Sandra Bublitz is a CFP® with 43 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 1991. She also has a long tenure with IDS Life Insurance Company beginning in 1982. 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 with regular portfolio reviews and rebalancing.

Debra Fields is a CFP® professional with 12 years of industry experience, currently serving at FMB Wealth Management. She has been with FMB Wealth Management since 2001 and also works with FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA providing wealth management and portfolio management services to 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 turnover and tax-aware indexing, integrating investment consulting with advanced planning and retirement plan review.

Ivan Tokarev is a financial advisor with Total Wealth Services, LLC in Westlake Village, CA, holding a Series 65 designation and over seven years of industry experience. His career includes roles at Wells Fargo and Chase prior to joining Total Wealth Services. Total Wealth Services, LLC advises individuals, trusts, estates, and charitable organizations on financial planning, consulting, and wealth management, employing a manager- and style-agnostic approach that incorporates equities, bonds, ETFs, alternative investments, and independent managers to tailor portfolios to client objectives.

Jamie Mutinsky is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Emissary Wealth since 2020 and has prior experience at AssetMark, KeyBank, and Siena College in various roles. Emissary Wealth serves individual clients, trusts, estates, business entities, and charitable organizations, providing comprehensive financial planning and investment management. The firm is notable for advising and managing private pooled investment vehicles, including a private investment partnership focused on real estate-related investments.

Steven Scott is a Series 66-licensed financial advisor with 13 years of industry experience, currently serving at Manchester Financial Inc since 2014. He is also an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage diverse investment portfolios, employing both long- and short-term strategies as appropriate.

Andrew Price is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA, with eight years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Purshe Kaplan Sterling Investments and Thrivent Financial affiliates. He serves on the board of the Habitat for Humanity Young Professionals Group, contributing to event coordination and marketing efforts. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm constructs tailored portfolios using Modern Portfolio Theory and manages approximately $471 million in discretionary assets for a diverse client base.

Shannon Horton is a financial advisor with Financial Coaching Partners LLC in Somis, CA, holding Series 63 and Series 66 licenses and having 12 years of industry experience. He has been with Financial Coaching Partners since 2011. Outside of advising, he refers clients to attorneys for trust document preparation and assists in gathering information for those services. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-only basis, follows a Modern Portfolio Theory investment approach, and combines planning with hands-on financial management services without directly managing client investment accounts.

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.

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 licenses. Prior to her current role, she worked at Steelpeak Wealth and Doubleline Capital, and also spent time 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 utilizes diversified model allocations and modern portfolio theory across various model groups and individual security strategies, with regular portfolio reviews and rebalancing.

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 holds Series 63 and Series 66 licenses and has worked previously at Fidelity Investments, Securities America, Inc., and Hefren Tillotson, Inc. In addition to his advisory role, he is an independent licensed insurance agent specializing in life, health, and accident insurance. Manchester Financial provides portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, corporations, and trusts. The firm uses individualized asset-allocation strategies, typically managing accounts on a discretionary basis with a combination of long-term diversification and occasional short-term trading.

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.