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.

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.

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.

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.

Noah Damsky is a CFA® charterholder with nine years of industry experience. He is currently the sole advisor at 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 is a California-registered firm managing approximately $29.7 million for a small client base of primarily individual and high-net-worth clients. The firm offers discretionary investment management and financial planning services, combining fundamental and cyclical analysis with both passive and active investment vehicles, and integrates tax preparation through a third-party accounting firm as part of ongoing client engagements.

Norman Wahab is a financial advisor at Quid Capital in Los Angeles, CA, with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Quid Capital since 2019, following five years at Tetrad Capital. Quid Capital provides portfolio management through separately managed accounts tailored to individuals, trusts, estates, charitable organizations, corporations, partnerships, and other business entities. The firm employs a variety of analytical methods, including charting, fundamental, technical, cyclical, and quantitative approaches, and may use both long-term and short-term trading strategies.

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.

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.

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.

Leigh Crawford is the sole advisor and principal at Crawford Capital, LLC in Los Angeles, CA. He holds a Series 65 designation and has 10 years of industry experience, having founded Crawford Capital in 2009. Crawford Capital provides discretionary investment management primarily to high-net-worth individuals and their personal trusts, as well as endowments and foundations. The firm employs two directional long–short equity strategies driven by microeconomic and fundamental research, with a focus on concentrated portfolios and performance-based fee structures.

Bruno Calisto Miranda is the sole advisor at BMCM Finance in Glendale, CA, holding a Series 65 designation with four years of industry experience. He previously worked at First Quadrant LP for eleven years before founding BMCM Finance in 2021. In addition to investment management, he provides tax advice and preparation services as an enrolled agent, dedicating significant time to both areas. BMCM Finance offers discretionary investment management to individuals, trusts, institutions, and pension plans, combining this with tax preparation services. The firm’s investment approach focuses on capturing long-term risk premiums using derivatives and risk-management techniques, and it is registered as both an SEC/state investment advisor and a commodity trading advisor.

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

Michael Kamali Manucci is a financial advisor at California Financial Consulting LLC with eight years of industry experience. He holds the ChFC® designation and has worked at firms including J.P. Morgan Securities, Morgan Stanley, and Prudential Financial Planning Services. In addition to his advisory role, he is a licensed insurance agent actively involved in implementing insurance recommendations. California Financial Consulting LLC is a registered investment adviser serving individuals and high-net-worth clients with discretionary investment management, wealth management, and financial planning. The firm employs a long-term, fundamental analysis approach focused on low-cost, diversified mutual funds and ETFs, with continuous monitoring and formal annual reviews.

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 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goodstein Wealth Management and Cadaret, Grant & Co. The firm provides fee-only investment advisory services and comprehensive financial planning to individuals, pension and profit-sharing plan sponsors, trusts, estates, corporations, and other business entities. Murawski Wealth Management manages approximately $55 million in client assets, focusing on tactical allocation strategies and offering specialized pension consulting and fiduciary services uncommon among similarly sized independent firms.

Sviataslau Mastouski is the sole advisor at Most Capital, an independent registered investment adviser based in Woodland Hills, CA. He holds a Series 65 designation and has six years of industry experience. Mastouski has operated Most Capital since 2019 and also has experience as an individual entrepreneur in commercial real estate leasing. Most Capital provides investment management services primarily to individuals, trusts, and pension plans, focusing exclusively on exchange-traded funds (ETFs). The firm employs a quantitative Market-Regime Index strategy that adjusts allocations between equity and bond ETFs based on market conditions and operates mainly on a non-discretionary basis requiring client trade authorizations.

Shonty Spatola is a CFP® professional with 11 years of experience, currently serving as the sole advisor at Pacific Oak Financial Planning LLC in Woodland Hills, CA. Prior to founding Pacific Oak Wealth Management LLC in 2015, Spatola worked at Capital Tax Group Inc. and has operated a professional accounting firm since 2012. In addition to financial advising, Spatola is the owner and managing director of an accounting firm and works as 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 employers. The firm employs a core-and-satellite investment approach with diversified index ETFs and active satellite strategies, coordinating tax and planning services through its affiliation with an accounting practice led by a CPA.

Stephen Lamm is a financial advisor with Zen Trading LLC in Los Angeles, CA, holding a Series 65 designation and eight years of industry experience. He has been affiliated with Zen Trading since 2018 and has been self-employed since 1997. Zen Trading provides discretionary portfolio management and ongoing asset supervision primarily to high-net-worth individuals, employing a combination of technical, fundamental, and charting analysis. The firm manages a small client base with tailored investment strategies that include long- and short-term positions, options, short sales, and margin transactions.