ashley Bourland is a financial advisor at 49 Financial with Series 63 and Series 65 designations and three years of industry experience. Her prior roles include positions at Oakwood Capital Securities, PKS Investments, and Crest Insurance, as well as experience outside finance in the hospitality sector. 49 Financial serves individual and institutional clients with a range of financial planning, retirement-plan consulting, and investment management services. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and incorporates both proprietary and third-party model portfolios, offering tiered fractional family office services for high-net-worth clients.

Eric Campbell III is a financial advisor with Mutual Advisors, LLC in Torrance, CA, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has previously worked at LPL Financial and Citigroup Global Markets and has been with Mutual Advisors since 2013. In addition to his advisory role, he is also an independent insurance agent handling life, universal life, non-indexed linked annuities, and long-term care transactions. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional clients, managing portfolios through a combination of active and passive strategies aligned with client objectives. The firm is notable for its scale, institutional expertise, and use of multiple analytical approaches and third-party tools to customize investment solutions.

Andrew Smith is a financial advisor with Flagstar Securities, Inc. in Beverly Hills, CA, holding Series 63 and Series 66 credentials and 11 years of industry experience. His prior work includes positions at Signature Securities Group and HSBC Securities USA. He is also co-owner of an ecommerce business selling collectibles called The Master of Coin LLC. Flagstar Securities, Inc. provides investment advisory and portfolio management services to a diverse client base, including high-net-worth individuals, retirement plans, and charitable organizations. The firm manages approximately $784 million in discretionary assets, offering wealth management, a Managed Account Program, and retirement plan consulting with a focus on diversified allocations and ongoing portfolio monitoring.

Mateo Pastrana is a financial advisor at RBC Securities, Inc. with two years of industry experience. Prior to joining RBC Securities, he worked at City National Securities, Inc. from 2022 to 2025 and has educational experience at the University of Southern California and The American University. Outside of his advisory role, he works as a contractor for Rover, providing dog walking and pet sitting services. RBC Securities, Inc. offers wealth management and brokerage services to individuals, trusts, estates, and retirement plans through its wrap-fee investment advisory program, with investment management delegated to its affiliated sub-advisor, RBC Rochdale. The firm is part of a broad financial services group affiliated with a bank and related entities, providing integrated service offerings and intercompany referral arrangements.

Marc Castellani is a CFP® with 12 years of experience in financial advisory, currently with Aspiriant, LLC in Los Angeles. He has held various roles at Aspiriant since 2015. Aspiriant serves primarily high-net-worth individuals and families, professional fiduciaries, and select institutional and retirement plan clients, offering discretionary and non-discretionary investment management alongside wealth planning and family office services. The firm emphasizes customized investment programs and provides a broad range of wealth services, including accounting, tax and estate planning, and specialized consulting.

Dylan Wensley is a financial advisor at Westmount Partners, LLC with four years of industry experience. He holds a Series 65 credential and has held roles at Westmount Asset Management since 2021. Prior to his advisory career, he has varied work experience including positions at The Webb Schools and Occidental College. Westmount Partners provides investment advisory and portfolio management services to a range of individual and institutional clients. The firm constructs portfolios using mutual funds, managed strategies, and private funds, and is noted for managing multi-manager private funds and offering performance-based fee structures to institutional investors.

Jason Romano is a financial advisor with Moss Adams Wealth Advisors LLC in Los Angeles, CA, holding the CFP® designation along with Series 63 and 65 licenses. He has 31 years of industry experience, including over two decades with Moss Adams firms. Romano has worked at Moss Adams Wealth Advisors LLC since 2000 and at Moss Adams Securities & Insurance LLC since 2005. Moss Adams Wealth Advisors provides investment advisory, financial planning, and consulting services to high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, foundations, pension and profit-sharing plans, and tribal government entities. The firm manages a broad range of account types and assets, employing a long-term, strategic asset allocation approach with core-satellite portfolio construction and both quantitative and qualitative manager due diligence.

John Minezaki is a financial advisor with International Assets Investment Management, LLC and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, having previously worked at firms including Raymond James Financial Services, Inc. and Western International Securities, Inc. Outside of advisory work, he is involved in public accounting and bookkeeping activities with firms such as KIYOHARA & TAKAHASHI, LLP and ACC-EXPRESS. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent advisers. The firm focuses on customized, long-term portfolio strategies using mutual funds, ETFs, equities, and fixed income, and offers both discretionary and non-discretionary management along with financial planning and third-party manager referrals.