James Dahl

Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

Michael Carizzi is a financial advisor at Omnikey Investment Advisors with two years of industry experience. He holds a Series 65 designation and has worked as a professor at the Los Angeles Community College District since 2010, where he develops curricula and delivers course material. Omnikey Investment Advisors is a fee-only, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm emphasizes education and real estate-focused planning through seminars, a Real Estate Investing Club, and tailored financial plans without discretionary portfolio management.

Phillip Gorian is a financial advisor with Gorian Investments in San Bernardino, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wilshire Capital Group, Oaktree Brokerage, Unitedhealthcare, and other firms. Gorian Investments provides securities investment advisory services to higher-income professionals, businesses, and select institutional clients, including pension plans. The firm employs a conservative, long-term buy-and-hold strategy focused on blue-chip equities and investment-grade bonds, managing approximately $26 million across about 25 client relationships with primarily non-discretionary accounts.

Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 credential and two years of industry experience. She has worked at Teach Plan Retire, AEL Wealth Management, and One Pacific Financial Strategies. Outside of advising, she owns a business selling products related to spiritual healing and also works as a personal shopper. An Exceptional Life Financial, LLC is a fiduciary advisory team managing approximately $218 million in client assets, serving individuals, families, small businesses, and educational institutions. The firm employs a combination of passive and active investment strategies tailored to clients’ goals and risk tolerances and offers comprehensive services including financial planning, investment management, tax preparation support, and employee benefit plan consulting.

Crystal Kozlak is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brooklyn FI, LLC with one year of industry experience. She previously worked at Falcon Wealth Planning, Inc. and Falcon Wealth Planning. Prior to her financial advisory roles, she was involved with nonprofit organizations including The Humane League and Animal Place. Brooklyn FI, LLC serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index funds, tax efficiency, and the use of outside managers, managing approximately $341 million in discretionary assets.

Charles Painter II is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Painter, Smith & Gorian, Inc. for 40 years before joining Prospera and Painter, Smith and Amberg Inc. in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio strategies.