John Leach is a ChFC® with 33 years of experience in the financial services industry. He has been with Calabasas Advisory Group, LLC dba JL Wealth Management since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Calabasas Advisory Group, LLC dba JL Wealth Management serves individuals, trusts, retirement plans, and business entities, managing approximately $249.5 million in discretionary assets. The firm offers comprehensive portfolio management and financial planning, utilizing a variety of investment products and a mix of fundamental, technical, and asset-allocation strategies.

Gerald Zins Jr. is a CFP® and ChFC® with 40 years of industry experience. He is currently with Summit Wealth Management Group, Inc., where he has worked since 2014, and has also been affiliated with LPL Financial since 2002. Outside of his advisory role, he serves as CFO of a family business and is a for-profit board member, as well as co-trustee on a family trust managed by Summit. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and offers tailored investment strategies that include individual securities, mutual funds, ETFs, options, and in-house model portfolios.

Ryan Clem is a financial advisor with Hofer & Associates Wealth Management in Thousand Oaks, CA. He holds a Series 65 designation and has been with the firm since 2018. Prior to his current role, his work experience includes positions outside the financial industry in fitness and hospitality. Hofer & Associates Wealth Management provides portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages approximately $216 million in client assets and uses various investment strategies, including fundamental and technical analysis, modern portfolio theory, and firm-developed model portfolios tailored to different risk tolerances.

Bradley Chapman is a CFP® with 23 years of industry experience and has been with Opus Private Wealth Group, LLC since 2014. He holds a Series 66 license and is based in Westlake Village, CA. In addition to his advisory role, he is involved in an insurance business related to his investment activities. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program that emphasizes individualized portfolio construction using a mix of fundamental and technical analysis.

Matthew Davis is a CFP® and holds a Series 65 license with 13 years of industry experience. He has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, providing discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm employs a value-based indexing approach combined with active fixed-income management and offers tiered service options that include client participation in account maintenance.

George Bolton is a financial advisor at Westend Capital Management, LLC., holding a Series 63 designation with 17 years of industry experience. He has been with Westend Capital Management since 2004. Outside of his advisory role, he is the CEO of George Bolton Horses, a company involved in thoroughbred horse racing, breeding, and sales. Westend Capital Management serves individual and trust clients through separately managed accounts and a private pooled vehicle for accredited investors. The firm employs fundamental and technical research along with active portfolio management across multiple mandates, including long/short and hedging strategies.

Jessica Ash is a financial advisor at Fischer Investment Strategies, LLC with two years of industry experience. She holds a Series 65 designation and has been with Fischer Investment Strategies since 2023. In addition to her advisory role, she has worked at Logan Health since 2015. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds, ETFs, and customized bond portfolios.

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®-certified financial advisor with 18 years of industry experience. She has worked at Ventura Advisors since 2012 and previously held roles at Citizens Business Bank and Montecito Bank and Trust. Harwood is based in Woodland Hills, CA, and holds Series 63 and Series 65 licenses. Ventura Advisors is a fee-only firm that provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through passively managed index funds and ETFs, focusing on 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.

Eric Johanson is a CFA® charterholder with 10 years of experience in the financial industry. He has been with Scope Wealth Management in Santa Monica, CA since 2015. Scope Wealth Management provides personalized financial planning and discretionary investment management to private clients, including individuals, businesses, families, trusts, and estates. The firm uses a core-satellite portfolio construction approach that integrates low-cost passive holdings with fundamentally selected individual positions and employs option and derivative strategies within separately managed accounts.

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.

Irene Hecht is a Series 65-licensed financial advisor at Snow Financial Management, LLC with 11 years of industry experience. She has been with Snow Financial Management since 2016. Snow Financial Management provides discretionary investment management and financial advice to individuals, high net worth clients, trusts, retirement accounts, charitable organizations, and businesses. The firm constructs portfolios tailored to client objectives and uses a range of securities and strategies, including derivatives and options, with a focus on personalized account oversight.

Michael Salam is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Atala Financial Inc. and 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, as well as corporations, pension/profit-sharing plans, estates, and trusts. The firm uses a combination of quantitative, fundamental, technical, and economic analysis to construct tailored portfolios and employs active monitoring and mean-variance optimization to align holdings with client goals.

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.

Nicolas Castano is a financial advisor at TRU Independence Asset Management 2, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Merit Wealth Management, Morton Wealth, UCLA Extension, and AProvideC. TRU Independence Asset Management 2, LLC serves individual and institutional clients, including high-net-worth individuals, ERISA and pension plans, trusts, and businesses. The firm offers discretionary and non-discretionary investment management, standalone financial planning, pension consulting, and third-party manager selection, utilizing a blend of active and passive strategies across multiple asset classes.

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.

Christopher Girbes Pierce is a CFP® with 15 years of industry experience, currently serving as an advisor at Five Oceans Advisors in Santa Monica, CA. His prior roles include positions at Advice Period LLC and Enlightened Wealth Management LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm emphasizes evidence-based investment strategies, tax efficiency, and integrated wealth advisory services, incorporating active and alternative managers as appropriate.