John Polk is a CFA® charterholder and Series 65 licensee with six years of industry experience. He has worked at Portage Capital Management LLC since 2018 and previously spent 14 years at KWK Management, LLC. Portage Capital Management provides discretionary portfolio management for a small number of high-net-worth clients, including individually managed accounts and a private pooled investment vehicle. The firm employs fundamental and statistical analysis, asset allocation, and both long- and short-term trading strategies, distinguishing itself through active management of a private hedge fund and the use of performance-based compensation.

Jeremy Murphy is the sole advisor at Munifi, LLC, an independent firm, and holds Series 65 and Series 66 licenses with two years of industry experience. He is also the CEO of Civic Innovations, a technology holding company that owns Munifi, and serves as president of travel technology company Clicktripz LLC. Additionally, Murphy is a board member of Research Solutions, a document management and analytics company. Munifi, LLC offers automated, algorithm-driven portfolio management primarily through an online platform, serving individuals, high-net-worth clients, charitable organizations, and business entities. The firm emphasizes municipal bond investments and employs model-based strategies such as modern portfolio theory and quantitative analysis, with a noteworthy technology-focused ownership structure.

Gregory Meyer is a CFP® and holds a Series 63 license with 11 years of experience in financial advisory. He has been the principal of New Wave Financial Services since 2014. In addition to his advisory role, he provides accounting and tax services as a CPA and consults for Retire Sound, Inc., a financial technology firm where he contributes to product development and educational content. New Wave Financial Services is an independent advisory firm serving individuals, high-net-worth clients, and small businesses with financial planning, portfolio management, ongoing tax planning, and tax preparation. The firm combines fundamental and technical analysis within a Core + Satellite and Modern Portfolio Theory framework, emphasizing tax-efficient strategies and low-turnover investments.

Jivko Velev is the principal of Velev Advisors in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has been providing tax and accounting services as a sole proprietor since 2011 alongside his advisory work. Velev also has a long tenure at Activision Blizzard beginning in 2002. Velev Advisors offers discretionary investment management, financial planning, and consulting services to individuals, trusts, and estates. The firm combines fundamental and technical analysis to develop individualized investment strategies and also provides separate tax, accounting, and business advisory services.

Craig Hawkins is a CFP® with 16 years of industry experience, operating as the sole advisor at Hawkins Capital Advisors in Los Angeles, CA. He has worked with Gradient Securities, LLC since 2012 and founded Hawkins Capital Advisors the same year. Hawkins is also involved with a financial services technology start-up and holds a California insurance agent license. Hawkins Capital Advisors provides financial planning, investment consultation, and supervisory services to individuals, trusts, estates, charitable foundations, businesses, and pension/profit-sharing plans. The firm follows a long-term, disciplined buy-and-hold strategy emphasizing passive investments, broad diversification, cost minimization, and periodic rebalancing.

Stephen Price Hughes is a CFP® with 23 years of experience in financial advising and has been with Excelsus Capital Management since 2004. He holds the Series 63 designation and operates his independent firm in Manhattan Beach, CA. Excelsus Capital Management provides portfolio management and financial planning services to individual and corporate clients, managing approximately $49.6 million across about 72 accounts. The firm employs a multi-faceted investment approach combining fundamental, technical, quantitative, and qualitative analysis, and utilizes a variety of investment instruments tailored to client needs.

Scott Lewis is the sole advisor at Lewis Capital Management, an independent firm based in Beverly Hills, CA. He holds the CFA® designation and a Series 65 license, with 21 years of industry experience. Lewis has led Lewis Capital Management since its founding in 2000. Lewis Capital Management provides discretionary investment management services to individuals, trusts, estates, retirement plans, corporations, and foundations. The firm employs a value-oriented equity strategy that integrates quantitative screening with fundamental research to build concentrated portfolios, while tailoring fixed income and asset allocation to client objectives.

Rene Rigard is a financial advisor at R. L. Rigard & Associates Ltd. in Los Angeles, CA, holding a Series 65 designation with nine years of industry experience. He has managed his firm since 2015 and also serves as CFO of Nikkimomo, LLC, a catering company where he oversees financial management and marketing. R. L. Rigard & Associates Ltd. offers portfolio management, financial planning, pension consulting, and related advisory services to a diverse client base including investment vehicles, pension plans, corporations, charitable organizations, and individual clients. The firm employs a fundamental, long-term value-oriented investment approach and provides services such as a subscription newsletter, investor events, educational seminars, and private fund management.

Daniel Wykowski is a CFA® charterholder and holds a Series 63 license with seven years of industry experience. He is the principal of Pacific Street Advisors LLC and has held financial roles at Headspace, Inc., Hulu, LLC, Guggenheim Partners, and JP Morgan. Outside of his advisory work, he serves as the FP&A Manager at Headspace, Inc., focusing on corporate financial analysis. Pacific Street Advisors provides discretionary investment management to individuals, high-net-worth clients, trusts, and estates. The firm offers customized portfolio construction using a range of securities and employs a combination of fundamental, cyclical, and technical analysis with a generally long-term investment orientation that allows for tactical adjustments.

Founder of DIWY Financial Planning (DIWYFP), an advice-only Registered Investment Advisor (RIA) offering hourly financial planning to help clients make clear, confident decisions. After more than two decades of experience at firms including JPMorgan Chase, Morgan Stanley, Bloomberg, and HSBC, I launched DIWYFP in 2025 to help make professional financial planning more accessible to anyone seeking objective guidance, without a requirement to move assets or meet minimums. With DIWYFP you can plan for yourself—not by yourself™ using a “do-it-with-you” approach that emphasizes collaboration, education, empowerment, and transparency. I am a first-generation American, born in Brooklyn, NY, to parents who immigrated from Central America and the Caribbean. In 1999, I relocated to California with my wife and two children and now split time between California, New York, Florida, and Nevada. I earned a BS in Electrical Engineering from Syracuse University and an MBA in Finance from Long Island University. Outside of work, I enjoy spending time with family and friends, travel, astronomy, cycling, mentoring, and civic engagement. I am also drawn to wind-powered activities, including paragliding and sailing small boats.

Peter Criswell is a financial advisor with Kellogg Wealth Advisors, Inc. in Studio City, CA. He holds the ChFC® designation and Series 63 and 66 licenses, with 18 years of industry experience. Criswell has been with Kellogg Wealth Advisors since 2007, where he serves as Principal and CEO. He is also involved in the sale of fixed insurance products. Kellogg Wealth Advisors, Inc. is a state-registered investment adviser that provides portfolio management and introductions to third-party investment managers for individuals, pension and profit-sharing plans, trusts, estates, corporations, and other business entities. The firm typically recommends or introduces clients to third-party discretionary managers and model portfolios, using both fundamental and technical analysis to favor long-term purchase strategies implemented through mutual funds, ETFs, and platform model portfolios.

Khanh Nguyen is a financial advisor at Ayla Capital with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Credit Suisse Securities, Inflection Capital, and Caerus Investment Advisors. Outside of financial advising, he provides strategy consulting and coaching services to companies and individuals through his business, Reverence. Ayla Capital offers fee-based, discretionary investment advisory and portfolio management services to a select client base, including high-net-worth individuals and institutional clients. The firm employs a tactical allocation approach that incorporates fundamental, technical, and quantitative analysis, and is notable for providing performance-based compensation arrangements and pension consulting services.

Aaron Wilhelm is the sole advisor at Reigate Investors LLC in Santa Monica, CA, holding a Series 65 credential with nine years of industry experience. He has led Reigate Investors since 2017. Reigate Investors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a value-oriented, bottom-up, concentrated strategy with an explicit use of leverage and derivatives, offering performance-based fee arrangements uncommon among independent advisers.

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.

Michael Rodriguez is a CFP® professional at Equanimity Wealth with two years of advisory experience. He previously worked at South Bay Financial Partners and US Bank and has a background that includes roles outside the financial industry. Equanimity Wealth is a fee-only independent firm serving individual clients, including high-net-worth households and business owners, with comprehensive financial planning and a variety of engagement options. The firm emphasizes client-driven advice and favors passive investment strategies without discretionary portfolio management or percentage-of-assets fees.

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.

Sevak Khachatoorian is the sole advisor at UP&UP Capital, Inc., holding a Series 65 designation with five years of industry experience. Prior to founding UP&UP Capital, he was president and commodity trader at Minor To Major Capital, Inc., and worked as an independent trader for 14 years. Outside of his advisory and trading roles, he provides in-home supportive services. UP&UP Capital is a small independent firm serving individuals, small businesses, and corporate clients with financial planning, portfolio management, and educational workshops. The firm employs a blend of fundamental and technical analysis, integrates active and passive management, and includes a range of asset classes such as equities, fixed income, commodities, and ETFs tailored to client risk profiles.

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.