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.

Theresa Pablos is a CFP® with two years of industry experience, currently serving as a financial advisor at Avise Financial. She previously worked at Wealth Enhancement Group and KCS Wealth Advisory. Outside of financial advising, she operates Theresa Pablos Communications, providing consulting on podcast production. Avise Financial serves a diverse client base, including individuals, trusts, charitable organizations, and institutions. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, and business management, employing a range of analytical approaches and maintaining extensive third-party relationships.

Michael Frazier is a financial advisor with California Financial Partners, Inc., holding Series 65 and Series 66 credentials and seven years of industry experience. His previous roles include positions at LPL Financial LLC, BNY Mellon Wealth Management, and City National Bank. He provides financial planning and consulting services through California Financial Partners, an independent investment advisor firm. California Financial Partners offers financial planning and consulting to individuals, business entities, and pension and profit-sharing plans across areas such as cash flow, retirement, tax, insurance, and estate planning. The firm follows a structured planning process and uses fundamental analysis and public research sources, but does not manage client assets or provide discretionary portfolio management.

Scott Gaynor is a CFP® and holds a Series 66 license with 13 years of industry experience. He is currently with Navalign, LLC, where he has worked since 2023. His prior experience includes roles at KCS Wealth Advisory and Signature Estate & Investment Advisors LLC. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million for about 677 clients, employing a mix of investment strategies including margin borrowing and options trading, alongside pension consulting and corporate-level financial services.

Hugh Meyer is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 17 years. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm provides investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee.

David Dietrich is a financial advisor at Dew Point Capital with 15 years of industry experience. He holds the Series 66 designation and previously worked at Advantage Capital Advisors, LLC for five years before joining Dew Point Capital in 2021. In addition to his advisory role, he is licensed as an insurance agent and sells annuities. Dew Point Capital is an SEC-registered advisory firm serving individuals, including high-net-worth clients, as well as pension plans, trusts, estates, charitable organizations, and businesses. The firm provides fee-based discretionary portfolio management and financial planning, emphasizing strategic asset allocation with fundamental and cyclical analysis and a long-term purchase strategy supplemented by periodic short-term adjustments.

Bronson Feuer is a CFP® professional with one year of experience in the financial services industry. He is currently with Vance Wealth, LLC and has prior experience at 360 Business Management, BDO USA, Deloitte Tax LLP, Southern Methodist University, and the University of Washington. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm employs a long-term, fundamental analysis approach and offers discretionary wealth management, financial planning, business consulting, and retirement plan advisory services.

Daniel Frattali is a financial advisor at HS Wealth Partners with nine years of industry experience. He holds a Series 65 designation and has prior experience at Cambridge Investment Research Advisors. In addition to his advisory role, Frattali is president of Frattali & Co, Inc., a CPA and tax preparation firm. HS Wealth Partners is a SEC-registered investment adviser serving individual and high-net-worth clients, as well as trusts and estates. The firm provides discretionary investment management and comprehensive financial planning with a primarily long-term, fundamental investment approach.

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.

David Yoshioka is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds a Series 65 designation and has worked at Charlesworth & Rugg, Inc. since 2016, as well as at P.H. Group since 2005. Outside of advising, he serves as the Chief Operations Officer for P.H. Group, an insurance company. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

Aaron Clark is a CFP® with 22 years of experience in the financial services industry. He has worked at LPL Financial for 12 years, followed by a brief period at May Wealth Management Group, before joining Monarch Wealth Strategies in 2018. In addition to his advisory role, he is appointed as an insurance agent with various insurance companies. Monarch Wealth Strategies is a team of eight advisors providing discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm focuses on clients with at least $750,000 in investible assets and employs a combination of fundamental, technical, and third-party research to guide portfolio management and planning services.

James Ellis is a financial advisor at J K R & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J K R & Company since 1999. Outside of his advisory work, he operates a sole proprietorship that sells term insurance and conducts presentations. J K R & Company functions as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm provides 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.

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.

Katrina Soelter is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Avise Financial. Her prior experience includes roles at KCS Wealth Advisory and Wells Fargo Advisors, among others. Avise Financial serves individual and institutional clients with tailored discretionary investment management and comprehensive financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm offers a range of services including pension consulting, tax preparation, business management, and educational seminars.

Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.

David Ford is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Blakeslee & Blakeslee Financial Advisers since 2025 and previously spent six years with American Funds. Blakeslee & Blakeslee Financial Advisers serves individuals, families, trusts, charitable organizations, and businesses with integrated portfolio management, financial planning, and retirement consulting. The firm employs a team approach and uses a combination of fundamental analysis, modern portfolio theory, and quantitative metrics, maintaining a long-term investment orientation that can include ESG/SRI screens upon client request.

Sierra Cappella is a Series 65-licensed advisor with Vance Wealth in Santa Clarita, CA, joining the firm in 2025. She has diverse work experience including roles at True Barre and In-N-Out Burger. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities, offering wealth management, discretionary investment management, financial planning, and business consulting. The firm employs a long-term, fundamentally driven investment approach that emphasizes customized portfolios using ETFs, mutual funds, and other securities.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.

Owen Kim is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at LPL Enterprise and The Prudential Insurance Company of America. Outside of finance, he has been involved in the restaurant industry with roles at Oishi Shabu Shabu and other dining establishments. Tamar Securities advises individuals—including high-net-worth clients—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.