Phillip Levy

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.

Jennifer Turner is a financial advisor with Retirement Wealth Group, Inc. in Redlands, CA, holding a Series 63 designation and bringing 33 years of industry experience. She has worked at Retirement Wealth Group and LPL Financial Corp since 2009. Her business activities include providing fixed annuities and group health and long-term care insurance. Retirement Wealth Group, Inc. offers financial planning and consulting services to individuals, including trusts, estates, and retirement accounts. The firm uses both fundamental and technical analysis and employs Modern Portfolio Theory in portfolio construction, providing planning and implementation on hourly or fixed-fee bases rather than charging based on assets under management.

Austin Todd is the sole advisor at Capital United Investments LLC in Yucaipa, CA, holding a Series 65 designation with five years of industry experience. He has operated as Austin Todd DBA Capital United since 2016, combining investment advisory services with mortgage brokerage and real estate investing activities. Capital United Investments LLC is an independent advisory firm serving individuals, trusts, corporations, and plan sponsors with fee-based portfolio management, financial planning, and qualified retirement plan consulting. The firm employs a tactical asset-allocation approach that incorporates fundamental, technical, and cyclical analysis and offers both discretionary and non-discretionary services.

Scott Gutman is the sole advisor at Gutman Financial Planning LLC in Loma Linda, CA. He holds a Series 65 designation and has one year of industry experience. Prior to founding his firm, he worked in various roles at the Fontana Unified School District, including as an Information Exchange Specialist responsible for IT data management and Medi-Cal billing. Gutman Financial Planning LLC is a fee-only, state-registered advisory firm that provides financial planning and investment advisory services primarily to individuals and families. The firm employs a long-term, buy-and-hold investment approach emphasizing asset allocation and diversification, often recommending low-cost index funds and conducting educational workshops.

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 at Gorian Investments in San Bernardino, CA, with 14 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wilshire Capital Group, Inc., Oaktree Brokerage, Unitedhealthcare, Asset Marketing Systems, and Staffmark. 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 accounts primarily on a non-discretionary basis with client approval of investment decisions.