Hoby Pearce is a CFP® professional with 25 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2009. He holds the Series 63 and Series 65 licenses. Pearce is also a general partner in an investment-related business established for accounting purposes. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual security strategies, with quarterly portfolio reviews and periodic rebalancing.

Bruce Lacey is a financial advisor with De Groote Financial Group, LLC in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Girard Securities, Inc. and United Capital Financial Advisers, Inc. from 2009 to 2022. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer plans. The firm manages approximately $750 million in discretionary assets across about 400 client relationships, utilizing ETFs, mutual funds, individual bonds and equities, and allocations to third-party managers and private placements.

Timothy Burt is a CFA® charterholder with four years of experience in the financial industry. He is currently with Peak Asset Management, LLC, where he has worked since 2023. He also has a long-term role with Cumsille Insurance Services dating back to 2006. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing fundamental, technical, and qualitative analysis with a generally long-term investment approach.

David Harrington is a CFP®, ChFC®, and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Hillcrest Financial Group since 2022 and previously held roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Hillcrest Financial Group provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and employee benefit plans. The firm manages diversified portfolios using a combination of mutual funds, ETFs, and individual securities informed by macroeconomic analysis and fundamental security selection.

David Howerton is a financial advisor at FMB Wealth Management in Westlake Village, CA, holding Series 63 and Series 65 credentials with two years of industry experience. He previously spent 11 years with FMB Wealth Management and FMB Retirement Services and currently serves as Chief Compliance Officer and Chief Operations Officer for the related RIA, FMB Retirement Services. FMB Wealth Management is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy focused on low-cost, tax-aware indexing with regular portfolio monitoring and integrated wealth management services.

Michael De Luz is an advisor at Williams & Novak Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Kovack Advisors, Lazari Capital Management, and UBS Financial Services. Outside of his advisory role, he manages RMD Consulting LLC, which provides compliance consulting to registered investment advisory and broker-dealer firms, and also oversees a tax advisory business under the name Strategic Wealth and Taxes. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million through a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.

Benjamin Simonds is a CFP® with 14 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2011. He holds a Series 66 license and is based in Westlake Village, CA. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm’s investment approach utilizes diversified model portfolios based on modern portfolio theory, with strategies reviewed quarterly and tailored cash reserve targets for certain accounts.

Aydin Pro is a financial advisor at Alliance Advisory & Securities, LLC with a Series 65 credential and two years of industry experience. Prior to joining Alliance Advisory & Securities, Aydin worked in various roles including positions at The Masters Academy International, The Masters University, and Grace Community Church. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio services, alongside financial planning and held-away account management.

Joseph Migdol is a financial advisor at Total Wealth Services, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citibank and JP Morgan Securities LLC in various roles. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic investment approach, using diversified asset mixes tailored to client circumstances and generally manages portfolios on a discretionary basis.

Ravi Davis is a CFP® with 12 years of industry experience, currently serving at Hippocratic Financial Advisors. He previously worked at Advanced Practice Advisors for three years and has been involved with Hippocratic Insurance Services since 2014. Outside of financial advising, Davis owns a computer and information technology consulting firm. Hippocratic Financial Advisors serves individual and high-net-worth clients by providing wealth management, portfolio management, and financial planning services. The firm follows a long-term, goals-based investment approach with strategic asset allocation primarily through mutual funds and ETFs, tailored to client risk tolerance and other factors.

Scott Whitney is a financial advisor at Manchester Financial Inc in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Manchester Financial since 2017 and previously spent 17 years at Harold Davidson & Associates, Inc. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing the Pontera platform to manage participant-level retirement accounts without taking custody.

Franklin Whitehouse is a financial advisor at Manchester Financial Inc with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Manchester Financial in 2020, he worked at Gladstone Wealth Group and One Capital Management, LLC. Manchester Financial provides portfolio management, financial planning, and 1031 exchange consulting to a diverse client base including individuals, high-net-worth clients, retirement plans, and organizations. The firm manages accounts on a discretionary basis using model allocations and combines long-term diversification with occasional short-term trading.

Vance Lavizzo is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Alliance Advisory & Securities, LLC since 2021 and previously at its predecessor firm, as well as nearly a decade at LAC Group. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio services alongside standalone financial plans and held-away account management.

Bryan Garris is a CFP® designated financial advisor with 18 years of industry experience. He is currently associated with TriaGen Wealth Management LLC and M.S. Howells & Co., having previously spent 12 years at UBS Financial Services Inc. He is also an owner of G5 Endeavors, Inc., which manages his affiliated RIA firm. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations by providing portfolio management, financial planning, and consulting services. The firm employs a diverse set of investment strategies and tools tailored to client objectives and manages approximately $535 million in client assets.

Jacob Denzler is a financial advisor at Williams & Novak Wealth Management, LLC, holding a Series 65 designation. He has one year of experience in the industry and previously worked in the transportation and concrete cutting sectors. Williams & Novak Wealth Management is a team-based registered investment adviser managing approximately $343 million for around 275 clients, including individuals, corporations, pension plans, and charitable organizations. The firm uses a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.

Frank Simonelli III is a Series 65-credentialed advisor at Financial Coaching Partners LLC in Somis, CA, where he has worked since 2016. He has 10 years of industry experience. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates on a fee-only, fee-for-service, and hourly basis, following an investment approach based on Modern Portfolio Theory and efficient market principles without direct portfolio management.

Douglas De Groote is a CFP® professional with 29 years of industry experience. He is a principal at De Groote Financial Group, LLC, where he has worked since 2013. Prior to that, he held roles at Girard Securities, Inc. and Crowell, Weedon & Co. Outside of his advisory work, he serves as CFO for Freedom Square, a web-based platform focused on American-made goods and services, and is CEO of Lunch With 4 Interesting People, an event facilitation app for advisors. De Groote Financial Group provides discretionary investment management, wealth management, and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities, including high-net-worth clients. The firm manages over $1.2 billion and employs a multi-manager approach that includes mutual funds, ETFs, individual securities, proprietary model portfolios, and third-party managed accounts.

Emily Swan is a CFP® professional with three years of industry experience. She is currently with Alliance Advisory & Securities, LLC and previously worked at David S Reinders, Inc. and Cloud & Fire. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual securities, with regular portfolio reviews and rebalancing.

Alex Markowitz is a financial advisor with Alteri Wealth in Westlake Village, CA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Alteri Wealth, and has also been affiliated with Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a fundamentally driven, long-term investment approach across a range of asset classes and offers additional services such as retirement plan advisory and estate-planning support.

Jacob Ferry is a financial advisor at Total Wealth Services, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Total Wealth Group and Mariner Independent. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and using diversified investments tailored to client circumstances.