Daniel Morales

John Mears is the sole advisor at Mears Money Management in Valencia, CA, with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has operated Mears Money Management since 2015, alongside a separate accounting and tax preparation business under Mears And Associates since 1991. He is also a licensed independent insurance agent. Mears Money Management provides investment advisory services focused on individual clients, utilizing model portfolios and index-based strategies on the AssetMark platform with custody through Charles Schwab. The firm offers portfolio analyses, educational workshops, and conducts regular reviews without discretionary trading authority.

Lindahl Lucas II is the owner and principal advisor at Avinci Wealth Management, Inc. He holds Series 63 and Series 65 designations and has 11 years of industry experience. Prior to founding Avinci Wealth Management, he worked at Financial & Tax Architects for six years. He also owns and oversees Lucas Insurance Services, an insurance agency he started in 1989. Avinci Wealth Management provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and corporations. The firm employs a range of investment strategies including ETFs, individual equities, fixed-income models, and third-party sub-advisers, and offers additional services such as estate-planning support and tiered tax-planning in coordination with an unaffiliated provider.

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.

James Blazer is a CFP® with 24 years of experience in the financial industry. He has been with Wealth Planning Group, Inc. since 2007. Outside of advising, he is a professional musician who provides recording and live performance services. Wealth Planning Group, Inc. offers comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of strategic, cyclical, and tactical analysis to construct diversified portfolios tailored to client needs.

Monica Razuleu Munoz is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently the sole advisor at Strong Foundation Wealth Management LLC, where she has worked since 2025 following a 16-year tenure at Protection Point Advisors, Inc. In addition to her advisory role, she is licensed as a life insurance agent and recommends insurance products on a needs basis. Strong Foundation Wealth Management LLC serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $20.5 million in discretionary assets. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies including modern portfolio theory, quantitative and technical analysis, and uses diverse asset classes including mutual funds, fixed income, real estate funds, ETFs, private placements, and venture capital.

Ronald Verbeck is a financial advisor at Wealth Planning Group, Inc. with 32 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes six years at Purshe Kaplan Sterling Investments. In addition to his advisory roles, he is a licensed life insurance agent. Wealth Planning Group, Inc. provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm combines financial planning with portfolio management, employing strategic, cyclical, and tactical analysis to build diversified portfolios managed on a discretionary basis.