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.

Charles Carty is the sole advisor at Carty Financial, Inc., an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has led Carty Financial since 2007. Carty Financial provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension and profit-sharing plans. The firm operates primarily on a non-discretionary basis and emphasizes client approval for transactions, using a mix of individual equities, ETFs, mutual funds, bonds, and selective covered-call options.

Bruce Bassin is the sole advisor at Bassin, Bruce, an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including two years at Southeast Investments, N.C. Inc. Bruce Bassin is also a licensed insurance agent. The firm provides financial planning, third-party manager recommendations, and retirement plan consulting to retirement-plan sponsors, plan participants, and individual clients. It focuses on ERISA-style pension consulting and plan-sponsor fiduciary services, relying on referrals to sub-advisers rather than direct portfolio management.

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.

Matthew Benson is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Opes MVB Capital, LLC. His prior experience includes roles at Merrill Lynch, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. Outside of advising, he is a licensed insurance agent and engages in real estate investment and development on a part-time basis. Opes MVB Capital provides wealth advisory and portfolio management services primarily to high-net-worth individuals, focusing on portfolio allocation, real estate analysis, trust and estate advisory, tax planning, and charitable guidance. The firm emphasizes documented risk tolerances in tailored Investment Policy Statements and operates on a non-discretionary basis, allowing clients to retain final authority over transactions.

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.

Robert Terrell is a financial advisor at R.H. Dinel Investment Counsel, Inc. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Karlin Asset Management from 2008 to 2025. R.H. Dinel Investment Counsel, Inc. provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm emphasizes in-depth research on individual stocks, prefers long holding periods with growth companies, and tailors portfolios to client needs, managing approximately $169 million in assets with a small, concentrated client roster.

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.

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 22 years of experience, operating his own independent firm, Daniel M. Stern, LLC, since 2003. The firm serves a small client base, offers fee-only, hourly financial planning and investment advice, and participates in the Garrett Planning Network. Daniel also engages in writing and publishing activities alongside his advisory work. Daniel M. Stern, LLC provides financial planning and investment advice to individuals and trusts on an as-needed basis, covering areas such as cash flow, debt, risk management, and estate planning. The firm follows a long-term, passive investment approach using low-cost index funds and ETFs, with recommendations based on public research and computerized tools.

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.

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.

Daniel Disimile is the principal of Daniel J. Disimile CFP, LLC, a firm he has led since 2009. He holds the CFP® designation and has 36 years of industry experience. He is also licensed to sell insurance in California since 1987. His firm provides investment advisory services and comprehensive financial planning to individuals, pension and profit-sharing plans, trustees, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis and employs various investment strategies while following a structured planning process.

Kristin Horton is the President of Haven Capital Group in Westlake Village, CA, and holds the CFA® designation along with a Series 63 license. She has 23 years of industry experience and has led Haven Capital Group since 2009. In addition to her advisory role, she is a licensed real estate salesperson in California and is an owner and officer of a creative services firm, Caroline Rea Horton, Inc. Haven Capital Group provides discretionary investment management and portfolio construction for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on customized asset allocation, fundamental equity and bond credit analysis, and employs mutual funds, ETFs, and tactical adjustments to manage portfolios.

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.

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.

Pablo Sagion is a financial advisor at Mangrove Advisors, LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Goldman Sachs and Bank of America. Mangrove Advisors provides financial planning and wealth management services to individuals, families, and business owners. The firm employs a mix of fundamental analysis, passive indexing, and modern portfolio theory, advising on mutual funds, ETFs, equities, fixed income, and alternative investments on a non-discretionary basis with a variety of fee arrangements.

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.