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.

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 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.

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.

Daniel Itzhaki is a financial advisor with Tamar Securities, LLC, holding a Series 65 designation and six years of industry experience. He has been with Tamar Securities since 2020 and previously worked at Moorpark College and LI Investments, LLC. He also has experience in education, having worked at California State University, Northridge and Yeshiva University High School. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting 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 and serves about 4,198 clients through a multi-advisor team of 17, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Joshua Oder is a financial advisor at Oder Investment Management, LLC with 26 years of industry experience. He holds a Series 65 designation and has been with Oder Investment Management since 1999, including its previous iteration as Oder & Stewart Investment Management. Oder Investment Management, LLC is a registered investment adviser serving individuals, high-net-worth clients, families, trusts, foundations, and employer plan sponsors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting, applying Modern Portfolio Theory with a combination of active and passive management and global diversification.

Richard Mason is a financial advisor with Tamar Securities, LLC, holding Series 65 and Series 63 licenses and bringing 24 years of industry experience. His prior roles include positions at Pursche Kaplan Sterling and Primerica Advisors. Mason is also involved as an Executive Director of Investments for Tamar Securities’ affiliated entities 911 Financial Services and Firefighters United Financial Services. Tamar Securities, LLC is a multi-advisor firm serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations. The firm manages approximately $1.52 billion in discretionary assets using proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across various asset classes.

Franklin Whitehouse is a financial advisor at Manchester Financial Inc with seven years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Gladstone Wealth Group and One Capital Management, LLC. Manchester Financial provides portfolio management, financial planning, and 1031 exchange consulting to individuals, high-net-worth clients, retirement plans, corporations, and trusts. The firm employs individualized asset-allocation strategies, typically managing accounts on a discretionary basis using model allocations and a mix of long-term diversification and short-term trading.

Vance Lavizzo is a CFP® professional with six years of experience in the financial services industry. He is currently with Alliance Advisory & Securities, LLC, where he has worked since 2019, following a nine-year tenure at LAC Group. 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 employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio management alongside standalone financial planning services.

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.

Franklin Parks is a financial advisor with Tamar Securities, LLC who holds a Series 63 designation and has 34 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and Tamar Securities since 2010. Tamar Securities, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations with discretionary portfolio management, financial planning, and consulting. The firm manages approximately $1.52 billion in discretionary assets for over 4,000 clients through a multi-advisor team of 17, employing proprietary model programs that combine global value and sector analysis across various asset classes.

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.

Jonathan Dash is a Series 65-licensed advisor at Dash Investments with 21 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning primarily to high-net-worth individuals, estates, and trusts with a focus on accounts of at least $1 million. The firm employs a long-term, value-oriented investment approach, concentrating on a limited number of industries, and integrates tax planning and estate services into its advisory relationships.

Douglas De Groote is a CFP® professional with 29 years of industry experience, currently serving at De Groote Financial Group, LLC since 2013. He also has a long tenure with Girard Securities, Inc., spanning over 20 years. Outside of his advisory work, he is the CFO of Freedom Square, a web-based platform focused on American-made goods and related content, and CEO of Lunch With 4 Interesting People, a phone application facilitating meet-up events among advisors. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to a range of clients including individuals, trusts, estates, charitable organizations, and employer plans. The firm manages over $750 million in discretionary assets and offers portfolio management through proprietary models, third-party managers, and various investment vehicles.

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.

Eric Dizon is a financial advisor at Providence Financial and Insurances, Inc. with 16 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at several firms, including Edward Jones and Insuritas. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm typically employs a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice along with insurance brokerage services.

Anthony Saccaro is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has 15 years of industry experience. His work history includes over a decade at Providence Financial and Insurance Services, Inc. and a recent position at Sound Income Wealth, LLC. Providence Financial and Insurance Services is a team investment adviser serving individual clients, including high-net-worth households, with discretionary investment management, comprehensive financial and estate planning, and related consulting. The firm generally follows a buy-and-hold strategy using income-producing securities, ETFs, mutual funds, and bonds, and it offers tailored financial and estate-planning advice alongside insurance brokerage services.

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.

Patrick Mcilrath is a financial advisor with Alliance Advisory & Securities, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Alliance Advisory & Securities and Aerie Financial Group since 2005. In addition to his advisory role, he is the owner and president of Aerie Financial Group, which focuses on insurance sales including life, health, disability, and fixed annuity products. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, charitable organizations, and other pooled vehicles. The firm employs diversified model allocations based on modern portfolio theory, offering both discretionary and non-discretionary portfolio services with regular reviews and rebalancing.