Adam Holiber is a financial advisor at Summit Equity Management, Inc. in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has worked at Summit Equity Management since 2004 and MDB Capital Group, LLC since 2011. Outside of investment advisory, the firm provides business strategy and valuation consulting to U.S. corporations. Summit Equity Management serves a small client base of individuals and trusts, managing approximately $1.95 million in discretionary assets. The firm invests exclusively in publicly traded U.S. equities using a bottom-up, fundamental analysis approach focused on financial metrics such as balance sheet strength and cash flow growth.

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.

Michael Hartman is a CFP® professional with 12 years of experience in financial advising. He is the principal of McDonald Hartman Wealth Advisors, an independent firm he joined in 2022. His prior roles include positions at Mutual Advisors, LLC, Kaye Capital Management, WealthSource Partners, LLC, and Reilly Financial Advisors LLC. McDonald Hartman Wealth Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $26.3 million in assets. The firm focuses on tailored advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, dollar-cost averaging, and technical analysis.

Adam Goyer is a financial advisor at Lotus Oak Capital Institute with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and new york life Insurance Company. Outside of his advisory role, he serves as a board member of The Lotus Oak Foundation, which supports academic and independent research through micro grants. Lotus Oak Capital Institute is a California state-registered investment adviser that serves individuals, families, businesses, and retirement plans. The firm offers discretionary portfolio management and modular financial planning, utilizing a diversified mix of investment vehicles and providing specialized retirement plan advisory services.

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.

Michael Power is the sole advisor at Power Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Power Asset Management since 2003 and previously worked at Howard Capital Management and Affinity Investment Advisors. Power Asset Management provides discretionary asset management and sub-advisory services to high-net-worth individuals and business clients. The firm manages approximately $175 million on a discretionary basis and employs a conservative investment approach that combines fundamental, technical, and cyclical analysis, emphasizing liquidity preservation and tailored portfolio management.

Jonathan Buck is a financial advisor with Orion Capital in Topanga, CA, holding Series 65 and Series 66 licenses and possessing 14 years of industry experience. He has worked at Orion Capital since 2013 and previously spent a year at Merrill. Orion Capital provides customized investment management services to individuals, corporations, and other business entities, managing roughly $7.5 million across about 24 client accounts. The firm bases portfolios on documented client profiles and model allocations, employing fundamental analysis for equities and occasional technical analysis, with a focus on discretionary management and performance-based fee arrangements for qualified clients.

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.

Stephen Stahl is a financial advisor at Brookside Capital Group LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Advisors and United Planners' Financial Services of America. Outside of finance, he owns several companies related to music production, media, and AI technology, including Stephen Stahl Music LLC, One Leap LLC, and Ai-SPY LLC. Brookside Capital Group LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm develops tailored Investment Policy Statements and employs a long-term, non-discretionary trading approach using a variety of analytic techniques.

Kirk Bell is the principal and sole advisor at Riverflow Wealth Management, LLC, an independent registered investment adviser based in Calabasas, California. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience. He has managed Riverflow Wealth Management since its founding in 2009. Riverflow Wealth Management provides discretionary asset management and fee-based financial planning to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $10.6 million and employs a range of investment strategies tailored to client goals, utilizing individual securities, ETFs, mutual funds, options, and other investments with ongoing account supervision.

Munish Jain is a financial advisor at Propel Private Wealth LLC with a Series 65 designation and over 14 years of industry experience, including a long tenure at Nomura International PLC. He also holds a role at the University of California, Los Angeles. Propel Private Wealth LLC is an independent boutique firm serving individuals, high-net-worth families, trusts, corporations, and pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and equity compensation consulting, favoring diversified, low-cost index strategies with a buy-and-hold approach while accommodating alternative investments and tax-customized direct-indexing.

Gloria Kim is a financial advisor at Hidden Hills Wealth with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. Outside of her advisory role, she manages a real estate property rental business. Hidden Hills Wealth provides investment advisory and financial planning services to a small client base, including individual, institutional, and corporate clients. The firm combines strategic asset allocation with core-satellite portfolio construction and offers retirement plan consulting under an ERISA fiduciary framework.

Timothy Wallender is a CFP® professional based in Manhattan Beach, CA, with 4 years of industry experience. He has been associated with his firm, Wallender, Timothy Joseph, since 2005. Outside of financial advising, he serves as president of Wallender & Associates, an aerospace project management consulting company. His firm provides investment advisory and financial planning services primarily to individual clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs Modern Portfolio Theory to construct diversified, long-term portfolios tailored to clients’ risk tolerance and time horizon, typically using no-load mutual funds and other securities, and maintains a notably high client load for a solo advisor.

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.

Susan Carlisle is the sole advisor at her independent firm in Agoura Hills, CA, holding a Series 66 designation with two years of industry experience. She has operated her own CPA practice since 1988 and continues to work part-time as a CPA consultant. Her firm provides investment management and personal financial planning services to individuals, trusts, corporations, and retirement plans. The firm’s investment approach focuses on long-term horizons with minimal turnover, offering tailored portfolios primarily composed of mutual funds, treasury securities, corporate bonds, and certificates of deposit, with account reviews conducted up to quarterly.

Sean Mullaney is the President of Mullaney Financial & Tax, Inc., an independent firm based in Woodland Hills, CA. He holds a Series 65 designation and has seven years of industry experience, including seven years at PwC prior to founding his firm in 2018. In addition to his advisory work, Mullaney operates a personal finance content business, authoring two books on tax planning and solo 401(k) accounts, maintaining a personal finance YouTube channel, and engaging in speaking and educational presentations. He also serves as an uncompensated volunteer Treasurer and Board member for the John C. Bogle Center for Financial Literacy. Mullaney Financial & Tax, Inc. provides fee-only financial planning and tax consulting services, including employer-focused advisory work. The firm offers written financial plans and project-based tax engagements, generally recommending passive, tax-efficient investment approaches without managing client assets directly. Its client base includes advisers, accounting firms, corporate and municipal entities, and a sovereign wealth fund.

Ryan Morelli is a financial advisor with Educated Solutions, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at multiple firms, including WealthSource Partners and Secure Retirement Solutions, and he is a licensed insurance agent. Educated Solutions, operating as Malibu Wealth Planning, provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, using a multi-method investment approach and emphasizing client education and referral relationships.

David Yu is a CFP® with 19 years of experience in financial advisory services and is the principal of Pacific United Planning, Inc., an independent firm he has been with for over a decade. Prior to and alongside his advisory work, he has held pilot positions at several airlines, including Delta Air Lines, where he currently operates passenger flights. Pacific United Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals and select corporate clients. The firm combines modern portfolio theory with fundamental and technical analysis to create customized investment strategies and operates a wrap fee program alongside third-party discretionary platforms.

Michael Ernst is the principal of Ernst & Co. Wealth Management, LLC, an independent advisory firm based in Manhattan Beach, CA, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles at Guardian Precious Metals, Inc., where he serves as CEO. Ernst also consults on wealth management practices for Cleveralpha Asset Management, LLC. Ernst & Co. Wealth Management advises individuals, trusts, estates, and business entities, offering asset management, comprehensive portfolio management, financial planning, and family office services. The firm creates customized portfolios using a variety of investment vehicles and generally operates on a non-discretionary basis, emphasizing tailored client relationships and integrating property-related services into its wealth management offerings.

Dylan Roupell is a financial advisor at Rushmore Capital Partners in Beverly Hills, CA, holding a Series 65 credential with two years of industry experience. Prior to founding Rushmore Capital Partners, he worked at the Australian New Zealand Bank, London Stock Exchange, and National Australian Bank. Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs fundamental, technical, and quantitative analysis alongside asset allocation to construct portfolios and offers a range of investment options including equities, mutual funds, ETFs, fixed income, and alternative investments.