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.

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 an advisor at Richard Ney & Associates Asset Management, Inc. with 28 years of industry experience. She has been with the firm, a long-established investment management company, since 1973. Richard Ney & Associates provides fee-only discretionary portfolio management and financial advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a strategic asset allocation approach combining passive index funds and ETFs with selected focused stocks or funds, managing approximately $181.5 million for about 62 clients.

Ron Nussbaum is the sole advisor at Maverick Value, LLC in Los Angeles, CA, holding Series 65 and Series 63 licenses with 11 years of industry experience. He has been with Maverick Value since 2014. Maverick Value is an independent registered investment adviser providing discretionary investment management primarily for individual clients and also serves pension and profit-sharing plans. The firm employs a fundamental, value-oriented strategy with concentrated portfolios and manages client accounts under a limited power of attorney.

Erica James is a CFP® professional with five years of industry experience, currently serving as an advisor at Mana Financial Life Design. Her prior roles include positions at Signify Wealth LLC, Creative Planning, LLC, SBSB Financial Advisors, and The Wolf Group. Outside of her advisory work, she has experience as a property manager. Mana Financial Life Design provides financial life planning, discretionary investment management, employee benefit plan advisory, and estate planning support to individual, high-net-worth clients, and employer plan sponsors. The firm incorporates a long-term investment approach with active tax management and client education through seminars, workshops, and a bi-weekly newsletter.

Trevor Lalisan is a financial advisor at von Adelung Wealth Management in Montrose, CA, holding a Series 65 credential with two years of industry experience. His prior work includes roles at Blacktable Execs and positions with the Church of Scientology International and the Church of Scientology of Pasadena. Von Adelung Wealth Management serves individuals—including both high-net-worth and non-HNW clients—as well as pension plans and corporations, offering discretionary and non-discretionary portfolio management alongside written financial planning. The firm manages approximately $72 million in client assets and employs a multi-faceted investment approach combining fundamental, technical, cyclical, and qualitative analysis.

Nikolai Chuvakhin is a Series 65-licensed financial advisor with 22 years of industry experience, currently with Fort Ross Capital Management, LLC in Monrovia, CA. He has been affiliated with Pepperdine University since 2001. In addition to his advisory role, he is a managing partner at Tagora Capital LLP, a consulting firm based in the United Kingdom. Fort Ross Capital Management serves private investment companies and high-net-worth individuals by providing investment management and hedge-fund–style advisory services. The firm specializes in quantitative market-timing strategies and employs concentrated, short-term trading with discretionary mandates, including the use of options and derivatives.

Guo Liu is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Stone Steps Financial, LLC with three years of industry experience. Prior to joining Stone Steps Financial in 2022, Guo worked for Cornerstone OnDemand, Inc. for ten years. Stone Steps Financial is a fee-only advisory firm that provides comprehensive financial planning and investment management primarily to individuals and high-net-worth clients. The firm employs a passive, asset-class-based investment approach using index mutual funds and ETFs to build tax-efficient, low-turnover portfolios tailored to client goals and risk tolerance.

Madeline Darcy is a financial advisor at Bennett Selby Investments, L.P. with a Series 65 credential and one year of industry experience. Prior to joining Bennett Selby Investments, she worked at CA iBank, Kaya Ventures, CircleUp Growth Partners, Victress Capital, Harvard University, and Oliver Wyman. She serves as a venture specialist for CA iBank, evaluating venture capital fund investments and direct investments as part of the SSBCI program. Bennett Selby Investments provides discretionary portfolio management for individual and high-net-worth clients, as well as pension consulting and ERISA Section 3(38) fiduciary services for qualified retirement plans. The firm employs a long-term, value-oriented investment approach with concentrated equity holdings and selective use of options strategies within separately managed accounts.

Richard Hunter is a financial advisor at Trinity Asset Management Co. in Los Angeles, CA, holding Series 63 and Series 66 licenses with 20 years of industry experience. He has been with Trinity Asset Management Co. since 2006. Trinity Asset Management Corporation provides investment advisory services to individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, cyclical, and qualitative analysis along with a mix of passive and active investment strategies tailored to client objectives.

Richard Villosis is a financial advisor with Carnegie Wealth Management LLC and holds Series 63 and Series 66 designations. He has 12 years of industry experience, including seven years at Western International Securities, Inc. and over two decades as a process specialist at Marathon Petroleum Corporation. Carnegie Wealth Management serves individual and high-net-worth clients by providing tailored asset and portfolio management services. The firm manages predominantly non-discretionary accounts, using a combination of fundamental, technical, quantitative, and sector analyses alongside various asset-allocation strategies.

Stuart Sneddon is a CFA® charterholder with 28 years of industry experience. He has been with Newbury Capital Management, LLC since 2009, where he is part of a four-advisor team. The firm provides investment advisory services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. Newbury Capital Management manages approximately $144 million across about 399 client relationships, offering discretionary and non-discretionary asset management with a range of investment strategies including fundamental, technical, and quantitative analysis.

Katherine Wimmer is a financial advisor at Wimmer Associates LLC in Pasadena, CA, holding the CIC, Series 63, and Series 65 designations with 23 years of industry experience. She has been with Wimmer Associates since 2003. Wimmer Associates provides investment supervisory and management services to individuals, trusts, estates, and family groups, focusing on tailored portfolio recommendations primarily involving stocks, bonds, mutual funds, and ETFs. The firm emphasizes fundamental analysis and maintains formal policies on advisory qualifications, trade allocations, proxy voting, and personal trading controls.

Patrick Kinney is a financial advisor at Evolve Wealth Advisors LP with 22 years of industry experience. He holds the Series 66 designation and has been involved with various Evolve entities since 2021. Prior to that, he worked at EP Wealth Advisors from 2016 to 2021. Evolve Wealth Advisors, LP provides discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, charitable organizations, and corporate clients. The firm is notable for its cross-border planning expertise and consulting services to other registered investment advisers, employing a range of investment strategies including fundamental analysis, modern portfolio theory, and options strategies.

Gary Pia is a CFP® professional with 38 years of industry experience. He has been with Mission Street Wealth Planning since 1986 and previously worked for the City of South Pasadena from 2012 to 2022. Mission Street Wealth Planning advises individuals, families, small business owners, health care professionals, qualified retirement plans, and nonprofit or corporate investment committees. The firm provides comprehensive and limited-scope financial planning and portfolio management, emphasizing a non-discretionary, research-based investment approach focused on diversified asset-class exposure and long-term investor behavior.

Sarah Gatens is a financial advisor with Gatens Financial, LLC in Los Angeles, CA. She holds the Series 65 designation and has been with Gatens Financial since 2024. Prior to her advisory role, she worked in various positions across multiple industries, including a role at Oomph Sweets in 2024 and Wondery Outdoors in 2023–2024. Gatens Financial is a small SEC-registered advisory firm managing approximately $27.8 million for around 20 clients, including high-net-worth individuals, trusts, estates, and corporations. The firm offers discretionary and non-discretionary investment management, financial planning, and consulting services, employing a variety of analytical methods and investment strategies tailored to client goals and risk tolerance.

Richard Miller is a financial advisor at CSI Wealth Management with 13 years of industry experience. He previously worked at Creativeone Wealth, LLC for four years and has served as president of California Senior Information, Inc., an educational resource provider for seniors, since 2002. Miller holds Series 63 and Series 65 licenses and a California life and disability insurance license. CSI Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, with personalized investment policies and quarterly portfolio reviews.

Michael Stewart II is a financial advisor at Yarash Global Solutions Inc. with 19 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC for over 16 years. Outside of his advisory role, he owns and operates a consulting firm that provides non-investment-related strategic services across various industries. Yarash Global Solutions primarily serves high-net-worth individuals and institutional clients, offering discretionary portfolio management, retirement plan consulting, and business consulting services. The firm employs a combination of fundamental, technical, quantitative, and sector analysis to construct and manage portfolios, with a business consulting practice that supports flexible compensation arrangements.

Christopher Mastro is a CFP® professional with four years of industry experience. He is a principal at Impact Fiduciary LLC, where he has worked since 2020, and previously spent five years with Mirmir LLC. Outside of financial advising, he owns Wellness BioDental, an activity occupying less than 10% of his time. Impact Fiduciary LLC provides discretionary portfolio management and comprehensive wealth management primarily for individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm emphasizes client-specific investment policies with a focus on passive management through ETFs and index funds, incorporating socially responsible investing screens and offering bundled financial planning and tax-related services.