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.

Vance Ryan is the sole advisor at American Business Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Business Capital since 1996. Outside of his advisory role, he is involved in the purchase and sale of internet domain names as well as film production and music distribution. American Business Capital is a registered investment adviser focused on individuals and high-net-worth clients, offering account management and investment advisory services that combine technical charting with mutual fund and ETF analysis. The firm manages accounts on a non-discretionary basis and employs both long- and short-term strategies.

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 financial advisor at Morningview Capital with 12 years of industry experience. He holds a Series 65 designation and has worked at Captivate, Inc. since 2004, where he serves as Chief Executive Officer of an investment-related financial publishing and online media business. Morningview Capital provides financial planning, portfolio management, investment recommendations, and pension consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm tailors advice based on client objectives and risk profiles, employing a variety of investment strategies including fundamental, technical, and quantitative analysis.

Dmitry Steesy is the sole advisor at Bravo Zulu Capital Management, holding a Series 65 designation with one year of industry experience. His background includes eight years of service in the U.S. Navy and entrepreneurial roles running Steesy Fire Protection LLC and Steesy Group LLC. Bravo Zulu Capital Management provides investment management and advisory services to individuals, high-net-worth individuals, and families. The firm’s approach emphasizes strategic asset allocation with a core-and-satellite structure, blending passive index and ETF exposures with selective active strategies and global diversification.

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.

Thomas Krueger is a financial advisor at Santa Cruz Wealth Management Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Edward Jones and Ladenburg Thalmann. Santa Cruz Wealth Management provides personalized financial planning and investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation with diversified, passively managed funds and operates primarily on a non-discretionary basis, offering additional consulting and institutional services such as pension plan administration and compliance consulting.

Tad Jakes is a CFP® professional with 13 years of experience, currently serving as an advisor at Mfac Financial Advisors, Inc. in Westlake Village, CA, where he has worked since 2004. He holds the Series 63 designation and operates within a firm known for integrating tax and accounting perspectives into its financial advice through its affiliation with an accountancy corporation. Mfac Financial Advisors serves primarily individual clients, including high-net-worth individuals, as well as pension plans, trusts, estates, and corporate clients. The firm employs a discretionary asset management approach focused on diversified funds and tailored asset allocation plans that consider client objectives, risk tolerance, liquidity needs, and time horizon.

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.

Charles Pippin is a financial advisor at Highgate Financial Partners with four years of industry experience. He holds a Series 65 designation and previously worked at Pepperdine University for 15 years before joining Highgate Financial Partners in 2021. Highgate Financial Partners offers discretionary portfolio management and integrated financial planning to individual and high-net-worth clients, as well as charitable organizations. The firm uses client-specific Investment Policy Statements to guide portfolio construction, combining fundamental analysis and modern portfolio theory with strategies that include equities, fixed income, options trading, and alternative investments.

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.

Richard Veerman is an independent financial advisor with over four years of industry experience. He has a background spanning 18 years at Farmers and Merchants Bank of Long Beach and has operated his own advisory firm since 1994. His firm is a sole-proprietorship registered investment adviser managing approximately $27.8 million in discretionary assets for around ten client accounts. It serves individuals, corporations, and institutional clients with tailored asset and portfolio management, employing a range of investment methods including fundamental and technical analysis, modern portfolio theory, and ESG considerations.

Kenneth Funsten is a CFA® charterholder with 23 years of industry experience, currently serving as the sole advisor at FamCo. He has operated Funsten Asset Management Co. since 1993. Outside of investment management, he is president of FamCo Advisory Services, providing business and litigation consulting, and founder of Homegrown USA, a media company focused on artisanal food and beverage products. FamCo is an investment manager developing new products and offering investment advice and portfolio management to a broad range of clients, including individuals, businesses, pension plans, and charitable organizations. The firm employs a multi-disciplinary approach using fundamental, technical, and cyclical analysis, incorporating timing services and short-term trading techniques.

Tyler Rivetti is the principal advisor at Rivetti Investment Services, LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at his own firms, including Rivetti Financial Group, LLC and Stephen L. Rivetti Insurance Services, Inc., since 2010. He is also the owner of Rivetti Financial Group, which offers fixed insurance products such as life, health, disability, and long-term care insurance. Rivetti Investment Services, LLC provides discretionary portfolio management and financial planning primarily to individual clients, as well as pension, profit sharing, and 401(k) plan sponsors. The firm emphasizes diversified, target asset allocations implemented mainly through mutual funds and ETFs, with additional pension consulting and manager-selection services.