Daniel Novak is a CFP® professional with 11 years of experience in financial services. He is currently a wealth manager and executive at Williams & Novak Wealth Management, LLC in Westlake Village, CA. His previous roles include positions at Alexander Capital, Integrity Brokerage, Western International Securities, and Charles Schwab. Novak is also involved in non-investment business activities including managing an estate document referral service and ownership roles in affiliated tax preparation and insurance firms. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, including high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million for about 275 clients, combining proprietary model portfolios with sub-advisor solutions and direct-indexing strategies to provide customized portfolio management and financial planning services.

Jessica Jones is a financial advisor at Success Wealth Management LLC in Ventura, CA, with five years of industry experience. She holds a Series 65 credential and has worked with Success Wealth Management since 2020. Outside of her advisory role, Jones is the owner and CEO of Rebel Women Wealth Inc., a Feng Shui and mindset consultation business. Success Wealth Management provides discretionary investment management and financial planning services to individuals and high-net-worth clients, utilizing a goal-based, Modern Portfolio Theory framework for asset allocation and risk management. The firm manages approximately $96.6 million in discretionary assets and employs third-party sub-advisors while maintaining primary client contact.

Jonathan Herson is a financial advisor at Cruden Bay Investment Management, LLC with 19 years of industry experience. He has worked at Cruden Bay since 2016 and previously at LPL Financial from 2010 to 2016. Outside of his advisory role, he is an investor and advisor at Investo, an investment firm based in São Paulo, Brazil. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other business entities, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm employs a risk-adjusted investment approach that combines fundamental and technical analysis and maintains ongoing account monitoring with at least quarterly reviews.

Liza Dela Cruz is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Alliance Advisory & Securities, she worked at Steelpeak Wealth and Doubleline Capital, and held roles at American International 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 and modern portfolio theory across multiple model groups and individual-security strategies, with portfolio reviews at least quarterly.

Mark Weiderman is a financial advisor at Manchester Financial Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Manchester Financial since 2015. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and various asset-allocation models to manage portfolios across a range of investments, employing both long- and short-term strategies where appropriate.

Steven Rezzelle is a financial advisor at Manchester Financial Inc with 13 years of industry experience. He has previously worked at Fidelity Investments, Securities America, Hefren-Tillotson, and Scottrade. He also operates as an independent licensed insurance agent specializing in life, health, and variable insurance products. 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 uses individualized client profiles and multiple asset-allocation models to manage diversified portfolios, employing both long- and short-term strategies and offering plan-participant investment management through the Pontera platform.

Young Kim is a financial advisor with Anacapa Financial, LLC, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Anacapa Financial in 2025, he worked at firms including Ameriprise, CUSO Financial Services, and Wescom Financial Services. Outside of advisory work, he is involved in insurance sales and serves as a business consultant and project manager for a construction company. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers a range of services including tax preparation, bookkeeping, and estate document services, and employs a customized investment approach incorporating various strategies and custodial platforms.

Andrew Lowenstein is a financial advisor at Cruden Bay Investment Management, LLC with 19 years of industry experience. He has been with Cruden Bay since 2016 and previously worked at LPL Financial from 2012 to 2016. His credentials include Series 63 and Series 65 registrations. Outside of advisory work, he has involvement with DRL Insurance Services, LLC. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other business entities, offering discretionary and non-discretionary portfolio management along with financial planning and consulting services. The firm employs a risk-adjusted investment approach combining fundamental and technical analysis with both long- and short-term strategies, and it operates a wrap-fee program that integrates money management and administrative costs.

Sean Sottile is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. He holds a Series 65 credential and previously worked for Santa Clarita Foursquare Church under the name Crosspoint for eleven years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations and modern portfolio theory, offering discretionary and non-discretionary portfolio management alongside financial planning and held-away account services.

Robert Katch is a financial advisor at Manchester Financial Inc with 35 years of industry experience. He has been with Manchester Financial since 1990. Manchester Financial provides portfolio management, comprehensive financial planning, and limited consulting to individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and various asset-allocation models, employing discretionary authority for day-to-day management across multiple asset classes while continuously monitoring accounts.

Christopher Tyler is a CFP® with seven years of industry experience, currently serving as a financial advisor at Alliance Advisory & Securities, LLC. His prior work includes roles at Raymond James Financial Services and Davies Financial Advisors. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts and pension plans. The firm employs diversified model allocations based on modern portfolio theory, offering discretionary and non-discretionary services along with held-away account management through the Pontera platform.

Jack Harrington is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Wood Ranch and MAP Strategic Wealth Advisors, along with periods as a full-time student. Hillcrest Financial Group provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, corporations, and employee benefit plans. The firm manages client assets using a combination of Modern Portfolio Theory, macroeconomic and fundamental analysis, and proprietary model portfolios, serving both high-net-worth and non-HNW clients.

Nicholas Giannakopoulos is a financial advisor at Total Wealth Services, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Ameriprise Financial Services LLC and Total Wealth Tax, PC, as well as experience in public relations and nutrition industries. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations with financial planning, consulting, and discretionary wealth and portfolio management. The firm uses a manager- and style-agnostic approach, typically allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

Jeffery Sorensen is a financial advisor at OverRidge Wealth Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors Inc., Summit Financial Consultants, Inc., and Triad Hybrid Solutions. Sorensen is also a member of a professional networking group that connects various professions. OverRidge Wealth Advisors serves individual and high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and consulting services, utilizing a range of investment strategies across multiple asset classes with ongoing monitoring.

Spencer Maccuish is affiliated with Alliance Advisory & Securities, LLC and holds a Series 65 credential. He has four years of experience in the financial industry and previously worked at Eternity Bible College for 18 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and manages portfolios with regular reviews and rebalancing.

Randall Sanada Jr. is a CFP® with 29 years of industry experience, serving at Alliance Advisory & Securities, LLC since 1996. He also holds the position of Vice President at Alliance Financial Group, Inc., overseeing management and operations since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individuals, including high-net-worth clients, 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 services, with regular portfolio reviews and rebalancing.

Amir Tavakol is a financial advisor at Morton Wealth with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at California Capital Management and Northwestern Mutual Wealth Management Company. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management and comprehensive financial planning. The firm follows modern portfolio principles with an emphasis on diversification and risk management, and is notable for its direct involvement with pooled investment vehicles and private fund opportunities.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Manchester Financial, Inc. since 2015. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.

Brooks White is a CFP® professional at Forum Financial Management, LP with five years of industry experience. He previously worked at Lamia Financial Management from 2016 to 2019 before joining Forum Financial Management, where he has been since 2019. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Sean Righter is a financial advisor with One Capital Management, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. during his career. One Capital Management serves individuals, retirement plans, trusts, corporations, and institutional clients through a multi-advisor team managing approximately $7.0 billion in discretionary assets. The firm offers wealth management, financial planning, sub-advisory, retirement plan solutions, and advisory consulting, with an investment approach that combines macroeconomic assessment, fundamental research, and active management across global portfolios.