Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience and creating opportunities and space for professional development. He’s also a member of the executive and investment committees. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008, and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He is also an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.

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.

Daniel Boston is a CFP® and Series 65-registered financial advisor with The Butterfield Group LLC, bringing four years of industry experience. Prior to founding The Butterfield Group in 2021, he worked at Rexnord for twelve years. He is also the owner of Paragon Engineering Group, an engineering services business based in Simi Valley, where he manages general operations and business development. The Butterfield Group provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach, incorporating macroeconomic analysis and written Investment Policy Statements, with a client base that includes a broader mix of small businesses and charitable organizations alongside individual and trust clients.

Vanessa Friedman is the sole advisor at She Wealth Advisors LLC in Woodland Hills, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to founding She Wealth Advisors, she was involved in a mental health services business, Awaken Therapy Center, where she provided administrative support. She also offers educational coaching and training related to investment strategy, market behavior, and risk management. She Wealth Advisors provides discretionary investment management for high-net-worth individuals, families, and small institutions, combining fundamental, technical, and quantitative analysis with dynamic asset allocation and tactical overlays. The firm also offers financial coaching and education services to both clients and non-clients.

Phillip Deboalt is a financial advisor at FD Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Advisors LLC and Fidelity in various advisory roles. He is also a licensed insurance agent involved in insurance and annuity product sales. FD Wealth Advisors provides discretionary investment management and ERISA plan advisory services primarily to institutional and retirement-plan clients. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory to construct portfolios tailored to client objectives and risk tolerances, offering both asset-based and performance-linked fee arrangements.

Adam Klein is the sole advisor at ABK Management LLC, an independent firm based in Encino, CA. He holds a Series 65 designation and has 11 years of experience, including a two-year tenure at Brentwood School prior to founding his current firm. ABK Management provides tailored portfolio management and financial planning services primarily to individual clients and families. The firm employs an active, two-step investment approach focused on asset allocation informed by macroeconomic and client-specific factors, combined with fundamental security selection, and typically manages accounts on a discretionary basis.

Daniel Bragg is the principal advisor at Bragg Capital Management LLC in Agoura Hills, CA, holding a Series 65 designation with six years of industry experience. He has served as Chief Investment Officer at Pure Distribution Inc. and KC Equipment Rentals, assisting with capital allocation decisions. Bragg also holds an insurance license and conducts life and health insurance sales on a limited basis. Bragg Capital Management provides discretionary portfolio management for individual investors, focusing on publicly traded securities and exchange-traded funds. The firm employs a proprietary strategy that includes flexible position types, margin leverage, options trading, and hedging techniques.

Tayeb Ayat is a financial advisor with Fenul Wealth Management LLC in Los Angeles, CA, holding a Series 65 designation and five years of industry experience. He is also the Chief Investment Officer and principal of Fenul Capital Investment LP, a private pooled investment company. Prior to founding Fenul Wealth Management, he has worked at California Resources Corporation since 2013. Fenul Wealth Management is an independent, fee-based advisory firm serving private individuals, high-net-worth clients, trusts, and organizational clients such as small businesses and non-profits. The firm employs a combination of fundamental and technical analysis, quantitative asset allocation, and active trading strategies to manage portfolios across various asset classes and offers comprehensive financial planning and institutional-type cash management services.

Matthew Fee is the principal of SR99Advisors and holds a Series 65 designation. He has prior work experience at Benco Dental and Elsevier, spanning over two decades, and has operated a real estate brokerage since 1992. SR99Advisors primarily manages pooled investment vehicles and institutional assets, offering core investment management and pension consulting services. The firm’s approach is influenced by in-house real estate expertise and includes flexibility in billing, with some consulting engagements charged hourly and occasional fee reductions for community-service or pro-bono clients.

Website: https://fullcirclefinancialplanning.com/about-gina-hagen/ My experience helping family owned businesses in the beauty industry reach their goals is the foundation of knowledge I draw from to help individuals and families reach their financial goals. I am a career changer. I spent over 30 years as a CFO reviewing cash flows, tax planning, designing employee benefit plans, risk analysis and investment review. During my time working with hundreds of employees, I realized people are not making time for their financial planning and when they do they need help to make informed financial decisions. There is too much information on financial topics that people have analysis paralysis. Its not just about financial literacy its also about implementing this into their lives to be financially independent. I hold a CPA license yet still went back to school to sit for the Certified Financial Planning certificate. Holding a CFP license certifies that I want to provide clear transparent advice and have a fiduciary duty to put my client first. I do not sell any products, only objective guidance. I do not receive commissions or referral fees. I offer fee-only financial planning at a fee of $2,500, about 10 hours, or Investment management with an asset under management fee (this also comes with a financial plan) or ongoing financial planning charged quarterly. My personal hobbies include enjoying a competitive game of tennis with friends, skiing with my husband in every state, hiking in the local mountains, visiting our children and everyday walks with Lexi, our Vizsla. Website: https://fullcirclefinancialplanning.com

Gregory Toppe is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He is the sole advisor at Venado Investment Advisors LLC, where he has worked since 2023. Prior to this, he held roles at Trivant Custom Portfolio Group LLC and has experience in the veterinary sector through positions at Companion Pet Partners and National Veterinary Associates. Venado Investment Advisors LLC offers discretionary asset management and hourly financial planning primarily to high-net-worth individuals, trusts, and estates. The firm employs a tailored investment approach combining cyclical and fundamental analysis with modern portfolio theory and maintains a very small client base with a sole-advisor structure.

Toan Tran is a financial advisor at 10 West Advisors, Inc. in Los Angeles, CA, holding a Series 65 designation and bringing eight years of industry experience. He has been with 10 West Advisors since 2017. 10 West Advisors provides discretionary investment management primarily to high-net-worth individuals, trusts, estates, pension and profit-sharing plans, non-profit organizations, and business entities. The firm employs a bottom-up, value-oriented investment approach focused on niche, less-liquid opportunities such as small and distressed situations, managing portfolios on a discretionary basis with position-level risk controls.

Matthew Murawski is the principal advisor at Murawski Wealth Management in Los Angeles, CA, with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for eight years at Goodstein Wealth Management before founding his current firm. Murawski Wealth Management provides fee-only investment advisory and comprehensive financial planning services to individuals, trusts, estates, charitable organizations, corporations, and pension or profit-sharing plans. The firm employs a diversified allocation approach and offers pension consulting and qualified retirement plan services, managing discretionary assets totaling approximately $74.5 million across about 100 client relationships.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent investment advisory firm based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has been with Most Capital since 2019 and also has entrepreneurial experience owning commercial real estate, though he does not actively manage these properties. Most Capital provides fee-only portfolio management and investment advice primarily to individual clients, with occasional accounts for trusts and pension plans. The firm employs a quantitative, market-regime dynamic asset allocation strategy with a relative momentum factor using ETFs, managing most accounts on a non-discretionary basis requiring client approval before trades.

Shonty Spatola is a CFP® with 12 years of industry experience, currently serving as the sole advisor at Pacific Oak Financial Planning LLC in Woodland Hills, CA. He has held roles at Pacific Oak Wealth Management LLC and Capital Tax Group Inc., and he also owns and manages Spatola & Company CPA, Inc., an accounting firm. Additionally, he is an independent real estate sales agent. Pacific Oak Financial Planning LLC provides financial planning, wealth management, portfolio management, and retirement plan consulting to individual investors and small- to mid-sized employer clients. The firm employs a core-and-satellite investment approach using diversified index ETFs and active satellites, with portfolio customization and ongoing monitoring.

Brian Dennis is a CFP® and ChFC® with 37 years of industry experience. He is the principal of Brian Dennis, CFP®, an investment management firm based in Calabasas, CA. In addition to his advisory role, he is a licensed attorney and an independent insurance agent. His firm provides asset management, financial planning, and consulting services to individuals, trusts, and estates. The investment approach focuses on fundamental analysis and a value-oriented, long-term strategy, with tailored services and regular account reviews.

Scott Soohoo is a financial advisor at Altron Capital Management with seven years of industry experience. He holds a Series 65 designation and has worked as owner and manager of Zero Media Works, an e-commerce and marketing consulting company. Soohoo has been with Altron Capital Management since 2018 and also has prior experience with the Noumena Education Initiative. Altron Capital Management serves individual and institutional clients using a global value investment approach focused on high-conviction ideas identified through fundamental analysis. The firm manages discretionary portfolios with strategies that may include concentrated positions, short sales, options, and margin.