At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Stephen Lyddon is a CFP® professional with 18 years of experience, serving clients through Opine Financial Advisors in Kansas City, MO. He has been the owner and general manager of a Jackson Hewitt Tax Service franchise since 1992. His roles include overseeing operations and client relations at the tax preparation business alongside his financial advisory work. Opine Financial Advisors provides fee-only, hourly financial planning and investment advice to individuals, families, and small tax-exempt organizations. The firm employs a strategic asset allocation approach using a core-and-satellite design and does not take custody of client assets, allowing clients to retain control of their investments.

David Williams is the sole advisor at Deer Isle Research & Management, LLC, an independent firm based in Deer Isle, ME. He holds Series 63 and Series 66 licenses and has 15 years of industry experience, all with Deer Isle Research & Management since its founding in 2011. Deer Isle Research & Management provides research-driven advisory services primarily to institutional clients such as investment companies, hedge funds, and other pooled investment vehicles, with limited service to high-net-worth individuals. The firm specializes in concentrated coverage of life-science and healthcare companies, offering fundamental analysis, valuation, clinical-trial modeling, and discretionary portfolio management focused on a select group of companies.

Arun Kaushal is a CFP® with 10 years of experience and serves as the sole advisor at DAS Wealth Management. He has been with DAS Financials Inc since 2015. Outside of his advisory role, he owns several hospitality and consulting businesses across multiple states. DAS Financials Inc provides investment advisory and financial planning services to individuals, professionals, small businesses, pensions, trusts, estates, and corporations. The firm integrates discretionary portfolio management with financial planning and offers tax, accounting, and business consulting services.

Ryan Sobel is a CFP® professional and founder of Sobel Financial LLC in Denver, CO, with 17 years of industry experience. Prior to establishing his independent advisory firm, he spent seven years at Guardian Life. Outside of his advisory role, Sobel is involved in several entrepreneurial ventures, including co-founding a cooking application and operating multiple coaching and software development businesses. Sobel Financial LLC provides investment advisory and financial planning services to individuals, trusts, and small businesses, managing approximately $17.6 million across about 51 clients. The firm follows a Modern Portfolio Theory-based investment approach, focusing on diversification, international exposure, and a value tilt, primarily through ETFs and mutual funds, with portfolios managed on a generally non-discretionary basis.

Carey Roebuck is the sole advisor at Carey S. Roebuck Financial Services, LLC, an independent firm based in Brewster, MA. He holds Series 63 and Series 66 licenses and has 18 years of industry experience. Roebuck has operated his own advisory firm since 2015. The firm provides portfolio management and investment advice to individuals, corporations, businesses, and high-net-worth clients, managing approximately $5.54 million in assets across 36 discretionary accounts. Its investment approach combines charting, fundamental, technical, and cyclical analysis, utilizing strategies such as long- and short-term purchases, active trading, option writing, and investments in ETFs and ETNs.

Lawrence Zimbler is the sole advisor at 4Square Advisory Services, Inc. in Fenton, MI, holding Series 63 and Series 65 licenses with 16 years of industry experience. He has worked at Ridgeway Conger Advisory Services Inc. and has maintained a long-standing role with the National Association of Tax Professionals since 2005. In addition to his advisory work, he owns a tax preparation and education business that provides tax return preparation, advice, representation, and continuing education for tax professionals. 4Square Advisory Services primarily serves individual and high-net-worth clients with portfolio management and financial planning, utilizing written Investment Policy Statements tailored to client goals. The firm employs a model-driven investment process covering mutual funds, fixed income, REITs, ETFs, annuities, TIPS, and international securities, often with discretionary trading authority, and offers fiduciary advice for retirement accounts and services to tax-exempt organizations.

Wesley Cross is a financial advisor with Olson, Cross & Alamo Advisors LLC in Red Bank, NJ, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with Olson, Cross & Alamo since 2009. Outside of his advisory work, Mr. Cross is involved in a garment design and manufacturing business with his daughter. Olson, Cross & Alamo Advisors primarily serves high-net-worth individuals and provides tailored investment advisory and portfolio management services. The firm uses a top-down approach incorporating macroeconomic analysis and company-level research, considering a wide range of investment instruments.

Bassam Salem is a financial advisor at Objective Investments, LLC with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Objective Investments since 2018. Prior to that, he worked at InvestShares Advisor Group Inc. and InvestShares from 2016 to 2018. Objective Investments provides fee-based investment management services to individuals, high-net-worth clients, corporations, and qualified retirement plans. The firm offers both discretionary and non-discretionary portfolio management, employs a variety of investment strategies, and provides specialized services to employer-sponsored retirement plans as a limited-scope ERISA 3(21) fiduciary.

Rudy Keller is a financial advisor at Whole Picture Wealth Management LLC, holding a Series 65 designation with one year of industry experience. Prior to joining the firm, he was a stay-at-home parent for ten years. Whole Picture Wealth Management LLC is a fee-only, state-registered adviser that provides comprehensive wealth management services to individuals, high-net-worth clients, and trusts. The firm employs a diversified, low-cost passive investment approach informed by Modern Portfolio Theory and offers various fee arrangements, including asset-based, fixed, and hourly options.

Joel Gooch is the sole advisor at Gemini Estate Plan LLC in Conroe, TX, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been associated with Gemini Sales since 1996 and devotes a significant portion of his time to retirement and tax planning as well as fixed insurance products through his role as a managing general agent. Gemini Estate Plan provides financial planning and investment advisory services primarily to individual clients, offering comprehensive plans covering tax, insurance, retirement, and estate planning. The firm employs a long-term, fundamental investment approach and delegates portfolio management to selected third-party managers, including AssetMark, with regular reviews of managed accounts and financial plans.

Daniel Short is the sole advisor at Directional Asset Management, LLC in Arlington Heights, IL, holding Series 63 and Series 65 licenses with 29 years of industry experience. His prior roles include positions at Charles Schwab and JVM Securities LLC. Outside of advising, he manages a commercial real estate property leased to his firm. Directional Asset Management, LLC is an independent, single-advisor registered investment adviser serving individual, high-net-worth, and charitable clients. The firm provides discretionary portfolio management and financial planning, employing a combination of fundamental, technical, charting, and cyclical analysis across various asset classes.

Kyle Portnoy is a CFP® with seven years of industry experience, currently serving as the sole advisor at Cresvita Capital. His prior roles include six years at Dimensional Fund Advisors and positions with several technology and consulting firms. He is also the founder of Cresvita Coaching LLC, a financial coaching business focused on improving individuals’ financial literacy and habits. Cresvita Capital advises individuals and high-net-worth clients through wealth management, investment management, and financial planning, employing a fee-only model with flexible billing arrangements. The firm’s investment approach is based on Modern Portfolio Theory and passive management, emphasizing diversified asset allocation and long-term portfolio reviews.

Tayeb Ayat is a financial advisor with Fenul Wealth Management LLC in Los Angeles, CA, holding a Series 65 designation and five years of industry experience. He is also the Chief Investment Officer and principal of Fenul Capital Investment LP, a private pooled investment company. Prior to founding Fenul Wealth Management, he has worked at California Resources Corporation since 2013. Fenul Wealth Management is an independent, fee-based advisory firm serving private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits. The firm employs a combination of fundamental and technical analysis, quantitative asset allocation, and active trading strategies to manage portfolios across various asset classes and offers comprehensive financial planning and institutional-type cash management services.

Todd Brundage is the owner, president, and sole advisor at Pacific Capital Works, Inc., an independent registered investment adviser based in Portland, Oregon. He holds the CFP® and ChFC® designations and has 16 years of industry experience, having led Pacific Capital Works since 2009. Pacific Capital Works manages discretionary and non-discretionary portfolios for individual and institutional clients, including executives, entrepreneurs, and charitable organizations. The firm employs an evidence-based, primarily passive investment approach with global diversification and offers comprehensive wealth planning, retirement plan advisory, and educational workshops.

Gurkan Tapa is the principal of Tapa Private Wealth Inc. in Key West, FL, holding a Series 65 designation with one year of industry experience. Prior to founding his independent firm, he worked at Elite Consulting LA Inc. and Uber Technologies Inc. He also serves as Vice President and Enrolled Agent at Elite Consulting LA, where he provides tax preparation, bookkeeping, and strategic tax consulting services. Tapa Private Wealth Inc. primarily serves pooled vehicles, institutional clients, small businesses, and individuals, offering discretionary portfolio management alongside financial consulting, planning, and tax-related services. The firm’s investment approach centers on diversified discretionary strategies tailored to five core allocation profiles, integrating tax preparation and planning within its advisory services.

Alan Anzai is a CFP® professional at Anzai Financial with one year of industry experience. Prior to founding his firm, he worked for 22 years at The Permanente Medical Group. Anzai Financial provides fee-only, project- or hourly-based financial planning services to individuals and families, including high-net-worth clients. The firm focuses exclusively on planning without investment management or asset custody, often recommending passive investment strategies implemented through index mutual funds and ETFs.

Stephanie Doyle is the principal of Stephanie E. Doyle Investment Management in Kingwood, TX, and holds a Series 63 designation. She has 14 years of industry experience and has led her independent firm since 2005. Her firm provides discretionary investment management and planning primarily for individual and prospective high-net-worth clients, managing approximately $7 million across about 20 relationships. The investment approach emphasizes strategic asset allocation using mutual funds and ETFs, with a focus on fundamental analysis and intermediate to long-term holdings. The firm also offers operational services such as managing held-away retirement and HSA accounts with tax-efficient strategies and hosts educational seminars alongside regular client meetings.

Kurtis Baker is a financial advisor at Certified Wealth Management & Investment LLC in Princeton, NJ, holding Series 63 and Series 66 licenses with 12 years of industry experience. He has operated his own advisory business since 1998 and has been president and owner of Alternate Mortgage & Investment Corp. since 1986. Outside of his advisory work, Baker serves on the boards of the National Alliance on Mental Illness and the Everybody Loves Kenny Project, focusing on mental health education and fundraising. Certified Wealth Management & Investment LLC provides investment supervisory services, financial planning, and advisory consulting to individual and high-net-worth clients. The firm employs a fundamental analysis and tailored asset allocation approach, utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, REITs, and private placements.

Edwin Hagan Emmin is a financial advisor at Moor Funds with a Series 65 designation and four years of industry experience. He has worked at Moor Funds since 2021 and previously held roles at Titan Alpha Systems and Aztec Exchange. Moor Funds provides discretionary investment management and portfolio construction focused on domestic and international equities for high-net-worth individuals, family offices, pension plans, trusts, estates, and other institutional clients. The firm uses a proprietary AI-driven selection system combined with traditional fundamental analysis and manages a small number of individualized accounts on a discretionary basis.