Lawrence David Zerg

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.

Michael Halper is a CFP® with six years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. Prior to founding Strateon, he worked at Escient Financial LLC for six years and has extensive background in digital media and studio operations. He is co-founder and director of the Advice-Only Planners Association, a public benefit corporation dedicated to the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice through modular and comprehensive engagements, serving individuals, families, and related trusts and estates. The firm operates an advice-only model without managing client assets, focusing on diversified, passive investment recommendations and offering educational workshops, newsletters, and a unique digital asset consulting service.

John Mears is the principal and sole advisor at Mears Money Management, an independent firm based in Valencia, CA. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Mears also operates an affiliated accounting practice specializing in tax preparation and is a licensed insurance agent. Mears Money Management provides investment advisory services primarily to individual clients, focusing on portfolio management through referrals to third-party money managers and offering a one-time portfolio "MRI" analysis. The firm uses a long-term, index-fund-based approach aligned with clients’ risk tolerance and financial goals, while conducting due diligence on recommended advisers and providing free educational workshops and newsletters.

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and nine years of industry experience. He has worked at several firms, including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., and RBC Advisors. Outside of his 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, single-advisor firm that provides discretionary investment advisory services to individuals, trusts, retirement plans, and business entities. The firm employs a diverse investment approach incorporating fundamental, technical, quantitative, cyclical, and sector analyses, and utilizes a range of strategies from strategic asset allocation to active instruments such as options and futures.

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.