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.

Bahram Shidoosh is the principal of Shidoosh Wealth Management LLC in Thousand Oaks, CA, with 30 years of industry experience. He previously worked at Morgan Stanley and Unionbanc Investment Services, LLC. In addition to his advisory role, he is a licensed real estate broker with Fathom Realty. Shidoosh Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm manages approximately $12.45 million and offers portfolios that include mutual funds, ETFs, independent managers, structured products, and alternative investments.

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.

Kristin Short is a CFP® and holds a Series 65 license with three years of industry experience. She currently advises through Confide Financial Planning & Investments, an independent firm she has been with since 2023. Prior to this, she worked at Radix Financial, LLC, and operated Kristin J. Short Consulting LLC. Confide Financial Planning & Investments is a fee-only advisory firm serving individuals, high-net-worth clients, charitable organizations, corporations, and plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach focused on diversification and passive management using low-cost mutual funds and ETFs, while also providing retirement plan management and pension consulting as a 3(38) fiduciary.

Erik Gulsrud is the principal of Gulsrud Consulting LLC and holds a Series 65 credential with 17 years of industry experience. His prior roles include positions at Mariner, LLC and AdvicePeriod, LLC. He provides financial planning and consulting services through a project-based approach without managing client assets. Gulsrud Consulting serves high-net-worth and ultra-high-net-worth individuals, families, and entities by offering financial planning, family office coordination, estate planning strategy, and charitable giving advice. The firm operates under written engagement agreements and uses time- and project-based fees, focusing on fiduciary planning without providing investment management or custody services.

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 worked at Primerica Advisors and United Planners' Financial Services of America. Outside of finance, Stahl owns several companies related to music production, media, and AI speech detection technology. Brookside Capital Group provides ongoing, non-discretionary portfolio management for individuals and high-net-worth clients, tailoring investment strategies to clients’ risk tolerances, tax considerations, and liquidity needs. The firm employs a variety of analytical methods and includes limited digital-asset exposure within selective, tax-advantaged accounts.

Jeffrey Joseph is the sole advisor at Jeffrey Joseph Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alpha Cubed Investments, Assetmark Brokerage, and Centurion Capital Group. Jeffrey Joseph Management is an independent, state-registered investment adviser providing discretionary portfolio management to individuals, high-net-worth families, and select corporate clients. The firm employs a client-specific asset allocation approach using fundamental research and Modern Portfolio Theory, primarily implementing portfolios with mutual funds and ETFs.

Eli Johnson is a financial advisor at Valley Center Advisors in Thousand Oaks, CA, with three years of industry experience and a Series 65 credential. He also owns Eli N. Johnson & Associates, a small business consulting firm focused on building structure around core competencies. Valley Center Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations, using both passive and active strategies aligned with modern portfolio theory. The firm offers non-discretionary advice and assists clients with manager selection and investor profile documentation.

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.

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.

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 the principal of Educated Solutions, an independent advisory firm based in Calabasas, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding Educated Solutions in 2019, he worked at WealthSource Partners, LLC for three years. Morelli is also a licensed insurance agent. Educated Solutions, operating as Malibu Wealth Planning, provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach and emphasizes client education through conferences and events alongside its advisory services.

David Yu is a CFP® with 18 years of experience and is the sole advisor at Pacific United Planning, Inc. He has a background that includes work with multiple airlines and maintains a current position as a commercial airline pilot. Pacific United Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals and select corporate clients, utilizing a combination of modern portfolio theory with fundamental and technical analysis to create customized investment strategies. The firm manages assets through its own wrap fee program and third-party platforms, and it is known for publishing newsletters and offering public seminars and workshops.

Dylan Roupell is a financial advisor at Rushmore Capital Partners with one year of industry experience. He holds a Series 65 designation and has a background that includes roles at Australian New Zealand Bank, the London Stock Exchange, National Australian Bank, and the Reserve Bank of Australia. Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning to a range of clients including individuals, pension plans, trusts, and charitable organizations. The firm employs a goal-oriented planning process utilizing fundamental, technical, and quantitative analysis, and offers access to alternative investments alongside traditional asset classes.

Geoffrey Bent is a financial advisor at Greenerbucks with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Equitable Holdings, and Edward Jones. Outside of his advisory work, he is a singer in a jazz band with music available on Spotify. Greenerbucks provides ongoing portfolio management and investment advice to individuals, charitable organizations, and business entities, offering tailored portfolios and individualized investment policy statements. The firm employs multiple methods of analysis and executes trades with client approval, specializing in non-discretionary assets while accommodating performance-based fee arrangements for qualified clients.

Richard Blosser is a financial advisor with Pathfinder Wealth Advisors, LLC in Los Angeles, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Wedbush Securities Inc. and Wells Fargo Advisors, LLC. Blosser is also associated with Axxcess Wealth Management, LLC as an Investment Advisor Representative. Pathfinder Wealth Advisors serves a select client base of affluent families, entrepreneurs, executives, and institutional accounts, focusing on high-net-worth individuals. The firm offers comprehensive portfolio and asset management, financial planning, and personalized family office services using a goals-based approach that integrates a broad investment platform with trust, estate, insurance, and philanthropic planning.

Richard Eastland is a financial advisor with Harbor Road Capital Management LLC in Santa Monica, CA. He holds Series 63 and Series 65 designations and has 13 years of industry experience. Eastland has been with Harbor Road Capital Management since 2011. Harbor Road Capital Management provides discretionary portfolio management and investment selection services primarily for high-net-worth individuals and certain institutional clients. The firm employs a disciplined, largely quantitative investment approach focused on diversified equity portfolios, using proprietary selection methodologies and systematic processes.

Dixon Gardner is a financial advisor at Mt. Timp Capital with three years of industry experience. He holds Series 63 and Series 65 licenses and has served as a senior attorney at Madison Law, APC since 2014, where he litigates civil cases and handles bankruptcy matters. Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a value-investing approach and does not exercise discretionary trading authority, requiring client consent before trades.

James Varing is the sole advisor at Westlake Capital Inc., an independent investment advisory firm. He holds 14 years of industry experience and has been with Westlake Capital since 1980. Westlake Capital Inc. manages approximately $47 million for a small group of clients, including high-net-worth individuals, living trusts, retirement plans, and charitable organizations. The firm offers personalized portfolio management with a focus on supervisory services, applying asset allocation, diversification, and stock selection based on internal analysis and external economic research.