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.

Avery Wenck is a CFP® certificant and Series 65 license holder with eight years of industry experience. He is the principal advisor at Dundee Capital Management LLC, where he has worked since 2026. Prior to founding Dundee Capital Management, he was employed at Leisure Capital Management, Inc. for seven years and had earlier roles at Mercer Global Advisors Inc. Dundee Capital Management LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a fee-only advisory model with an investment approach that combines passive and active strategies across multiple asset classes, and offers both ongoing portfolio management and project-based financial planning.

Jason Prole is a CFA® credentialed financial advisor with seven years of industry experience. He has worked at the County of Orange from 2022 to 2024 and has been with Capital Risk Management since 2016. Capital Risk Management is an independent, single-advisor firm providing non-discretionary portfolio management, consulting, and financial planning to institutional and high-net-worth clients. The firm’s investment process emphasizes risk-focused portfolio design and asset-allocation analysis, with a focus on alternative assets and asset-liability analysis, serving a variety of public-sector and institutional clients.

Joseph Gagnon is the sole advisor at J.D. Gagnon, Inc. in Palos Verdes Estates, CA, holding the CFA® designation with nine years of industry experience and over two decades in his career. His firm provides discretionary investment management services to individuals, trusts, estates, charitable organizations, businesses, and pension and profit-sharing plans. J.D. Gagnon, Inc. employs an actively managed, value-oriented equity strategy focused on a concentrated portfolio, combining fundamental and technical analysis with a long-term investment horizon. The firm offers institutional-level services uncommon for a one-advisor practice, managing approximately $37.7 million in discretionary assets.

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.

Todd Jones is the sole advisor at Strategic Portfolio Advisors, Inc. in Long Beach, CA, with 39 years of industry experience. He has led the firm since 2008. Strategic Portfolio Advisors, Inc. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and institutional clients. The firm manages approximately $87 million in discretionary assets through a wrap fee program, employing a mix of analytical approaches and both long- and short-term strategies tailored to client objectives and risk tolerance.

Louis Carter II is a financial advisor at RaynMaker Financial in Los Angeles, CA, with two years of industry experience. He holds Series 65, Series 63, and Series 66 licenses and previously worked at UBS Financial Services. RaynMaker Financial is an independent advisory firm that provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm emphasizes planning and implementation guidance without managing client assets, combining fundamental and technical analysis with behavioral and macroeconomic insights through a subscription and hourly fee model.

Angela Dorsey is a CFP® and Series 65 credentialed advisor with 15 years of industry experience. She is the principal of Dorsey Wealth Management, LLC, a firm she founded in 2011 after working at FinancialPlanning4Me, LLC. Dorsey Wealth Management is a fee-only, independent registered investment adviser that offers holistic financial planning and investment advisory services to individuals and families. The firm uses an evidence-based investment approach focused on diversification and systematic risk factors, employing low-cost mutual funds and ETFs alongside fixed income, with customized asset allocation tailored to clients' specific needs.

Edward Yoon is a CFP® professional with 13 years of industry experience. He is the sole advisor at MQ Private Wealth, an independent firm located in Torrance, CA. Prior to founding MQ Private Wealth in 2026, he worked for ten years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. MQ Private Wealth serves a diverse client base including high-net-worth families, institutional investors, charitable organizations, and a sovereign wealth fund. The firm employs a proprietary quantitative optimization model combined with fundamental and technical analysis to provide discretionary portfolio management, comprehensive financial planning, and access to alternative investments and unique institutional services.

Mathius Gertz is an advisor at Harris & Associates with one year of industry experience. He has been involved with SAYWHYNOT, Inc. and SayWhyNot, LLC since 2020 and 2015, respectively. Harris & Associates provides investment advisory and consulting services to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm uses a combination of Modern Portfolio Theory and active portfolio management, offering diversified allocations and an Enhanced Tactical Management process for portfolio review and adjustments.

Taylor Bell is a financial advisor with Aequitas Financial, LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at firms including Blue Barn Wealth and Fidelity Brokerage Services and is also the owner of Aequitas Bookkeeping, a business providing bookkeeping and accounting services to small business owners. Additionally, Bell is employed as a Direct Solutions Consultant at Addepar, a performance reporting software company. Aequitas Financial is a single-advisor independent firm serving individual and high-net-worth clients with fee-only financial planning and discretionary investment management. The firm combines passive and active investments with socially responsible options and offers educational seminars alongside ongoing client engagements.

Constante Firme III is a financial advisor at Treasure Chest Financial with nine years of industry experience. He holds a Series 65 credential and has worked at Google Inc. since 2017. Outside of finance, he operates Popetiger Entertainment, a sole proprietorship providing engineering and scientific consulting services. Treasure Chest Financial offers investment advice, portfolio management, and financial planning to a diverse client base including institutional and individual investors. The firm employs a process incorporating modern portfolio theory, fundamental and technical analysis, and emphasizes capital protection, income generation, and growth.

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.

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.

Gregory Markman is a financial advisor at P. Worldwide, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with P. Worldwide since 2012. P. Worldwide, LLC provides portfolio management and investment supervisory services to high-net-worth individuals and pension/profit-sharing plans, focusing on mutual funds, equities, fixed income, ETFs, REITs, and insurance products. The firm uses fundamental analysis and Modern Portfolio Theory principles, employing both long- and short-term trading strategies with non-discretionary management and client-consulted trade executions.

Scott Myers is a financial advisor at Dollar Sign Ventures LLC with a Series 65 credential and four years of industry experience. He is also involved as a real estate agent and mortgage loan originator with The RFC Group and holds executive roles at Chipsticks LLC and DES Consulting. Myers has worked in both investment-related and non-investment business activities since 2019. Dollar Sign Ventures LLC, founded in 2021, provides discretionary and non-discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm offers tailored investment strategies based on client-specific goals and conducts quarterly account reviews, while also providing public educational seminars and workshops.

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.