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.

Jeffrey Wang is the principal of Kelmar Capital Management, LLC, an independent investment advisory firm based in Pasadena, CA. He holds the CFA® designation and has 25 years of industry experience, including nine years at Stone Bridge Investment Partners LLC. In addition to his advisory role, he serves as Treasurer for the City of La Canada Flintridge, managing its investment portfolio. Kelmar Capital Management serves high-net-worth individuals and family groups, focusing on personalized, tax-aware portfolio management. The firm employs a conservative, value-oriented investment approach centered on mid- to large-cap equities and fixed income, with an emphasis on long-term holdings and conflict-free client relationships.

Seok Jo is a CFP® with 24 years of industry experience. He is the president of STS Wealth Management, Inc. and has held roles at Royal Alliance Associates Inc. dba Crown Financial Partners and The Pacific Bridge Companies. STS Wealth Management, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plan clients. The firm employs fundamental analysis and a long-term trading approach, creates individualized Investment Policy Statements, and offers discretionary portfolio management with regular account reviews.

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.

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.

Bradley Hartman is the sole advisor at Hartman Financial Planning in Santa Clarita, CA, holding a Series 65 designation with 18 years of industry experience. He has operated Options Trading & Education, LLC since 2003, focusing on options strategies and education. Hartman offers options education and paid workshops to individuals and groups, as well as market-timing models and subscription services to other investors and managers. Hartman Financial Planning provides fee-only financial planning and investment advisory services to individuals, families, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach tailored to clients’ goals, time horizons, and risk tolerances.

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.

Nicholas Hebert is a financial advisor with Whittier Green Wealth Management LLC, holding Series 65 and Series 63 licenses and six years of industry experience. His prior roles include positions at EP Wealth Management LLC, Houlihan Lokey Capital, Inc., RBC Capital Markets, New York University, and Gelber Group. Whittier Green Wealth Management LLC provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a range of investment strategies across a broad universe of asset types and offers business financial planning and retirement plan consulting.

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 one year of industry experience. He holds Series 65, Series 63, and Series 66 registrations and has studied personal finance, including behavioral aspects, laws, and analysis, since 2015. RaynMaker Financial is an independent advisory firm serving individuals, high-net-worth clients, charitable organizations, and small businesses with financial planning and consulting services. The firm focuses on planning, analysis, and implementation guidance without managing client assets, using a combination of fundamental and technical analysis alongside macroeconomic and behavioral insights.

Charles Bettendorf is the sole advisor at Greyfield Capital Management LLC in San Marino, CA. He holds a Series 65 designation and has seven years of industry experience, including two years as a self-employed advisor prior to founding Greyfield Capital in 2017. Greyfield Capital Management provides discretionary investment management services to individuals, trusts, and charitable organizations. The firm employs a fundamental research-driven approach, investing in a range of domestic and foreign equities and debt securities, including higher-risk and less liquid positions, while maintaining public disclosure of performance and a focus on relationships with charitable clients.

Edson Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Spring Financial Planning since 2017, following a year as a self-employed advisor. Spring Financial Planning serves individuals, high-net-worth clients, and small businesses with customized financial planning and investment consultation. The firm follows a planning-first model with a non-discretionary investment approach based on Modern Portfolio Theory, utilizing indexed mutual funds and ETFs without taking custody of client assets.

Paul Li is a CFA® charterholder and the sole advisor at Exciten Capital LLC in La Canada, CA, with 13 years of experience in the financial industry. He has led Exciten Capital since its founding in 2013. Outside of his advisory role, he is involved with Aspen Li Partners, Super Investment, and Cypress Evergreen LLC. Exciten Capital LLC is an independent advisory firm focused on discretionary portfolio management and investment advice for individuals and small businesses. The firm employs a primarily quantitative investment process that utilizes a broad range of instruments and strategies, including leverage and short selling, while maintaining a limited client base and performance-based compensation arrangements.

David Hartman is a financial advisor at WRW Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has been employed full time since 1986 at the CPA firm Wishnow, Ross, Warsavsky & Company, where he provides accounting and tax services. WRW Wealth Advisors offers portfolio management services to institutional clients, corporations, and high net worth individuals, utilizing a variety of investment approaches including discretionary and non-discretionary arrangements and firm-developed model portfolios. The firm integrates multiple analytical methods and trading strategies and provides complimentary financial planning to clients engaged for portfolio management.

Kary Bartmasser is the principal advisor at KB Private Wealth Management Group in Sherman Oaks, CA, holding a Series 65 credential with 20 years of industry experience. He previously worked at Wealth Resources Group and operates an accounting firm, Bartmasser & Company CPA, providing income tax preparation and accounting services. Additionally, he is licensed as a California real estate broker. KB Private Wealth Management Group serves individuals, trusts, estates, and business entities with discretionary asset management and integrated financial planning. The firm employs a variety of analytical methods and asset allocation strategies to tailor portfolios to client objectives, while maintaining an affiliated accounting practice and real estate services under separate agreements.

Steven Jakowchik is a CFP® professional based in Los Angeles, California, with 7 years of industry experience. He has operated his independent advisory firm, Steven Robert Jakowchik, since 2006. In addition to advisory services, he is licensed to provide various insurance products, including life, disability, medical, dental, vision, and annuities. His firm primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services. The firm emphasizes client involvement through non-discretionary portfolio management, using a combination of charting, fundamental, technical, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance.

Javier Jimenez is a financial advisor with Firmo Investment Consulting Services in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has operated as a sole proprietor since 2011 and serves as co-pastor at New Life Christian Center, a nonprofit Assemblies of God church, where he also teaches. Firmo Investment Consulting Services provides discretionary asset management, financial planning, and consulting services primarily to individuals, trusts, estates, and business entities. The firm tailors investment programs to client objectives, using a combination of fundamental, technical, and cyclical analysis, and conducts quarterly portfolio reviews.