Gregory Legorreta is the principal advisor at Loam Advisory LLC in Los Angeles, CA. He holds a Series 65 designation and started his advisory career in 2025. Prior to entering the financial industry, he worked at Netflix and Warner Brothers Discovery. Loam Advisory provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental and cyclical analysis, offering both passive and active investment options, including socially responsible portfolios based on ESG research.

Scott Myers is a financial advisor at Dollar Sign Ventures LLC with a Series 65 credential and four years of industry experience. He is also involved as a real estate agent and mortgage loan originator with The RFC Group and holds executive roles at Chipsticks LLC and DES Consulting. Myers has worked in both investment-related and non-investment business activities since 2019. Dollar Sign Ventures LLC, founded in 2021, provides discretionary and non-discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm offers tailored investment strategies based on client-specific goals and conducts quarterly account reviews, while also providing public educational seminars and workshops.

Paul Kirz is a CFP professional with 23 years of experience as Paul H Kirz CFP and 2 years in his current investment management role at Kirz, Paul H. He operates as a sole-owner advisory based in Brea, CA, with credentials in financial planning and tax preparation. Kirz, Paul H provides fee-only financial planning and investment advice to individuals, small businesses, and nonprofit organizations. The firm generally acts as a planner without routinely managing client assets but can do so under a power of attorney, emphasizing diversified portfolios of low-cost index mutual funds and ETFs tailored to client goals and risk tolerance.

Karin Wise is the principal advisor at Wise Asset Management L.L.C. in Los Angeles, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LifePro Asset Management LLC and Acas LLC before founding her current firm in 2022. In addition to her advisory work, she operates Wise Management & Financial Services, providing administrative and consulting services outside of regular market hours. Wise Asset Management L.L.C. offers ongoing portfolio management for individual clients, focusing on customized Investment Policy Statements and a combination of fundamental and technical analysis. The firm manages discretionary accounts with a long-term trading approach, primarily investing in equities, fixed income, ETFs, TIPS, and commodities.

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John Agnew is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the sole advisor at The Wealth Collective, LLC, an independent registered investment adviser based in Los Angeles. Prior to founding The Wealth Collective in 2020, he held positions at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Agnew serves as the board president of the Higgins Loft Homeowners Association in Los Angeles. The Wealth Collective provides comprehensive wealth management, asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm manages approximately $42 million and offers investment programs that include ETFs, mutual funds, individual securities, and derivatives, with a notable focus on retirement plan services and a combination of professional credentials that supports its distinct service offerings.

Kenneth Hinkle is a financial advisor with Kenneth Dean & Co Financial Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waddell & Reed Financial Advisors and longstanding involvement in mortgage brokerage through Midcity Mortgage. He continues to operate as a mortgage broker alongside his advisory work. Kenneth Dean & Co Financial Advisory Services offers non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach is based on fundamental analysis and customized asset allocation, with client approval required before transactions and regular account reviews.

Denita Clark is a financial advisor with The Financial Architects Wealth Management LLC in Chino Hills, CA, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. Her prior work includes roles at Transamerica Financial Advisors, World Financial Group, LPL Financial, and CUNA Brokerage Services. She is also involved in the sale of health and insurance products through Covered California and her own insurance agency. The Financial Architects Wealth Management LLC provides non-discretionary investment management, financial planning, and retirement plan advisory services to a small client base of individuals and employer-sponsored plans. The firm uses a blend of fundamental, technical, charting, and cyclical analysis methods and offers limited-scope ERISA 3(21) pension consulting and participant education services.

William Yarnall III is a CFP® professional based in Los Angeles, CA, with six years of experience in financial advising. He operates his own firm, William Henry Yarnall III, and has worked as a pilot for Delta Air Lines since 2014. His firm provides investment advisory and financial planning services primarily to individual investors, with occasional clients including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds and both fundamental and technical analysis in security selection.

Roger Fan is the principal of RF Capital Management and holds a Series 65 designation. He has nine years of industry experience, including two years at Texas Tech University School of Law and nine years with his current firm. RF Capital Management provides discretionary investment management services to individuals, high-net-worth clients, and businesses. The firm employs a bottom-up, fundamental value approach with concentrated portfolios focused on long-term capital appreciation, and it uses a distinctive performance-based compensation structure for eligible clients.

Julie Gotman Matusovskaya is a financial advisor based in Los Angeles, CA, with 22 years of industry experience. She holds a Series 66 designation and has worked as a sole proprietor since 1995. Outside of financial advising, she is involved in architecture and design through KDI International, where she serves as CFO, and she provides tax preparation services. Her firm offers discretionary asset management via a sponsored wrap-fee program and provides financial planning and consulting services billed hourly. The firm utilizes Dimensional Funds and Wealth Models, exercises discretionary trading authority for managed accounts, and arranges custodial services through Charles Schwab & Co.

Randy Wang is a financial advisor at Contrarian Labs Inc. with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sophia Asset Management and Contrarian Labs. Outside of his advisory role, he serves as the CEO of Wingz, a ride-sharing company. Contrarian Labs provides discretionary investment management focused on value investing and fundamental analysis, primarily serving high-net-worth individuals. The firm emphasizes a concentrated, long-term approach centered on equity securities with geographic focus on the United States and Greater China.

Henry Gan is the founder of GAN Private Wealth Management LLC in Los Angeles, CA, holding a Series 66 designation with 46 years of industry experience. He established his independent firm in 2016 and has managed client portfolios since then. GAN Private Wealth Management LLC offers comprehensive portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, using long- and short-term trading strategies in non-discretionary accounts, serving a client base that includes a significant non-U.S. component.

Ricardo Ulivi is the sole advisor at Ulivi Wealth Management in Orange, CA, with 2 years of industry experience. He has been active in his career since 1988. Outside of advising, he manages his own real estate properties. Ulivi Wealth Management is an independent, single-advisor firm providing customized investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. The firm uses an asset-allocation driven process informed by macroeconomic analysis, offering both discretionary and non-discretionary account management with ongoing monitoring and quarterly reporting.

Craig Silvers is a CFA® charterholder and founder of Bricks & Mortar Capital, LLC, where he has served as the sole advisor since 2002, bringing 23 years of industry experience. Based in Los Angeles, CA, his professional focus is complemented by his active ownership of residential real estate properties across Los Angeles and Gilbert, AZ. Bricks & Mortar Capital provides investment management and advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a real estate-focused investment approach, managing discretionary portfolios that include REITs, individual equities, ETFs, options, and bonds, and it advises a private real estate income fund emphasizing concentrated, margin-driven strategies.

Arya Taghdiri is a financial advisor at Blackacre Wealth with Series 65 and Series 66 credentials. Arya has worked in legal and advisory roles, including positions at Quinn Emanuel Urquhart & Sullivan, LLP and California Estate Law, PC. Arya maintains an active California law license and operates a separate law practice alongside financial advising. Blackacre Wealth is an independent firm providing fee-only wealth management and financial planning to individuals, high-net-worth clients, and corporations. The firm utilizes a blend of fundamental and technical analysis with modern portfolio theory, offering both passive and active strategies, and includes alternative investments and educational seminars as part of its services.

Jonathan Berman is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. in Fullerton, CA. He has held roles at Squire S. Burke, Inc. and IronTree Insurance Services since 2012 and previously worked with Foresters Equity Services, Inc. and Osaic FA, Inc. In addition to advisory work, Berman is involved in tax preparation and bookkeeping services through his association with Squire S. Burke, Inc. Irontree Wealth Management, Inc. is an independent advisory firm serving individual, high-net-worth clients, and small businesses. The firm offers comprehensive financial planning, portfolio management, and educational workshops, employing a primarily buy-and-hold investment approach rooted in Modern Portfolio Theory. Its integrated services include tax preparation and insurance brokerage, alongside business consulting and retirement-plan advisory work.

Gregory Andrews is a financial advisor at Wealthsights Investment Management, LLC with 11 years of industry experience. He previously worked at Columbia Advisory Partners, LLC and Searchlight Investments, LLC. He is a licensed Series 65 and also maintains a separate independent insurance practice in Los Angeles. Wealthsights Investment Management provides discretionary asset management to individuals, high-net-worth individuals, and trusts or estates, using a combination of fundamental, technical, charting, and cyclical analysis. The firm is a small, single-advisor operation that manages approximately $29 million across 37 clients, allowing for concentrated advisor oversight.

Craig Pelletier is a financial advisor at P&L Family Wealth in City of Industry, CA, holding the PFS™ designation with one year of industry experience. His prior roles include positions at Carmel Capital Partners, Axxcess Wealth Management (Osprey Capital Partners), Pelletier & Leo, LLP, and PricewaterhouseCoopers, LLP. P&L Family Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses, using a combination of passive and active investment strategies grounded in Modern Portfolio Theory. The firm employs model portfolios and third-party managers, offers discretionary trading authority with client-imposed restrictions, and features standalone financial planning and fixed-fee arrangements in its service offerings.

Reggie Wilson is the principal of Epic Wealth Advisors, Inc. in Los Angeles, CA, with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has founded and presides over multiple related financial and insurance businesses, including EPIC Financial Consulting Inc. and EPIC Financial Insurance Services, Inc. His outside activities include providing consulting services to families and businesses aimed at improving operational efficiency and after-tax profits. Epic Wealth Advisors is an independent firm offering retirement and financial planning services primarily to individuals and high-net-worth families. The firm focuses on risk analysis and asset-allocation advice, referring clients to third-party investment advisers and insurance products for implementation, and regularly reviews client recommendations annually.