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.

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.

Ronnie Kahn is a CFP®-certified financial advisor with 10 years of industry experience. He operates Accumulation Strategies, an independent firm based in Woodland Hills, CA. Kahn has been involved in financial services since 1998, conducting business under his own name since then. Accumulation Strategies serves individual clients, including high-net-worth households, by offering discretionary investment management alongside comprehensive and limited financial planning, ongoing retainer services, and hourly consultations. The firm focuses on capital preservation and risk management, using client-specific plans to guide portfolio allocation across various risk profiles with an active management approach.

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.

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.

Adam Goyer is a financial advisor at Lotus Oak Capital Institute with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of advising, he serves on the board of The Lotus Oak Foundation, which supports research at academic and independent institutions through microgrants. Lotus Oak Capital Institute is a fee-based investment adviser serving individuals, families, business entities, and retirement plans. The firm offers discretionary portfolio management and modular financial planning, managing diversified portfolios using fundamental analysis across various asset types and providing retirement plan advisory services including ERISA 3(21) and 3(38).

Cynthia Jabr is a CFP® professional with 13 years of industry experience, currently serving as the principal advisor at Brand New Day Wealth Planning, LLC. She previously worked at UBS Financial Services Inc. for seven years before founding her independent firm. Brand New Day Wealth Planning, LLC offers fee-only financial planning to individuals and high-net-worth clients through comprehensive and project-based engagements, as well as educational seminars. The firm provides investment recommendations based on modern portfolio theory and passive/index strategies, focusing on personalized planning without managing or taking custody of client assets.

William Duberstein is a financial advisor at Stone Oak Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked as a freelance writer for The Motley Fool since 2017, providing commentary on individual stocks, sectors, and general market trends. Prior to founding Stone Oak Capital, he was involved with Happy Earth, Inc. for one year. Stone Oak Capital is an independent registered investment adviser focused on discretionary portfolio management for individual clients and qualified investors. The firm employs a bottom-up, value-oriented approach emphasizing concentrated equity portfolios and special-situation opportunities.

Daniel Goldberg is the sole advisor at The Simple Investor's Guide, LLC in Simi Valley, CA, holding a Series 65 license with nine years of industry experience. He has led The Simple Investor's Guide since 2016 and concurrently worked at Top Talent Search Experts, LLC from 2015 to 2025. The Simple Investor's Guide provides portfolio management and advisory services to individuals, corporations, and employee benefit plans, managing approximately $12.5 million in client assets across 19 relationships. The firm operates primarily on a non-discretionary basis, applying fundamental analysis and modern portfolio theory through a mix of long-term strategies and model-driven allocations tailored to client risk profiles.

Don Scholl is the principal of Don Scholl & Associates, Inc. in Los Angeles, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with his firm since 1995, also maintaining roles with OSAIC and Sagepoint Financial, Inc. He is involved in the sale of insurance products and fixed annuities in addition to his advisory work. Don Scholl & Associates provides investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as businesses and corporations. The firm uses a structured investment process incorporating risk tolerance assessments, asset allocation tools, and fundamental and technical analysis, offering both discretionary and non-discretionary accounts across various investment vehicles.

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.

Michael Power is the principal of Power Asset Management LLC in Los Angeles, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Power Asset Management since 2003 and is also co-founder and Chief Compliance Officer of Power Forward LLC. Power Asset Management provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and business clients, focusing on fixed-income strategies alongside equity portfolios and active trading approaches. The firm emphasizes regular account supervision and employs fundamental, technical, and cyclical analysis with at least quarterly portfolio reviews.

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.

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.

Jonathan Buck is a financial advisor at Orion Capital with 14 years of industry experience. He holds Series 66 and Series 65 designations and has been with Orion Capital since 2013. Orion Capital provides customized investment management services to individuals, corporations, and other business entities, managing approximately $7.5 million across about 24 client accounts. The firm uses documented client profiles and model allocations to guide portfolio management, primarily relying on fundamental analysis for individual equities and discretionary account management.

Hi, I'm Ben. I help families optimize their finances through tax-focused planning and investment management. Learn more or book a call here: https://www.lindywealth.com/

Erik Gulsrud is the sole advisor at Gulsrud Consulting LLC, holding a Series 65 credential with 18 years of industry experience. He previously worked at Mariner, LLC, AdvicePeriod, LLC, and Pathstone Federal Street. Gulsrud Consulting provides financial planning, family office coordination, estate planning strategy, charitable giving advice, and family governance facilitation to high-net-worth and ultra-high-net-worth clients. The firm operates on a project-based fee structure and does not offer investment management services, focusing instead on written plans, coordination with other professionals, and governance facilitation.