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.

William Royea is a financial advisor at LPR Capital, Inc. in Pasadena, CA, holding a Series 65 designation with 10 years of industry experience. He has been with LPR Capital since 2014 and also serves as president of Next Dimension Technologies, a clinical diagnostics development company. His role at Next Dimension Technologies involves managing research and development activities outside of securities trading hours. LPR Capital provides investment advisory and financial planning services to individuals, trusts, and nonprofit organizations. The firm combines fundamental and technical analysis with modern portfolio theory and risk management, conducting macroeconomic and business-cycle research to guide customized investment strategies.

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.

Jack Tsai is the principal advisor at Tsai Wealth Management in Pasadena, CA, holding the PFS™ and Series 65 designations with 19 years of industry experience. He is also the owner of Jack Tsai & Associates, a CPA firm where he spends approximately half of his time. His prior work includes five years at Colton Wealth Management. Tsai Wealth Management provides personalized financial planning, investment management, and consulting services to individuals, pension and profit-sharing plans, and trusts. The firm employs a long-term, buy-and-hold investment approach focused on strategic asset allocation and diversification, managing portfolios primarily with no-load institutional mutual funds, ETFs, fixed-income securities, and certificates of deposit.

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.

Alexander Tuckman is a ChFC®-designated financial advisor with nine years of industry experience. He is the sole advisor at Wealth Management Partners of Los Angeles, where he has worked since 2019. Prior to that, he spent time at Providence Financial and Insurance Services, Inc. and Searchlight Financial. Outside of advising, he manages real estate investments through Barbara Howard LLC. Wealth Management Partners of Los Angeles provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm utilizes multiple third-party platforms and sub-advisors, incorporating fundamental analysis, modern portfolio theory, and technical analysis with a long-term trading focus, and employs option strategies within separately managed account structures.

Benjamin Yashar is a financial advisor at Altman Sacks Corporation with seven years of industry experience. He holds a Series 65 designation and has been with Altman Sacks Corporation since 2015. In addition to his advisory role, he is involved in a computer programming consultancy and has external employment activities. Altman Sacks Corporation provides investment supervisory and portfolio management services to a variety of clients, including individuals, trusts, retirement plans, and charitable organizations. The firm employs a long-term, tactical asset-allocation strategy that incorporates fundamental, quantitative, and qualitative analysis, offering both discretionary and non-discretionary management with a range of investment options and an uncommon hourly-billing approach for non-continuous advisory work.

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.

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.

Akiva Glazerson is a financial advisor with STQ Capital, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Lido Advisors, PIMCO Investments, RBC Capital Markets, UBS Financial Services, and Deutsche Bank. STQ Capital is a fee-only registered investment adviser providing integrated wealth management to individuals, high-net-worth clients, and charitable organizations. The firm employs a blended investment approach rooted in asset allocation and Modern Portfolio Theory, offering discretionary portfolio management and comprehensive financial planning services.

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.

Robert Wycoff is a financial advisor at BrightOrange Advisors with four years of industry experience. He holds a Series 65 designation and previously worked at Light Capital Management, LLC. Outside of advisory services, he is involved in real estate as owner and CEO of Raymond Hill Realty and serves as a healthcare consultant for RadSurg. BrightOrange Advisors is an independent registered investment adviser serving individuals, trusts, estates, businesses, and retirement plans. The firm offers discretionary investment management and financial planning, using customized portfolios that incorporate exchange-traded funds, individual securities, and options with both fundamental and technical analysis.

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.

Peyton Mcelyea is a financial advisor at Dirigo Investment Advisors, LLC in Santa Monica, CA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Dirigo Investment Advisors since 2016. Dirigo Investment Advisors is a small, independent registered advisory firm serving individuals, including high-net-worth clients, as well as charitable organizations and endowments. The firm provides discretionary and non-discretionary portfolio management and financial planning, employing a range of strategies from long- and short-term purchases to more active trading, and incorporates complex instruments such as derivatives and warrants to tailor portfolios according to client objectives and risk tolerance.

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.

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.

Hello! My name is Billy (he/him), owner of Billfold Budget Counseling. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place. I believe that money is not a natural thing. Be it overspending, living paycheck to paycheck, or a low credit score…these money mishaps are actually quite common. Because of this, I feel that there’s no shame in not understanding personal finance. Heck, when I was studying accounting as an undergrad, I managed to get in over my head with credit card debt. A situation due to a lack of personal finance knowledge. But this overwhelming burden would weigh on my every action, and my not-so-wise decision to ignore the problem only made it worse. I was eventually able to pay off my debt through sheer chance (and lots of part-time work), but I never wanted to feel that level of anxiety again. However, what was bad for me is often worse for others. In this country, there are haves and have-nots, and money has historically been hoarded by haves: rich, white, powerful men. As a privileged white male, I had the opportunities that lead me to eventually being debt-free. I could see how my challenges were relatively small compared to the structural issues that other folks face. So, I’ve made it my mission to not only provide financial planning, education, and coaching but to have my advice be as accessible as possible. Especially to those who have had dealt with money hardships, but still want to give back to their communities. That way, you can focus on your mission to make the world a compassionate, diverse, and understanding place. So if you’re ready to enlist help to tackle your financial burdens (without cliché, condescending advice like “eat less avocado toast” or “don’t buy lattes”), please reach out for a complimentary consultation. https://calendly.com/billfoldbudget/initialconsultation