Janet Larsen is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been the sole advisor at Step Financial Services, LLC since 2014. Step Financial Services, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients. The firm emphasizes a long-term trading orientation with fundamental analysis and operates mostly on a non-discretionary basis, focusing on a small client base and maintaining detailed Investment Policy Statements for all accounts.

Daniel Nagy is a CFA® charterholder with 42 years of industry experience. He is the president, CIO, and CCO of Bache Capital Management, where he has worked since 2015, and he also serves as managing member of Apexus Capital LLC. Nagy is an investment committee member of the Santa Monica Education Foundation. Bache Capital Management is a state-registered, single-advisor investment adviser that provides discretionary portfolio management to individuals, trusts, charitable organizations, corporations, and corporate pension and profit-sharing plans. The firm focuses on income-oriented strategies, implementing laddered portfolios of high-quality fixed-income securities while balancing equities as appropriate, with accounts managed on a discretionary basis and customized reporting to support tax and estate planning.

Nicholas Cianci is a financial advisor at Muse Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and Susquehanna International Groups. Muse Capital Management LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and pooled investment vehicles. The firm emphasizes diversified portfolios with a derivatives overlay and sponsors private pooled vehicles employing performance-based fees for qualified clients.

Ming Li Ho is a CFA® charterholder with 29 years of experience in the financial industry. He has been the sole advisor at AB Hhelio Associates, Inc. since 1997. AB Hhelio Associates, Inc. is an independent, single-advisor firm that provides discretionary portfolio management and investment advice primarily to individual investors and trusts. The firm manages approximately $42.6 million in client assets using a long-term, value-oriented investment approach focused on fundamental research and broad diversification across equities and fixed income.

Jason Rounick is a CFP® and ChFC® affiliated with Westlight Wealth in Venice, CA, with three years of industry experience. He has been operating under Rounick Capital Management LLC d/b/a Westlight Wealth since 2023 and was self-employed from 2012 to 2023. Westlight Wealth offers discretionary portfolio management and integrated financial planning services to individual and high-net-worth clients. The firm applies a combination of cyclical, fundamental, and quantitative analysis across various investment strategies and incorporates proprietary cash-flow projection and Monte Carlo analysis in its financial planning approach.

Sanjay Tolia is a financial advisor at Kubence with 12 years of industry experience. He holds Series 63 and Series 65 credentials. His prior roles include positions at Marine Layer Securities and Institutional Securities Corp. Outside of his advisory work, he serves on the boards of Pharm, LLC, a consumer packaged goods company in the plant-based wellness sector, and Agrify Inc., a branded beverage company. Kubence is an independent firm that provides discretionary investment management to registered investment advisors as well as individual and corporate clients through a web- and mobile-based platform. The firm focuses on box-spread option strategies and separately managed portfolios of structured notes, using algorithm-driven models to generate recommendations and exercise discretionary trading authority.

Nigel Taylor is the sole advisor at Taylor & Associates in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has led Taylor & Associates since 2003. In addition to his advisory work, he offers fixed and variable life insurance products under a separate California license. Taylor & Associates serves individuals, families, trusts, retirement plans, and small businesses by providing investment advisory services, financial planning, and ongoing portfolio monitoring. The firm employs a long-term, buy-and-hold allocation strategy across a range of investments and operates on a non-discretionary basis, allowing clients to maintain control over investment decisions.

Michael Femino is the sole owner and advisor at New Economy Capital Management LLC, an independent firm based in Marina Del Rey, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having led his firm since 2004. New Economy Capital Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, small businesses, charitable foundations, and pension or profit-sharing plans. The firm primarily invests in publicly traded securities with a focus on long-term capital appreciation and capital preservation, employing a bottom-up stock selection process and offering customized portfolios tailored to client goals.

Keith Holt is the sole advisor at Holt Investment Advisors in Manhattan Beach, CA, with 31 years of experience operating under his firm’s name. He holds a Series 63 designation. Outside of his advisory work, he is involved in Red Fir Ranch Enterprises, a business focused on the sale of Christmas trees and related items. Holt Investment Advisors is an independent sole proprietorship serving individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a systematic, goals-based process to establish investment policies and implements portfolios using a proprietary “Three Dimensional Diversification” approach across asset allocation, investment philosophy, and custodian.

Dafu Han is the principal advisor at Han Assets Management LLC in Venice, CA, holding a Series 65 designation. He has one year of industry experience and previously worked at Wholesome Consultancy LLC and AdColony. Outside of his advisory role, he is involved with a marketing consulting business that developed portfolio-reporting software for family entities. Han Assets Management LLC provides investment advisory services primarily to individuals, high-net-worth clients, trusts, and corporations, often acting as an outsourced chief investment officer (OCIO). The firm employs a top-down, multi-asset, and multi-manager approach focused on portfolio-level allocation, sub-adviser oversight, and consolidated reporting.

Daniel Cloud is a financial advisor with Cloud, Minturn & Associates, LLC, holding the ChFC® designation and Series 66 license. He has 20 years of industry experience and has been with Cloud, Minturn & Associates and CMA Insurance Services since 1986. Cloud, Minturn & Associates provides financial planning, retirement planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation, mutual fund and ETF analysis, and due diligence on independent registered investment advisers, offering a unique intermediary service for money manager selection and monitoring.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

David Yu is the sole advisor at Verdant Capital Management in Torrance, CA, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Verdant Capital Management since 2002. Verdant Capital Management provides retirement planning and asset management services to individual investors as well as institutional clients such as corporations, trusts, and foundations. The firm employs a combination of fundamental analysis, technical methods, and active portfolio management, offering a range of strategies from long-term investing to short-term trading with discretionary authority over client accounts.

Matthew Burnias is a financial advisor with MB Blue GP LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He is also involved as a director with Ekklesia Rising, a parachurch organization focused on sharing the Gospel, and works as a realtor specializing in commercial agriculture and residential properties. Additionally, he owns and manages Sparrow Family Farms, representing an agricultural solutions company. MB Blue GP LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and various institutional and business entities. The firm provides portfolio management, financial planning, and insurance consultation, emphasizing non-discretionary management and employing a diverse range of investment strategies and third-party solutions.

Ernest Wennerberg is a financial advisor at Paradigm Asset Management, Inc. with 31 years of industry experience. He has been with Paradigm Asset Management since 1996. Wennerberg is also a licensed Certified Public Accountant in California with a focus on tax planning and preparation. Paradigm Asset Management is an independent firm serving individuals as well as pension and profit-sharing plans. The firm employs a long-term, asset-allocation investment approach using primarily no-load or load-waived mutual funds, with limited use of individual securities and third-party real estate referrals.

Daniel Johnson is a financial advisor at Windfall Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Johnson also holds a California real estate license. Windfall Advisors LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients, as well as corporate retirement plan consulting with a fiduciary focus. The firm employs a varied investment approach that includes long-term positions, options strategies, and alternative funds, managing approximately $70 million for a select client base.

Pavan Nagpal is the sole advisor at Sila Value Advisors, LLC, an independent firm based in Manhattan Beach, CA. He holds a Series 65 designation and has 16 years of industry experience, including 17 years with Sila Value Advisors. In addition to his advisory work, he teaches at a community college. Sila Value Advisors manages investment portfolios for individual clients, focusing on personalized portfolio management with direct advisor oversight. The firm serves a small client base, which allows for close communication and monitoring.

Gregory Taylor is a financial advisor with Taylor Strategic Wealth Management, LLC, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked for Edward Jones for six years before founding his current firm. Outside of his advisory work, Taylor serves as president of the South Bay Business Networking Group and is a board member of Kiwanis International, where he participates in scholarship and community enhancement decisions. Taylor Strategic Wealth Management provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities, including corporate and institutional clients. The firm employs a diversified investment approach that integrates asset allocation, fundamental, technical, sector, and cyclical analysis across a variety of securities.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds the Series 66 designation and has worked at Victus Capital Wealth since 2014, as well as Beverly Hills Wealth Management, LLC since 2011. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment strategies while maintaining a fiduciary standard in monitoring and rebalancing portfolios.