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® with seven years of industry experience and the principal advisor at Pashman Financial LLC. His prior experience includes roles at Nectarine, Origin Financial, Park Avenue Securities, and Northwestern Mutual Investment Services. He also works as a financial planner for Nectarine Financial Inc. on a part-time basis. Pashman Financial LLC provides portfolio management and financial planning services to individual clients and consulting to employer-sponsored retirement plans. The firm primarily uses a passive, asset-allocation approach with index mutual funds and ETFs, and offers ongoing monitoring, written plans, and educational seminars.

Jeffrey Bronchick is a CFA® charterholder and registered investment adviser affiliated with Cove Street Capital, LLC, where he has worked since 2011. He holds Series 63 and Series 65 licenses and is based in Hermosa Beach, California. Cove Street Capital, LLC provides discretionary portfolio management and investment advice to individuals, high-net-worth clients, institutions, and pooled investment vehicles. The firm employs a research-driven, fundamental value investment process with concentrated portfolios and offers customized advisory arrangements, including negotiated performance-based fees for eligible 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.

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 sole advisor at Darrell Capital Management, LLC, where he has worked since 2020. Prior to that, he held positions at Harris Financial Advisors, Inc. and Delphi Private Advisors. Darrell Capital Management is a fee-only wealth management firm serving individuals, high-net-worth clients, and trusts. The firm focuses on discretionary investment management and financial planning with an emphasis on long-term asset allocation, diversification, and ongoing portfolio rebalancing.

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.

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.

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 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.

Nicholas Arellano is a CFP® with 18 years of industry experience, currently serving as Managing Partner and CEO of YLP Financial, LLC. He has held leadership roles at Your Legacy Partners, LLC and Kospow Partners, where he provides M&A advisory and private equity co-investment services to privately held businesses. His prior experience includes positions at Skyview Investment Banking, DeVoe & Company, and Shoreline Growth Partners. YLP Financial offers discretionary portfolio management primarily for individual and high-net-worth clients, utilizing a combination of fundamental analysis, modern portfolio theory, and technical analysis. The firm focuses on a range of investment vehicles, including mutual funds, fixed-income securities, real estate funds, equities, 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 of Hughes Wealth Management Incorporated and holds Series 63 and Series 66 licenses. He has 32 years of experience in the financial industry, including nine years at Concorde Asset Management, LLC and Concorde Investment Services, LLC. In addition to his advisory work, he operates as an independent insurance agent. Hughes Wealth Management serves individuals, high-net-worth clients, retirement plans, and business entities by providing portfolio management, financial planning, pension consulting, and alternative investment recommendations. The firm employs fundamental, technical, and economic analysis to build diversified portfolios and utilizes both discretionary and non-discretionary strategies tailored to a small client base.

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.

John Nuckel is the sole advisor at John Nuckel LLC in Hermosa Beach, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. Prior to founding his firm in 2020, he spent nine years at Coastal Investment Advisors and Coastal Equities, Inc. John Nuckel LLC provides discretionary portfolio management primarily to high-net-worth individuals, tailoring portfolios around insurance products, equities, and ETFs. The firm combines modern portfolio theory with charting, fundamental and technical analysis to implement long-term trading and model allocations based on documented risk tolerance.

Albert Yeo is the principal of A Yeo Capital Management LLC and holds Series 63, 65, and 66 licenses. He has over 18 years of experience in the financial industry, including roles at Merrill from 2006 to 2017 and BDO Private Bank from 2017 to 2024. Albert’s firm provides discretionary asset management and advisory services to retirement plans, corporations, charities, and high-net-worth individuals. A Yeo Capital Management LLC utilizes fundamental security analysis and modern portfolio theory to manage portfolios across various asset classes, including equities, fixed income, mutual funds, ETFs, REITs, options, and certain alternatives. The firm also offers ERISA-focused consulting and pension plan support services, including RFP assistance and educational meetings for plan committees and participants.

Kenny Jung is a CFP® professional with one year of experience in investment management. He is the principal at FinZ Advisors, LLC and has held roles in related financial services since 2010, including ownership of FinZ Insurance Agency. Jung also works as an independent life insurance agent. FinZ Advisors provides discretionary and non-discretionary investment management along with financial planning services to retirement plans, employer plan sponsors, businesses, and individual clients. The firm emphasizes passive portfolio construction using mutual funds and ETFs, guided by Modern Portfolio Theory, and offers educational seminars and employee benefit plan consulting.