Pavan Nagpal is the sole advisor at Sila Value Advisors, LLC, an independent firm based in Manhattan Beach, CA. He holds a Series 65 designation and has 16 years of industry experience, including 17 years with Sila Value Advisors. In addition to his advisory work, he teaches at a community college. Sila Value Advisors manages investment portfolios for individual clients, focusing on personalized portfolio management with direct advisor oversight. The firm serves a small client base, which allows for close communication and monitoring.

Gregory Taylor is a financial advisor with Taylor Strategic Wealth Management, LLC, holding Series 63 and Series 66 designations and 12 years of industry experience. He previously worked for Edward Jones for six years before founding his current firm. Outside of his advisory work, Taylor serves as president of the South Bay Business Networking Group and is a board member of Kiwanis International, where he participates in scholarship and community enhancement decisions. Taylor Strategic Wealth Management provides comprehensive portfolio management and financial planning to individuals, trusts, estates, and business entities, including corporate and institutional clients. The firm employs a diversified investment approach that integrates asset allocation, fundamental, technical, sector, and cyclical analysis across a variety of securities.

Bradley Lancaster is a CFP® with 38 years of industry experience. He is a principal at Goldman Lancaster, Inc., where he has worked since 1994, and has been affiliated with LPL Financial since 1997. In addition to his advisory work, he is involved in insurance sales through his sole proprietorship and the firm. Goldman Lancaster, Inc. is a small advisory practice serving individual investors, corporations, non-profits, trusts, estates, and retirement plans. The firm offers comprehensive portfolio management and financial planning with a focus on tailored strategies that include fundamental analysis and a variety of investment instruments.

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds the Series 66 designation and has worked at Victus Capital Wealth since 2014, as well as Beverly Hills Wealth Management, LLC since 2011. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis across various investment strategies while maintaining a fiduciary standard in monitoring and rebalancing portfolios.

Michael Puryear is a financial advisor at Westwood Wealth Management in Los Angeles, CA, holding a Series 66 designation with 20 years of industry experience. He has been with Westwood Wealth Management since 2017 and previously worked at GSG Capital Advisors from 2014 to 2017. Westwood Wealth Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm customizes strategies based on client objectives and risk tolerance, using fundamental and technical analysis across various instruments, and manages roughly $339 million in discretionary assets with a small advisory team.

Robert Eddy is a financial advisor at Eddy Financial, LLC in Santa Monica, CA, holding the ChFC® and Series 63 designations with 47 years of industry experience. His prior work includes roles at Lincoln Investment and Capital Analysts, Incorporated. Eddy Financial serves individual investors, including high-net-worth clients, trusts, small businesses, and employer retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm offers tailored portfolio construction using a range of investment vehicles and incorporates third-party money managers and institutional funds as part of its investment approach.

Shimon Blumenfeld is a financial advisor with Integrity Investment Portfolios LLC and holds the Series 63 and Series 65 designations. He has 30 years of industry experience, including 17 years with Integrity Brokerage Services, Inc. Integrity Investment Portfolios LLC is a registered investment adviser that provides ongoing portfolio management focused on public equities for individual clients, families, trusts, and retirement accounts. The firm manages client accounts on a non-discretionary basis, tailoring plans to clients’ goals and risk tolerance while employing a broad range of analytical methods and maintaining a distinctive operational setup without third-party sub-advisers.

Helen Lin is a Series 66-licensed advisor with Southern California Wealth Management Associates, bringing 22 years of industry experience. She previously worked at Western International Securities, Inc. and Financial West Group. Lin is also involved as a registered representative with Emerson Equity LLC and conducts fixed life insurance and annuity sales as a sole proprietor. Southern California Wealth Management Associates serves individual and high-net-worth clients with ongoing portfolio management and customized Investment Policy Statements. The firm employs various analytical methods and both long- and short-term trading strategies across a diverse range of investment products.

Jeffrey Wimbish is a financial advisor at Kensington Investment Counsel with 23 years of industry experience. He has been with Kensington since 1999 and holds a Series 65 designation. Kensington Investment Counsel provides discretionary portfolio management to individuals, trusts, corporate and retirement plans, pension plans, businesses, and nonprofit organizations. The firm employs a combination of fundamental and technical analysis across multiple equity strategies, focusing on diversified equity and fixed-income exposures with a typical investment horizon of three to five years.

Eric Toya is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Navigoe, LLC since 2013. He holds Series 63, 65, and 66 licenses. Navigoe serves high-net-worth individuals, business owners, and retirement plans, offering fee-only wealth management, financial planning, and discretionary investment management. The firm emphasizes a structured onboarding process and employs a strategic asset allocation approach primarily using mutual funds and ETFs.

Zoe Bollinger is a CFP® and holds a Series 65 license, with seven years of industry experience. She has been with Bollinger Capital Management since 2018 and previously worked at WET from 2016 to 2018. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs proprietary quantitative and technical analysis methodologies, offering both direct portfolio management and investment modeling services to other advisors and clients.

Steven Mais is a financial advisor at The Chartist with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with The Chartist since 1992. The Chartist provides fee-only, discretionary portfolio management to individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses predefined model portfolios combined with charting and technical analysis to manage accounts, and it also publishes subscription newsletters offering buy and sell recommendations.

Leslie Mallman is a CFP® with 10 years of industry experience, currently serving as an advisor at Five Oceans Advisors. Prior to joining Five Oceans Advisors, Leslie operated Leslie Mallman Money Coaching, where she taught classes focused on helping individuals manage their emotions around money. Her experience includes roles at Montcalm TCR, Grove Advisors LLC, and Skyline Financial Advisors, LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, with particular attention to taxable investors and those with complex estate and tax planning needs. The firm employs evidence-based investment strategies and provides integrated wealth advisory services, emphasizing tax efficiency and coordinated oversight across various client needs.

Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.

Brenden O'Connell is a financial advisor at Leyland Cypress, LLC with a Series 65 credential and two years of industry experience. Prior to joining Leyland Cypress in 2022, he worked at UCLA's Department of Economics and held other roles in education. Leyland Cypress provides investment monitoring and recommendation services primarily to individual clients and other entities, using a tailored onboarding questionnaire to guide asset allocation and investment selections. The firm employs a quantitative ETF arbitrage strategy and emphasizes daily account monitoring and frequent performance reporting.

Jessie Hale is a CFP® certificant with over 20 years of industry experience, currently serving as an advisor at Vita Wealth Advisors, LLC. Prior to joining Vita Wealth Advisors, Hale spent 19 years at The Northern Trust Company. Vita Wealth Advisors offers wealth management and investment services to individuals and family-related entities, including high-net-worth clients, trusts, and family businesses. The firm employs a discretionary investment approach utilizing factor investing, optimization, and quantitative methods, and provides specialty services such as divorce financial analysis alongside traditional wealth planning.

John Bollinger is a CFA® charterholder and founder of Bollinger Capital Management, Inc., where he has worked since 1988, totaling over 35 years of experience in the financial industry. He is known for creating and selling technical analysis algorithms, indicators, and tools through his work on Bollinger Band Tool Kits and related websites. Bollinger Capital Management provides discretionary portfolio management and advisory services to individuals, high net worth clients, trusts, and estates. The firm employs a technical analysis and quantitative methodology-based investment approach, offering both managed accounts and model strategies to advisors and end clients.

Li Wei Chang is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at 7Summit Advisors, LLC since 2014. He is a member of the RIA Advisory Board at Guggenheim Investments and provides financial guidance to athletes as a Registered Player Financial Advisor for the NFLPA. 7Summit Advisors offers discretionary investment supervisory services and financial planning to individuals, charitable organizations, and pension or profit-sharing plans. The firm employs a variety of analytical methods and strategies, including recent additions such as private equity, and manages held-away retirement accounts using a third-party platform with tax-efficient asset location and regular reporting.

Jason Oclaray is a financial advisor at Angeles Family Office with 10 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at XO Capital LLC and Algonic Partners LLC. Angeles Family Office provides financial planning, consulting, and investment management services to a select clientele including individuals, trusts, estates, and philanthropic organizations. The firm integrates wealth management with family office functions and invests client assets across a diverse range of securities and alternative investments, utilizing affiliate relationships to offer shared model portfolios and private fund opportunities.

Kathleen Adams is a CFP® with 27 years of industry experience, currently serving at Second 50 Financial in Manhattan Beach, CA. Her previous roles include positions at Ashton Thomas Insurance Agency, Royal Alliance Associates, and Signature Estate & Investment Advisors. In addition to her advisory work, she is an author of an investment-related book. Second 50 Financial provides services to individuals, high-net-worth clients, partnerships, and business entities, focusing on discretionary portfolio management, access to Independent Managers, and integrated financial planning. The firm employs a tailored, fiduciary approach with asset allocation and fundamental analysis across a range of investment strategies and asset types.