Jonathan Buck is a financial advisor with Orion Capital, holding Series 65 and Series 66 credentials and 14 years of industry experience. He worked at Merrill from 2011 to 2012 before joining Orion Capital in 2013, where he has been practicing for 13 years. Orion Capital provides customized investment management services to individuals, corporations, and other entities, managing approximately $7.5 million across about 24 client accounts. The firm uses documented client profiles and model allocations, emphasizing fundamental analysis and employing 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.

Susan Carlisle is the sole advisor at her independent firm in Agoura Hills, CA, holding a Series 66 designation with two years of industry experience. She has operated her own CPA practice since 1988 and continues to work part-time as a CPA consultant. Her firm provides investment management and personal financial planning services to individuals, trusts, corporations, and retirement plans. The firm’s investment approach focuses on long-term horizons with minimal turnover, offering tailored portfolios primarily composed of mutual funds, treasury securities, corporate bonds, and certificates of deposit, with account reviews conducted up to quarterly.

Sean Mullaney is the founder of Mullaney Financial & Tax, Inc. and holds a Series 65 credential with 7 years of industry experience. Prior to establishing his independent firm in 2018, he worked at PwC for 7 years. Outside of advising, Mullaney operates a personal finance content business, including authoring two books published in 2025 and maintaining a personal finance YouTube channel, and serves as volunteer Treasurer and Board member for the John C. Bogle Center for Financial Literacy. Mullaney Financial & Tax, Inc. is a fee-only advisory and accountancy practice providing financial planning, tax consulting, and insurance advice to individuals, families, employers, and business clients. The firm emphasizes planning over asset management, typically recommending passive investment strategies without custody or discretionary authority, and serves a diverse client base including corporations, pension plans, and institutional entities.

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.

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 a financial advisor at Blackacre Wealth with Series 65 and Series 66 credentials. Arya has worked in legal and advisory roles, including positions at Quinn Emanuel Urquhart & Sullivan, LLP and California Estate Law, PC. Arya maintains an active California law license and operates a separate law practice alongside financial advising. Blackacre Wealth is an independent firm providing fee-only wealth management and financial planning to individuals, high-net-worth clients, and corporations. The firm utilizes a blend of fundamental and technical analysis with modern portfolio theory, offering both passive and active strategies, and includes alternative investments and educational seminars as part of its services.

Dylan Roupell is a financial advisor at Rushmore Capital Partners in Beverly Hills, CA, holding a Series 65 credential with two years of industry experience. Prior to founding Rushmore Capital Partners, he worked at the Australian New Zealand Bank, London Stock Exchange, and National Australian Bank. Rushmore Capital Partners provides discretionary and non-discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm employs fundamental, technical, and quantitative analysis alongside asset allocation to construct portfolios and offers a range of investment options including equities, mutual funds, ETFs, fixed income, and alternative investments.

Gregory Andrews is a financial advisor at Wealthsights Investment Management, LLC with 11 years of industry experience. He previously worked at Columbia Advisory Partners, LLC and Searchlight Investments, LLC. He is a licensed Series 65 and also maintains a separate independent insurance practice in Los Angeles. Wealthsights Investment Management provides discretionary asset management to individuals, high-net-worth individuals, and trusts or estates, using a combination of fundamental, technical, charting, and cyclical analysis. The firm is a small, single-advisor operation that manages approximately $29 million across 37 clients, allowing for concentrated advisor oversight.

Geoffrey Bent is a financial advisor at Greenerbucks with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Equitable Holdings, and Edward Jones. Outside of his advisory work, he is a singer in a jazz band with music available on Spotify. Greenerbucks provides ongoing portfolio management and investment advice to individuals, charitable organizations, and business entities, offering tailored portfolios and individualized investment policy statements. The firm employs multiple methods of analysis and executes trades with client approval, specializing in non-discretionary assets while accommodating performance-based fee arrangements for qualified clients.

Benjamin Lupu is a CFP® professional with 18 years of industry experience, currently the sole advisor at Kensington Ami, LLC in Burbank, CA. He has worked at Kensington Ami since 2007. Kensington A.M.I. LLC provides investment advisory and financial planning services to individuals, high net worth clients, and pension and profit-sharing plans. The firm’s investment approach incorporates fundamental, technical, econometric, and cyclical analysis, offering strategies with generally low-to-moderate trading frequency and managing a notable portion of assets on a non-discretionary basis.