Erik Gulsrud is the sole advisor at Gulsrud Consulting LLC, holding a Series 65 credential with 18 years of industry experience. He previously worked at Mariner, LLC, AdvicePeriod, LLC, and Pathstone Federal Street. Gulsrud Consulting provides financial planning, family office coordination, estate planning strategy, charitable giving advice, and family governance facilitation to high-net-worth and ultra-high-net-worth clients. The firm operates on a project-based fee structure and does not offer investment management services, focusing instead on written plans, coordination with other professionals, and governance facilitation.

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 previously worked at Primerica Advisors and United Planners' Financial Services of America. Outside of finance, he owns several companies related to music production, media, and AI technology, including Stephen Stahl Music LLC, One Leap LLC, and Ai-SPY LLC. Brookside Capital Group LLC provides portfolio management and financial planning services to individuals and high-net-worth clients. The firm develops tailored Investment Policy Statements and employs a long-term, non-discretionary trading approach using a variety of analytic techniques.

Jeffrey Joseph is the principal of Jeffrey Joseph Management, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including prior roles at Alpha Cubed Investments, Assetmark, Inc., and Genworth Financial Asset Management. Jeffrey Joseph Management provides discretionary portfolio management to individuals, high-net-worth families, and select corporate clients. The firm emphasizes client-specific asset allocation using fundamental research and Modern Portfolio Theory, implementing portfolios mainly with mutual funds and ETFs, and maintaining relatively concentrated client relationships.

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 a financial advisor with Educated Solutions, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at multiple firms, including WealthSource Partners and Secure Retirement Solutions, and he is a licensed insurance agent. Educated Solutions, operating as Malibu Wealth Planning, provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, using a multi-method investment approach and emphasizing client education and referral relationships.

Dylan Roupell is a financial advisor at Rushmore Capital Partners in Beverly Hills, CA, holding a Series 65 credential with two years of industry experience. Prior to founding Rushmore Capital Partners, he worked at the Australian New Zealand Bank, London Stock Exchange, and National Australian Bank. Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs fundamental, technical, and quantitative analysis alongside asset allocation to construct portfolios and offers a range of investment options including equities, mutual funds, ETFs, fixed income, and alternative investments.

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 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.

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.

Jeffrey Richardson is a financial advisor at Trovera Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Trovera Capital Management, he worked in media and production, including five years at Escopeta Productions and five years as a freelance screenwriter. Trovera Capital Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and project-based security and hard-asset research engagements. The firm employs a multi-step investment process combining top-down, fundamental, and technical analysis, with portfolios managed to align with client objectives through various securities and option strategies.

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.

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.