Todd Jones is the sole advisor at Strategic Portfolio Advisors, Inc. in Long Beach, CA, with 39 years of industry experience. He has led the firm since 2008. Strategic Portfolio Advisors, Inc. provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and institutional clients. The firm manages approximately $87 million in discretionary assets through a wrap fee program, employing a mix of analytical approaches and both long- and short-term strategies tailored to client objectives and risk tolerance.

Louis Carter II is a financial advisor at RaynMaker Financial in Los Angeles, CA, holding Series 63, 65, and 66 licenses with two years of industry experience. He previously worked at UBS Financial Services and has studied personal finance topics including behavioral finance, laws, and analysis since 2015. RaynMaker Financial is an independent advisory firm established in 2025 that provides financial planning and consulting services to individuals, high-net-worth clients, charitable organizations, and small businesses. The firm focuses on planning and implementation guidance without managing client portfolios, using a combination of fundamental, technical, macroeconomic, and behavioral analysis delivered through tiered subscriptions, hourly projects, and a secure digital client portal.

Angela Dorsey is a CFP® with 14 years of industry experience and has been with Dorsey Wealth Management, LLC since 2011. She also worked at FinancialPlanning4Me, LLC in 2017. Located in Torrance, CA, she holds a Series 65 license in addition to her CFP® credential. Dorsey Wealth Management is a fee-only registered investment adviser serving individuals and families with comprehensive financial planning and investment advisory services. The firm employs an evidence-based investment approach focusing on diversification, systematic risk factors, and low-cost mutual funds and ETFs, offering customized portfolios that align with clients’ objectives and financial situations.

Adam Holiber is a financial advisor at Summit Equity Management, Inc. in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has worked at Summit Equity Management since 2004 and MDB Capital Group, LLC since 2011. Outside of investment advisory, the firm provides business strategy and valuation consulting to U.S. corporations. Summit Equity Management serves a small client base of individuals and trusts, managing approximately $1.95 million in discretionary assets. The firm invests exclusively in publicly traded U.S. equities using a bottom-up, fundamental analysis approach focused on financial metrics such as balance sheet strength and cash flow growth.

Steven Jakowchik is a CFP® professional based in Los Angeles, California, with 7 years of industry experience. He has operated his independent advisory firm, Steven Robert Jakowchik, since 2006. In addition to advisory services, he is licensed to provide various insurance products, including life, disability, medical, dental, vision, and annuities. His firm primarily serves individual and high-net-worth clients, offering investment advisory and financial planning services. The firm emphasizes client involvement through non-discretionary portfolio management, using a combination of charting, fundamental, technical, and cyclical analysis to tailor strategies to clients’ goals and risk tolerance.

Michael Hartman is a CFP® professional with 12 years of experience in financial advising. He is the principal of McDonald Hartman Wealth Advisors, an independent firm he joined in 2022. His prior roles include positions at Mutual Advisors, LLC, Kaye Capital Management, WealthSource Partners, LLC, and Reilly Financial Advisors LLC. McDonald Hartman Wealth Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $26.3 million in assets. The firm focuses on tailored advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, dollar-cost averaging, and technical analysis.

Edward Yoon is a financial advisor at MQ Private Wealth with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for 10 years at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. in various capacities before founding his independent firm. MQ Private Wealth manages approximately $86.9 million for about 57 clients, including individuals, high-net-worth families, estates, trusts, retirement plans, corporations, and charitable foundations. The firm provides discretionary investment management, financial planning, retirement plan advisory, and access to third-party managers, employing a combination of strategic and tactical asset allocation supported by quantitative, technical, and fundamental analysis.

Kate Gregory Walker is a CFP® with 24 years of industry experience, currently serving at RAI Wealth Management. She has been with Gregory Advisors Inc. since 2000 and joined RAI Wealth Management in 2020. In addition to her advisory work, she is licensed as an insurance agent and conducts insurance sales to retail clients. RAI Wealth Management serves individuals, high-net-worth clients, trusts and estates, employer-sponsored retirement plans, and charitable organizations. The firm emphasizes asset allocation and long-term total-return strategies through discretionary management primarily using mutual funds and ETFs, with tailored approaches to client risk profiles.

Constante Firme III is a financial advisor at Treasure Chest Financial with nine years of industry experience. He holds a Series 65 credential and has worked at Google Inc. since 2017. Outside of finance, he operates Popetiger Entertainment, a sole proprietorship providing engineering and scientific consulting services. Treasure Chest Financial offers investment advice, portfolio management, and financial planning to a diverse client base including institutional and individual investors. The firm employs a process incorporating modern portfolio theory, fundamental and technical analysis, and emphasizes capital protection, income generation, and growth.

William Duberstein is a financial advisor at Stone Oak Capital, LLC with nine years of industry experience. He holds a Series 65 designation and has worked as a freelance writer for The Motley Fool since 2017, providing commentary on individual stocks, sectors, and general market trends. Prior to founding Stone Oak Capital, he was involved with Happy Earth, Inc. for one year. Stone Oak Capital is an independent registered investment adviser focused on discretionary portfolio management for individual clients and qualified investors. The firm employs a bottom-up, value-oriented approach emphasizing concentrated equity portfolios and special-situation opportunities.

Don Scholl is the principal of Don Scholl & Associates, Inc. in Los Angeles, CA, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with his firm since 1995, also maintaining roles with OSAIC and Sagepoint Financial, Inc. He is involved in the sale of insurance products and fixed annuities in addition to his advisory work. Don Scholl & Associates provides investment advisory and portfolio management services primarily to individuals, including high-net-worth clients, as well as businesses and corporations. The firm uses a structured investment process incorporating risk tolerance assessments, asset allocation tools, and fundamental and technical analysis, offering both discretionary and non-discretionary accounts across various investment vehicles.

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 principal of Power Asset Management LLC in Los Angeles, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has been with Power Asset Management since 2003 and is also co-founder and Chief Compliance Officer of Power Forward LLC. Power Asset Management provides discretionary asset management and sub-advisory services primarily to high-net-worth individuals and business clients, focusing on fixed-income strategies alongside equity portfolios and active trading approaches. The firm emphasizes regular account supervision and employs fundamental, technical, and cyclical analysis with at least quarterly portfolio reviews.

Gregory Markman is a financial advisor at P. Worldwide, LLC with 23 years of industry experience. He holds the Series 66 designation and has been with P. Worldwide since 2012. P. Worldwide, LLC provides portfolio management and investment supervisory services to high-net-worth individuals and pension/profit-sharing plans, focusing on mutual funds, equities, fixed income, ETFs, REITs, and insurance products. The firm uses fundamental analysis and Modern Portfolio Theory principles, employing both long- and short-term trading strategies with non-discretionary management and client-consulted trade executions.

Scott Myers is a financial advisor at Dollar Sign Ventures LLC with a Series 65 credential and four years of industry experience. He is also involved as a real estate agent and mortgage loan originator with The RFC Group and holds executive roles at Chipsticks LLC and DES Consulting. Myers has worked in both investment-related and non-investment business activities since 2019. Dollar Sign Ventures LLC, founded in 2021, provides discretionary and non-discretionary asset management and financial planning primarily to individuals and high-net-worth clients. The firm offers tailored investment strategies based on client-specific goals and conducts quarterly account reviews, while also providing public educational seminars and workshops.

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.

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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.

Kenneth Hinkle is a financial advisor with Kenneth Dean & Co Financial Advisory Services, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Waddell & Reed Financial Advisors and longstanding involvement in mortgage brokerage through Midcity Mortgage. He continues to operate as a mortgage broker alongside his advisory work. Kenneth Dean & Co Financial Advisory Services offers non-discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm’s investment approach is based on fundamental analysis and customized asset allocation, with client approval required before transactions and regular account reviews.

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.