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.

Richard Sirott is the sole advisor at Richard N. Sirott Accountancy Corporation, an independent firm based in Northridge, CA. He holds 29 years of industry experience and has operated his combined accounting and investment advisory practice since 1979. The firm offers customized investment management alongside accounting and tax compliance services, serving individuals, high-net-worth clients, corporations, and other business entities. Richard N. Sirott Accountancy Corporation manages discretionary portfolios using a range of model allocations and employs both fundamental and technical analysis, maintaining accounts with independent custodians.

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.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

Manu Walia is the sole advisor at Continuum Global Asset Management, LLC, an independent firm based in Santa Clarita, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Continuum Global Asset Management since 2005. Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high-net-worth individuals, family trust accounts, and retirement accounts. The firm combines fundamental and technical research with asset-allocation techniques and employs a mix of equities, bonds, mutual funds, ETFs, closed-end funds, REITs, and options, using active strategies such as stop losses and option hedging to manage volatility.

Joseph Keenan is a CFP® and PFS™ credentialed financial advisor with eight years of industry experience. He is the principal of Hillhurst Wealth Management LLC and serves as Chief Financial Officer of MC Legacy Group LLC, a single-family office where he oversees investment due diligence, accounting, and reporting. Prior to his current roles, he held positions at Hughes Private Capital, B2B CFO, and Bucks County Financial Planning Group. Hillhurst Wealth Management provides financial planning, wealth management, investment management, and family office services to individuals, families, and family offices. The firm emphasizes written comprehensive financial plans and delivers investment management primarily through outside managers using both passive and active strategies, offering both discretionary and non-discretionary arrangements.

James Blazer is a CFP® with 24 years of experience in the financial industry. He has been with Wealth Planning Group, Inc. since 2007. Outside of advising, he is a professional musician who provides recording and live performance services. Wealth Planning Group, Inc. offers comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of strategic, cyclical, and tactical analysis to construct diversified portfolios 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.

Michael Brown is a Series 65 credentialed advisor with 13 years of industry experience. He is the sole advisor at MorningView Capital and has been the Chief Executive Officer of Captivate Media, Inc., an investment-related financial publisher and online media marketer, for over two decades. His outside activities include managing several financial websites and newsletters. MorningView Capital provides financial planning, portfolio management, investment recommendations, and pension consulting for a diverse client base including individuals, trusts, charitable organizations, and business entities. The firm employs a range of fundamental, technical, and quantitative strategies across various asset types tailored to each client’s objectives and risk profile.

I was originally born in Toronto, Canada and my family moved to Los Angeles in 2009 during the recession. Within the first year of our move, my parents let my sister and I know that we might have to move back due to financial troubles. Fortunately we were able to make things work, but that sparked my interest in personal finance and I began learning about budgeting and investing. I was able to get my Bachelor's degree from CSUN in 2018 and have been working in the financial services industry for about 7 years. My experience ranges from helping young professionals who are just starting out on their journey to those who have put their work in and are looking to enjoy their retirement. I am a CFP professional as well as a notary public. In my spare time, I enjoy reading, being active and spending time with friends & family. I have always enjoyed playing sports, especially winter sports such as hockey and skiing (Would I be a true Canadian if I didn’t?) Even though I have lived in Los Angeles for over 15 years, my sports loyalty still lies with my teams in Toronto, and I hope to see the Maple Leafs win a Stanley Cup in my lifetime the same way I got to watch the Raptors win their first NBA championship back in 2019.

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.

Monica Razuleu Munoz is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently the sole advisor at Strong Foundation Wealth Management LLC, where she has worked since 2025 following a 16-year tenure at Protection Point Advisors, Inc. In addition to her advisory role, she is licensed as a life insurance agent and recommends insurance products on a needs basis. Strong Foundation Wealth Management LLC serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $20.5 million in discretionary assets. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies including modern portfolio theory, quantitative and technical analysis, and uses diverse asset classes including mutual funds, fixed income, real estate funds, ETFs, private placements, and venture capital.

Andreas Yanik is a financial advisor at Create My Wealth LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bank of America and Merrill Lynch. Outside of advisory work, he is also involved in mortgage brokerage. Create My Wealth LLC provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses a combination of charting, fundamental, technical, and quantitative analysis alongside modern portfolio theory to guide investment decisions, offering discretionary account management and performance-based fee arrangements for qualified clients.

Ronald Verbeck is a financial advisor at Wealth Planning Group, Inc. with 32 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes six years at Purshe Kaplan Sterling Investments. In addition to his advisory roles, he is a licensed life insurance agent. Wealth Planning Group, Inc. provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm combines financial planning with portfolio management, employing strategic, cyclical, and tactical analysis to build diversified portfolios managed on a discretionary basis.

Christopher Munchhof is a financial advisor at SoCal Planners, Inc with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Free Financial for 13 years and Canady MFG for 9 years. In addition to his advisory role, he is engaged in tax preparation and the sale of fixed life insurance and annuity products as a sole proprietor. SoCal Planners serves individuals, trusts, estates, 401(k) plans, and corporate clients, providing investment supervisory services, periodic financial advice, and planning. The firm typically manages client portfolios on a non-discretionary basis and combines advisory services with tax preparation and insurance offerings.

Hey there! I'm Michael Izbotsky. Thanks for sharing your interest in working together. Here's what to expect next: 1) Intro meeting to see if we're a fit. 2) Create a plan together of where to allocate your sudden wealth, how to protect it, and how to limit any tax burdens. 3) Determine whether you'll execute the plan and recommendations alone, or together with me by your side. 4) Move to an ongoing relationship, which includes investment management and two core meetings every year.