Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has four years of industry experience and previously worked at Bankers Life and HD Vest. Prabakaran is also president of Pacific ERP Inc., a technology consulting firm specializing in accounting software and data management, as well as Pacific Taxes and Investments, which provides tax preparation and accounting services. Archer Investment Corporation offers investment management primarily to individual clients, including both non-high-net-worth and high-net-worth investors, through separately managed accounts and proprietary funds. The firm serves clients via a multi-branch, independent-contractor model and manages diversified portfolios with a focus on equities, fixed income, mutual funds, ETFs, and options.

Fred Kettler is a mindful, holistic financial coach and independent financial professional serving Miami, Florida and Southern California, with nearly four decades of experience helping individuals, families, and business owners gain greater clarity, confidence, and peace of mind around their financial lives. Since beginning his career in 1987, Fred has focused on helping clients think beyond products, market returns, or isolated financial decisions. His planning approach is built around four key areas: cash-flow awareness, income and family protection, broadly diversified long-term investing, and retirement income planning. Fred’s work is centered on helping clients better understand where they are today, where they want to go, and how to build a more thoughtful roadmap for the future. His process emphasizes education, stewardship, long-term discipline, and creating dependable income strategies designed to support clients through every stage of life, especially as they approach or move through retirement. Rather than focusing solely on assets under management, Fred helps clients explore the bigger picture: how their savings, investments, insurance, income sources, and retirement goals can work together more effectively. His goal is to help people make more confident decisions, protect what matters most, and move forward with greater financial peace of mind. Fred Kettler is associated with Kettler Financial and has served clients for many years through a personal, relationship-driven planning process. His work is especially suited for individuals and families seeking a thoughtful financial chat, a clearer retirement income strategy, and a more holistic approach to long-term financial wellbeing.

Linda Walker is a Certified Financial Planner® with 45 years of experience in the financial services industry. She has operated her independent advisory firm, Linda A. Walker, CFP, since 1996 and has also been affiliated with LPL Financial since 1991. Her practice includes some involvement with long-term care insurance in coordination with a colleague approved by LPL. Her firm provides financial planning and investment advice to individuals, trusts, and corporations, generally on an hourly or fixed-fee basis. The advisory work focuses on budget analysis, retirement, education, and tax projections, emphasizing asset allocation modeling with client-directed rebalancing and consultative advice rather than discretionary management or custody of client assets.

Max Pashman is a CFP® professional with eight years of experience in financial advising. He is the principal of Pashman Financial LLC, an independent advisory firm, and has held roles at firms including Nectarine and Origin Financial. Outside of his advisory work, he is involved with Nectarine Financial Inc. as a financial planner. Pashman Financial LLC serves individual and high-net-worth clients with tailored investment management and a range of financial planning services. The firm primarily employs a passive investment approach using model portfolios, index funds, ETFs, and separately managed accounts, and also provides retirement plan consulting and financial education seminars.

Jeffrey Bronchick is a CFA® charterholder and principal at Cove Street Capital, LLC, where he has worked since 2011. He holds Series 63 and Series 65 licenses. Cove Street Capital is an independent advisory firm that offers discretionary portfolio management to individuals, institutions, and various organizations. The firm uses a research-driven, value-oriented approach focusing on undervalued small- and micro-cap stocks through fundamental analysis and systematic screening.

Joseph Longo is a financial advisor based in Santa Monica, CA, operating under the independent firm Joseph C. Longo, Attorney At Law. He holds a Series 65 designation and has 14 years of experience in the financial industry. In addition to providing investment advisory services, he is an attorney specializing in sports, tax, litigation, and estate planning, with over 20 years in legal practice. The firm offers investment advisory services to individual clients through a referral relationship with a broker-dealer, focusing on customized asset allocation recommendations without exercising discretionary management. Day-to-day portfolio decisions and trade execution are handled by the broker-dealer, while Joseph Longo consults with clients on strategy and restrictions.

James Reeves is a CFP® with 34 years of industry experience. He has worked at Reeves, James, Townsend since 2020 and previously spent 16 years at Securities Service Network, LLC and SSN Advisory, Inc. The firm provides non-discretionary asset management and financial planning to individuals, trusts, estates, and business entities, maintaining a small client roster with roughly $17 million in assets under management. Investment advice is delivered on a non-discretionary basis, with a focus on fundamental analysis, client approval for trades, and regular account reviews.

Stewart Darrell is a CFA® charterholder with 20 years of industry experience. He is the principal advisor at Darrell Capital Management, LLC, an independent firm he has led since 2020. Prior to this, he worked at Harris Financial Advisors, Inc. for four years. Darrell Capital Management is a fee-only wealth management firm serving individuals, high-net-worth families, and trusts. The firm provides discretionary investment management, financial planning, and family-office style services, emphasizing asset allocation, diversification, and ongoing portfolio monitoring using both fundamental and technical analysis.

George Guttman is a CFP® professional with 20 years of industry experience. He has been the principal advisor at Guttman Financial Planning since 2016 and also manages financial analysis and budgeting for self-storage facilities and athletic clubs through Laaco Limited. Guttman Financial Planning serves primarily individual clients with comprehensive financial planning and portfolio management, focusing on retirement, college funding, tax and estate issues, divorce planning, and investment consultation. The firm employs a long-term, buy-and-hold investment approach with diversified allocations and offers periodic educational workshops on personal finance and investing.

Steven Walraven is a CFA charterholder and holds a Series 66 license with 10 years of industry experience. He is the sole advisor at Lilac Wealth, LLC, where he has worked since 2025. His prior experience includes roles at Compound Advisers, MassMutual, Lenox Advisors, RIM Securities, and Rochdale Investment Management. Lilac Wealth is a newly registered investment adviser serving high-net-worth and ultra-high-net-worth individuals. The firm offers comprehensive wealth management, financial planning, investment management, and administrative services, employing a portfolio approach grounded in modern portfolio theory with access to alternative investments and cryptocurrencies.

Daniel Stern is a CFP® professional with 23 years of experience and the principal of Daniel M. Stern, LLC, an independent advisory firm based in Santa Monica, CA. Since founding his firm in 2003, he has focused on providing hourly, fee-only financial planning and investment advice. In addition to his advisory work, Stern is involved in writing, illustrating, and publishing. Daniel M. Stern, LLC offers project-based financial planning and as-needed investment advice to individuals and trusts, emphasizing a fundamental, long-term buy-and-hold investment approach. The firm typically recommends passive, low-cost index funds and ETFs with a focus on asset allocation and annual rebalancing, operating on an hourly fee basis without discretionary portfolio management.

I’m John C. Pak, a Certified Financial Planner™ and founder of Otium Advisory Group. My mission is to help time-starved professionals—those who barely have time for lunch—cut through the noise and finally feel confident about their financial future. With a clear, no-fluff approach to retirement readiness, I create simple, effective strategies designed to fit real life—not a textbook. I believe financial planning shouldn’t feel like a second job, so I focus on what matters most, eliminating the jargon and complexity that gets in the way. Aside from my life-long devotion to personal finance, my other passion point is teaching. I've been presenting retirement literacy courses at select Southern California Universities since 2014. I believe… - If you are open to the idea of prioritizing, organizing, and purging, you will save time and money. - If you change the way you see things, you will change the way you do things. - If you find someone to go along with you on your financial journey, you will have more success. Take advantage of the complimentary consultation. I look forward to sharing my vision of how we can get you to the finish line.

Jeffrey Tomlinson is a CFA charterholder and the sole advisor at Boulevard Investment Management LLC in Santa Monica, CA, with four years of industry experience. He previously worked at Joel Mogy Investment Counsel, Inc. for eight years before starting his own practice. Boulevard Investment Management LLC is an independent, single-advisor registered investment adviser serving high-net-worth individuals with discretionary portfolio management and financial consulting. The firm manages approximately $51.5 million across a small number of clients, offering tailored investment strategies that include equities, fixed income, alternative investments, and more, with a focus on bespoke client relationships.

Anuraag Shah is the sole advisor at Tusker Capital, LLC, holding a Series 65 designation with 14 years of industry experience. He has been with Tusker Capital since 2010. Tusker Capital primarily advises pooled investment vehicles and institutional-style managed accounts, also providing investment advice to high-net-worth individuals. The firm employs a flexible, opportunistic long/short and relative-value approach focused on global equity and commodity markets, utilizing fundamental research and a combination of exchange-traded and over-the-counter instruments.

Pablo Sagion is a financial advisor at Mangrove Advisors, LLC in Santa Monica, CA, holding Series 63 and Series 66 licenses with five years of industry experience. His prior roles include positions at Goldman Sachs and Bank of America, among others. Mangrove Advisors provides personalized financial planning and wealth management to individuals, families, and business owners, focusing on a combination of fundamental analysis, passive indexing, and modern portfolio theory. The firm operates on a non-discretionary basis with regular portfolio reviews and offers both managed accounts and standalone planning or consulting services.

Nicholas Arellano is a CFP® with 19 years of industry experience, currently serving as Managing Partner and CEO of YLP Financial, LLC. He also leads Your Legacy Partners, LLC, which provides M&A advisory and valuation services to privately owned businesses, and Kospow Partners, which facilitates co-investments in private equity deals for family offices. His prior experience includes roles at DeVoe & Company and Shoreline Growth Partners. YLP Financial, LLC offers portfolio management and investment policy development primarily for individual and high-net-worth clients. The firm employs a blended investment approach that includes fundamental analysis, modern portfolio theory, and options trading, focusing on a range of securities including equities, fixed income, ETFs, and private placements.

At Silicon Beach Financial, we believe in the transformative power of your wealth. We’re more than just a financial guide—we’re your dedicated partner in realizing ambitious dreams and shaping the future. Our mission is to support visionary entrepreneurs and innovators who are driven to make a significant impact on the world. Our approach is deeply rooted in collaboration and partnership. We start by understanding your unique vision and then craft a comprehensive financial plan that aligns with your goals. Whether it’s managing investments to secure both short-term needs and long-term opportunities, or navigating the complexities of tax planning to maximize your wealth, we’re here to ensure you’re always ahead of the curve. We’re passionate about empowering individuals who are not only driven by financial success but also by a desire to create meaningful change. Our values—organization, accountability, objectivity, proactivity, education, and partnership—define how we work with you. We bring order to your financial life, help you make informed decisions, and anticipate life’s transitions with proactive strategies. Founded by Christopher Stroup, a recognized LGBTQ+ leader in financial planning, Silicon Beach Financial was created specifically for those who dare to dream big and make a difference. If you’re ready to transform your financial future and leave a lasting impact, let’s partner to turn your vision into reality. With us, your wealth isn’t just about accumulation; it’s about making a difference in the world.

Gary Hughes is the principal advisor at Hughes Wealth Management Incorporated in Hermosa Beach, CA. He holds Series 63 and Series 66 designations and has 33 years of industry experience. Prior to founding his firm in 2022, he worked at Concorde Asset Management, LLC and Concorde Investment Services, LLC for nine years. In addition to his advisory work, he is a licensed independent insurance agent. Hughes Wealth Management provides portfolio management, financial planning, pension consulting, and access to alternative investments and private placements for individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to implement investment strategies and may engage sub-advisers, managing accounts mostly on a non-discretionary basis.

David Ross is a Certified Financial Planner® with over 20 years of industry experience. He has led Ross Financial Group since 2011 and previously worked as a business consultant. Outside of his advisory role, he acts as a business consultant for a long-term client and operates as an insurance broker. Ross Financial Group provides tailored investment advisory and portfolio management services to individuals and institutions, including trusts, estates, foundations, charities, and corporations. The firm offers a proprietary “Tides Portfolio” strategy focused on low-turnover, concentrated mid-cap index ETF holdings, with an objective to outperform the Dow Industrial Average over time.

Kamal Ramani is a CFP® professional with one year of experience in financial advisory services. He is the principal of REA Investments, LLC, where he has worked since 2023. In addition to his advisory role, Ramani is a CPA who operates Blue Lotus Services, providing tax preparation, and serves as CFO of Raw Brands Inc., an apparel wholesaler. REA Investments, LLC is a discretionary investment adviser serving individuals, high-net-worth clients, trusts, estates, and business entities. The firm constructs customized portfolios based on client goals and risk tolerance, utilizing a range of analytical techniques and conservative cash management strategies.