Gregory Legorreta is the principal advisor at Loam Advisory LLC in Los Angeles, CA. He holds a Series 65 designation and started his advisory career in 2025. Prior to entering the financial industry, he worked at Netflix and Warner Brothers Discovery. Loam Advisory provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental and cyclical analysis, offering both passive and active investment options, including socially responsible portfolios based on ESG research.

Arin Pezeshkian is a financial advisor at AP24 Capital with a Series 65 designation and three years of industry experience. He is also an associate attorney at Bezdik Kassab Law Group, where he provides legal services specializing in business litigation and transactions. AP24 Capital offers financial planning and discretionary investment management services to individuals, high-net-worth clients, families, trusts, estates, and other entities. The firm focuses on fundamental analysis of securities and customizes portfolio construction based on client objectives, diversification, time horizon, and tax considerations, often managing accounts on a fully discretionary basis with the use of options as part of its strategies.

Nancy Listiawan is a CFP® and holds a Series 65 license with 12 years of experience in the financial services industry. She previously worked at AMI Asset Management for 11 years before founding Vera Wealth LLC in Pasadena, CA. Vera Wealth LLC serves individual clients, including some high-net-worth individuals, providing discretionary portfolio management alongside financial and estate-planning coordination. The firm emphasizes a passive, long-term, asset-allocation approach and offers educational seminars and workshops on general financial topics.

Paul Kirz is a CFP professional with 23 years of experience as Paul H Kirz CFP and 2 years in his current investment management role at Kirz, Paul H. He operates as a sole-owner advisory based in Brea, CA, with credentials in financial planning and tax preparation. Kirz, Paul H provides fee-only financial planning and investment advice to individuals, small businesses, and nonprofit organizations. The firm generally acts as a planner without routinely managing client assets but can do so under a power of attorney, emphasizing diversified portfolios of low-cost index mutual funds and ETFs tailored to client goals and risk tolerance.

Karin Wise is the principal advisor at Wise Asset Management L.L.C. in Los Angeles, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LifePro Asset Management LLC and Acas LLC before founding her current firm in 2022. In addition to her advisory work, she operates Wise Management & Financial Services, providing administrative and consulting services outside of regular market hours. Wise Asset Management L.L.C. offers ongoing portfolio management for individual clients, focusing on customized Investment Policy Statements and a combination of fundamental and technical analysis. The firm manages discretionary accounts with a long-term trading approach, primarily investing in equities, fixed income, ETFs, TIPS, and commodities.

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John Agnew is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the sole advisor at The Wealth Collective, LLC, an independent registered investment adviser based in Los Angeles. Prior to founding The Wealth Collective in 2020, he held positions at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Agnew serves as the board president of the Higgins Loft Homeowners Association in Los Angeles. The Wealth Collective provides comprehensive wealth management, asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm manages approximately $42 million and offers investment programs that include ETFs, mutual funds, individual securities, and derivatives, with a notable focus on retirement plan services and a combination of professional credentials that supports its distinct service offerings.

William Yarnall III is a CFP® professional based in Los Angeles, CA, with six years of experience in financial advising. He operates his own firm, William Henry Yarnall III, and has worked as a pilot for Delta Air Lines since 2014. His firm provides investment advisory and financial planning services primarily to individual investors, with occasional clients including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds and both fundamental and technical analysis in security selection.

Rostic Carapetian is the sole advisor at Covexic LLC, an independent firm based in Glendale, CA. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having worked at Covexic LLC since 2005. Covexic LLC serves individuals, couples, and some institutional clients, managing approximately $7.8 million across around 30 relationships. The firm provides discretionary asset management and investment consulting with a focus on client-specific risk profiles and individualized investment plans, offering ongoing portfolio monitoring and regular performance reporting.

Roger Fan is the principal of RF Capital Management and holds a Series 65 designation. He has nine years of industry experience, including two years at Texas Tech University School of Law and nine years with his current firm. RF Capital Management provides discretionary investment management services to individuals, high-net-worth clients, and businesses. The firm employs a bottom-up, fundamental value approach with concentrated portfolios focused on long-term capital appreciation, and it uses a distinctive performance-based compensation structure for eligible clients.

Julie Gotman Matusovskaya is a financial advisor based in Los Angeles, CA, with 22 years of industry experience. She holds a Series 66 designation and has worked as a sole proprietor since 1995. Outside of financial advising, she is involved in architecture and design through KDI International, where she serves as CFO, and she provides tax preparation services. Her firm offers discretionary asset management via a sponsored wrap-fee program and provides financial planning and consulting services billed hourly. The firm utilizes Dimensional Funds and Wealth Models, exercises discretionary trading authority for managed accounts, and arranges custodial services through Charles Schwab & Co.

Christopher Olin is a CFA® charterholder and principal of Alesia Investment Management LLC with 10 years of industry experience. He is also the managing member of Alesia Asset Management LLC and serves as a consultant to NVE Inc., an experiential marketing firm. Alesia Investment Management LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, and businesses. The firm’s investment approach is based primarily on fundamental analysis and includes a range of strategies such as long-term positions, shorter-term trading, and the use of derivatives, managing client accounts on both discretionary and non-discretionary bases.

Randy Wang is a financial advisor at Contrarian Labs Inc. with 8 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sophia Asset Management and Contrarian Labs. Outside of his advisory role, he serves as the CEO of Wingz, a ride-sharing company. Contrarian Labs provides discretionary investment management focused on value investing and fundamental analysis, primarily serving high-net-worth individuals. The firm emphasizes a concentrated, long-term approach centered on equity securities with geographic focus on the United States and Greater China.

Henry Gan is the founder of GAN Private Wealth Management LLC in Los Angeles, CA, holding a Series 66 designation with 46 years of industry experience. He established his independent firm in 2016 and has managed client portfolios since then. GAN Private Wealth Management LLC offers comprehensive portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, using long- and short-term trading strategies in non-discretionary accounts, serving a client base that includes a significant non-U.S. component.

Kiak Tae is a financial advisor at Gardena Financial Retirement Advisors with 20 years of industry experience and holds the Series 66 designation. He has operated Taevestment LLC since 2012. Outside of his advisory role, Tae is involved in several related businesses including co-owning an income tax preparation and notary service, working as an insurance broker, and owning real estate and mortgage brokerage firms. Gardena Financial Retirement Advisors provides investment advisory and retirement planning services primarily to individuals and certain businesses, with a focus on occupational groups such as nurses, school employees, and municipal workers. The firm offers portfolio management and customized financial planning, employing a range of securities and considering tax, income, time horizon, and risk tolerance in its strategies.

Amy Qian is a financial advisor with Agape Wealth Management LLC, holding the ChFC® designation and Series 66 license, and has five years of industry experience. Her background includes roles at Merrill, J.P. Morgan Securities, Wells Fargo, and AGL Employee Distributors/AIG. She also maintains an affiliated insurance practice in Pasadena, CA, dedicating part of her time to insurance sales and service. Agape Wealth Management LLC provides discretionary asset management services primarily for individual and high-net-worth clients, using tailored portfolios based on clients' goals, time horizons, and risk tolerance. The firm employs a variety of analytic methods and manages portfolios with periodic rebalancing and tax-loss harvesting.

Annelise Li is a CFA® charterholder with two years of industry experience, currently serving as the sole advisor at Fintent in Monrovia, CA. She has worked with AJC Capital Management Japan LLC since 2024 and has been involved with AJC Capital Management, LLC and Fintent Invest, Inc. since 2017. Outside of her advisory roles, Li manages corporate management, accounting, and tax responsibilities for these related entities during non-trading hours. Fintent Invest, Inc. provides fee-based, discretionary portfolio management and comprehensive financial planning tailored to individuals, trusts, and specialized clients, including medical professionals and accredited investors. The firm employs a strategic, long-term, value-oriented investment approach with tactical flexibility, supported by six proprietary model portfolios and a behavioral finance framework integrated into client engagement.

Craig Silvers is a CFA® charterholder and founder of Bricks & Mortar Capital, LLC, where he has served as the sole advisor since 2002, bringing 23 years of industry experience. Based in Los Angeles, CA, his professional focus is complemented by his active ownership of residential real estate properties across Los Angeles and Gilbert, AZ. Bricks & Mortar Capital provides investment management and advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a real estate-focused investment approach, managing discretionary portfolios that include REITs, individual equities, ETFs, options, and bonds, and it advises a private real estate income fund emphasizing concentrated, margin-driven strategies.

Arya Taghdiri is a financial advisor at Blackacre Wealth in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has professional experience that includes legal roles at Quinn Emanuel Urquhart & Sullivan, LLP, and in-house legal work. Blackacre Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs a client-focused approach integrating fundamental, technical, and modern portfolio theory methods, and offers both passive and active investment options including alternative assets.

Jonathan Berman is a CFP® certificant with 17 years of industry experience, currently serving as the sole advisor at Irontree Wealth Management, Inc. He has prior experience at H.D. Vest Advisory Services and related entities, and he is also involved with Squire S. Burke, Inc. and IronTree Insurance Services, where he provides tax preparation and insurance services. Irontree Wealth Management offers financial planning, portfolio management, and investment consultation to individual investors, small businesses, and institutional clients. The firm employs a Modern Portfolio Theory-based investment approach with diversified, primarily passive allocations, and integrates tax, bookkeeping, and insurance services through affiliated businesses.