Sean Mullaney is the President of Mullaney Financial & Tax, Inc., an independent firm based in Woodland Hills, CA. He holds a Series 65 designation and has seven years of industry experience, including seven years at PwC prior to founding his firm in 2018. In addition to his advisory work, Mullaney operates a personal finance content business, authoring two books on tax planning and solo 401(k) accounts, maintaining a personal finance YouTube channel, and engaging in speaking and educational presentations. He also serves as an uncompensated volunteer Treasurer and Board member for the John C. Bogle Center for Financial Literacy. Mullaney Financial & Tax, Inc. provides fee-only financial planning and tax consulting services, including employer-focused advisory work. The firm offers written financial plans and project-based tax engagements, generally recommending passive, tax-efficient investment approaches without managing client assets directly. Its client base includes advisers, accounting firms, corporate and municipal entities, and a sovereign wealth fund.

Ryan Morelli is the principal of Educated Solutions, an independent advisory firm based in Calabasas, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding Educated Solutions in 2019, he worked at WealthSource Partners, LLC for three years. Morelli is also a licensed insurance agent. Educated Solutions, operating as Malibu Wealth Planning, provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach and emphasizes client education through conferences and events alongside its advisory services.

Geoffrey Bent is a financial advisor at Greenerbucks with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Equitable Holdings, and Edward Jones. Outside of his advisory work, he is a singer in a jazz band with music available on Spotify. Greenerbucks provides ongoing portfolio management and investment advice to individuals, charitable organizations, and business entities, offering tailored portfolios and individualized investment policy statements. The firm employs multiple methods of analysis and executes trades with client approval, specializing in non-discretionary assets while accommodating performance-based fee arrangements for qualified clients.

Dixon Gardner is a financial advisor at Mt. Timp Capital with three years of industry experience. He holds Series 63 and Series 65 licenses and has served as a senior attorney at Madison Law, APC since 2014, where he litigates civil cases and handles bankruptcy matters. Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a value-investing approach and does not exercise discretionary trading authority, requiring client consent before trades.

James Varing is the sole advisor at Westlake Capital Inc., an independent investment advisory firm. He holds 14 years of industry experience and has been with Westlake Capital since 1980. Westlake Capital Inc. manages approximately $47 million for a small group of clients, including high-net-worth individuals, living trusts, retirement plans, and charitable organizations. The firm offers personalized portfolio management with a focus on supervisory services, applying asset allocation, diversification, and stock selection based on internal analysis and external economic research.

Jeffrey Richardson is a financial advisor at Trovera Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Trovera Capital Management, he worked in media and production, including five years at Escopeta Productions and five years as a freelance screenwriter. Trovera Capital Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and project-based security and hard-asset research engagements. The firm employs a multi-step investment process combining top-down, fundamental, and technical analysis, with portfolios managed to align with client objectives through various securities and option strategies.

Tom Binder is a financial advisor with Holistic-Solutions in Santa Monica, CA, holding a Series 65 designation and six years of industry experience. He has operated Tom Binder Fine Arts, a fine art publishing business, since 1986. He is also involved with the YMCA of Metropolitan Los Angeles. Holistic-Solutions provides financial planning and investment consultation to individuals and businesses, offering educational workshops on retirement, college funding, and estate planning. The firm uses a combination of fundamental and technical analysis with strategies such as core-plus-satellite and Modern Portfolio Theory, focusing on diversified, tax-efficient, and low-cost investment vehicles.

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.

Carlo Lorenzana is a financial advisor at Brookside Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. prior to founding his independent advisory firm in 2017. In addition to his advisory work, he was involved with CDL Insurance Service, LLC for seven years. Brookside Wealth Management LLC is a state-registered independent advisory firm that provides portfolio management and financial planning services to individuals, charitable organizations, corporations, and insurance companies. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and employs a range of instruments including private placements and venture capital funds, focusing primarily on high-net-worth and institutional clients.

Taurayi Murapa is the sole advisor at Murapa Investments, an independent firm based in Agoura Hills, CA. He holds Series 63 and Series 66 designations and has 17 years of industry experience, including a background in high-yield credit analysis at a major investment bank. Murapa has led Murapa Investments since 2013. Murapa Investments provides fee-based, non-discretionary portfolio management to private individuals, business owners, and small- and medium-sized businesses. The firm employs a value-based, total-rate-of-return approach focused on fundamental analysis and discounted cash-flow assessments, combining income-producing bonds or dividend-paying stocks with deeply valued equities.

Brooks Wealth Management is an independent, fee-only Registered Investment Adviser built to serve high-income families and households who want to manage wealth with efficiency and intention. Founded by Scott Brooks, CFP® the firm provides comprehensive financial planning, investment management, and tax-focused strategy for individuals and families seeking a trusted long-term relationship with a true fiduciary. Our clients include executives, business owners, professionals, and families with complex financial lives who value clarity, honesty, and simplicity. We believe good advice should be independent, transparent, and rooted in real planning — not sales. We help clients make better decisions around retirement, tax strategy, investment allocation, estate planning, and cash-flow management. Every plan is designed to balance efficiency with purpose — giving clients confidence that their money supports the life they actually want to live. Brooks Wealth Management is intentionally built for the next generation of successful families — those who value personal relationships, proactive strategy, and advice grounded in trust.

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.

Avneet Kaur is a financial advisor at Global Investment Capital LLC with five years of industry experience. She holds a Series 65 credential and has previously worked at CoreCap Advisors, LLC and operates a fractional family office business. Outside of her advisory role, she is involved in life insurance sales and co-founded an accounting and tax consulting firm focused on investment-related tax matters. Global Investment Capital LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and business entities, including pension and profit-sharing plans. The firm employs a multi-method investment approach and offers a broad range of investment options, distinguishing itself through its focus on private and real estate-related investments and its service to affluent and corporate clients.

Consuelo Webb is a Series 65 licensed financial advisor with 22 years of industry experience. She is the principal of Mari Legacy Group, LLC since 2023 and previously worked at Morgan Stanley for six years. Webb serves as the board treasurer for Compass Christian Academy, where she is involved in creating operating budgets for the school. Mari Legacy Group is an independent advisory firm that manages approximately $29.9 million on a discretionary basis for a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and analysis methods tailored to client objectives.

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.

Kevin Farrell is a CFP® professional with 32 years of experience in financial advising. He is the sole advisor at Farrell Financial Inc., an independent firm he has led since 2006. Prior to founding his firm, he worked for NPB Financial Group, LLC for 12 years. Farrell holds licenses in life, disability, variable annuity, and long-term care insurance. Farrell Financial Inc. serves individuals, business owners, and retirement-plan clients, offering comprehensive financial planning, portfolio management, and plan consulting services. The firm employs a disciplined investment approach that includes written Investment Policy Statements, discretionary trading authority, and a combination of fundamental, technical, and behavioral analysis, along with co-fiduciary and compliance support for employer-sponsored plans.

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.

Jennifer Strong is a CFP®-designated financial advisor with 13 years of industry experience. She is the principal of Kate Capital Group, an independent advisory firm, and previously worked at Eagleson Arndt Financial Advisors, LPL Financial LLC, and Montecito Bank & Trust. Strong serves as a board member for the California Lutheran University School of Management. Kate Capital Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable institutions, and small businesses. The firm emphasizes broad ETF equity allocations combined with U.S. Treasury securities and municipal bonds for fixed income, using a buy-and-hold equity approach alongside tactical management of treasury maturities.

Peter Kozak III is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at BrightPath Wealth Planning, LLC since 2011. He holds Series 63 and Series 65 licenses. BrightPath Wealth Planning, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management and financial planning, employing a long-term, passive asset-class approach based on Modern Portfolio Theory, and uses low-cost mutual funds and ETFs alongside selective fixed-income managers and individual securities.