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 eight years of industry experience. He has previously worked at firms including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., RBC Advisors, and Medtronic, LLC. Outside of 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 registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, sector, and cyclical analysis and employs strategies including strategic and tactical asset allocation, short-term trading, options, futures, and leverage.

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.

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.

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.

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.

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.

Thomas Hartfield is the president of Hartfield Financial & Insurance Services, Inc. in Granada Hills, CA, with 21 years of industry experience. He previously worked at Western International Securities, Inc. for six years and has been with his current firm since 1991. Hartfield Financial and Insurance Services provides investment advisory and financial planning primarily to individual clients, as well as trusts, estates, and employer retirement plans. The firm uses a diversified, model-based asset allocation approach focused on mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and combines investment advice with licensed insurance brokerage services.

Bradley Hartman is the sole advisor at Hartman Financial Planning in Santa Clarita, CA, holding a Series 65 designation with 18 years of industry experience. He has operated Options Trading & Education, LLC since 2003, focusing on options strategies and education. Hartman offers options education and paid workshops to individuals and groups, as well as market-timing models and subscription services to other investors and managers. Hartman Financial Planning provides fee-only financial planning and investment advisory services to individuals, families, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach tailored to clients’ goals, time horizons, and risk tolerances.

Daniel Goldberg is the sole advisor at The Simple Investor's Guide, LLC in Simi Valley, CA, holding a Series 65 license with nine years of industry experience. He has led The Simple Investor's Guide since 2016 and concurrently worked at Top Talent Search Experts, LLC from 2015 to 2025. The Simple Investor's Guide provides portfolio management and advisory services to individuals, corporations, and employee benefit plans, managing approximately $12.5 million in client assets across 19 relationships. The firm operates primarily on a non-discretionary basis, applying fundamental analysis and modern portfolio theory through a mix of long-term strategies and model-driven allocations tailored to client risk profiles.

Ju Hyung Oh is a CFP® professional with Liberty Financial Group, Inc., where he has worked since 2019. He has held prior roles at Henry Mayo Newhall Hospital, CHA Hollywood Presbyterian Medical Center, and CJ CGV America. Outside of financial advising, he serves as president of SW CPA INC, a firm providing tax preparation, accounting, and payroll services to individuals and small businesses. Liberty Financial Group, Inc. is an independent investment adviser serving individuals, families, and high-net-worth clients with financial planning, retirement planning, and portfolio management. The firm employs a risk-based asset allocation strategy using ETFs, mutual funds, and occasionally individual securities, emphasizing low-cost and tax-aware investments while offering financial planning billed hourly or on a fixed-project basis.

Benjamin Yashar is a financial advisor at Altman Sacks Corporation with six years of industry experience. He holds a Series 65 designation and has been with Altman Sacks since 2015. Outside of his advisory role, he is involved in a separate computer programming consultancy. Altman Sacks Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a long-term, tactical asset-allocation approach using fundamental, quantitative, and qualitative analysis, offering discretionary and non-discretionary management that includes ETFs, individual equities, and precious metals, with regular account monitoring.

Stephen Johns is a financial advisor with Martin & Company in Valencia, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Avantax Advisory Services and Cetera Wealth Services before joining Martin & Company. Outside of advisory work, he is involved in managing tax preparation clients and serves as president of an S-corporation that oversees operations related to his financial planning business. Martin & Company provides investment management, financial planning, and consulting services to individuals, high-net-worth families, estates, trusts, partnerships, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management across various asset classes and emphasizes selecting and monitoring third-party managers alongside pension and retirement-plan consulting.

Eric Kim is a financial advisor with Think Wealth, LLC in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has held roles at Mont Blanc Asset, Inc. since 2009 and has been a principal and manager at Think Wealth, LLC since 2016. Kim is also a partner at Chelsea International Advisors LLC and managing partner at Think Wealth Asset LLC. Think Wealth, LLC serves individual clients and provides consulting for 401(k) plans, employing discretionary portfolio management with in-house model portfolios. The firm uses exchange-traded securities and assigns clients to conservative, balanced, or aggressive investment models based on a detailed questionnaire.

Barton Brewer is a CFP®, CFA®, and ChFC® with 20 years of experience in financial advisory. He has been with Global Financial Advisory Services, Inc. since 2018 and has been involved with the CFA Institute since 2002. Outside of his advisory role, he is engaged in financial and business consulting including curriculum development and teaching, and he owns a sports card and memorabilia business. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on documenting client objectives and recommending long-term asset allocations, often utilizing ETFs, institutional mutual funds, and third-party managers for portfolio implementation.

Peter Garelick is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial industry. He has worked at Global Financial Advisory Services, Inc. since 2015 and previously spent time at Western International Securities, Inc. and Financial West Group. Global Financial Advisory Services, Inc. offers investment advisory and retirement-plan consulting to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on long-term asset allocation using ETFs, institutional mutual funds, and third-party managers, providing both discretionary and non-discretionary portfolio management.

David Garelick is a CFP® with 29 years of experience in the financial advisory industry. He is a founding advisor at Global Financial Advisory Services, Inc., where he has worked since 1997. In addition to his advisory role, Garelick is president of Global Business Management, a family office providing business management services to high-net-worth individuals, and president of Global Tax and Accounting, offering tax preparation and bookkeeping services. He also serves as a board member and treasurer of The Canet Foundation, a private foundation. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term asset allocation strategies using ETFs, institutional mutual funds, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.