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.

Mazi Malekafzali is a financial advisor at Afzali Investments, LLC, holding a Series 65 designation with seven years of industry experience. He has worked at Afzali Investments since 2019 and is also involved with the Palos Verdes Peninsula School District since 2018. Afzali Investments provides discretionary investment supervisory and portfolio management services to individuals, high-net-worth clients, and select entities such as trusts and charitable organizations. The firm employs a client-specific, long-term growth approach using fundamental, economic, and technical analysis, and distinguishes itself by utilizing margin and derivatives within separately managed accounts and negotiating performance-based fee arrangements.

Amin Khakiani is the sole advisor and owner of his independent firm, with 21 years of industry experience. The firm provides discretionary investment advisory and portfolio management services to individual investors and select institutions, including charitable organizations and foundations. It manages approximately $19.3 million in regulatory assets from a single office in Torrance, CA. The firm’s investment approach emphasizes diversified asset allocation across multiple asset classes, utilizing equities, mutual funds, and ETFs, with portfolios managed on a discretionary basis and reviewed quarterly.

Jay Master is the sole advisor at Master Structured Alternative Asset Related Strategies, LLC, an independent firm based in Los Angeles, CA. He holds Series 63 and Series 65 credentials and has 22 years of industry experience. He has led his firm since 2010. Master Structured Alternative Asset Related Strategies, LLC provides asset management, portfolio monitoring, referrals to third-party money managers, and sub-advisory services primarily to high-net-worth individuals and other investment advisers. The firm operates mainly on a non-discretionary basis and is notable for its sub-advisory role to private investment funds that invest with major managers like Blackstone and Carlyle across various strategies.

Marcos Chavira is the sole advisor at TaxDude Financial Advisor in Long Beach, CA, holding Series 63 and Series 66 registrations with 24 years of industry experience. He previously worked at H.D. Vest Advisory and Investment Services and operates his own accounting and tax preparation business. Outside of financial advising, Chavira owns Big Ass Fortune Cookie.com, where he bakes and sells oversized fortune cookies locally. TaxDude Financial Advisor provides non-discretionary investment management, financial planning, and educational workshops to a range of clients including individuals, trusts, and corporations. The firm’s investment approach is client-specific, combining fundamental analysis with long- and short-term strategies, and maintains a close affiliation with an accounting practice.

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.

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.

Anjali Jayakumar is a CFP® and Series 65-licensed financial advisor with 12 years of industry experience. She is the sole advisor at Fit Advisors LLC, where she has worked since 2015. In addition to her advisory role, she works part-time as a tax manager at Baker Tilly Virchow Krause, LLP, a full-service accounting and advisory firm. Fit Advisors LLC provides fee-only financial planning and discretionary investment management primarily for individual and high-net-worth clients, along with retirement plan consulting. The firm employs a largely passive, index-oriented investment approach using model portfolios and integrates tax and accounting considerations into its services.

Richard Veerman is an independent financial advisor with over four years of industry experience. He has a background spanning 18 years at Farmers and Merchants Bank of Long Beach and has operated his own advisory firm since 1994. His firm is a sole-proprietorship registered investment adviser managing approximately $27.8 million in discretionary assets for around ten client accounts. It serves individuals, corporations, and institutional clients with tailored asset and portfolio management, employing a range of investment methods including fundamental and technical analysis, modern portfolio theory, and ESG considerations.

Kenneth Funsten is a CFA® charterholder with 23 years of industry experience, currently serving as the sole advisor at FamCo. He has operated Funsten Asset Management Co. since 1993. Outside of investment management, he is president of FamCo Advisory Services, providing business and litigation consulting, and founder of Homegrown USA, a media company focused on artisanal food and beverage products. FamCo is an investment manager developing new products and offering investment advice and portfolio management to a broad range of clients, including individuals, businesses, pension plans, and charitable organizations. The firm employs a multi-disciplinary approach using fundamental, technical, and cyclical analysis, incorporating timing services and short-term trading techniques.

Kevin McGuan is the principal of Kevin P. McGuan, LLC, an independent advisory firm based in Long Beach, CA. He holds a Series 63 designation and has 37 years of industry experience, including prior roles at Bank of America and Merrill Lynch. Outside of his advisory work, he is the owner of a real estate investment trust. Kevin P. McGuan, LLC provides investment advisory and portfolio management services to individuals, high net worth clients, pension and profit sharing plans, charitable organizations, and business entities. The firm offers both discretionary and non-discretionary portfolio management, employing a range of analytical techniques and tailored strategies, with ongoing account monitoring and periodic reviews.

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.

Daniel Goldberg is the principal of Goldberg Financial Advisors, LLC in El Segundo, CA. He holds the CFA® designation along with Series 63 and Series 65 licenses and has 14 years of industry experience. In addition to his advisory role, he performs strategic planning and corporate development consulting for various companies, which is separate from his investment advisory services. Goldberg Financial Advisors serves individuals, trusts, estates, charitable organizations, and corporate plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies, including the use of derivatives in managed accounts, and offers specialized services such as institutional retirement plan consulting and charitable organization management.

Joseph Guo is a CFP® and holds a Series 66 designation, with eight years of industry experience. He has worked at Empath Wealth LLC since 2024 and previously spent seven years at Ameriprise Financial. Empath Wealth LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients through financial planning and investment management. The firm emphasizes asset allocation using a combination of passive and active strategies and coordinates with outside managers and model-portfolio providers to implement client portfolios.

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.

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.

Avery Wenck is a CFP® certificant and Series 65 license holder with eight years of industry experience. He is the principal advisor at Dundee Capital Management LLC, where he has worked since 2026. Prior to founding Dundee Capital Management, he was employed at Leisure Capital Management, Inc. for seven years and had earlier roles at Mercer Global Advisors Inc. Dundee Capital Management LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a fee-only advisory model with an investment approach that combines passive and active strategies across multiple asset classes, and offers both ongoing portfolio management and project-based financial planning.

Jason Prole is a CFA® credentialed financial advisor with seven years of industry experience. He has worked at the County of Orange from 2022 to 2024 and has been with Capital Risk Management since 2016. Capital Risk Management is an independent, single-advisor firm providing non-discretionary portfolio management, consulting, and financial planning to institutional and high-net-worth clients. The firm’s investment process emphasizes risk-focused portfolio design and asset-allocation analysis, with a focus on alternative assets and asset-liability analysis, serving a variety of public-sector and institutional clients.