Matthew Burnias is a financial advisor with MB Blue GP LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He is also involved as a director with Ekklesia Rising, a parachurch organization focused on sharing the Gospel, and works as a realtor specializing in commercial agriculture and residential properties. Additionally, he owns and manages Sparrow Family Farms, representing an agricultural solutions company. MB Blue GP LLC is an independent registered investment adviser serving individuals, high-net-worth clients, and various institutional and business entities. The firm provides portfolio management, financial planning, and insurance consultation, emphasizing non-discretionary management and employing a diverse range of investment strategies and third-party solutions.

Ernest Wennerberg is the sole advisor at Paradigm Asset Management, Inc. with 32 years of industry experience. He has led Paradigm Asset Management since 1996 and is a licensed Certified Public Accountant in California with a focus on tax planning and preparation. Paradigm Asset Management provides investment management and financial planning services to individual clients and select pension and profit-sharing plans, emphasizing asset allocation through primarily no-load or load-waived mutual funds and managing accounts on a largely nondiscretionary basis.

Daniel Johnson is a financial advisor with Windfall Advisors, LLC, an independent firm based in Santa Monica, CA. He holds a Series 66 designation and has 15 years of industry experience, including roles at Morgan Stanley and Merrill. Johnson also holds a California real estate license. Windfall Advisors LLC provides discretionary portfolio management and comprehensive financial planning primarily for individuals and high-net-worth clients, as well as advising corporate retirement plans. The firm combines various analytical approaches in its investment process and offers fiduciary-focused retirement plan consulting alongside personalized asset management.

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.

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

Ryan Fisher is a Series 65 licensed advisor with Pacific Sun Financial Corp in Los Angeles, CA, bringing nine years of industry experience. He is also president of a law firm specializing in contract review, business advising, and estate planning, and a partner in a racing event company that organizes race events and festivals. Ryan has been with Pacific Sun Financial Corp since 2017. Pacific Sun Financial Corp provides discretionary portfolio management and investment advisory services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm manages accounts internally using fundamental analysis and a combination of long- and short-term strategies, with a focus on client-specific objectives and ongoing monitoring.

Amy Friedman is a CFP® with 17 years of industry experience, currently serving as an advisor at Kevin Kennedy, LLC since 2024. She previously worked at Financial Security Solutions, Corp. and Osaic Wealth Inc. from 2015 to 2024. Outside of her advisory work, she is Vice President of Sled Dogs Productions, Inc., where she manages bookkeeping, invoicing, and billing. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and offers consulting on 401(k) plans, relying on model portfolios and mutual fund managers for security selection and rebalancing.

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Beverly Hills Wealth Management. Jones has been with Victus Capital Wealth since 2014. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with various investment strategies and regularly monitors and rebalances client portfolios under a fiduciary standard.

Michael Puryear is a financial advisor at Westwood Wealth Management in Los Angeles, CA, holding a Series 66 designation with 20 years of industry experience. He has been with Westwood Wealth Management since 2017 and previously worked at GSG Capital Advisors from 2014 to 2017. Westwood Wealth Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm customizes strategies based on client objectives and risk tolerance, using fundamental and technical analysis across various instruments, and manages roughly $339 million in discretionary assets with a small advisory team.

Robert Eddy is a financial advisor at Eddy Financial, LLC in Santa Monica, CA, holding the ChFC® and Series 63 designations with 47 years of industry experience. His prior work includes roles at Lincoln Investment and Capital Analysts, Incorporated. Eddy Financial serves individual investors, including high-net-worth clients, trusts, small businesses, and employer retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm offers tailored portfolio construction using a range of investment vehicles and incorporates third-party money managers and institutional funds as part of its investment approach.

Adam Anschultz is a financial advisor with Kanan Advisors, holding a Series 65 designation and eight years of industry experience. He previously worked at Integrity Financial Corporation for six years and operates Anschultz Consulting LLC on the side. Kanan Advisors is a fee-only registered investment adviser that manages about $51 million for 56 clients, focusing on investment management, financial planning, and retirement plan consulting primarily for employer plan sponsors and business entities. The firm employs a mix of fundamental, technical, and modern portfolio theory strategies and often serves as an ERISA investment manager for retirement plans.

Robert Terrell is a financial advisor at R.H. Dinel Investment Counsel, Inc. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Karlin Asset Management from 2008 to 2025. R.H. Dinel Investment Counsel, Inc. provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm emphasizes in-depth research on individual stocks, prefers long holding periods with growth companies, and tailors portfolios to client needs, managing approximately $169 million in assets with a small, concentrated client roster.

Eric Krattiger is a financial advisor at Premier Wealth Advisors, Inc. with six years of industry experience and holds Series 63 and Series 65 licenses. His prior work includes roles at Regal Investment Advisors, Xtreme Financial Concepts, and Amerus. Outside of advising, he is a licensed insurance agent selling life, property and casualty insurance, and annuities, and also works as a real estate sales agent and estate planning sales agent. Premier Wealth Advisors, Inc. provides investment advisory services primarily through a Manager of Managers Program for individuals, institutional clients, trusts, and other entities. The firm focuses on portfolio construction, manager selection, and ongoing monitoring using third-party ratings and performance reports, while clients or selected managers retain final trading authority.

Andrew Hass is a financial advisor at RF&L Wealth Management, LLC with 10 years of industry experience. He has been with RF&L Wealth Management since 2015 and holds a Series 65 credential. Outside of his advisory role, he is a partner in BREAKING EIGHTY, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm’s approach emphasizes diversified, passively managed or evidence-based mutual funds and ETFs, utilizing quantitative tools and third-party solutions to support portfolio management and financial planning.

Andrea Spatz is a CFP® with 33 years of industry experience, currently serving at Lewis M. Wallensky Associates in Los Angeles, CA. She has worked with LPL Financial since 2017 and was previously with National Planning Corp from 2000 to 2017. Outside her advisory role, she is involved with the LPL business entity Wallensky Spatz & Associates. Lewis M. Wallensky Associates provides financial planning and consulting services to individual clients, focusing on comprehensive written plans and targeted advice across retirement, estate, tax, insurance, and cash-flow topics. The firm emphasizes a consultative process and oversight of third-party money managers rather than direct portfolio management.

Deanna Adams is a CFA® charterholder with four years of industry experience, currently serving as an advisor at QCA Capital Management Inc in Los Angeles, CA. She has worked at Quincy Cass Associates, Incorporated and Ballina Capital, LLC, and outside of her advisory role, she is CFO and Managing Director of 3838 Holdings, Inc., a consulting company focused on advising on strategic growth opportunities. QCA Capital Management provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs actively managed, personalized investment strategies with a long-term horizon, offering a range of approaches including Growth, Income Generation, and a focused equity strategy for accredited investors.

Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.

Shihui Nelson is a CFP® professional with one year of experience in financial advising at Youya Wealth. Prior to joining Youya Wealth, Nelson held roles at Taurus Financial, Tseng & Associates, Corning Inc., John G. Ullman & Associates, Inc., and Pearce & Gordon LLP. Nelson is also employed at Youya Law. Youya Wealth LLC provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach informed by Modern Portfolio Theory, combining passive and active investment vehicles and offering access to separately managed accounts and legal services through its affiliation with Youya Law.

John Silvers is a financial advisor at AlphaNext, LLC with six years of industry experience. He holds the Series 63 designation and has been with AlphaNext since 2019. In addition to his advisory role, he is self-employed as an insurance agent, primarily selling fixed indexed annuities, whole life, and health insurance. AlphaNext serves individual and high net worth clients, trusts, estates, and charitable organizations by providing asset management, financial planning, and consulting services. The firm employs a diversified investment approach that includes alternative investments, private equity, and complex instruments alongside traditional securities, managing approximately $63.4 million in discretionary assets.

Marcus Sitrin is a financial advisor at Sitrin Capital Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has been with Sitrin Capital Management since 2016. The firm is a six-advisor team based in Century City, CA. Sitrin Capital Management provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a top-down investment process focused on the S&P 500, combining fundamental, technical, and cyclical analysis to build portfolios primarily from individual equities, with fixed income and ETFs used selectively.