Zachary Gunderson is a financial advisor with Providence Financial and Insurances, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience, including roles at LPL Financial and Premier America Credit Union. Gunderson has been with Providence Financial and Insurances since 2023. Providence Financial and Insurance Services, Inc. serves individuals, pension and profit-sharing plans, trusts, estates, and other entities by providing discretionary investment management, financial and estate planning, and insurance consulting. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated in-house legal practice.

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.

Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning. I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses. We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons: - We will help you document your financial wishes and goals. - We can help you create a reliable retirement income stream that you understand, and that will outlive YOU. - We can help you pay the government less so that you have more money to spend on the things you care about - We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of. Please visit our website to get a feel for how we work with clients - www.thepeakfp.com You can also watch hundreds of hours of free retirement guides on our youtube channel at www.youtube.com/@thepeakfp

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 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.

Jon Bowles is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Secure Investment Management since 2023 and operates his own financial services business, Jon L. Bowles Finances, since 2010. Outside of advising, he is the U.S. Operations Lead and a partial owner of the Sports Financial Literacy Academy, which produces sports-themed financial education materials for athletes. Secure Investment Management serves a diverse client base including individuals, trusts, and business entities, offering financial planning and portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm utilizes low-cost funds and tailored strategies through Orion Portfolio Solutions and operates as a network of independent adviser representatives customizing portfolios to client goals.

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.

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.

Jake Sarnoff is a financial advisor at Providence Financial and Insurance Services, Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Providence, he worked at Equity Services Inc and True Path Financial. Outside of his advisory role, he is also an insurance agent with JS Financial and Insurance Services LLC. Providence Financial and Insurance Services, Inc. advises individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm provides discretionary investment management, comprehensive financial and estate planning, and insurance consulting, with an investment approach focused on buy-and-hold strategies using income-producing securities and tailored account supervision.

Lorraine Grossman is a financial advisor at Providence Financial and Insurance Services, Inc. in Woodland Hills, CA, with nine years of industry experience. She holds a Series 65 designation and has worked at Providence Financial since 2014. Outside of her advisory role, she operates a notary service as a sole proprietor in Oak Park, California. Providence Financial and Insurance Services, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm manages approximately $190 million in client assets, emphasizes a buy-and-hold investment approach, and offers estate-planning legal advice through an affiliated in-house legal practice.

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.

John Townsend is a financial advisor at Tamar Securities, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at DA Davidson, GWN Securities, and Equitable Advisors. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector analysis and bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

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.