Michael Femino is the sole owner and advisor at New Economy Capital Management LLC, an independent firm based in Marina Del Rey, CA. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, having led his firm since 2004. New Economy Capital Management LLC provides discretionary portfolio management and investment advisory services to individuals, high-net-worth clients, trusts, small businesses, charitable foundations, and pension or profit-sharing plans. The firm primarily invests in publicly traded securities with a focus on long-term capital appreciation and capital preservation, employing a bottom-up stock selection process and offering customized portfolios tailored to client goals.

Consuelo Webb is a Series 65 licensed financial advisor with 22 years of industry experience. She is the principal of Mari Legacy Group, LLC since 2023 and previously worked at Morgan Stanley for six years. Webb serves as the board treasurer for Compass Christian Academy, where she is involved in creating operating budgets for the school. Mari Legacy Group is an independent advisory firm that manages approximately $29.9 million on a discretionary basis for a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and analysis methods tailored to client objectives.

Keith Holt is the sole advisor at Holt Investment Advisors in Manhattan Beach, CA, with 31 years of experience operating under his firm’s name. He holds a Series 63 designation. Outside of his advisory work, he is involved in Red Fir Ranch Enterprises, a business focused on the sale of Christmas trees and related items. Holt Investment Advisors is an independent sole proprietorship serving individual and high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and corporate entities. The firm employs a systematic, goals-based process to establish investment policies and implements portfolios using a proprietary “Three Dimensional Diversification” approach across asset allocation, investment philosophy, and custodian.

Dafu Han is the principal advisor at Han Assets Management LLC in Venice, CA, holding a Series 65 designation. He has one year of industry experience and previously worked at Wholesome Consultancy LLC and AdColony. Outside of his advisory role, he is involved with a marketing consulting business that developed portfolio-reporting software for family entities. Han Assets Management LLC provides investment advisory services primarily to individuals, high-net-worth clients, trusts, and corporations, often acting as an outsourced chief investment officer (OCIO). The firm employs a top-down, multi-asset, and multi-manager approach focused on portfolio-level allocation, sub-adviser oversight, and consolidated reporting.

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.

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.

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 a financial advisor at Paradigm Asset Management, Inc. with 31 years of industry experience. He has been with Paradigm Asset Management since 1996. Wennerberg is also a licensed Certified Public Accountant in California with a focus on tax planning and preparation. Paradigm Asset Management is an independent firm serving individuals as well as pension and profit-sharing plans. The firm employs a long-term, asset-allocation investment approach using primarily no-load or load-waived mutual funds, with limited use of individual securities and third-party real estate referrals.

Daniel Johnson is a financial advisor at Windfall Advisors, LLC with 14 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. 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 corporate retirement plan consulting with a fiduciary focus. The firm employs a varied investment approach that includes long-term positions, options strategies, and alternative funds, managing approximately $70 million for a select client base.

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.

Pavan Nagpal is the sole advisor at Sila Value Advisors, LLC, an independent registered investment adviser based in Manhattan Beach, CA. He holds a Series 65 credential and has 17 years of industry experience, having operated Sila Value Advisors since 2009. Outside of his advisory role, he teaches at a community college. Sila Value Advisors provides discretionary portfolio management through separately managed accounts, serving individuals, high-net-worth investors, and institutional clients including corporate pension and Taft-Hartley plans. The firm employs a value-oriented investment process focused on intrinsic value derived from free cash flow and targets contrarian opportunities using valuation screens.

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.

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.

Kimberly Jones is a financial advisor with Astravia Family Wealth Office LLC, holding Series 63, 65, and 66 licenses and 13 years of industry experience. Her career includes roles at Wells Fargo Clearing, Wells Fargo Bank, and Wells Fargo Investments, as well as a lengthy period as a homemaker prior to returning to the financial industry. Astravia Family Wealth Office LLC provides portfolio management, retirement plan consulting, and referrals to third-party money managers for individuals, trusts, pension plans, and business entities. The firm’s investment approach incorporates asset allocation and Modern Portfolio Theory alongside multiple analytic methods, with ongoing oversight of sub-advisors and education services for retirement plan participants.

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.