Drew Feldman is the founder of WideFrame Wealth in Los Angeles, serving nationwide. He is an Accredited Portfolio Management Advisor™ and holds a Series 65 designation. Flat fee, fee only.

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.

Sevada Zadooryan is a financial advisor with LPL Financial in Burbank, CA, holding a Series 66 license and eight years of industry experience. His prior roles include positions at Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, Bank of America, and Merrill Lynch. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing discretionary and non-discretionary management supported by research, model portfolios, and various investment strategies.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

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.

Ryan Miyamoto is a CFP® with 21 years of industry experience and currently operates as the sole advisor at Derive Wealth in Pasadena, CA. His prior work includes a two-year tenure at StashClass LLC before focusing on Derive Wealth since 2016. Derive Wealth provides financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds and targeted satellite holdings, with a billing model based on fixed advisory fees rather than asset-based percentages.

Richard Cornfield is a financial advisor with Diversified Financial Management Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Diversified Financial Management Group since 2010. In addition to his advisory role, he is involved in the sale of insurance company products. Diversified Financial Management Group is an independent registered investment adviser serving a broad clientele, including high-net-worth individuals, business owners, and clients nearing or in retirement. The firm recommends third-party portfolio managers and emphasizes asset-allocation strategies focused on capital preservation, while integrating financial planning and offering insurance and planning solutions such as life insurance, annuities, and life settlements.

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.

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.

Noah Damsky is a CFA charterholder and financial advisor with 10 years of industry experience. He is the principal of Marina Wealth Advisors, where he has worked since 2020. His prior experience includes roles at Los Angeles County Employee Retirement Association, Goldman Sachs, UCLA Anderson School of Management, T. Rowe Price, and Bessemer Trust. Marina Wealth Advisors provides investment management, financial planning, and related services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of fundamental and cyclical analysis, using both passive and active investment vehicles, and may incorporate derivatives and borrowing within separately managed accounts as part of its risk management process.

Norman Wahab is the sole advisor at Quid Capital in Los Angeles, CA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He worked at Tetrad Capital for five years before founding Quid Capital in 2019. Quid Capital offers investment management and separately managed account services to individuals, trusts, estates, charitable organizations, corporations, partnerships, and other business entities. The firm constructs tailored, discretionary portfolios using a variety of analytical methods and trading strategies, serving a diverse client base that includes both smaller clients and larger institutional accounts.

Adam Klein is a financial advisor with ABK Management LLC in Encino, CA, holding a Series 65 credential and 10 years of industry experience. He has been with ABK Management LLC since 2015 and previously worked at Brentwood School from 2015 to 2017. ABK Management LLC provides discretionary investment management services to individuals and families, focusing on portfolio construction, risk management, and ongoing monitoring. The firm emphasizes a process that includes asset allocation based on macroeconomic and market assessments, fundamental security selection, and uses performance-based compensation arrangements for qualified clients.

Nirav Desai is the sole advisor at Qubera Wealth Management, an independent registered investment adviser based in Pasadena, CA. He holds a Series 65 designation and has 13 years of industry experience, including prior work at Conversant / ADS Inc. Outside of his advisory role, Desai manages a small portfolio of investment properties in Indiana and California. Qubera Wealth Management serves individuals, high-net-worth clients, retirement plans, investment companies, and corporate clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory, primarily employing low-cost index funds and selected individual securities, with global diversification and ongoing portfolio monitoring.

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.

Dirk Huybrechts is a financial advisor at HFM Advisors in Los Angeles, CA, with 14 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses and has operated HFM Advisors as a sole proprietorship since 1999. Outside his advisory role, he oversees property management for family-owned multi-family properties. HFM Advisors is a solo registered investment adviser providing financial planning, consulting, and discretionary portfolio management to individuals, trusts, business entities, and charitable organizations. The firm employs an asset-allocation approach based on Modern Portfolio Theory, emphasizing downside protection and primarily managing diversified portfolios with mutual funds, individual securities, and ETFs.

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.