David Howerton is a financial advisor at FMB Wealth Management with one year of industry experience. He holds Series 63 and Series 65 licenses and has served in compliance and operations roles within related FMB advisory firms. FMB Wealth Management is a team-based SEC-registered RIA managing approximately $615.7 million in discretionary assets for 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 passive index funds with a comprehensive approach that integrates investment consulting and advanced planning.

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.

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.

Alexander Whitney is a financial advisor at Integrity Financial Corporation with one year of industry experience. He holds a Series 65 credential and has previously worked at Canterbury Consulting Inc. and Manchester Financial. Whitney also has a five-year tenure at Pepperdine University. Integrity Financial Corporation serves individuals, families, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial and legacy planning, and family-office consulting. The firm employs a Modern Portfolio Theory framework using indexed and actively managed funds, and it offers alternative strategies and discretionary sub-advisory roles for qualified clients.

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.

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.

Darius Gagne is a CFP® with 20 years of experience in the financial advisory industry. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent a decade at Abacus Wealth Partners, LLC. Quantum Financial Advisors serves individuals, high net worth families, trusts, estates, employer retirement plans, and business entities with portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process emphasizing mutual funds, ETFs, and separately managed accounts, offering both Total Market and Sustainable strategies that incorporate environmental rankings and institutional-class investment vehicles.

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.

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.

Scott Swanson is a Certified Financial Planner® (CFP®) with 10 years of industry experience. He has been with Quantum Financial Advisors, LLC since 2022 and previously worked at Abacus Wealth Partners, LLC for seven years. Quantum Financial Advisors serves individuals, high net worth families, trusts and estates, employer retirement plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs an asset-class, rules-based investment process that emphasizes mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable strategy using institutional-class funds and active transparent ETFs.

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 with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in transportation and concrete cutting industries. Williams & Novak Wealth Management serves individual and high-net-worth clients, trusts, estates, retirement plans, and businesses with portfolio management, financial planning, and consulting services. The firm employs a long-term investment approach combining fundamental and technical analysis and offers various strategies including direct indexing and tax-loss harvesting.

Jonathan Dash is a financial advisor at Dash Investments in Woodland Hills, CA, holding a Series 65 designation with 20 years of industry experience. He has been involved with Dash Acquisitions LLC since 2004. Dash Investments provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, estates, and trusts, typically serving accounts with at least $1 million in investable assets. The firm employs a long-term, value-oriented investment approach, integrating financial planning and tax analysis within its advisory services.