Ismael Martinez Navarro

Daniel Boston is a CFP® and Series 65-registered financial advisor with The Butterfield Group LLC, bringing four years of industry experience. Prior to founding The Butterfield Group in 2021, he worked at Rexnord for twelve years. He is also the owner of Paragon Engineering Group, an engineering services business based in Simi Valley, where he manages general operations and business development. The Butterfield Group provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach, incorporating macroeconomic analysis and written Investment Policy Statements, with a client base that includes a broader mix of small businesses and charitable organizations alongside individual and trust clients.

Matthew Fee is the principal of SR99Advisors and holds a Series 65 designation. He has prior work experience at Benco Dental and Elsevier, spanning over two decades, and has operated a real estate brokerage since 1992. SR99Advisors primarily manages pooled investment vehicles and institutional assets, offering core investment management and pension consulting services. The firm’s approach is influenced by in-house real estate expertise and includes flexibility in billing, with some consulting engagements charged hourly and occasional fee reductions for community-service or pro-bono clients.

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.

Michael Halper is a CFP® professional and principal of Strateon Intelligent Wealth LLC with six years of industry experience. Prior to founding Strateon, he worked at Escient Financial LLC and held roles in related digital and studio ventures. He is co-founder and director of the Advice-Only Planners Association, a public benefit corporation supporting the advice-only financial planning model. Strateon Intelligent Wealth provides tailored financial planning and investment advice primarily to individuals, couples, families, and related trusts, operating under an advice-only model without managing client assets. The firm offers modular and comprehensive planning, educational workshops, and publishes newsletters, with an emphasis on diversified investment recommendations and passive allocation principles.

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.

Christian Carreon is a Series 66 licensed advisor with nine years of industry experience. He is the owner and CEO of Paradigm Shift Trading, Inc., an educational program offering mentorship in systematic trading. Carreon has held advisory roles at Create Wealth Management, LLC since 2021 and previously worked at All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., and RBC Advisors. Create Wealth Management, LLC provides discretionary investment advisory services to individuals, trusts, retirement plans, and business entities. The firm offers tailored portfolio management using a diverse set of analytic methods and implements strategies including strategic and tactical asset allocation as well as active instruments such as options and futures.