Cathy Zhang is the principal advisor at Easy Sunday Financial Planning in San Gabriel, CA. She holds a Series 65 credential and has been operating in the financial planning industry since 2026. Prior to founding Easy Sunday Financial Planning, she ran See Why Zhang LLC dba Easy Sunday Club, a creative business, for ten years. Easy Sunday Financial Planning is a fee-only registered investment adviser serving individuals, families, and small businesses. The firm uses primarily passive investment strategies within an asset-allocation framework and offers both ongoing investment management and one-time planning engagements.

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.

Roubik Sarian is a financial advisor at Hayk Capital in Glendale, CA, holding a Series 66 designation with nine years of industry experience. His prior roles include positions at SA Stone Wealth Management, Quest Capital Strategies, and Waddell & Reed, as well as a decade at Intel Corporation. Outside of financial advising, he works part-time as a marketing consultant for a child care services provider. Hayk Capital is a single-advisor registered investment adviser serving individual and small-business clients with investment advisory, financial planning, pension consulting, and educational seminars. The firm provides discretionary portfolio management tailored to clients’ goals and risk tolerance, and also offers non-advisory planning and consulting services on an hourly or fixed-fee basis.

Steven Roy is a financial advisor at Cambyses Financial Advisors in North Hollywood, CA, with 11 years of industry experience. He holds a Series 65 designation and has been involved in tax and business consulting since 1977 through Cambyses Management Associates. Additionally, he is a managing partner in an online fine art gallery, Gallerie F64. Cambyses Financial Advisors provides portfolio management and comprehensive financial planning to individuals, trusts, charitable organizations, and business clients. The firm offers services including retirement benefit analysis, ERISA plan advisory, and client education, using a non-discretionary approach supported by AI tools and incorporating fundamental, quantitative, qualitative, and technical analysis.

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.

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.

Brian Kim is a CFA® charterholder and Series 63 licensee based in La Crescenta, CA, with over 11 years of industry experience. He previously worked at Northern Trust Company for 10 years before founding Kin Stewards LLC, where he currently serves as the sole advisor. Kin Stewards LLC is an independent, state-registered investment adviser providing discretionary portfolio management and standalone financial planning for individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm combines fundamental analysis and Modern Portfolio Theory across various asset classes and offers business-oriented planning services such as corporate-structure and cost-segregation analysis.

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.

Jeffrey Wang is the principal advisor at Kelmar Capital Management, LLC in Pasadena, CA, with 24 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. Prior to founding Kelmar Capital Management in 2001, he worked at Stone Bridge Investment Partners LLC. Wang also serves as Treasurer for the City of La Canada Flintridge, managing its investment portfolio. Kelmar Capital Management provides investment advisory and portfolio management services primarily to high-net-worth individuals and family groups, focusing on conservative, value-oriented strategies with an emphasis on mid- to large-cap equities and fixed income. The firm manages over $400 million in assets with a focus on individualized portfolio construction and a policy against outside compensation or wrap fee programs.

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.

Isai Juarez is a financial advisor at Journey Equity Wealth Management LLC in Downey, CA, with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Centaurus Financial, Inc., NEST EGG ETFs, LLC, and J.P. Morgan Chase bank. Juarez operated a business called Premier Hookah Supplies in 2018. Journey Equity Wealth Management serves individual clients, trusts, pension and profit-sharing plans, and business entities with asset management, financial planning, and retirement plan consulting. The firm employs a fiduciary approach with tailored portfolios using a variety of investment strategies and offers a broad range of services despite its relatively small size.

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.

Seok Jo is a CFP® with 24 years of industry experience. He is the president of STS Wealth Management, Inc. and has held roles at Royal Alliance Associates Inc. dba Crown Financial Partners and The Pacific Bridge Companies. STS Wealth Management, Inc. provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plan clients. The firm employs fundamental analysis and a long-term trading approach, creates individualized Investment Policy Statements, and offers discretionary portfolio management with regular account reviews.

Jeffrey Martinez is a financial advisor at Treveri Capital with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Rainmaker Securities, LLC. Outside of his advisory role, he owns a sales and marketing consulting business and is involved in cybersecurity business development. Treveri Capital provides discretionary asset management services to individuals, high-net-worth clients, and small businesses, using tailored portfolios based on model allocations that emphasize long-term, index-focused ETF strategies informed by modern portfolio theory and risk/return analysis. The firm also incorporates actively traded large-cap crypto assets in suitable client strategies.

Eric Jacoby is a CFP® with 29 years of industry experience and is the principal of AFC Wealth Management in Encino, CA. He has worked with Kestra Advisor Services and Kestra Investment Services and owns The Jacoby Agency Insurance Services, where he engages in insurance sales. He also participates in retirement, insurance, and tax planning through The Advisor Consulting Group. AFC Wealth Management serves a limited client base with approximately $3.08 million in assets under management, providing financial planning and non-discretionary portfolio management. The firm combines fundamental and technical analysis tailored to client goals and risk tolerance while maintaining active insurance agency operations.

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.