Daniel Morales

Robert Glatt is the principal of Glatt and Associates, LLC, an independent advisory firm based in Moorpark, CA. He holds a Series 65 designation and has 23 years of industry experience. In addition to his advisory role, Mr. Glatt works as a business coach and provides CFO consulting services. Glatt and Associates offers discretionary investment management, financial planning, and business consulting to individuals, retirement plans, trusts, estates, and business entities. The firm serves a small client base and manages approximately $27 million in assets, combining asset-allocation strategies with fundamental, technical, and cyclical analysis, alongside insurance and CFO-style consulting services.

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.

Lindahl Lucas is a financial advisor with Avinci Wealth Management, Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Financial & Tax Architects for six years and owns Lucas Insurance Services, an insurance agency he founded in 1989. Avinci Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model strategies with trend-following, momentum overlays, and algorithmic rebalancing to manage allocation and risk. The firm also offers estate-planning support through a digital platform, limited 401(k) guidance, and sub-advisory services.

Christine White is a financial advisor at Imagine Math in Moorpark, CA, holding a Series 65 designation with two years of industry experience. She has been employed part-time as an Adjunct Faculty member in the Mathematics Department at California Lutheran University since 2017. Imagine Math is a state-registered, fee-only investment adviser that offers customized financial planning and discretionary investment management to individuals, families, trusts, and estates. The firm uses a quantitative investment approach informed by advanced mathematical expertise and manages approximately $2.8 million across eight client accounts.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

Manu Walia is the sole advisor at Continuum Global Asset Management, LLC, an independent firm based in Santa Clarita, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Continuum Global Asset Management since 2005. Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high-net-worth individuals, family trust accounts, and retirement accounts. The firm combines fundamental and technical research with asset-allocation techniques and employs a mix of equities, bonds, mutual funds, ETFs, closed-end funds, REITs, and options, using active strategies such as stop losses and option hedging to manage volatility.