Jeremy Fields is a CFP® professional with 13 years of experience in wealth management. He has worked at FMB Wealth Management since 2009 and is also associated with related entities such as FMB Retirement Services and FMB Insurance Services. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy using passively managed index funds and ETFs, focusing on integrated wealth management including investment consulting, advanced planning, and retirement plan review.

Mario Valverde is a financial advisor at Manchester Financial Inc with six years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Green Financial Services. Outside of 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 specialized consulting services to individuals, high-net-worth clients, retirement plans, and other entities. The firm focuses on individualized asset allocation strategies, discretionary account management, and offers unique services such as 1031 exchange consulting and participant-level retirement account management through a third-party platform.

Jacob Kester is a financial advisor with Cruden Bay Investment Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at One Wealth Partners and Cornerstone Advisors and attended school full-time from 2013 to 2017. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and periodic consulting. The firm employs a risk-adjusted performance approach using multiple methods of analysis and operates a wrap-fee program that includes management, transaction, and administrative costs.

Hoby Pearce is a CFP® professional with 25 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2009. He holds the Series 63 and Series 65 licenses. Pearce is also a general partner in an investment-related business established for accounting purposes. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual security strategies, with quarterly portfolio reviews and periodic rebalancing.

Emily Logan is a CFP® and Series 66-registered financial advisor with 15 years of industry experience. She is affiliated with California Capital Management and Purshe Kaplan Sterling Investments. Outside of her advisory roles, she serves as successor trustee for a family trust. California Capital Management provides investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm offers customized portfolio management through a wrap fee program and retirement plan consulting, managing approximately $358 million in discretionary assets for a client base of several hundred accounts.

Bruce Lacey is a financial advisor with De Groote Financial Group, LLC in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Girard Securities, Inc. and United Capital Financial Advisers, Inc. from 2009 to 2022. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer plans. The firm manages approximately $750 million in discretionary assets across about 400 client relationships, utilizing ETFs, mutual funds, individual bonds and equities, and allocations to third-party managers and private placements.

Timothy Burt is a CFA® charterholder with four years of experience in the financial industry. He is currently with Peak Asset Management, LLC, where he has worked since 2023. He also has a long-term role with Cumsille Insurance Services dating back to 2006. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing fundamental, technical, and qualitative analysis with a generally long-term investment approach.

David Howerton is a financial advisor at FMB Wealth Management in Westlake Village, CA, holding Series 63 and Series 65 credentials with two years of industry experience. He previously spent 11 years with FMB Wealth Management and FMB Retirement Services and currently serves as Chief Compliance Officer and Chief Operations Officer for the related RIA, FMB Retirement Services. FMB Wealth Management is a team-based SEC-registered advisory firm serving 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-cost, tax-aware indexing with regular portfolio monitoring and integrated wealth management services.

Jyoti Marshall is a financial advisor with The William Allan Corporation, holding CPA credentials and five years of industry experience. Prior to joining the firm, Marshall managed Marshall Business Management for eight years. Outside of advisory work, Marshall is the owner and president of JM Accounting & Consulting Inc., an accounting practice based in Agoura Hills, California. The William Allan Corporation provides investment advisory and planning services to individuals, high net worth clients, non-profits, trusts, and corporate accounts. The firm employs a combination of long-term investing and short-term strategies, including option writing and margin transactions, with continuous portfolio supervision and fundamental analysis.

Jason Lane is a financial advisor at Vance Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth is a multi-advisor SEC-registered firm managing approximately $736 million in assets, serving individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach focused on fundamental analysis, using ETFs, mutual funds, individual securities, and independent managers, while providing a range of wealth management, financial planning, and business consulting services.

Calvin Hedman is a financial advisor with Vance Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Catalina Capital Group LLC and EP Wealth Advisors and manages Hedman Partners LLP, a public accounting firm. Outside of advisory work, Hedman serves as co-chair of the Santa Clarita Valley Economic Development Corporation’s Board of Directors and is involved with Real Life Church’s finance committee. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach using customized portfolios of ETFs, mutual funds, individual securities, bonds, and third-party managers.

Thuan Lam is a financial advisor at Providence Financial and Insurances, Inc. with 19 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Securities and Allegiance Gold. Outside of advising, Lam owns Artizan Images, a photography business specializing in weddings and events. Providence Financial and Insurances, Inc. provides discretionary investment management, financial and estate planning, and insurance consulting to individuals, pension plans, trusts, and other entities. The firm emphasizes a buy-and-hold investment approach using income-producing securities and offers estate-planning legal advice through an affiliated legal practice.

David Sirin is a financial advisor at Tamar Securities, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., and operated Siren Laboratories, LLC. Tamar Securities advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm combines top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Shawn Hsieh is a financial advisor at Highline Wealth Partners in Sherman Oaks, CA, with 16 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials. Prior to joining Highline Wealth Partners in 2018, he worked at City National Bank, DFPG Investments, Inc., and American Financial Network Advisory Services, LLC. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities by providing investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s Investment Committee oversees portfolio decisions and offers participant education and quarterly portfolio reviews, supported by third-party technology for retirement plan management.

Dominick Savo is a financial advisor at Tamar Securities, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Tamar Securities since 2015. Outside of his advisory role, he is involved in ownership of a restaurant group operating ten locations in Southern California. Tamar Securities advises 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 across discretionary portfolio management, financial planning, and multiple model-portfolio programs.

Jay Henriksen is a Series 65-licensed financial advisor with J K R & Company, Inc. in Van Nuys, CA, where he has worked since 2018. He has eight years of industry experience and previously spent 20 years at Medtronic. J K R & Company operates as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

Payton Thompson is a financial advisor at Dew Point Capital with a Series 65 designation and one year of industry experience. Prior to joining Dew Point Capital, Thompson held roles at Pepperdine University, JRK Property Holdings, and NorthStar Ski Resort. He also has experience as a member of the Boothbay Harbor Yacht Club. Dew Point Capital is an SEC-registered advisory firm that provides fee-based discretionary portfolio management, financial planning, retirement income planning, and retirement plan consulting to a diverse client base including high-net-worth individuals, pension plans, trusts, charitable organizations, and businesses. The firm manages approximately $512 million in client assets and employs a strategic allocation approach that incorporates fundamental and cyclical analysis with a long-term purchase strategy and occasional short-term adjustments.

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.

Aryan Golzar Shabestary is a financial advisor at Navalign, LLC with a Series 65 designation and over a decade of experience in consulting and financial services. Prior to joining Navalign and BNY in 2025, he worked at F.G. Consulting from 2014 to 2025. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to a diverse client base including high-net-worth individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a range of strategies that include margin borrowing and options trading within separately managed 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.