Eli Rosenthal is a financial advisor at Odyssey Financial Services LLC with a Series 65 designation and four years of industry experience. He has held various roles in technology and finance, including a concurrent position as a Software Engineer II at SpaceX. Prior to his advisory work, he has experience at firms such as Pluto and Hedley & Bennett. Odyssey Financial Services LLC provides investment management and financial planning to individual investors and small businesses. The firm focuses on U.S. equities and bonds, offering flexible billing arrangements and both discretionary and non-discretionary account options.

Stephanie Hancock is a CFP® with 32 years of experience in the financial services industry. She is the principal of Hancock Wealth Advisory, an independent firm she has led since 2002. Hancock has a longstanding affiliation with LPL Financial dating back to 1999. In addition to her advisory work, she operates a college financial-aid consulting business and provides life coaching services. Hancock Wealth Advisory offers financial planning and consulting services primarily to individuals, high-net-worth clients, and business entities. The firm employs both fundamental and technical analysis in constructing recommendations and uses an hourly or fixed-fee billing model rather than charging based on assets under management.

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 sole advisor at 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. Han has worked at Kayan Securities, Inc. during multiple periods totaling six years and has been with Daehan Securities since 2013. He serves as vice-president of the Unification Education Council-OC.SD Chapter, a nonprofit focused on education and research related to Korean peninsula unification. Daehan Securities provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a Balanced Portfolio strategy combining dividend-paying equities and fixed income, using both fundamental and technical analysis, and may engage in option strategies for hedging.

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.

John Polk is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at Portage Capital Management LLC since 2018 and previously spent 14 years at KWK Management, LLC. Portage Capital Management provides discretionary portfolio management for a small number of high-net-worth clients, including individually managed accounts and a private pooled investment vehicle. The firm employs fundamental and statistical analysis, asset allocation, and both long- and short-term trading strategies, distinguishing itself through active management of a private hedge fund and the use of performance-based compensation.

Jeremy Murphy is an advisor at Munifi, LLC with Series 65 and Series 66 credentials and two years of industry experience. He is also the CEO of Civic Innovations, a technology holding company that owns Munifi, and serves as president of the travel technology firm Clicktripz LLC. Additionally, he is a board member at Research Solutions, a document management and analytics company. Munifi, LLC provides automated, algorithm-driven portfolio management through an online platform for individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes municipal bonds and uses quantitative methods and modern portfolio theory, with a largely non-discretionary approach that requires clients’ final trade approvals.

Gregory Meyer is a CFP® and holds a Series 63 license with 11 years of experience in financial advisory. He has been the principal of New Wave Financial Services since 2014. In addition to his advisory role, he provides accounting and tax services as a CPA and consults for Retire Sound, Inc., a financial technology firm where he contributes to product development and educational content. New Wave Financial Services is an independent advisory firm serving individuals, high-net-worth clients, and small businesses with financial planning, portfolio management, ongoing tax planning, and tax preparation. The firm combines fundamental and technical analysis within a Core + Satellite and Modern Portfolio Theory framework, emphasizing tax-efficient strategies and low-turnover investments.

Jason Tani is a financial advisor at Pure Wealth Management with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Innovation Partners LLC and PURSHE KAPLAN STERLING INVESTMENTS, Inc. prior to his current role. Outside of investment advising, he is also an independent agent for health, medical, dental, and vision insurance through Pure Health Management. Pure Wealth Management provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a tactical asset-allocation approach focused on non-correlation, concentrated holdings, and global diversification, primarily implementing portfolios with no-load and low-load mutual funds and ETFs.

Jivko Velev is the principal of Velev Advisors in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has been providing tax and accounting services as a sole proprietor since 2011 alongside his advisory work. Velev also has a long tenure at Activision Blizzard beginning in 2002. Velev Advisors offers discretionary investment management, financial planning, and consulting services to individuals, trusts, and estates. The firm combines fundamental and technical analysis to develop individualized investment strategies and also provides separate tax, accounting, and business advisory services.

Craig Hawkins is a CFP® with 16 years of industry experience, operating as the sole advisor at Hawkins Capital Advisors in Los Angeles, CA. He has worked with Gradient Securities, LLC since 2012 and founded Hawkins Capital Advisors the same year. Hawkins is also involved with a financial services technology start-up and holds a California insurance agent license. Hawkins Capital Advisors provides financial planning, investment consultation, and supervisory services to individuals, trusts, estates, charitable foundations, businesses, and pension/profit-sharing plans. The firm follows a long-term, disciplined buy-and-hold strategy emphasizing passive investments, broad diversification, cost minimization, and periodic rebalancing.

Stephen Price Hughes is a CFP® with 23 years of experience in financial advising and has been with Excelsus Capital Management since 2004. He holds the Series 63 designation and operates his independent firm in Manhattan Beach, CA. Excelsus Capital Management provides portfolio management and financial planning services to individual and corporate clients, managing approximately $49.6 million across about 72 accounts. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis, and utilizes a variety of investment instruments tailored to client needs.

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.

Rene Rigard is a financial advisor at R. L. Rigard & Associates Ltd. in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has managed his firm since 2015 and also serves as CFO of Nikkimomo, LLC, a catering company where he oversees financial management and marketing. R. L. Rigard & Associates Ltd. offers portfolio management, financial planning, pension consulting, and related advisory services to a diverse client base including investment vehicles, pension plans, corporations, charitable organizations, and individual clients. The firm employs a fundamental, long-term value-oriented investment approach and provides services such as a subscription newsletter, investor events, educational seminars, and private fund management.

Daniel Wykowski is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is the principal of Pacific Street Advisors LLC and has held financial roles at Headspace, Inc., Hulu, LLC, Guggenheim Partners, and JP Morgan. Outside of his advisory work, he serves as the FP&A Manager at Headspace, Inc., focusing on corporate financial analysis. Pacific Street Advisors provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio construction using a range of securities and employs a combination of fundamental, cyclical, and technical analysis with a generally long-term investment orientation that allows for tactical adjustments.

Khanh Nguyen is a financial advisor at Ayla Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Credit Suisse Securities, Inflection Capital, and Caerus Investment Advisors. Outside of financial advising, he provides strategy consulting and coaching services to companies and individuals through his business, Reverence. Ayla Capital offers fee-based, discretionary investment advisory and portfolio management services to a select client base, including high-net-worth individuals and institutional clients. The firm employs a tactical allocation approach that incorporates fundamental, technical, and quantitative analysis, and is notable for providing performance-based compensation arrangements and pension consulting services.

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.

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.

Rickie Ames is a CFP® professional with 40 years of experience at Ames Financial Services in Anaheim, CA. He is also an Enrolled Agent and provides tax preparation services during tax season, in addition to selling life insurance. Ames Financial Services offers financial planning, investment management, retirement, estate, and tax planning, as well as insurance planning and consulting to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs a needs-based investment approach using primarily no-load mutual funds and manages assets on a non-discretionary basis.