Shawn Patt is a financial advisor at Atala Financial Inc with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Morgan Stanley and City National Bank. Outside of advising, Patt is a professor at UCLA Anderson School of Management, teaching business and finance courses, and is the CEO of Fantasy Clubhouse, a business connecting professional athletes with fans through golf. He is also involved in financial education through authoring textbooks and serving on the CPWA Certification Commission. Atala Financial provides portfolio management, financial planning, and business consulting primarily to individual and high-net-worth clients, as well as institutions such as pension plans and trusts. The firm employs a multi-faceted investment approach combining quantitative, fundamental, technical, and economic analysis, with a focus on discretionary strategies including listed securities, derivatives, and private investments.

Gregory Karis is a CFP® with 10 years of industry experience, currently serving as an advisor at Inflection Retirement Services. He has worked with Inflection Business Consulting Inc. since 2017 and previously held roles at MML Investors Services LLC and Massmutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent affiliated with MFE Insurance Brokerage and owns a business management firm providing bookkeeping, accounting, and corporate management services. Inflection Retirement Services advises qualified retirement plans and pension clients, focusing on participant-directed defined contribution arrangements such as 401(k), 403(b), and profit-sharing plans. The firm provides ERISA-focused fiduciary services including investment consulting, plan design review, and participant education, with an emphasis on long-term diversified asset allocation and passive index mutual fund evaluation.

Lisa Harwood is a CFP® professional with 18 years of industry experience. She has worked at Montecito Bank and Trust and Citizens Business Bank prior to her current role at Ventura Advisors, where she has served for 14 years. Ventura Advisors provides personalized, fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm serves both high-net-worth and non-HNW clients, focusing on strategic asset allocation with a core of passively managed index funds and ETFs, emphasizing diversification, tax efficiency, and cost containment.

Brian Canning is a CFP® with 16 years of industry experience. He is currently an advisor at Brave New Wealth, where he has worked since 2025, following a 14-year tenure at Abacus Wealth Partners, LLC. Brave New Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, business entities, and pension plans. The firm employs a core/satellite investment approach using both fundamental and quantitative analysis, and offers a range of derivatives-based strategies for managing concentrated positions and tax or liquidity objectives.

Vernon Dransfeldt is a CFP® professional with nine years of industry experience, currently serving as an advisor at Equity Management Group since 2016. He holds Series 63 and Series 65 licenses and operates out of Santa Rosa Valley, CA. Equity Management Group provides fee-only financial planning and discretionary portfolio management to individuals—including high-net-worth and other clients—as well as non-profits, retirement plans, trusts, estates, and business entities. The firm employs a combination of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships, supported by individualized investment plans and regular portfolio reviews by its three-advisor team.

Matthew D’Agostino is a financial advisor at Your Private Client Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for AssetMark Brokerage, LLC and related AssetMark entities from 2016 to 2024. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm employs a long-term trading approach using modern portfolio theory, quantitative, fundamental, and cyclical analysis.

Michael Salam is a Series 65–licensed advisor at Atala Financial Inc with six years of industry experience. He previously worked at Pacificfront Capital, LLC and Shmellins. Atala Financial provides investment management, financial planning, and business consulting primarily for individual and high-net-worth clients, employing a combination of quantitative, fundamental, technical, and economic analysis to tailor portfolios and actively monitor client holdings. The firm also advises private pooled funds and incorporates institutional due diligence practices within a concentrated operational model.

Ida Jardines is an Associate Financial Advisor at Martin & Company with one year of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Avantax Advisory Services. Outside of advising, she assists with bookkeeping, tax services, and wealth planning within Martin & Company. Martin & Company provides investment management, financial planning, and consulting services to individuals, families, estates, trusts, partnerships, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, incorporating model portfolios and third-party managers while also providing pension and retirement-plan consulting.

Kenneth Butler is a CFP® with 21 years of industry experience. He is the principal of Butler Financial Services, Ltd. and has also been associated with NBS Financial Services, Inc. since 1995. In addition to his advisory role, Butler prepares income tax returns and works as a real estate broker and loan originator. Butler Financial Services, Ltd. provides financial planning and asset management primarily for individual clients, specializing in retirement planning. The firm integrates portfolio management with tax preparation and real estate services, using a disciplined investment approach based on asset allocation and modern portfolio theory.

Marla Vickrey is a financial advisor with Hofer & Associates Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Hofer & Associates since 2016. Outside of her advisory role, she is also a licensed insurance agent. Hofer & Associates Wealth Management serves individuals, high net worth clients, charitable organizations, and small businesses, managing approximately $216 million in client assets. The firm offers discretionary and non-discretionary portfolio management using a variety of investment strategies and model portfolios tailored to different risk tolerances.

Nicholas Butler is a financial advisor at Butler Financial Services, Ltd. in Westlake Village, CA, holding a Series 65 designation with nine years of industry experience. He has worked at Butler Financial Services since 2016 and also serves in a tax preparation role as an enrolled agent. Butler is involved in tax return preparation in addition to his advisory duties. Butler Financial Services provides financial planning and asset management primarily for individual clients, specializing in retirement planning. The firm integrates tax preparation, real estate, and loan origination services with its investment approach, which emphasizes asset allocation and modern portfolio theory supported by computer models and continuous account monitoring.

Vanessa Moore is a financial advisor at Zephyr Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Zephyr Investment Management since 2014, alongside prior roles at FSC Securities Corporation. Moore is also president of VM Financial, a consulting S Corporation. Zephyr Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a proprietary Business Cycle Asset Management framework that integrates cyclical, fundamental, and technical analysis to tailor investment strategies, managing approximately $421 million in advisory assets across discretionary and non-discretionary accounts.

Katia Kin is a financial advisor with Inflection Advisors in Camarillo, CA, holding a Series 65 designation and three years of industry experience. She has worked with Inflection Advisors and its affiliated firm, Inflection Retirement Services, where she provides pension and qualified plan advisory services for businesses. Prior to her advisory roles, she was involved with the Cancer Support Community Valley Ventura Santa Barbara. Inflection Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business clients. The firm’s investment approach emphasizes low-cost, passive index ETFs and mutual funds, long-term buy-and-hold strategies, and periodic portfolio rebalancing.

Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor. Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.

Richard Winters is a financial advisor at Winters Financial Group, Inc. in Westlake Village, CA, holding Series 65 and Series 63 credentials with 25 years of industry experience. His prior firms include Mutual Securities and The Leaders Group, Inc. Winters Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily follows a non-discretionary approach, offering portfolio management, standalone financial planning, and retirement plan consulting with an emphasis on asset allocation recommendations and client approval prior to transactions.

Keith Gray is a financial advisor at Total Wealth Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC for 11 years. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations, offering financial planning, consulting, and discretionary portfolio management. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

Janika Domingo is a financial advisor at Manchester Financial Inc with a Series 65 designation and four years of industry experience. She has worked at Manchester Financial since 2020 and previously held roles at Urban Wealth Management and California State University, Northridge. 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 investments across various asset classes, employing both long- and short-term strategies where appropriate.

Michelle Gruber is a financial advisor at Alteri Wealth with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Gruber is also involved in client acquisition, investment management, and relationship management roles at both Alteri Wealth and Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning services to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm employs a fundamental, long-term investment approach and manages approximately $566 million in assets.

Jordan Eagle is a CFP® professional with nine years of industry experience, currently serving as an advisor at Eagle Wealth Management Group Inc. in Valencia, CA. His work history includes roles at Concorde Investment Services and Crown Capital Securities, LP. Outside of advisory services, he is involved in public speaking through Adult Financial Education Services, delivering seminars on various financial topics. Eagle Wealth Management Group serves individual clients, including high-net-worth households, as well as institutional retirement-plan sponsors such as pension and profit-sharing plans. The firm provides financial planning, discretionary portfolio management, retirement plan advisory, and business planning, combining diverse analytical methods and custodial reporting, with a particular focus on state and municipal clients and participant education.

Jon Rehurek is a CFP® certificant with 14 years of experience in the financial services industry. He has been with Alliance Advisory & Securities, LLC since 2015. 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, charitable organizations, and other pooled vehicles. The firm’s investment process uses diversified model allocations and modern portfolio theory, offering both discretionary and non-discretionary portfolio services across various model groups and individual-security strategies.