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 principal of Bravo Zulu Capital Management, an independent advisory firm based in Beverly Hills, CA. He holds a Series 65 designation and has a background that includes military service in the U.S. Navy from 2012 to 2020, as well as experience running entrepreneurial ventures prior to founding his current firm. Dmitry is also engaged in legal studies alongside his advisory work. Bravo Zulu Capital Management provides investment management and advisory services to individuals and families, focusing on strategic asset allocation within a core-and-satellite framework that includes passive index funds, ETFs, and select active strategies. The firm handles discretionary and non-discretionary portfolios and offers guidance on custodian selection, periodic account reviews, and tax-related matters not involving securities, with an emphasis on global diversification and a willingness to work with illiquid and digital-asset investments.

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.

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.

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.

Walter Schwarz is the sole advisor at Lone Peak Asset Management, Inc. in Westlake Village, CA, holding a Series 63 designation and bringing 43 years of industry experience. He has led Lone Peak Asset Management since its founding in 1996. Lone Peak Asset Management serves individual clients and a limited number of pension and profit-sharing plans by providing portfolio management, financial planning, and pension consulting services. The firm focuses on individualized investment policies and operates primarily on a non-discretionary basis, with an emphasis on pension and employee-benefit consulting in addition to wealth management.

Noble Hansen is a Series 65-licensed financial advisor at Olive Street Capital Partners LLC with seven years of industry experience. He has worked at Olive Street since 2018 and previously held a position at Oakmont Corporation. Hansen spends a portion of his time overseeing private equity and real estate transactions sponsored by Olive Street. Olive Street Capital Partners provides discretionary investment management and non-discretionary consulting primarily to high-net-worth individuals, family offices, and select institutional clients. The firm emphasizes asset allocation and employs fundamental and technical analysis across public and private markets, managing a multifamily fund and offering tailored portfolio strategies.

I was born and raised in the San Fernando Valley in LA. I spent a few years away while at San Diego State University. After graduating, I spent nearly nine months in Israel working odd jobs and enjoying time with my friends and family. I came back to LA in 2014 where I got my first "real" job at a large insurance and investment firm. I got licensed as a financial advisor in 2015, which allowed me to focus full time on financial planning and investment management. I earned my CFP® certification in 2017, and soon after in 2018, I decided it was time to start my own firm. I wanted to leave the whole corporate structure behind and work with the clients who I wanted to work with. I was tired of various sales quotas and metrics. I knew I could offer better and completely unbiased service by having my own firm. Let's connect so I can now learn more about you!

Thomas Hartfield is the president of Hartfield Financial & Insurance Services, Inc. in Granada Hills, CA, with 21 years of industry experience. He previously worked at Western International Securities, Inc. for six years and has been with his current firm since 1991. Hartfield Financial and Insurance Services provides investment advisory and financial planning primarily to individual clients, as well as trusts, estates, and employer retirement plans. The firm uses a diversified, model-based asset allocation approach focused on mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and combines investment advice with licensed insurance brokerage services.

Eric Jacoby is a CFP® with 29 years of industry experience and is the principal of AFC Wealth Management in Encino, CA. He has worked with Kestra Advisor Services and Kestra Investment Services and owns The Jacoby Agency Insurance Services, where he engages in insurance sales. He also participates in retirement, insurance, and tax planning through The Advisor Consulting Group. AFC Wealth Management serves a limited client base with approximately $3.08 million in assets under management, providing financial planning and non-discretionary portfolio management. The firm combines fundamental and technical analysis tailored to client goals and risk tolerance while maintaining active insurance agency operations.

James Lorenzen is a CFP® professional with 28 years of experience, operating as the sole advisor at The Independent Financial Group in Simi Valley, CA since 1996. He holds Series 63 and Series 66 licenses and is also a licensed life insurance agent in California. The Independent Financial Group provides financial planning and nondiscretionary advisory services to individuals and business owners, including trusts, estates, IRAs, and retirement plans. The firm manages $10 million in assets and follows a documented planning process, utilizing independent third-party managers for investment implementation without discretionary trading.

Noah Echavarria is a CFP® with four years of industry experience, currently operating at Santa Susana Financial, LLC. Prior to founding Santa Susana Financial, he worked at Level Four Business Management LLC for eight years and at Aspiriant for five years. Santa Susana Financial, LLC provides integrated financial planning and investment management services to individuals, including high-net-worth clients. The firm uses a combination of passive and active strategies based on fundamental, technical, and cyclical analysis, and offers tailored portfolio management alongside optional tax return preparation for advisory clients.