Edwin Choi is the sole advisor at Mariposa Capital Management, LLC, an independent advisory firm based in Pasadena, CA. He holds a Series 63 designation and has 16 years of industry experience. Since 2014, he has also served as CEO of Capitect, Inc., a company that provides online software and automated portfolio management services to wealth management firms. Mariposa Capital Management offers discretionary asset management and investment planning for individuals, including high-net-worth clients, as well as corporations and business entities. The firm employs an evidence-based, goal-oriented investment approach focused on long-term outcomes, diversification, and tax efficiency, primarily utilizing passive index funds and ETFs.

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.

Keith Hays is a financial advisor at Creative Capitalists, Inc. with a Series 65 designation and seven years of industry experience. He previously worked at JWJ Accounting from 2017 to 2024. Creative Capitalists serves individuals, corporations, and charities by providing financial planning, portfolio management, tax planning, bookkeeping, and payroll services. The firm uses model-based asset allocation and fundamental analysis to manage discretionary portfolios, conducts quarterly reviews, and integrates tax and payroll services within its advisory practice.

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.

Andreas Yanik is a financial advisor at Create My Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of advisory work, he is also involved in mortgage brokerage. Create My Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory to guide investment decisions, offering discretionary account management and performance-based fee arrangements for qualified clients.

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.

I was born and raised in the San Fernando Valley in LA. I spent a few years away while at San Diego State University. After graduating, I spent nearly nine months in Israel working odd jobs and enjoying time with my friends and family. I came back to LA in 2014 where I got my first "real" job at a large insurance and investment firm. I got licensed as a financial advisor in 2015, which allowed me to focus full time on financial planning and investment management. I earned my CFP® certification in 2017, and soon after in 2018, I decided it was time to start my own firm. I wanted to leave the whole corporate structure behind and work with the clients who I wanted to work with. I was tired of various sales quotas and metrics. I knew I could offer better and completely unbiased service by having my own firm. Let's connect so I can now learn more about you!