Brett Cicinelli is a CFP® and CFA® with 10 years of industry experience, currently serving as the sole advisor at Confluence Capital Advisors, LLC in Woodland Hills, CA. He has been with Confluence since 2016 and also teaches a course on Alternative Investing Strategies at UCLA Extension. Confluence Capital Advisors is an independent registered investment adviser providing portfolio management and financial planning to individuals, high-net-worth clients, and institutional accounts. The firm offers specialized services including divorce-related financial planning, financial forensics, and business valuation, employing a broad investment approach that includes both traditional and complex strategies.

Lisa Junghahn is a CFP® professional with three years of experience in financial advising. She is the sole advisor at Cycle Financial Planning LLC in Santa Monica, CA. In addition to her advisory role, she has worked at Santa Monica College since 2017 and previously at the University of California - Irvine School of Law. Cycle Financial Planning LLC serves individuals, families, and small-business owners, focusing on comprehensive financial planning and investment guidance without managing client assets on a discretionary basis. The firm emphasizes client education and a do-it-yourself investing approach, using low-cost ETFs and mutual funds selected through collaborative research and periodic portfolio reviews.

We provide financial planning to physicians in their 30s to 40s. We will provide you genuine and professional advice, without the stuffy suit and Wall Street jargon. We understand the unique situations that physicians face, such as: (1) feeling overwhelmed catching up on life experiences, saving for the future, and paying off debt. (2) wanting to reduce the enormous taxes you pay. (3) feeling "sandwiched" between supporting your children and parents. We make complex financial issues easily digestible so that you fully understand the choices you have. We seek to listen before I speak so your needs and concerns are heard. When you reach out to us, we aim to respond within 24 hours, and we can meet you on the weekends so that you don't have to sneak out of work.

Alvin Parra is a financial advisor at Blue Canyon Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms, including Strategic Choices Wealth Advisors Inc. and C. E. Skowrup & Co. He is also the President and Founder of Reyuz Inc., a company in the pre-manufacturing stage of plastic products. Blue Canyon Wealth is a solo-practitioner advisory firm serving individual clients, trusts, and small-business plan sponsors. The firm focuses on a long-term investment approach guided by written Investment Policy Statements, offering non-discretionary portfolio management, financial planning, and retirement plan consulting.

Jennifer Mulder is a financial advisor at Pathway Financial Services, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Pathway since 2014, following a prior role at Jancyn Evaluation Shops. Pathway Financial Services serves individuals as well as a diverse range of non-retail clients, including trusts, estates, charitable organizations, pension plans, and corporations. The firm offers both discretionary and non-discretionary asset management along with fee-for-service financial planning and consulting, focusing on portfolios tailored to client goals and employing a long-term buy-and-hold investment strategy.

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.

Kenneth Woo is the sole advisor at Woo, Kenneth Wing Kwok, holding Series 63 and Series 66 licenses with seven years of industry experience. His prior roles include positions at Merrill and Bank of America. He is also a licensed California real estate broker since 1994 and a licensed insurance agent since 2018, dedicating limited time to these activities. The firm advises private equity funds and corporations on buy‑side and sell‑side mergers and acquisitions of middle‑market, privately held companies, and provides financial planning and business valuations. Its approach involves consultant-style engagements with performance-based compensation on completed transactions and recommends diversified ETFs with a long-term buy-and-hold strategy for financial planning.

Angelo Talebi is a financial advisor with Beverly Hills Financial Planners, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with his current firm since 2012. Outside of advising, Talebi owns Angelus Media Group, a documentary film production company, and hosts weekly radio and TV shows focusing on market commentary and financial planning topics. Beverly Hills Financial Planners serves individuals, high-net-worth clients, trusts, estates, and charitable organizations with financial planning, consulting, and investment advice. The firm provides written financial plans and ongoing advisory services without custody or discretionary trading authority, and it also offers insurance products through licensed agents.

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.

Mark Nedlin is a financial advisor at MGN and Co LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Citigroup and as a self-employed advisor before joining MGN and Co in 2019. MGN and Co, LLC provides customized investment advice, financial planning, consulting, and portfolio monitoring to a diverse client base including individuals, high-net-worth clients, trusts and estates, small businesses, pension and profit-sharing plans, and charitable organizations. The firm emphasizes macroeconomic and fundamental analysis with tailored asset allocation and security selection, offering both asset-based monitoring and consulting on an hourly or project basis, along with educational seminars and published periodicals.

Soleyman Forouzan is a CFA® charterholder and the sole advisor at Cogent Capital Group, with 22 years of industry experience. He has been involved with Mind Span, Inc., a commercial property management business, for over two decades. In addition to his advisory work, he manages non-investment-related commercial real estate activities through Forouzan Brothers LP. Cogent Capital Group serves a select group of high net worth individuals, providing discretionary and non-discretionary portfolio management along with expanded family office services for ultra-high net worth clients. The firm employs a fundamental, diversified investment approach emphasizing income-generating assets and integrates the principal’s background in energy trading and risk management into client portfolios.

Kevin Sheldahl is a CFP® professional with 24 years of experience in the financial advisory industry. He has been the principal at Appian Way Financial since 2013, following prior roles at Bridge Advisory LLC, Pension Architects Advisory Group, Penniall & Associates, Inc., and Ameriprise. He is also licensed as an insurance agent with unaffiliated carriers. Appian Way Financial is an independent SEC-registered investment adviser serving individual, high-net-worth, charitable, and institutional clients. The firm provides tailored financial planning and discretionary portfolio management using a blended investment strategy that incorporates fundamental and technical analysis.

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 a financial advisor at Aktive Capital Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Aktive Capital Management since 2015. Aktive Capital Management serves individuals, high-net-worth individuals, charitable organizations, and business entities with portfolio management and mutual fund guidance services. The firm uses a combination of charting, fundamental, technical, and cyclical analysis alongside modern portfolio theory, employing active strategies such as short sales and options within discretionary accounts.

Yves Marc Courtines is a CFP® and CFA® with 11 years of industry experience. He is the sole advisor at Boundless Advice LLC, a firm he has led since 2016, following earlier roles including two years at Roth Capital Partners, LLC. Since 2016, he has served as Chair of the Advisory Council for the CFA Society Los Angeles' Wealth Management Excellence Summits. Boundless Advice LLC provides comprehensive financial planning, tailored investment management, and consulting services to individual clients, business owners, and employee benefit plan sponsors. The firm’s investment approach emphasizes passive, asset-class based portfolio construction with tax efficiency and low turnover, supplemented by derivatives strategies and a fiduciary focus on corporate and pension clients.

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 sole advisor at Trachtenberg Capital Management, LLC, an independent firm based in Beverly Hills, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 19 years leading his own firm since 2007. Trachtenberg Capital Management provides customized investment management to individuals, trusts, pension and profit-sharing plans, charitable organizations, and institutional and corporate clients. The firm employs fundamental, technical, and quantitative analysis to construct portfolios using equities, bonds, ETFs, and mutual funds, with execution and reporting primarily through Fidelity Institutional.

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.

Adam Soroko is the sole advisor at Mertz Capital, an independent registered investment adviser based in Studio City, California. He holds a Series 66 designation and has 11 years of industry experience, including prior roles at Wells Fargo Clearing and Morgan Stanley Private Bank. Outside of investment advising, he is also licensed as an independent insurance agent. Mertz Capital serves individuals and high-net-worth clients, providing investment advisory and managed account services along with financial planning consulting such as risk assessment and estate planning. The firm offers both discretionary and non-discretionary management, tailoring strategies to client objectives, time horizon, and risk tolerance.