Ryan Miyamoto is a CFP® professional with 20 years of industry experience. He is the principal advisor at Derive Wealth, where he has worked since 2016. Prior to this, he was with USAA Financial Advisors Inc. for six years and StashClass LLC for two years. Derive Wealth provides comprehensive financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds combined with targeted sector or passive satellite holdings and offers a fixed advisory fee model without transaction commissions or performance-based fees.

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.

Maya Pocker is a financial advisor at Scout Wealth Advisors LLC in Pasadena, CA, holding a Series 65 designation. She has three years of industry experience, including roles at Scout Financial, Inc. and Tzohar LaTohar. Scout Wealth Advisors LLC provides discretionary asset management, comprehensive portfolio management, standalone financial planning, and retirement plan consulting to individuals, high net worth individuals, trusts, pension plans, and business entities. The firm uses a long-term investment approach with fundamental and technical analysis to build tailored portfolios, and offers integrated financial planning services covering investment, retirement, tax, estate, and charitable planning.

Nirav Desai is the sole advisor at Qubera Wealth Management, an independent registered investment adviser based in Pasadena, CA. He holds a Series 65 designation and has 13 years of industry experience, including prior work at Conversant / ADS Inc. Outside of his advisory role, Desai manages a small portfolio of investment properties in Indiana and California. Qubera Wealth Management serves individuals, high-net-worth clients, retirement plans, investment companies, and corporate clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory, primarily employing low-cost index funds and selected individual securities, with global diversification and ongoing portfolio monitoring.

Juan Salazar is a financial advisor at Fiducia Wealth Management in Pasadena, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial LLC for 10 years. Salazar also owns an insurance agency offering life, health, disability, long-term care, fixed annuities, and property and casualty insurance. Fiducia Wealth Management serves individual investors, high-net-worth clients, small businesses, and retirement plans with discretionary portfolio management and comprehensive financial planning. The firm combines Modern Portfolio Theory and fundamental analysis to build diversified portfolios and employs options strategies in some accounts.

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.

Percy Bolton is the principal of Percy E. Bolton Associates, Inc. in Pasadena, CA, holding CFP® and Series 63 credentials with 17 years of industry experience. He has led his independent firm since 1986. The firm is a fee-only registered investment adviser providing holistic financial planning and investment consulting to individuals, families, and non-profit sponsors of tax-exempt funds. It employs a structured seven-step planning process and uses SEI portfolio models to develop tailored investment proposals, operating on a non-discretionary basis that requires client approval for transactions.

David Murphy is the sole advisor at Murphy Investment Advisors, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. He worked at Trust Company of the West and TCW Brokerage Services from 1999 to 2016 before founding his current firm in 2016. Murphy Investment Advisors provides ongoing asset management to high-net-worth individuals, managing approximately $78 million across 34 client accounts. The firm uses fundamental analysis and a mix of long- and short-term strategies to create diversified portfolios with individual stocks, bonds, mutual funds, ETFs, options, and other securities, offering at least quarterly reviews and periodic rebalancing.

Thomas Moreland is a financial advisor with Sherwood Oak Knoll, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He previously worked at Gold Coast Securities, Inc. and Moreland Capital for 17 years and spent four years at Rocky Mountain Hardware before joining Sherwood Oak Knoll in 2020. Sherwood Oak Knoll, LLC is an independent firm providing discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of analytical methods and both long-term and short-term trading strategies, focusing on a very small client base and preparing customized Investment Policy Statements for each client.

Vahick Yedgarian is a CERTIFIED FINANCIAL PLANNER™ professional with 11 years of industry experience. He has been the sole advisor at Regency Financial Group since 2011. In addition to his advisory role, he has worked as an adjunct instructor at several universities since 2009 and holds a California real estate license. Regency Financial Group is a single-advisor registered investment adviser offering discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes a long-term, diversified investment approach and prepares written investment policy statements with regular portfolio reviews.

Susan Marki is a CFP® and CFA® with 15 years of experience in financial advising. She is the principal of Marki Financial Services, LLC, an independent advisory firm she has led since 2011. In addition to her advisory work, she has served on the faculty at Art Center College of Design since 2014. Marki Financial Services provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $66.7 million in discretionary assets and employs a range of investment strategies including fundamental and cyclical analysis, with a focus on direct asset management and ongoing portfolio monitoring.

Jin Vieth is a financial advisor at Organik Capital LLC in Monterey Park, CA, holding a Series 65 designation with three years of industry experience. Prior to founding Organik Capital in 2022, Vieth worked at HIO Tech Consulting Inc and has been the Chief Financial Officer of V Spa LLC, a day spa business, since 2012. Organik Capital provides financial planning and portfolio management services to individuals, high-net-worth clients, and small businesses. The firm employs a value-oriented, actively managed investment approach that includes fundamental analysis, long/short positioning, and derivative strategies, and offers customized plans along with performance-based fee arrangements for qualified clients.

William Horsfall is the principal of William Horsfall and Associates, holding a Series 65 designation with 21 years of industry experience. He has served as a director of San Pasqual Fiduciary Trust since 2008 and consults part-time for the accounting firm Lucas, Horsfall, Murphy & Pindroh, LLP. His work history includes roles at Lucas, Horsfall, Murphy & Pindroh, LLP and LHMP Financial & Insurance Services, LLC. William Horsfall and Associates provides financial planning and consulting services to individuals and high-net-worth clients, focusing on written plans and assistance with selecting third-party money managers. The firm does not manage client assets directly but is notable for formally selecting and monitoring external advisers while receiving referral compensation.

John Mears is the principal advisor at Mears Money Management in Valencia, CA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved in financial services since 1991 through his work at Mears And Associates. In addition to his advisory role, he owns a tax preparation and accounting business and is a licensed insurance agent. Mears Money Management serves individual clients by providing portfolio management and selecting third-party money managers, typically recommending mutual funds and index funds. The firm applies modern portfolio theory with a long-term investment approach, offers portfolio analyses and educational resources, and distinguishes itself by not imposing account minimums and by its affiliation with an accounting practice.

Chia Ying Lin is a financial advisor with American Vision Advisors LLC in San Gabriel, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked at Golden Foundation Advisors, LLC from 2014 to 2017. American Vision Advisors LLC serves a small, diverse client base including individual investors and various institutional clients, providing investment advisory and portfolio management services. The firm combines traditional advisory services with broker-like and real estate consulting activities through related entities and employs asset-based fees.

Fred Liu is a CFA® charterholder and holds a Series 65 license with 12 years of experience at Hayden Capital, an independent investment advisory firm based in Los Angeles, CA. He has worked exclusively at Hayden Capital since 2014. Hayden Capital provides discretionary portfolio management to individuals, trusts, pooled investment vehicles, charitable organizations, corporations, and other advisers, managing approximately $61 million across around 100 client accounts. The firm employs a research-intensive, fundamental investment approach focused on long-term capital preservation and compounding, typically maintaining concentrated portfolios and using a variety of asset types including equities, fixed income, and derivatives.

Justin Davis is a financial advisor with Wealth Managers, Inc., holding Series 63 and Series 65 licenses and five years of industry experience. He is also the Chief Executive Officer of Cloud Creations, a role he has held full time since 2015. Additionally, Davis is a licensed real estate broker and mortgage broker. Wealth Managers, Inc. is a registered investment adviser that provides portfolio management and financial planning services, often directing clients to third-party investment advisers. The firm employs an investment approach based on fundamental analysis and modern portfolio theory, emphasizing long-term strategies and monitoring third-party managers against benchmarks.

Matthew Ahart is the principal advisor at Archer Row Advisory with seven years of industry experience. He holds a Series 65 designation and previously worked at MUFG Union Bank and Transom Consulting Group LLC. Outside of his advisory role, he serves as managing partner of Archer Row Financial LLC, providing management consulting to financial institutions, and is an executive vice president at Bank of Hawaii Corporation, focusing on risk management and regulatory projects. Archer Row Advisory offers discretionary investment management and financial planning services to individuals, trusts, estates, and small businesses. The firm emphasizes diversified, low-cost passive investments with flexibility for opportunistic tactical adjustments and alternative investments, managing a relatively large asset base across a small client roster and providing separate consulting services to financial institutions.

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., RBC Advisors, and Medtronic, LLC. Outside of advisory work, he is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program focused on systematic trading. Create Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, sector, and cyclical analysis and employs strategies including strategic and tactical asset allocation, short-term trading, options, futures, and leverage.

Thomas Donnelly is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is the sole advisor at Donnelly Investments, an independent registered investment adviser, where he has worked since 2022. Prior to founding his firm, he held roles at Gerber Kawasaki Wealth & Investment Management, AdvicePeriod, LLC, and Calamus Financial Planning. Donnelly Investments serves primarily high-net-worth individuals and related trusts, applying a selective acceptance process with a minimum relationship size of $1,000,000. The firm employs a time-horizon-based asset allocation strategy across fixed income, equity index, and concentrated equity growth portfolios, using fundamental analysis and a buy-and-hold approach. It also incorporates unique features such as client borrowing arrangements and a thematic focus on technological change.