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.

Henry Gan is the founder of GAN Private Wealth Management LLC in Los Angeles, CA, holding a Series 66 designation with 46 years of industry experience. He established his independent firm in 2016 and has managed client portfolios since then. GAN Private Wealth Management LLC offers comprehensive portfolio management and financial planning services to individuals, high net worth clients, trusts, estates, charitable organizations, and business entities. The firm employs both fundamental and technical analysis, using long- and short-term trading strategies in non-discretionary accounts, serving a client base that includes a significant non-U.S. component.

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.

Craig Silvers is a CFA® charterholder and founder of Bricks & Mortar Capital, LLC, where he has served as the sole advisor since 2002, bringing 23 years of industry experience. Based in Los Angeles, CA, his professional focus is complemented by his active ownership of residential real estate properties across Los Angeles and Gilbert, AZ. Bricks & Mortar Capital provides investment management and advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm employs a real estate-focused investment approach, managing discretionary portfolios that include REITs, individual equities, ETFs, options, and bonds, and it advises a private real estate income fund emphasizing concentrated, margin-driven strategies.

Arya Taghdiri is the sole advisor at Blackacre Wealth in Los Angeles, CA. He holds Series 65 and Series 66 licenses and has experience working at firms including Quinn Emanuel Urquhart & Sullivan, LLP and OKX. His background also includes legal experience at California Estate Law, PC. Blackacre Wealth provides wealth management and financial planning services to individuals, high-net-worth clients, and businesses, combining passive and active investment strategies with fundamental and technical analysis. The firm also offers educational seminars and customizes portfolios with exposures to alternative assets when appropriate.

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.

Gregory Andrews is a financial advisor at Wealthsights Investment Management, LLC with 11 years of industry experience. He previously worked at Columbia Advisory Partners, LLC and Searchlight Investments, LLC. He is a licensed Series 65 and also maintains a separate independent insurance practice in Los Angeles. Wealthsights Investment Management provides discretionary asset management to individuals, high-net-worth individuals, and trusts or estates, using a combination of fundamental, technical, charting, and cyclical analysis. The firm is a small, single-advisor operation that manages approximately $29 million across 37 clients, allowing for concentrated advisor oversight.

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.

Reggie Wilson is the principal of Epic Wealth Advisors, Inc. in Los Angeles, CA, with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with related firms including EPIC Financial Consulting Inc., which he founded to provide consulting services aimed at improving operational efficiency and after-tax profits for families and businesses. He also serves as president of two insurance agencies, EPIC Financial Insurance Services, Inc. and Outsource Insurance Services, Inc. Epic Wealth Advisors is a small advisory firm that provides retirement and financial planning and asset-allocation advice to individuals and high-net-worth families. The firm uses risk-analysis tools and refers clients to unaffiliated third-party investment advisers and insurance products for implementation, focusing on defining client goals and designing diversified allocations reviewed at least annually.

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.

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.

Robin Westlund is a Series 65-licensed advisor based in Los Angeles, CA, currently leading West Grove Wealth, LLC since 2026. Prior to this role, Robin has experience in various business and creative ventures including Ginsa Brands, AV Squad, The Stolen Gnome, and Elemental Creative Agency. Outside of financial advising, Robin’s background includes small-business consulting and bookkeeping. West Grove Wealth, LLC is a fee-only registered investment adviser serving individual and high-net-worth clients with financial planning and discretionary portfolio management. The firm employs an asset-allocation approach informed by Modern Portfolio Theory and offers both ongoing and project-based planning engagements with fixed and hourly fee arrangements.

David Feinman is the principal of Silverlake Portfolio Advisors LLC, an independent firm based in Los Angeles, CA. He holds a Series 65 credential and has 12 years of experience in financial advising. Prior to founding Silverlake Portfolio Advisors in 2015, Feinman has been active since 1990 as a composer, producer, and musician through his business Non Linear Music, creating soundtracks and popular releases for film, video, and television. Silverlake Portfolio Advisors provides customized investment management and financial planning services to individuals, high-net-worth clients, retirement accounts, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on market efficiency, broad diversification, and asset allocation based on modern portfolio theory and behavioral finance, with an emphasis on passive index exposure and institutional-class mutual funds.

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.

Kambiz Mahdavi is the sole advisor at K financial Services, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He previously worked at J.P. Morgan Securities from 2012 to 2017. In addition to his advisory role, Mahdavi operates an affiliated insurance practice that involves fixed insurance sales. K financial Services, LLC is a registered investment manager providing non-discretionary direct asset management, financial planning, and public seminars and workshops. The firm constructs portfolios based on client objectives and fundamental analysis, requiring prior client approval for trades, and uses third-party custodians for asset custody and trade execution.