Thomas Hartfield is the president of Hartfield Financial & Insurance Services, Inc. in Granada Hills, CA, with 21 years of industry experience. He previously worked at Western International Securities, Inc. for six years and has been with his current firm since 1991. Hartfield Financial and Insurance Services provides investment advisory and financial planning primarily to individual clients, as well as trusts, estates, and employer retirement plans. The firm uses a diversified, model-based asset allocation approach focused on mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and combines investment advice with licensed insurance brokerage services.

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.

Eric Jacoby is a CFP® with 29 years of industry experience and is the principal of AFC Wealth Management in Encino, CA. He has worked with Kestra Advisor Services and Kestra Investment Services and owns The Jacoby Agency Insurance Services, where he engages in insurance sales. He also participates in retirement, insurance, and tax planning through The Advisor Consulting Group. AFC Wealth Management serves a limited client base with approximately $3.08 million in assets under management, providing financial planning and non-discretionary portfolio management. The firm combines fundamental and technical analysis tailored to client goals and risk tolerance while maintaining active insurance agency operations.

Nicholas Hebert is a financial advisor at Whittier Green Wealth Management LLC in Century City, CA, holding Series 63 and Series 65 designations with six years of industry experience. His background includes positions at EP Wealth Management LLC, Houlihan Lokey Capital, RBC Capital Markets, New York University, and Gelber Group. Whittier Green Wealth Management LLC provides portfolio management and comprehensive financial planning services to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a variety of investment methods and offers both discretionary and non-discretionary management, covering a broad range of asset types including options, private placements, and venture capital.

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.

Mark Lechler is a financial advisor at Pacific Trust Wealth Management in Pasadena, CA, with 14 years of industry experience. He holds a Series 66 designation and previously worked at J.W. Korth & Company from 2011 to 2017. Pacific Trust Wealth Management is an independent, single-advisor registered investment adviser serving a small client base with tailored financial planning and discretionary portfolio management. The firm focuses on qualified clients and employs a combination of asset allocation and fundamental analysis through strategies ranging from a Global Macro approach to more conservative risk-hedging methods.

Louis Carter II is a financial advisor at RaynMaker Financial in Los Angeles, CA, holding Series 63, 65, and 66 licenses with two years of industry experience. He previously worked at UBS Financial Services and has studied personal finance topics including behavioral finance, laws, and analysis since 2015. RaynMaker Financial is an independent advisory firm established in 2025 that provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm focuses on planning and implementation guidance without managing client portfolios, using a combination of fundamental, technical, macroeconomic, and behavioral analysis delivered through tiered subscriptions, hourly projects, and a secure digital client portal.

Charles Bettendorf is a financial advisor at Greyfield Capital Management LLC with seven years of industry experience. He has operated Greyfield Capital Management since 2017, following two years as a self-employed advisor. Bettendorf holds the Series 65 designation. Greyfield Capital Management provides discretionary investment management services to individuals, trusts, and charitable organizations. The firm employs a combination of machine-learning models and fundamental due diligence to manage concentrated, low-turnover portfolios across domestic and international equities and fixed income, aiming for returns that exceed typical buy-and-hold strategies.

Edson Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Spring Financial Planning since 2017, following a year as a self-employed advisor. Spring Financial Planning serves individuals, high-net-worth clients, and small businesses with customized financial planning and investment consultation. The firm follows a planning-first model with a non-discretionary investment approach based on Modern Portfolio Theory, utilizing indexed mutual funds and ETFs without taking custody of client assets.

Paul Li is a CFA® charterholder and the sole advisor at Exciten Capital LLC in La Canada, CA, with 13 years of experience in the financial industry. He has led Exciten Capital since its founding in 2013. Outside of his advisory role, he is involved with Aspen Li Partners, Super Investment, and Cypress Evergreen LLC. Exciten Capital LLC is an independent advisory firm focused on discretionary portfolio management and investment advice for individuals and small businesses. The firm employs a primarily quantitative investment process that utilizes a broad range of instruments and strategies, including leverage and short selling, while maintaining a limited client base and performance-based compensation arrangements.

David Hartman is a financial advisor at WRW Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has been employed full time since 1986 at the CPA firm Wishnow, Ross, Warsavsky & Company, where he provides accounting and tax services. WRW Wealth Advisors offers portfolio management services to institutional clients, corporations, and high net worth individuals, utilizing a variety of investment approaches including discretionary and non-discretionary arrangements and firm-developed model portfolios. The firm integrates multiple analytical methods and trading strategies and provides complimentary financial planning to clients engaged for portfolio management.

Kary Bartmasser is the principal advisor at KB Private Wealth Management Group in Sherman Oaks, CA, holding a Series 65 credential with 20 years of industry experience. He previously worked at Wealth Resources Group and operates an accounting firm, Bartmasser & Company CPA, providing income tax preparation and accounting services. Additionally, he is licensed as a California real estate broker. KB Private Wealth Management Group serves individuals, trusts, estates, and business entities with discretionary asset management and integrated financial planning. The firm employs a variety of analytical methods and asset allocation strategies to tailor portfolios to client objectives, while maintaining an affiliated accounting practice and real estate services under separate agreements.

Adam Holiber is a financial advisor at Summit Equity Management, Inc. in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has worked at Summit Equity Management since 2004 and MDB Capital Group, LLC since 2011. Outside of investment advisory, the firm provides business strategy and valuation consulting to U.S. corporations. Summit Equity Management serves a small client base of individuals and trusts, managing approximately $1.95 million in discretionary assets. The firm invests exclusively in publicly traded U.S. equities using a bottom-up, fundamental analysis approach focused on financial metrics such as balance sheet strength and cash flow growth.

Steven Jakowchik is a CFP® professional based in Los Angeles, California, with 7 years of industry experience. He has operated his independent advisory firm, Steven Robert Jakowchik, since 2006. In addition to advisory services, he is licensed to provide various insurance products, including life, disability, medical, dental, vision, and annuities. His firm primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services. The firm emphasizes client involvement through non-discretionary portfolio management, using a combination of charting, fundamental, technical, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance.

Michael Hartman is a CFP® professional with 12 years of experience in financial advising. He is the principal of McDonald Hartman Wealth Advisors, an independent firm he joined in 2022. His prior roles include positions at Mutual Advisors, LLC, Kaye Capital Management, WealthSource Partners, LLC, and Reilly Financial Advisors LLC. McDonald Hartman Wealth Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $26.3 million in assets. The firm focuses on tailored advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, dollar-cost averaging, and technical analysis.

Javier Jimenez is a financial advisor with Firmo Investment Consulting Services in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has operated as a sole proprietor since 2011 and serves as co-pastor at New Life Christian Center, a nonprofit Assemblies of God church, where he also teaches. Firmo Investment Consulting Services provides discretionary asset management, financial planning, and consulting services primarily to individuals, trusts, estates, and business entities. The firm tailors investment programs to client objectives, using a combination of fundamental, technical, and cyclical analysis, and conducts quarterly portfolio reviews.

Scott Burch is a financial advisor at Sage Investment Group with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sage Investment Group and Regal Investment Advisors. Outside of advising, he is a licensed insurance agent. Sage Investment Group provides investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic core-and-satellite asset allocation approach using passive index funds and ETFs combined with selective active management, with client relationships generally non-discretionary and supported by documented Investment Policy Statements and periodic reporting.

Douglas Dial is a financial advisor with Capital Partners Investment Group in Altadena, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Regal Securities and AdvisorNet Wealth Partners. Outside of his advisory work, he has been active as a trombone player in various groups since 1990. Capital Partners Investment Group is an independent advisory firm serving individuals, families, trusts, estates, charitable organizations, and business clients. The firm offers comprehensive wealth management and retirement plan consulting, managing about $40 million in client assets with a portfolio approach that includes a range of securities and employs quantitative analysis.

Adam Goyer is a financial advisor at Lotus Oak Capital Institute with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and new york life Insurance Company. Outside of his advisory role, he serves as a board member of The Lotus Oak Foundation, which supports academic and independent research through micro grants. Lotus Oak Capital Institute is a California state-registered investment adviser that serves individuals, families, businesses, and retirement plans. The firm offers discretionary portfolio management and modular financial planning, utilizing a diversified mix of investment vehicles and providing specialized retirement plan advisory services.

Mara Konrad is the sole advisor at MK Capital Group in Pasadena, CA, with 23 years at the firm and nine years of industry experience. She holds Series 63 and Series 65 licenses. MK Capital Group has provided asset management, financial planning, and consulting since 2003. The firm manages $28.8 million in non-discretionary assets for a small client base, including individual clients and pension and profit-sharing plans, using third-party platforms to deliver separately managed accounts and model portfolios.