Keith Hays is a financial advisor at Creative Capitalists, Inc. with a Series 65 designation and seven years of industry experience. He previously worked at JWJ Accounting from 2017 to 2024. Creative Capitalists serves individuals, corporations, and charities by providing financial planning, portfolio management, tax planning, bookkeeping, and payroll services. The firm uses model-based asset allocation and fundamental analysis to manage discretionary portfolios, conducts quarterly reviews, and integrates tax and payroll services within its advisory practice.

Cathy Zhang is the principal advisor at Easy Sunday Financial Planning in San Gabriel, CA. She holds a Series 65 credential and has been operating in the financial planning industry since 2026. Prior to founding Easy Sunday Financial Planning, she ran See Why Zhang LLC dba Easy Sunday Club, a creative business, for ten years. Easy Sunday Financial Planning is a fee-only registered investment adviser serving individuals, families, and small businesses. The firm uses primarily passive investment strategies within an asset-allocation framework and offers both ongoing investment management and one-time planning engagements.

David Williams is the principal of Williams Wealth Management, Inc. in Los Angeles, CA, holding the CFP® designation and Series 66 license with 25 years of industry experience. His prior roles include positions at 1 St Global Insurance Services and 1st Global Advisors, Inc. He also serves as a trustee for several irrevocable trusts. Williams Wealth Management provides financial consulting and investment advisory services to high-net-worth individuals, business owners, executives, and select institutional clients. The firm emphasizes tax-aware financial and estate planning, business succession, and risk management, implementing model portfolios based on factor-oriented research and primarily managing assets on a non-discretionary basis.

Annette Di Bello is a CFP® and PFS™ with 14 years of experience in financial advising. She has operated her own CPA and CFP professional corporation since 2005. Di Bello Financial provides tax planning and preparation, financial planning, and investment management services to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset-allocation approach with global diversification and integrates tax planning and investment advice, supported by its affiliation with an accounting practice.

Roubik Sarian is a financial advisor at Hayk Capital in Glendale, CA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at SA Stone Wealth Management, Quest Capital Strategies, and Waddell & Reed, as well as a decade at Intel Corporation. Outside of financial advising, he works part-time as a marketing consultant for a child care services provider. Hayk Capital is a single-advisor registered investment adviser serving individual and small-business clients with investment advisory, financial planning, pension consulting, and educational seminars. The firm provides discretionary portfolio management tailored to clients’ goals and risk tolerance, and also offers non-advisory planning and consulting services on an hourly or fixed-fee basis.

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.

Brian Kim is a CFA® charterholder and Series 63 licensee based in La Crescenta, CA, with over 11 years of industry experience. He previously worked at Northern Trust Company for 10 years before founding Kin Stewards LLC, where he currently serves as the sole advisor. Kin Stewards LLC is an independent, state-registered investment adviser providing discretionary portfolio management and standalone financial planning for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm combines fundamental analysis and Modern Portfolio Theory across various asset classes and offers business-oriented planning services such as corporate-structure and cost-segregation analysis.

Darren Moss is the sole advisor at D. Moss Wealth Management in West Hollywood, CA, holding a Series 65 designation with five years of industry experience. He has operated as a self-employed financial professional since 2016 and founded his registered investment adviser firm in 2021. D. Moss Wealth Management is an independent advisory firm providing discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, and small businesses. The firm constructs personalized investment policy statements and uses diversified portfolios incorporating ETFs, mutual funds, equities, fixed income, and options strategies, including direct indexing through a third-party platform.

Pablo Lopez is a financial advisor at PFL Partners LLC with Series 63 and Series 65 licenses and four years of industry experience. He has been with PFL Partners since 2017 and was self-employed for one year prior. Outside of investment advisory services, he provides Consulting CFO and strategic advisory services to early and mid-stage companies. PFL Partners LLC offers investment advisory and financial planning services to individuals, high-net-worth clients, and businesses. The firm focuses on evaluating and recommending third-party Outside Managers, employs passive investing and fundamental analysis strategies, and provides consulting CFO services as a distinct business line.

Harry Woo is a financial advisor at SC Advisory with Series 65 and Series 63 licenses. He has 11 years of industry experience, including a decade at Ares Management and recent tenure with SC Advisory. SC Advisory is a fee-only registered investment adviser serving individuals, small businesses, and non-profit organizations. The firm offers investment management services with a focus on diversified portfolios that include equities, fixed income, cash, and digital asset ETFs, notably incorporating Bitcoin-related products while addressing their specific risks.

Isai Juarez is a financial advisor at Journey Equity Wealth Management LLC in Downey, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Centaurus Financial, Inc., NEST EGG ETFs, LLC, and J.P. Morgan Chase bank. Juarez operated a business called Premier Hookah Supplies in 2018. Journey Equity Wealth Management serves individual clients, trusts, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with tailored portfolios using a variety of investment strategies and offers a broad range of services despite its relatively small size.

David Wong is a financial advisor with Integrity Advisers LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and 18 years of industry experience. His prior experience includes roles at Ehukai Advisors LLC, Integrity Brokerage LLC, and several other firms dating back to 2015. He is also the owner of Integrity Brokerage LLC and Beachbreak Advisors LLC. Integrity Advisers LLC provides discretionary portfolio management services to individuals, trusts, retirement accounts, nonprofits, and business entities. The firm uses a variety of analytical methods and focuses on long-term trading across multiple asset classes, managing accounts according to documented client investment profiles.

David Sweet is a CFP® professional with 23 years of industry experience. He has been with DES Financial Group, LLC since 2014 and has also maintained an affiliation with LPL Financial since 2009. DES Financial Group provides investment management and financial planning services primarily to individual and high-net-worth clients. The firm constructs portfolios using a range of securities including stocks, bonds, mutual funds, ETFs, options, and alternative investments, and employs active strategies such as options and short sales while tailoring portfolios based on clients’ goals, time horizon, and risk tolerance.

Seok Jo is a CFP® professional with 24 years of industry experience, currently serving as president of STS Wealth Management, Inc. He has held roles at Crown Financial Partners and other financial firms since 2004. Jo also acts as Chief Investment Officer at Crown Financial Partners and offers fixed insurance products through a sole proprietorship. STS Wealth Management provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plan sponsors. The firm employs fundamental analysis and a long-term investment approach, offering tailored wealth-planning engagements and access to third-party managers.

Jeffrey Martinez is a financial advisor at Treveri Capital with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Rainmaker Securities, LLC. Outside of his advisory role, he owns a sales and marketing consulting business and is involved in cybersecurity business development. Treveri Capital provides discretionary asset management services to individuals, high-net-worth clients, and small businesses, using tailored portfolios based on model allocations that emphasize long-term, index-focused ETF strategies informed by modern portfolio theory and risk/return analysis. The firm also incorporates actively traded large-cap crypto assets in suitable client strategies.

David Fox is a financial advisor with Financial Growth Management Inc. in Los Angeles, CA, bringing 16 years of industry experience. He has been associated with Lear Capital since 2004, where he also works as a salesman in gold and silver sales. Financial Growth Management, Inc. provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporations. The firm employs both active and passive investment strategies, utilizing a proprietary algorithm to adjust allocations based on market trends, and manages approximately $12 million across 44 client accounts.

Mark Lechler is a financial advisor at Pacific Trust Wealth Management in Pasadena, CA, with 14 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Korth & Company from 2011 to 2017. Pacific Trust Wealth Management is an independent, single-advisor registered investment adviser serving a small client base with tailored financial planning and discretionary portfolio management. The firm focuses on qualified clients and employs a combination of asset allocation and fundamental analysis through strategies ranging from a Global Macro approach to more conservative risk-hedging methods.

Louis Carter II is a financial advisor at RaynMaker Financial in Los Angeles, CA, with two years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and previously worked at UBS Financial Services. RaynMaker Financial is an independent advisory firm that provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm emphasizes planning and implementation guidance without managing client assets, combining fundamental and technical analysis with behavioral and macroeconomic insights through a subscription and hourly fee model.

Charles Bettendorf is the sole advisor at Greyfield Capital Management LLC in San Marino, CA, holding a Series 65 designation with eight years of industry experience. He has been with Greyfield Capital Management since 2017 and was self-employed from 2014 to 2016. Greyfield Capital Management provides discretionary investment management to individuals, trusts, and charitable organizations. The firm employs machine-learning models combined with fundamental due diligence to manage concentrated, low-turnover portfolios across various market capitalizations and countries, aiming for returns that exceed buy-and-hold strategies.