Gregory Legorreta is the principal advisor at Loam Advisory LLC in Los Angeles, CA. He holds a Series 65 designation and started his advisory career in 2025. Prior to entering the financial industry, he worked at Netflix and Warner Brothers Discovery. Loam Advisory provides investment management and financial planning services to individuals and high-net-worth clients. The firm combines modern portfolio theory with fundamental and cyclical analysis, offering both passive and active investment options, including socially responsible portfolios based on ESG research.

Michael Power is the sole advisor at Power Asset Management LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Power Asset Management since 2003 and previously worked at Howard Capital Management and Affinity Investment Advisors. Power Asset Management provides discretionary asset management and sub-advisory services to high-net-worth individuals and business clients. The firm manages approximately $175 million on a discretionary basis and employs a conservative investment approach that combines fundamental, technical, and cyclical analysis, emphasizing liquidity preservation and tailored portfolio management.

Arin Pezeshkian is a financial advisor at AP24 Capital with a Series 65 designation and three years of industry experience. He is also an associate attorney at Bezdik Kassab Law Group, where he provides legal services specializing in business litigation and transactions. AP24 Capital offers financial planning and discretionary investment management services to individuals, high-net-worth clients, families, trusts, estates, and other entities. The firm focuses on fundamental analysis of securities and customizes portfolio construction based on client objectives, diversification, time horizon, and tax considerations, often managing accounts on a fully discretionary basis with the use of options as part of its strategies.

Karin Wise is the principal advisor at Wise Asset Management L.L.C. in Los Angeles, CA, with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LifePro Asset Management LLC and Acas LLC before founding her current firm in 2022. In addition to her advisory work, she operates Wise Management & Financial Services, providing administrative and consulting services outside of regular market hours. Wise Asset Management L.L.C. offers ongoing portfolio management for individual clients, focusing on customized Investment Policy Statements and a combination of fundamental and technical analysis. The firm manages discretionary accounts with a long-term trading approach, primarily investing in equities, fixed income, ETFs, TIPS, and commodities.

Jonathan Buck is a financial advisor with Orion Capital in Topanga, CA, holding Series 65 and Series 66 licenses and possessing 14 years of industry experience. He has worked at Orion Capital since 2013 and previously spent a year at Merrill. Orion Capital provides customized investment management services to individuals, corporations, and other business entities, managing roughly $7.5 million across about 24 client accounts. The firm bases portfolios on documented client profiles and model allocations, employing fundamental analysis for equities and occasional technical analysis, with a focus on discretionary management and performance-based fee arrangements for qualified clients.

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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.

John Agnew is a CFP® and CFA® with 11 years of experience in the financial services industry. He is the sole advisor at The Wealth Collective, LLC, an independent registered investment adviser based in Los Angeles. Prior to founding The Wealth Collective in 2020, he held positions at Morgan Stanley Private Bank, Bank of America, and Merrill Lynch. Outside of his advisory work, Agnew serves as the board president of the Higgins Loft Homeowners Association in Los Angeles. The Wealth Collective provides comprehensive wealth management, asset management, financial planning, and retirement plan consulting to individuals, trusts, corporations, and employer-sponsored plans. The firm manages approximately $42 million and offers investment programs that include ETFs, mutual funds, individual securities, and derivatives, with a notable focus on retirement plan services and a combination of professional credentials that supports its distinct service offerings.

William Yarnall III is a CFP® professional based in Los Angeles, CA, with six years of experience in financial advising. He operates his own firm, William Henry Yarnall III, and has worked as a pilot for Delta Air Lines since 2014. His firm provides investment advisory and financial planning services primarily to individual investors, with occasional clients including pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a long-term, buy-and-hold investment approach grounded in Modern Portfolio Theory, utilizing no-load mutual funds and both fundamental and technical analysis in security selection.

Rostic Carapetian is the sole advisor at Covexic LLC, an independent firm based in Glendale, CA. He holds Series 63 and Series 65 designations and has 21 years of industry experience, having worked at Covexic LLC since 2005. Covexic LLC serves individuals, couples, and some institutional clients, managing approximately $7.8 million across around 30 relationships. The firm provides discretionary asset management and investment consulting with a focus on client-specific risk profiles and individualized investment plans, offering ongoing portfolio monitoring and regular performance reporting.

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.

Julie Gotman Matusovskaya is a financial advisor based in Los Angeles, CA, with 22 years of industry experience. She holds a Series 66 designation and has worked as a sole proprietor since 1995. Outside of financial advising, she is involved in architecture and design through KDI International, where she serves as CFO, and she provides tax preparation services. Her firm offers discretionary asset management via a sponsored wrap-fee program and provides financial planning and consulting services billed hourly. The firm utilizes Dimensional Funds and Wealth Models, exercises discretionary trading authority for managed accounts, and arranges custodial services through Charles Schwab & Co.

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.

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.

David Yu is a CFP® with 19 years of experience in financial advisory services and is the principal of Pacific United Planning, Inc., an independent firm he has been with for over a decade. Prior to and alongside his advisory work, he has held pilot positions at several airlines, including Delta Air Lines, where he currently operates passenger flights. Pacific United Planning, Inc. provides fee-only financial planning and discretionary investment management to individuals and select corporate clients. The firm combines modern portfolio theory with fundamental and technical analysis to create customized investment strategies and operates a wrap fee program alongside third-party discretionary platforms.

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.