David Lu is a CFP® with 14 years of industry experience and serves as the sole advisor at Lodestone Capital Solutions LLC in Torrance, CA. He has been with Lodestone Capital Solutions since 2011. In addition to his advisory role, Lu is licensed as an insurance agent and a real estate broker. Lodestone Capital Solutions provides fee-based investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm also offers pension consulting and plan-sponsor services to small businesses, employing a tactical allocation strategy that uses fundamental analysis and a variety of instruments to manage risk and target improved performance.

Philip Boucher is a financial advisor with PVB Wealth Management, LLC in Pasadena, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to founding PVB Wealth Management in 2018, he worked at United Planners' Financial Services of America and Penniall & Associates, Inc. He is also a licensed insurance agent. PVB Wealth Management provides portfolio management services to individual and high-net-worth clients and sponsors a wrap fee program. The firm offers a multi-method investment approach, manages most assets on a non-discretionary basis, and conducts regular account reviews.

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.

Michael Markarian is a financial advisor at MB3 Consulting LLC with 39 years of industry experience. He held a role at Lincoln Financial Advisors Corporation for 21 years before founding MB3 Consulting in 2019. Markarian is also co-owner of SID Ventures LLC, a real estate management and development company, and operates as a licensed insurance agent. MB3 Consulting LLC provides portfolio management and family office services to individuals, including high-net-worth clients, and corporate clients such as banks and thrift institutions. The firm combines traditional investment advisory work with business and administrative functions, employing a long-term investment approach based on modern portfolio theory.

Lawrence Bartlett is the sole advisor at Bartlett, Lawrence E and holds a CPA designation with 40 years of experience in accounting. He has been practicing as Lawrence E Bartlett CPA since 1986. The firm provides discretionary investment supervisory services primarily to individuals, corporations, and charitable organizations, focusing on U.S. common-stock portfolios with a growth and momentum orientation. Its approach combines fundamental research and technical analysis, with portfolio tactics including ADRs, high-dividend stocks, covered calls, and, with client consent, margin or listed options.

Daniel Cloud is a financial advisor with Cloud, Minturn & Associates, LLC, holding the ChFC® designation and Series 66 license. He has 20 years of industry experience and has been with Cloud, Minturn & Associates and CMA Insurance Services since 1986. Cloud, Minturn & Associates provides financial planning, retirement planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm focuses on asset allocation, mutual fund and ETF analysis, and due diligence on independent registered investment advisers, offering a unique intermediary service for money manager selection and monitoring.

David Hindi is a CFP® professional with 28 years of industry experience. He is the principal advisor at OakGrowth Wealth Management LLC, an independent firm he founded in 2020. Prior to that, he worked at Avantax Investment Services, INC. and DH Advisors for 18 years. In addition to his advisory work, he is a licensed life and health insurance agent, providing related services since 2000. OakGrowth Wealth Management serves individual, high-net-worth, and business clients with investment management and comprehensive financial planning. The firm primarily uses passive investment strategies with non-discretionary account supervision, offering tailored advice on portfolios, cash flow, insurance, retirement, tax, and estate matters.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

David Yu is the sole advisor at Verdant Capital Management in Torrance, CA, holding Series 63 and Series 65 designations with 28 years of industry experience. He has been with Verdant Capital Management since 2002. Verdant Capital Management provides retirement planning and asset management services to individual investors as well as institutional clients such as corporations, trusts, and foundations. The firm employs a combination of fundamental analysis, technical methods, and active portfolio management, offering a range of strategies from long-term investing to short-term trading with discretionary authority over client accounts.

Matthew Farwell is a CFA charterholder and financial advisor at Penmar Advisors, LLC, with 15 years of industry experience. His prior roles include positions at Odeon Capital Group, Roth Capital Partners, and Imperial Capital Asset Management. Penmar Advisors, LLC is an investment manager offering discretionary and non-discretionary asset management, financial planning, and consulting services. The firm utilizes fundamental and cyclical analysis, employing various equity strategies, options, derivatives, and alternative investments tailored to client objectives and risk tolerances.

Shauket Sherali is a financial advisor at Spondeo Capital, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Spondeo Capital provides discretionary portfolio management and retirement plan consulting to individuals, families, trusts, corporations, and employer-sponsored retirement plans. The firm employs a blend of fundamental, technical, quantitative, and sector analysis to manage diversified portfolios and offers ongoing consulting services to plan sponsors.

Kelly Woo is a CFP® professional with 13 years of industry experience, currently serving as president of Bene Wealth Management Company. Prior to this role, Kelly held leadership positions at Profectus Wealth Management and has been involved in several financial and investment entities, including serving as a co-founder and principal of Profectus Financial and as a board member of Accendo Charity. Kelly also manages real estate and private investment funds, including the Empower Opportunity Zone Fund. Bene Wealth Management Company provides portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm utilizes fundamental analysis and a long-term trading approach, focusing on mutual funds, equities, ETFs, and fixed-income securities, while documenting risk tolerance and adhering to fiduciary standards for retirement accounts.

David Chapman is a CFP® with three years of industry experience, currently serving as the sole advisor at DFS Capital Management. Prior to founding the firm, he worked at APX Operating Company and the Automobile Club of Southern California. Outside of his advisory role, Chapman conducts freelance analyst work on Upwork, providing financial statement analysis for small businesses. DFS Capital Management is an independent firm offering discretionary portfolio management and financial planning to individual and business clients. The firm specializes in managing employer-sponsored retirement plans and held-away assets, employing a mix of charting, cyclical, fundamental, and technical analysis with an emphasis on equity strategies.

William Hoeffer Jr. is a CFP® professional with over 43 years of experience in financial advising. He has been the principal of William C. Hoeffer, Jr. Inc. since 1989 and has held positions at The Leaders Group Inc., Western International Securities, Inc., and Financial West Group. His background includes insurance sales and pension consulting alongside investment advisement. William C. Hoeffer, Jr. Inc. provides comprehensive financial planning and consulting services to individuals, trusts, estates, and employer-sponsored retirement plans, with a focus on non-securities advice such as insurance, taxation, and estate planning. The firm delivers advisory work through individualized written plans or consultations and offers retirement plan consulting while employing fundamental analysis and multiple investment strategies without discretionary asset management.

Mei Lee Ney is the sole advisor at Richard Ney & Associates Asset Management, Inc., with 29 years of industry experience. She has been with the firm since 1973. The firm provides personalized, fee-only discretionary investment management to individuals, trusts, estates, charitable organizations, corporations, and pension and profit-sharing plans. Its investment approach combines strategic asset allocation with a core-and-satellite framework, using passively managed index funds and ETFs as the core and selected high-quality stocks or focused funds as satellites, managed with a long-term holding orientation.

Ron Nussbaum is the sole advisor at Maverick Value, LLC, an independent registered investment adviser based in Los Angeles, CA. He holds the Series 63 and Series 65 licenses and has 12 years of industry experience, all with Maverick Value since its founding in 2014. Maverick Value provides discretionary investment management primarily for individual clients, including pension and profit-sharing plan clients, which is uncommon for firms of its size. The firm employs a fundamental, value-oriented strategy focused on securities it views as mispriced, managing concentrated portfolios with generally fewer than 20 holdings on a discretionary basis.

Erica James is a CFP® professional with five years of industry experience, currently serving as an advisor at Mana Financial Life Design. Her prior roles include positions at Signify Wealth LLC, Creative Planning, LLC, SBSB Financial Advisors, and The Wolf Group. Outside of her advisory work, she has experience as a property manager. Mana Financial Life Design provides financial life planning, discretionary investment management, employee benefit plan advisory, and estate planning support to individual, high-net-worth clients, and employer plan sponsors. The firm incorporates a long-term investment approach with active tax management and client education through seminars, workshops, and a bi-weekly newsletter.

Nikolai Chuvakhin is a financial advisor with Fort Ross Capital Management, LLC, holding a Series 65 designation and 23 years of industry experience. He has been affiliated with Pepperdine University for 25 years. In addition to his advisory role, he is a Managing Partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. Fort Ross Capital Management provides discretionary investment management to private investment companies and high-net-worth individuals, employing a quantitative market-timing strategy that involves equity, fixed-income, volatility, and select commodity markets. The firm manages highly customized, hedge-fund style strategies with concentrated long and short positions and occasional use of options.

Guo Liu is a Certified Financial Planner™ (CFP®) with four years of industry experience. He is currently an advisor at Stone Steps Financial, LLC, where he has worked since 2022. Prior to this, he spent ten years at Cornerstone OnDemand, Inc. Stone Steps Financial, LLC provides fee-only financial planning and discretionary investment management to individual and high-net-worth clients, as well as consulting for employer-sponsored retirement plans. The firm employs primarily passive investment strategies using index mutual funds and ETFs, with customized asset allocation targets and regular client reporting.

Madeline Darcy is a financial advisor at Bennett Selby Investments, L.P. with a Series 65 credential and one year of industry experience. Prior to joining Bennett Selby Investments, she worked at CA iBank, Kaya Ventures, CircleUp Growth Partners, Victress Capital, Harvard University, and Oliver Wyman. She serves as a venture specialist for CA iBank, evaluating venture capital fund investments and direct investments as part of the SSBCI program. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.