Grant Blindbury is a Partner and key member of the management team at FMB. He leads many of the Strategic Planning initiatives at the firm, both in design and execution. His leadership responsibilities include establishing the firm's vision, continually advancing client experience and creating opportunities and space for professional development. He’s also a member of the executive and investment committees. Grant began his career in the Investment Advisory industry in 2001 with Fields Financial Associates. As Fields Financial Associates grew, Grant eventually became a Partner in 2008, and the firm’s name was changed to FMB Wealth Management. Grant earned his bachelor’s degree in Business & Economics at the University of California at Los Angeles in 2001. He is also an active member and past president of the Board of Directors for the Conejo Valley Estate Planning Council.

Charles Carty is the sole advisor at Carty Financial, Inc., an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He has led Carty Financial since 2007. Carty Financial provides personalized, fee-only investment management and financial planning services to individuals, trusts, estates, small businesses, charitable organizations, and pension and profit-sharing plans. The firm operates primarily on a non-discretionary basis and emphasizes client approval for transactions, using a mix of individual equities, ETFs, mutual funds, bonds, and selective covered-call options.

Bruce Bassin is the sole advisor at Bassin, Bruce, an independent firm based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to founding his sole proprietorship in 1998, he worked at Southeast Investments, N.C. Inc. from 2016 to 2018. In addition to his advisory role, he is a licensed insurance agent selling life and fixed insurance products. The firm provides financial planning, third-party manager recommendations, and retirement plan consulting to pension and profit-sharing plan sponsors, plan participants, corporations, and high-net-worth individuals. It develops written financial plans using economic and quantitative analysis but does not offer discretionary portfolio management or hold client assets.

Matthew Benson is a CFP® professional with 13 years of industry experience. He is the principal of Opes MVB Capital, LLC, an independent advisory firm where he has worked since 2022. His prior experience includes roles at Merrill, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. In addition to advisory services, he is licensed to sell insurance and is involved in real estate investment and development on a part-time basis. Opes MVB Capital primarily serves high-net-worth individuals and select business clients, offering wealth advisory and portfolio allocation services. The firm combines management of a private commercial lending fund with primarily non-discretionary portfolio management, utilizing cyclical, fundamental, and technical analysis to guide investment strategies.

You deserve to feel financially empowered. The problem can be that you feel overwhelmed, overlooked or underserved in your financial lives. Terri understands. It’s why she has taken all her experience over a quarter-century of bull and bear markets managing billions of dollars for hundreds of people to create Zuma Wealth. Zuma Wealth is a firm by women for women. We’ve busted the myth that women aren’t interested in money and wealth topics. Many women thirst for knowledge and continuously seek out opportunities to grow and learn in many areas. Terri understands! Terri’s clients recognize the value of a trustworthy partner and seek her out because she offers support, understanding and an attentive ear. Importantly, she provides tailored advice and guidance so clients achieve their unique aspirations, never the one-size-fits-all that defines the industry. A renowned expert, Terri is a regular guest on CNBC and Bloomberg, and a sought-after industry speaker. She has been interviewed and quoted in hundreds of publications and lauded for making complex concepts simple. Her real world expertise is rooted in a suite of top financial credentials: the CFA charter, the CFP® certification, an MBA in Finance from Columbia University and an AB in Economics with Honors from the University of Michigan. Terri started investing when her father introduced her to the concept of compound interest and she learned she could make money in her sleep.

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.

Vanessa Friedman is the sole advisor at She Wealth Advisors LLC in Woodland Hills, CA. She holds a Series 65 designation and has been in the industry since 2025. Prior to founding She Wealth Advisors, she was involved in a mental health services business, Awaken Therapy Center, where she provided administrative support. She also offers educational coaching and training related to investment strategy, market behavior, and risk management. She Wealth Advisors provides discretionary investment management for high-net-worth individuals, families, and small institutions, combining fundamental, technical, and quantitative analysis with dynamic asset allocation and tactical overlays. The firm also offers financial coaching and education services to both clients and non-clients.

Phillip Deboalt is a financial advisor at FD Wealth Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Strategic Advisors LLC and Fidelity in various advisory roles. He is also a licensed insurance agent involved in insurance and annuity product sales. FD Wealth Advisors provides discretionary investment management and ERISA plan advisory services primarily to institutional and retirement-plan clients. The firm employs fundamental and cyclical analysis alongside Modern Portfolio Theory to construct portfolios tailored to client objectives and risk tolerances, offering both asset-based and performance-linked fee arrangements.

Daniel Disimile is the principal of Daniel J. Disimile CFP, LLC, a firm he has led since 2009. He holds the CFP® designation and has 36 years of industry experience. He is also licensed to sell insurance in California since 1987. His firm provides investment advisory services and comprehensive financial planning to individuals, pension and profit-sharing plans, trustees, estates, and charitable organizations. The firm uses a combination of fundamental and technical analysis and employs various investment strategies while following a structured planning process.

Kristin Horton is the President of Haven Capital Group in Westlake Village, CA, and holds the CFA® designation along with a Series 63 license. She has 23 years of industry experience and has led Haven Capital Group since 2009. In addition to her advisory role, she is a licensed real estate salesperson in California and is an owner and officer of a creative services firm, Caroline Rea Horton, Inc. Haven Capital Group provides discretionary investment management and portfolio construction for individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s investment approach focuses on customized asset allocation, fundamental equity and bond credit analysis, and employs mutual funds, ETFs, and tactical adjustments to manage portfolios.

Richard Dean is the sole advisor at Contemporary Planning Alternatives, an independent registered investment adviser based in Camarillo, CA. He holds a Series 63 designation and has been operating his firm since 1996. Richard has two years of industry experience beyond his firm’s establishment. Contemporary Planning Alternatives provides discretionary portfolio management and financial planning to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation, core-and-satellite investment approach tailored to client suitability and delivers ongoing supervisory services along with periodic planning updates.

Daniel Bragg is the principal advisor at Bragg Capital Management LLC in Agoura Hills, CA, holding a Series 65 designation with six years of industry experience. He has served as Chief Investment Officer at Pure Distribution Inc. and KC Equipment Rentals, assisting with capital allocation decisions. Bragg also holds an insurance license and conducts life and health insurance sales on a limited basis. Bragg Capital Management provides discretionary portfolio management for individual investors, focusing on publicly traded securities and exchange-traded funds. The firm employs a proprietary strategy that includes flexible position types, margin leverage, options trading, and hedging techniques.

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.

Andrew Killion is a financial advisor at Bankers Investment Counseling with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has previous experience at Bank of America, Merrill, and Anchors Way Advisors, LLC. Outside of his advisory work, he owns and manages a marine surveyor business focusing on vessel regulatory and safety inspections. Bankers Investment Counseling provides continuous investment counseling and discretionary portfolio management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $21.5 million across 50 client accounts, using a combination of fundamental, technical, quantitative, and qualitative analysis to customize investment policies and portfolios aligned with client objectives.

Gregory Toppe is a CFA® charterholder and holds Series 63 and Series 65 licenses, with four years of industry experience. He is the sole advisor at Venado Investment Advisors LLC, where he has worked since 2023. Prior to this, he held roles at Trivant Custom Portfolio Group LLC and has experience in the veterinary sector through positions at Companion Pet Partners and National Veterinary Associates. Venado Investment Advisors LLC offers discretionary asset management and hourly financial planning primarily to high-net-worth individuals, trusts, and estates. The firm employs a tailored investment approach combining cyclical and fundamental analysis with modern portfolio theory and maintains a very small client base with a sole-advisor structure.

Brian Dennis is a CFP® and ChFC® with 37 years of industry experience. He is the principal of Brian Dennis, CFP®, an investment management firm based in Calabasas, CA. In addition to his advisory role, he is a licensed attorney and an independent insurance agent. His firm provides asset management, financial planning, and consulting services to individuals, trusts, and estates. The investment approach focuses on fundamental analysis and a value-oriented, long-term strategy, with tailored services and regular account reviews.

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.

Sharon Martin is the President and owner of Profit Strategies, Inc., where she has worked as a financial advisor for 27 years. She holds Series 63 and Series 65 licenses. In addition to investment advisory services, she offers life insurance, group health and benefits, human resources consulting, and bookkeeping through her firm. Profit Strategies, Inc. provides investment management and advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm combines investment advice with retirement plan consulting and business services, managing client accounts primarily on a discretionary basis and utilizing a variety of investment vehicles and outside managers when appropriate.

Peter Girolamo is a financial advisor at Retirement Wealth Center Inc with 17 years of industry experience. He holds a Series 66 designation and has worked at Bernzott Capital Advisors and his own CPA firm, Girolamo & Company, which he continues to operate alongside his advisory practice. His CPA firm provides accounting, payroll, and income tax planning services. Retirement Wealth Center Inc offers fee-only portfolio management and financial planning to individuals, estates, trusts, business entities, and corporate pension and profit-sharing plans. The firm manages publicly traded securities on a discretionary basis, tailoring investment programs through detailed policy statements and regular reviews, with a focus on longer-term holdings and a combination of fundamental, technical, and charting analysis.

Kara Buss is the owner and sole advisor at HN Buss Investing with Series 63 and Series 65 credentials and two years of industry experience. She previously worked for over a decade at Logix Federal Credit Union. Kara is in the process of consolidating her advisory services under HN Buss Investing after closing He'e Nalu Investing. HN Buss Investing serves individuals and trusts by providing discretionary investment management and tailored financial planning. The firm builds portfolios based on client-specific asset allocation and risk tolerance, focusing on diversification and risk mitigation while avoiding rapid trading.