I'm Marie Thomasson, CFP®, and I built Mothered to offer financial planning for women so that money supports your human experience instead of dictating it. My clients carry a lot of labels: wife, divorcee, widow, mother, daughter, or single. At Mothered, you’re more than any of them. Whether you’re planning for the next three generations or “just” yourself, we support your needs and desires fully, without judgment, and with the care you deserve. You’ve carried the weight financially and emotionally, whether you’re in the midst of figuring out the moving parts or in a place to stop and get organized. Let Mothered share the load by caring for your finances like a mother would. Mothered keeps a small client load to give each person depth of care and attention. My job is to collaborate with you to build a framework that nurtures your financial empowerment so that your will outshines the pull of fear. My clients often bring me problems that aren’t financial, and I organize a financial gameplan to dispel the fear at the root of the issue. Mothered’s services transmute your emotional responses to money so you can use it as the tool for the life you want: a life of art and culture, hotels with robes, travel, and care for your loved ones and community. Money gets to be a resource for connection and expression as well as freedom from want and security from fear. Wild, worldly matriarchs and childless cat ladies, please apply.

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.

Jai Prabakaran is a financial advisor with Archer Investment Corporation and holds a Series 66 designation. He has over 10 years of industry experience and previously worked at Bankers Life and HD Vest. He is also President at 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 at LPL Financial with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Mechanics Bank, CUSO Financial Services, J.P. Morgan Securities, and Bank of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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.

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.

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.

You deserve to feel financially empowered. The problem can be that you feel overwhelmed, overlooked or underserved in your financial lives. Terri understands. It’s why she has taken all her experience over a quarter-century of bull and bear markets managing billions of dollars for hundreds of people to create Zuma Wealth. Zuma Wealth is a firm by women for women. We’ve busted the myth that women aren’t interested in money and wealth topics. Many women thirst for knowledge and continuously seek out opportunities to grow and learn in many areas. Terri understands! Terri’s clients recognize the value of a trustworthy partner and seek her out because she offers support, understanding and an attentive ear. Importantly, she provides tailored advice and guidance so clients achieve their unique aspirations, never the one-size-fits-all that defines the industry. A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought-after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple. Her real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan. Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

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 the sole advisor at Lilac Wealth, LLC, an independent registered investment adviser based in Venice, CA. He holds the CFA® charter and Series 66 license and has 11 years of industry experience. His prior roles include positions at Compound Advisers, Inc., MassMutual Life Insurance Company, and Rochdale Investment Management. Lilac Wealth offers comprehensive wealth management, financial planning, and consulting services, with a focus on managing custodial accounts that include a wide array of securities and digital assets. The firm employs an investment approach grounded in Modern Portfolio Theory and uses a combination of long-term, short-term, income, hedging, and alternative strategies, operating under a flat-fee model rather than a traditional percentage-of-assets structure.

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.

Vanessa Friedman is the sole advisor at She Wealth Advisors LLC in Agoura Hills, CA, holding a Series 65 license with one year of industry experience. Prior to founding her firm, she operated Ergonomic Connection, an ergonomic furniture company, for over two decades and currently provides administrative support to Awaken Therapy Center, a mental health services provider. She also offers educational coaching and training related to investment strategy, market behavior, and risk management. She Wealth Advisors serves high-net-worth individuals, families, and small institutions with discretionary portfolio management, financial coaching, and third-party planner referrals. The firm employs a combination of fundamental, technical, and quantitative analyses to deliver actively managed investment strategies tailored to client goals.

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.

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 and sole advisor at Bragg Capital Management LLC, holding a Series 65 license with seven years of industry experience. Prior to founding his firm in 2019, he held roles at Pure Distribution Inc. and KC Equipment Rentals, where he served as Chief Investment Officer assisting with capital allocation decisions. He is also a licensed insurance agent conducting life and health insurance sales outside of his advisory work. Bragg Capital Management provides discretionary portfolio management for individual investors, focusing on equities and exchange-traded funds with the use of options and margin leverage. The firm manages approximately $5.3 million across 19 client accounts using strategies selected by clients and provides quarterly written account statements.

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.