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.

Benjamin Lupu is a CFP® professional with 18 years of industry experience, currently the sole advisor at Kensington Ami, LLC in Burbank, CA. He has worked at Kensington Ami since 2007. Kensington A.M.I. LLC provides investment advisory and financial planning services to individuals, high net worth clients, and pension and profit-sharing plans. The firm’s investment approach incorporates fundamental, technical, econometric, and cyclical analysis, offering strategies with generally low-to-moderate trading frequency and managing a notable portion of assets on a non-discretionary basis.

Richard Blosser is a financial advisor at Pathfinder Wealth Advisors, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 36 years of industry experience. His prior roles include positions at Wedbush Securities, Axxcess Wealth Management, Wells Fargo Advisors, UBS Financial Services, and Morgan Stanley. Pathfinder Wealth Advisors serves affluent families, entrepreneurs, executives, and institutional accounts, focusing on high-net-worth individuals. The firm offers comprehensive portfolio and asset management, standalone financial planning, and family office services, employing a goals-based approach that integrates low-cost beta exposures, alternative investments, and personalized strategies including the use of derivatives and margin borrowing.

David Hamer is a CFP® and CFA® with 10 years of industry experience. He has been with Integrity Asset Management, LLC since 2015. Outside of his advisory role, he manages several real estate investment and management companies. Integrity Asset Management is an independent registered investment adviser serving individual and high-net-worth clients with customized portfolio management and financial planning. The firm employs a combination of fundamental analysis, charting, and modern portfolio theory to construct diversified portfolios that include equities, mutual funds, ETFs, fixed income, real estate funds, and other asset classes.

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.

Adam Gold is a financial advisor at Katam Hill LLC with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill and Espial Capital Management. Katam Hill LLC provides discretionary investment management to individuals, high-net-worth clients, trusts, estates, and institutional and pooled vehicles such as pension plans and endowments. The firm follows a fundamental, bottoms-up long/short equity strategy focused on technology, media, and communications, offering both non-leveraged and leveraged model portfolios tailored to client needs.

Tom Binder is a financial advisor with Holistic-Solutions in Santa Monica, CA, holding a Series 65 designation and six years of industry experience. He has operated Tom Binder Fine Arts, a fine art publishing business, since 1986. He is also involved with the YMCA of Metropolitan Los Angeles. Holistic-Solutions provides financial planning and investment consultation to individuals and businesses, offering educational workshops on retirement, college funding, and estate planning. The firm uses a combination of fundamental and technical analysis with strategies such as core-plus-satellite and Modern Portfolio Theory, focusing on diversified, tax-efficient, and low-cost investment vehicles.

David Harris is a CFP® and ChFC® with 34 years of industry experience. He is the principal of Harris & Associates, an independent advisory firm based in Manhattan Beach, CA, and has held roles at Purshe Kaplan Sterling Investments since 2013. Outside of his advisory work, he provides specialized training in oral proposals and presentation skills through Davris Training Associates and serves on the investment committee for the Manhattan Beach Community Church's endowment fund. Harris & Associates offers investment advisory and consulting services to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm employs a combination of Modern Portfolio Theory and active management, utilizing diversified allocations and an Enhanced Tactical Management process to support portfolio adjustments.

Daniel Nagy is a CFA® charterholder with 42 years of industry experience. He is the president, CIO, and CCO of Bache Capital Management, where he has worked since 2015, and he also serves as managing member of Apexus Capital LLC. Nagy is an investment committee member of the Santa Monica Education Foundation. Bache Capital Management is a state-registered, single-advisor investment adviser that provides discretionary portfolio management to individuals, trusts, charitable organizations, corporations, and corporate pension and profit-sharing plans. The firm focuses on income-oriented strategies, implementing laddered portfolios of high-quality fixed-income securities while balancing equities as appropriate, with accounts managed on a discretionary basis and customized reporting to support tax and estate planning.

Nicholas Cianci is a financial advisor at Muse Capital Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at Morgan Stanley and Susquehanna International Groups. Muse Capital Management LLC provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, and pooled investment vehicles. The firm emphasizes diversified portfolios with a derivatives overlay and sponsors private pooled vehicles employing performance-based fees for qualified clients.

David Fried is the sole advisor at Fried Asset Management, Inc. in Beverly Hills, CA, with 29 years of industry experience. He has managed Fried Asset Management since 1996 and previously operated David Fried Enterprises, Inc. from 1995 to 2025. Fried Asset Management provides fee-based portfolio management and financial consultation to individuals, trusts, pension plans, and other account types, serving a relatively small client base. The firm employs a combined quantitative and qualitative investment process, manages both discretionary and non-discretionary accounts, and avoids leverage in its portfolio management.

Carlo Lorenzana is a financial advisor at Brookside Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. prior to founding his independent advisory firm in 2017. In addition to his advisory work, he was involved with CDL Insurance Service, LLC for seven years. Brookside Wealth Management LLC is a state-registered independent advisory firm that provides portfolio management and financial planning services to individuals, charitable organizations, corporations, and insurance companies. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and employs a range of instruments including private placements and venture capital funds, focusing primarily on high-net-worth and institutional clients.

Taurayi Murapa is the sole advisor at Murapa Investments, an independent firm based in Agoura Hills, CA. He holds Series 63 and Series 66 designations and has 17 years of industry experience, including a background in high-yield credit analysis at a major investment bank. Murapa has led Murapa Investments since 2013. Murapa Investments provides fee-based, non-discretionary portfolio management to private individuals, business owners, and small- and medium-sized businesses. The firm employs a value-based, total-rate-of-return approach focused on fundamental analysis and discounted cash-flow assessments, combining income-producing bonds or dividend-paying stocks with deeply valued equities.

Ming Li Ho is a CFA® charterholder with 29 years of experience in the financial industry. He has been the sole advisor at AB Hhelio Associates, Inc. since 1997. AB Hhelio Associates, Inc. is an independent, single-advisor firm that provides discretionary portfolio management and investment advice primarily to individual investors and trusts. The firm manages approximately $42.6 million in client assets using a long-term, value-oriented investment approach focused on fundamental research and broad diversification across equities and fixed income.

Jason Rounick is a CFP® and ChFC® affiliated with Westlight Wealth in Venice, CA, with three years of industry experience. He has been operating under Rounick Capital Management LLC d/b/a Westlight Wealth since 2023 and was self-employed from 2012 to 2023. Westlight Wealth offers discretionary portfolio management and integrated financial planning services to individual and high-net-worth clients. The firm applies a combination of cyclical, fundamental, and quantitative analysis across various investment strategies and incorporates proprietary cash-flow projection and Monte Carlo analysis in its financial planning approach.

Sanjay Tolia is a financial advisor at Kubence in Manhattan Beach, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has previously worked at Marine Layer Securities, Institutional Securities Corp, and Marine Layer Capital LLC, where he is the founder and managing partner. Outside of his advisory role, he serves on the boards of Pharm, LLC and Agrify Inc., both companies in the consumer packaged goods sector. Kubence provides discretionary investment management to registered investment advisors and individual and corporate clients through a web- and mobile-based platform. The firm focuses on box-spread option strategies and separately managed portfolios of structured notes, utilizing algorithmic and model-based recommendations combined with active derivatives strategies.

Nigel Taylor is the sole advisor at Taylor & Associates in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has led Taylor & Associates since 2003. In addition to his advisory work, he offers fixed and variable life insurance products under a separate California license. Taylor & Associates serves individuals, families, trusts, retirement plans, and small businesses by providing investment advisory services, financial planning, and ongoing portfolio monitoring. The firm employs a long-term, buy-and-hold allocation strategy across a range of investments and operates on a non-discretionary basis, allowing clients to maintain control over investment decisions.

Avneet Kaur is a financial advisor at Global Investment Capital LLC with five years of industry experience. She holds a Series 65 credential and has previously worked at CoreCap Advisors, LLC and operates a fractional family office business. Outside of her advisory role, she is involved in life insurance sales and co-founded an accounting and tax consulting firm focused on investment-related tax matters. Global Investment Capital LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and business entities, including pension and profit-sharing plans. The firm employs a multi-method investment approach and offers a broad range of investment options, distinguishing itself through its focus on private and real estate-related investments and its service to affluent and corporate clients.

Alexander Tuckman is a financial advisor with Wealth Management Partners of Los Angeles, holding the ChFC® designation and Series 63 and 65 licenses, with 9 years of industry experience. His prior work includes positions at Providence Financial and Insurance Services, Inc. and Searchlight Financial. Outside of advisory work, he manages a real estate business owning rental properties. Wealth Management Partners of Los Angeles provides discretionary portfolio management and financial planning to individual and high-net-worth clients through multiple third-party platforms and sub-advisors. The firm combines fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading orientation, often utilizing options strategies within separately managed accounts.