Matthew Benson is a CFP® with 13 years of industry experience, currently serving as the sole advisor at Opes MVB Capital, LLC. His prior experience includes roles at Merrill Lynch, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. Outside of advising, he is a licensed insurance agent and engages in real estate investment and development on a part-time basis. Opes MVB Capital provides wealth advisory and portfolio management services primarily to high-net-worth individuals, focusing on portfolio allocation, real estate analysis, trust and estate advisory, tax planning, and charitable guidance. The firm emphasizes documented risk tolerances in tailored Investment Policy Statements and operates on a non-discretionary basis, allowing clients to retain final authority over transactions.

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 with five years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. His prior experience includes roles at Escient Financial LLC, Escient Studios, and Escient Digital, as well as membership in IATSE Local 600. He is a co-founder and director of the Advice-Only Planners Association, a public benefit corporation focused on promoting the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice to individuals, couples, families, and related trusts and estates through modular and comprehensive planning engagements. The firm operates an advice-only model without managing client assets, emphasizing diversified, passive investment strategies, and offers educational workshops, newsletters, and a digital asset consulting service.

Christine White is a financial advisor at Imagine Math in Moorpark, CA, holding a Series 65 designation with two years of industry experience. She has been employed part-time as an Adjunct Faculty member in the Mathematics Department at California Lutheran University since 2017. Imagine Math is a state-registered, fee-only investment adviser that offers customized financial planning and discretionary investment management to individuals, families, trusts, and estates. The firm uses a quantitative investment approach informed by advanced mathematical expertise and manages approximately $2.8 million across eight client accounts.

Douglas Fair is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has previously worked at Western International Securities, Inc. and Financial West Group, and he operates Your Money Coach Financial Services, an independent advisory firm through which he provides financial planning and consulting. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment delivery options and employs an in-house research team that constructs model portfolios and offers strategic and tactical implementations tailored to client needs.

Stephen Vaughen is a financial advisor with Pacific Investment Advisors, LLC in Simi Valley, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Stephen Kepler Vaughen since 2003 and at Crowell, Weedon & Co. since 1980. Pacific Investment Advisors offers personalized portfolio management primarily focused on the stock-market portion of clients' asset mixes, serving individuals, retirement accounts, trusts, charitable organizations, and business entities. The firm provides non-discretionary, consultative investment advice emphasizing client selection, investor behavior, and experience-based analysis.

Colby Fox is a financial advisor at Selah Wealth Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Pfs Investments Inc. and Primerica Financial Services, among other roles. Selah Wealth Advisors serves individual and high-net-worth clients by providing investment management, financial planning, retirement plan consulting, and educational seminars. The firm uses an asset-allocation framework combining modern portfolio theory, fundamental and cyclical analysis, and both passive and active investment vehicles, offering clients discretionary or non-discretionary authority.

Vance Ryan is the sole advisor at American Business Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Business Capital since 1996. Outside of his advisory role, he is involved in the purchase and sale of internet domain names as well as film production and music distribution. American Business Capital is a registered investment adviser focused on individuals and high-net-worth clients, offering account management and investment advisory services that combine technical charting with mutual fund and ETF analysis. The firm manages accounts on a non-discretionary basis and employs both long- and short-term strategies.

Patrick Bolger is the sole advisor at Pb Capital, an independent investment advisory firm based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nine years at Western International Securities and ongoing insurance-related activities since 1998. Outside his advisory work, he provides insurance quotes and coverage for clients through his insurance business. Pb Capital serves individual and high-net-worth clients with non-discretionary asset management and portfolio monitoring across various securities. The firm employs a range of analytical methods and strategies, including the use of derivatives and options, and implements trades only with client authorization.

Gagan Singh is the principal of SmartCourse Advisory, LLC, with four years of industry experience and a Series 65 credential. He has held leadership roles at multiple companies, including CogniAI Labs Inc., where he serves as President and CEO focusing on AI consulting, and Thinkjr Inc., a children’s media and consumer products company. He is also President and CEO of New Trends Investments Inc., a research and software consultancy. SmartCourse Advisory is a state-registered investment adviser that provides financial planning and consulting services to individual clients, emphasizing tailored strategies involving cash flow, tax, risk management, and estate planning. The firm uses hourly billing and does not manage discretionary client assets.

James Lorenzen is a CFP® professional with 28 years of experience, operating as the sole advisor at The Independent Financial Group in Simi Valley, CA since 1996. He holds Series 63 and Series 66 licenses and is also a licensed life insurance agent in California. The Independent Financial Group provides financial planning and nondiscretionary advisory services to individuals and business owners, including trusts, estates, IRAs, and retirement plans. The firm manages $10 million in assets and follows a documented planning process, utilizing independent third-party managers for investment implementation without discretionary trading.

Daniel Goldberg is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at The Simple Investor's Guide, LLC since 2016 and previously was affiliated with Top Talent Search Experts, LLC. The Simple Investor's Guide, LLC is an independent, single-advisor firm providing non-discretionary portfolio management, financial planning, and consulting to individuals, corporations, and employee benefit plans. The firm emphasizes client approval for transactions and offers a formal investor education program through multi-day seminars and workshops.

Sandy Mesa is a financial advisor with MESA Wealth Management in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Mesa has worked with firms including Western International Securities, Inc. and Financial West Group, and has led MESA Wealth Management since 2015. Additionally, Mesa serves as a financial advisor and consultant for the LAPD Protective League, advising on City of LA benefits and investments. MESA Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, covering areas such as cash flow, risk management, retirement, and estate planning. The firm employs a globally diversified, long-term investment strategy emphasizing asset allocation and typically manages portfolios on a non-discretionary basis, often recommending third-party managers.

Amy Friedman is a CFP® with 17 years of industry experience, currently serving as an advisor at Kevin Kennedy, LLC since 2024. She previously worked at Financial Security Solutions, Corp. and Osaic Wealth Inc. from 2015 to 2024. Outside of her advisory work, she is Vice President of Sled Dogs Productions, Inc., where she manages bookkeeping, invoicing, and billing. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and offers consulting on 401(k) plans, relying on model portfolios and mutual fund managers for security selection and rebalancing.

Neil Westerman is a financial advisor with Summit Wealth Management Group, Inc. in Camarillo, CA. He holds a Series 66 designation and has 17 years of industry experience. His prior work includes roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Lincoln Financial Advisors. Summit Wealth Management Group serves individual investors, trusts, estates, and business entities, with a significant high-net-worth client base. The firm provides discretionary asset management through LPL Financial’s Strategic Wealth Management platform, offering diversified portfolios and tiered financial planning packages.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with nine years of industry experience. She holds the Series 66 designation and has worked at firms including LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, MML Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities. Summit Wealth Management Group provides investment management and financial planning to individual investors, trusts, estates, and business entities, with a focus on high-net-worth clients. The firm offers discretionary asset management through LPL Financial’s Strategic Wealth Management platform, diversified portfolios, and tiered planning packages supported by a small advisory team.

Diane Upson is a financial advisor with Financial Coaching Partners LLC, holding a Series 65 designation and bringing 14 years of industry experience. She has been with Financial Coaching Partners since 2011. Outside of her advisory role, she is a licensed notary public in California. Financial Coaching Partners primarily serves individual clients, providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-for-service basis and emphasizes Modern Portfolio Theory in its investment approach, focusing on fiduciary responsibility and tailored financial plans without direct portfolio management.

Carole Upson is a financial advisor with Financial Coaching Partners LLC in Somis, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Financial Coaching Partners since 2009. Outside of her advisory role, she refers clients to attorneys for trust document preparation and works as an independent life insurance agent. Financial Coaching Partners primarily serves individual clients by providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm follows a fiduciary, fee-for-service model grounded in Modern Portfolio Theory and focuses on tailored financial plans without direct portfolio management.