Mitchell Hesen is a financial advisor at Hesen & Haslam with over 44 years of industry experience. He holds the CFP® and ChFC® designations and has been with Hesen & Haslam since 2017, also maintaining a relationship with LPL Financial since 2014. Hesen & Haslam provides investment advisory and planning services primarily to individuals, including high-net-worth clients, as well as trusts, employer retirement plans, and business entities. The firm emphasizes individualized portfolio management with a retirement-income focus, combining a disciplined fixed-income process with access to various model and manager programs.

Cheryl Munoz is a CFA® charterholder with 27 years of industry experience. She is currently with Osaic and has previously worked at Zephyr Investment Management and FSC Securities Corporation. Outside of advisory work, she assists with operations for a construction business owned by her husband. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a technology-driven investment process and offers a wide range of programs and custody options, supporting over 6,000 advisors and approximately $200 billion in assets under management.

Sarah Gassert is a Series 65-licensed advisor at Equity Management Group with no prior industry experience. She has worked at DAV Energy Solutions from 2019 to 2021 and has been with Equity Management Group since 2013. Equity Management Group is a fee-only firm that provides investment management and financial planning to individuals, trusts, estates, non-profits, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and builds individualized investment plans tailored to clients’ goals and risk tolerance, utilizing a combination of independent research and proprietary analysis.

Evan Shorten is a CFP® professional with 26 years of industry experience, currently serving at Paragon Financial Partners since 2011. He has prior experience with JVIF, LLC and operates A Very Shorten Production, a marketing and public relations consulting firm. Outside of advisory work, he is involved in independent insurance sales. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations, offering wealth management, portfolio management, financial planning, and occasional trustee services. The firm employs a primarily long-term investment approach based on fundamental analysis and is notable for its use of margin and options in separately managed accounts.

Thea Nesis is a Series 65-licensed financial advisor with seven years of experience, currently with Applied Wealth Management in Santa Monica, CA. She has held roles at Miracle Mile Advisors, LLC, and operates Thea Nesis LLC, where she provides consulting and solicitor services. Additionally, she has a background in law but does not actively practice. Applied Wealth Management serves individuals, business entities, charities, and retirement plans, offering comprehensive financial planning, portfolio management, and estate-planning support. The firm employs an investment approach centered on asset allocation and modern portfolio theory, utilizing custom model portfolios and third-party sub-advisers, with accounts typically managed on a discretionary basis.

Mark Wendell is a financial advisor at MD Wealth Partners, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MD Wendell Wealth Partners since 2011. Outside of advisory services, he is also involved in offering insurance products, including life insurance, annuities, and long-term care insurance. MD Wealth Partners serves individual, high-net-worth, and business clients by providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control in its investment approach and works with clients to select strategists on the AssetMark platform that align with their objectives and risk tolerance.

Jeremy Hofer is a CFP® and ChFC® with 21 years of industry experience. He has been with Hofer & Associates Wealth Management since 2016, where he serves as one of two advisors. Hofer is also a licensed insurance agent, dedicating a small portion of his time to insurance-related activities. Hofer & Associates Wealth Management provides discretionary and non-discretionary portfolio management and financial planning to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages approximately $216 million in client assets using a range of methods, including fundamental and technical analysis, modern portfolio theory, and model portfolios tailored to varying risk tolerances.

Jose Tejada Jr. is a financial advisor at Ratio Capital with 14 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at MUFG Union Bank and Unionbanc Investment Services. In addition to his advisory role, he serves as Vice President of Mortgage Lending at Guaranteed Rate and works as a mortgage and lending consultant for The Countermove, Inc. Ratio Capital is a state-registered investment adviser that provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as charitable organizations. The firm integrates general financial planning services and employs a model portfolio approach with oversight of Sub-Advisers to manage client assets.

Yvonne Darby is a CFP® with four years of industry experience, currently serving as a financial advisor at Sherwood Financial Partners, LLC. Her prior work experience includes roles at Fullscreen and McBeard. Sherwood Financial Partners advises individuals, high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, family office services, and basic tax preparation. The firm generally manages portfolios on a discretionary, long-term basis using a combination of value-based indexing and active bond management, with custody through Schwab Institutional.

Douglas Lagerstrom is a financial advisor with Private Wealth Solutions, LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked at Kovack Securities, Inc. since 2008 and has been with Private Wealth Solutions since 2017. Outside of his advisory role, he serves as president of a fixed insurance business. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm offers a range of discretionary and non-discretionary portfolio management services and integrates commissionable securities and insurance product sales alongside advisory services.

Ravi Davis is a CFP® with 12 years of industry experience, currently serving at Hippocratic Financial Advisors in Westlake Village, CA. He previously worked at Advanced Practice Advisors for three years and has been involved with Hippocratic Insurance Services since 2014 as a partner, handling client property and casualty, disability, and fixed life insurance. He also owns a consulting firm specializing in computer and information technology. Hippocratic Financial Advisors provides fee-only wealth management and comprehensive financial planning to individual and high-net-worth clients. The firm emphasizes a long-term, goals-based investment approach with customized portfolios and offers a proprietary student-loan analysis and management service.

Julian Scott is a financial advisor at WellAcre Global Wealth Advisors in Santa Monica, CA, holding a Series 65 designation with one year of industry experience. Prior to joining WellAcre, he worked at Generate Capital and McKinsey & Company, and completed an MBA program at The Wharton School. WellAcre Global Wealth Advisors provides investment advisory and planning services to individuals, trusts, pension plans, and business entities. The firm employs multiple analytical methods to create tailored asset allocation strategies and offers a wide range of services including discretionary portfolio management, financial planning, and retirement plan consulting.

Steve Coker is a CFP® professional with 19 years of industry experience, currently serving as an advisor at Cedarstone Advisors since 2014. He holds a Series 65 license and works out of Thousand Oaks, CA. Cedarstone Advisors provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm emphasizes diversified asset-allocation models using primarily no-load mutual funds and ETFs, combining fundamental, technical, and cyclical analysis with ongoing portfolio monitoring and discretionary management.

Christopher Lynch is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Lynch Financial Group, where he has worked since 2023. His prior experience includes roles at Wealth Watch Advisors, Open Sail Financial, Viking River Cruises, and Cascade Financial Technology. In addition to advisory services, Mr. Lynch offers fixed life and annuity products and conducts medical and Medicare insurance sales as an independent contractor. Lynch Financial Group serves individual and high-net-worth clients by providing portfolio management and financial planning. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, tailoring plans based on asset allocation and risk tolerance, and offers both discretionary and non-discretionary services to a small client base.

Austin Link is a Series 66 licensed advisor at GKV Capital Management Co Inc with one year of industry experience. Prior to joining GKV in 2026, he held roles at Fidelity Investments and has a diverse work background including positions outside the financial industry. GKV Capital Management provides discretionary portfolio management to individual and institutional clients, employing a combined top-down macro analysis and bottom-up fundamental research approach. The firm customizes portfolios to client objectives and integrates held-away accounts while offering financial planning and estate-planning support through third-party technology.

Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 19 years of industry experience and holds a Series 66 designation. He previously spent 10 years at Stevens Foster Financial Advisors before joining his current firm. Private Wealth Solutions serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored, non-discretionary portfolio management and delivers planning work within defined engagements.

Christopher Mattern is an advisor at MFA Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has held roles at Tone, Walling & Meador LLP, where he is a minority partner in a tax preparation and accounting firm, in addition to his ongoing advisory work. Mattern has been affiliated with MFA Wealth Services and related entities since 2013. MFA Wealth Services is a registered investment adviser serving individuals, high-net-worth clients, trusts, business owners, and corporations. The firm manages approximately $293 million across 224 accounts, focusing on strategic asset allocation based on Modern Portfolio Theory, offering personalized financial planning, portfolio management, and third-party money manager oversight.

Steven Karkenny is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently an advisor at Kanan Advisors and also owns KarkennyX, an investment-related consulting business that assists an unaffiliated advisory firm with client deliverables and business growth strategy. His prior experience includes roles at Integrity Financial Corporation and Alliance Advisory & Securities, Inc. Kanan Advisors is a fee-only registered investment adviser serving employer-sponsored plans, corporate clients, and business owners. The firm uses a mix of investment strategies and may employ Outside Managers while maintaining primary advisory oversight, focusing on retirement plan consulting and business-owner services.

Darrell Warner II is a financial advisor at Qmulate with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BlueRock Capital Advisors and Clearstone Insurance Services. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors by offering financial planning, coaching, investment consultation, and portfolio management. The firm emphasizes a diversified, buy-and-hold investment approach and provides mostly non-discretionary portfolio management with written investment guidelines and client approval required for trades.

Kellen Doop is a financial advisor at Maxwell Financial Group, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maxwell Financial Group since 2017. Prior to that, he was affiliated with MML Investors Services Inc and Mass Mutual Life Insurance Company. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and offers retirement-focused educational seminars at no cost.