Robert Knight is a financial advisor at Alliance Advisory & Securities, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Partnervest Advisory Services, LLC and various insurance carriers. Outside of his advisory role, he works part-time as an independent insurance agent selling Medicare plans and as a loan officer underwriting home loans. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio services, including management of held-away accounts through the Pontera platform.

Jake Berman is a financial advisor at FMB Wealth Management with eight years of industry experience. He holds a Series 65 credential and has worked primarily at FMB Wealth Management since 2017, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is a team-based, SEC-registered RIA 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 passively managed index funds and ETFs, integrating investment consulting with advanced planning and retirement plan review.

Hakop Seropian is an advisor at Tamar Securities, LLC with Series 65 and Series 63 licenses and one year of industry experience. His previous roles include positions at Bank of America and several other companies in various industries. Tamar Securities, LLC offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets through proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across multiple asset classes.

Brandon Berges is a financial advisor at FMB Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining FMB Wealth Management and Indivisible Partners, LLC, he held roles at Four Seasons Hotels, JDK Comms, and other organizations. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm focuses on integrated wealth management using a long-term, diversified asset-allocation strategy with passively managed index funds and ETFs, emphasizing tax-aware indexing and periodic rebalancing.

Eric Lecours is a CFP®-designated financial advisor with 10 years of industry experience. He is currently with Tamar Securities, LLC and has prior experience at Purshe Kaplan Sterling Investments, Silversage Advisors, Geneos Wealth Management, Bank of America, and Merrill Lynch. Lecours also operates under the DBA Firefighter's United, providing financial planning and wealth management services. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, standalone planning, and access to multiple model-portfolio programs.

Jeremy Fields is a CFP® professional with 13 years of experience in wealth management. He has worked at FMB Wealth Management since 2009 and is also associated with related entities such as FMB Retirement Services and FMB Insurance Services. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy using passively managed index funds and ETFs, focusing on integrated wealth management including investment consulting, advanced planning, and retirement plan review.

Mario Valverde is a financial advisor at Manchester Financial Inc with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Green Financial Services. Outside of advising, he is a licensed insurance agent specializing in life, health, and annuity products. Manchester Financial provides portfolio management, financial planning, and 1031 exchange consulting services to individuals, high-net-worth clients, retirement plans, corporations, and trusts. The firm employs individualized asset-allocation strategies, manages accounts primarily on a discretionary basis, and offers distinctive services such as an affiliated insurance agency and held-away retirement account management via the Pontera platform.

Jacob Kester is a financial advisor with Cruden Bay Investment Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at One Wealth Partners and Cornerstone Advisors and attended school full-time from 2013 to 2017. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and periodic consulting. The firm employs a risk-adjusted performance approach using multiple methods of analysis and operates a wrap-fee program that includes management, transaction, and administrative costs.

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.

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.

Thuan Lam is a financial advisor with Providence Financial and Insurances, Inc., holding a Series 66 credential and 20 years of industry experience. He previously worked at Lincoln Financial Securities and Osaic FS, Inc. for 14 years before joining Providence Financial. Outside of his advisory role, he owns Artizan Images, a wedding and event photography business. Providence Financial and Insurance Services is a team adviser serving individual and high-net-worth clients with discretionary investment management, financial and estate planning, and insurance brokerage. The firm employs a buy-and-hold strategy focused on income-producing securities and offers estate-planning legal services through an affiliated in-house legal practice.

David Sirin is a financial advisor at Tamar Securities, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., and operated Siren Laboratories, LLC. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Alexander Whitney is a financial advisor at Integrity Financial Corporation with one year of industry experience. He holds a Series 65 credential and has previously worked at Canterbury Consulting Inc. and Manchester Financial. Whitney also has a five-year tenure at Pepperdine University. Integrity Financial Corporation serves individuals, families, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial and legacy planning, and family-office consulting. The firm employs a Modern Portfolio Theory framework using indexed and actively managed funds, and it offers alternative strategies and discretionary sub-advisory roles for qualified clients.

Dominick Savo is a financial advisor at Tamar Securities, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tamar Securities since 2015. Outside of his advisory role, he is involved in ownership of a restaurant group operating ten locations in Southern California. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

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.