Lee Goss is a financial advisor with Cabin Advisors, LLC in South Pasadena, CA, holding eight years of industry experience. He is also a CPA and the owner of Goss & Company, An Accountancy Corporation, an accountancy firm operating since 2005. Prior to joining Cabin Advisors, he worked at Claraphi Advisory Network, LLC for six years. Cabin Advisors serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, managing approximately $220 million across 368 client relationships with a team of 14 advisors. The firm offers financial planning, portfolio management, unified managed accounts, and sub-advisory services, employing a range of investment analyses and due diligence on alternative investments.

Richard Barnett is a CFA® charterholder with five years of industry experience. He has been with Highline Wealth Partners since 2019 and previously worked at Northern Trust for 19 years. 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, and corporate retirement plan consulting, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

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.

Melvin Nazarian Masihi is a financial advisor at Lazari Capital Management, Inc. with a Series 65 credential and one year of industry experience. Prior to joining Lazari Capital Management, he worked at Bank of America for two years and at Abra Inc. for two years. Lazari Capital Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, corporations, and an affiliated private fund. The firm employs a proprietary quantitative investment process alongside fundamental, technical, and cyclical analysis to manage client portfolios and offers a range of services including estate and retirement planning, pension consulting, and third-party asset manager recommendations.

Fatemeh Ashouri is a financial advisor at Monarch Wealth Strategies in Los Angeles, CA, holding Series 63 and Series 65 credentials with one year of industry experience. Prior to joining Monarch Wealth Strategies, she held roles at Wells Fargo Clearing and Wells Fargo Bank, N.A. She has also worked in academic and innovation settings, including at UCLA Extension and the Techno Tejarat Innovation Center. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension plans, and broker-dealers. The firm manages approximately $463 million across about 390 client relationships, employing a mix of fundamental, technical, and third-party analysis alongside tax-aware and strategic asset allocation practices.

Lucas Mendoza is a financial advisor at Vance Wealth with a Series 65 designation and one year of industry experience. Prior to joining Vance Wealth, he worked at KB Home and attended Texas Christian University. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services with a long-term, fundamentally driven investment approach.

Roger Ferguson III is a financial advisor at AWM Capital, LLC with one year of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Incluso Capital, LLC, Goldman Sachs, USC Marshall School of Business, and TDA_Boulder. AWM Capital, LLC serves high- and ultra-high-net-worth individuals, families, and private funds with fee-based investment management and comprehensive financial planning, including tax, estate, and insurance analysis as well as business consulting. The firm utilizes an open-architecture platform and a liability-driven investing framework to create customized portfolios employing mutual funds, ETFs, individual securities, separate account managers, and private placements.

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

Christopher Pelch is a financial advisor at Vance Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Checchi Capital Advisers, LLC, Kudu, Eliqs, LLC, UCLA Anderson School, and Raymond James Financial Services Advisors Inc. Vance Wealth is a multi-advisor SEC-registered firm serving individuals, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach based on fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and independent managers while tailoring asset allocation to clients’ cash-flow needs and risk tolerance.

David Tassone is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Avise Financial, joining the firm in 2024 after seven years at Kaye Capital Management and a year at KPMG. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, business management, and educational seminars, using a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to develop tailored portfolios.

Tyler Tilton is a CFP® professional at Vance Wealth with 10 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Waddell & Reed Inc. In addition to his advisory role, he is also a part-time independent insurance agent. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, and business consulting, utilizing a fundamentally driven, long-term investment process with customized portfolios.

Amanda Rocca is a financial advisor at Highline Wealth Partners with 27 years of industry experience. She holds a Series 63 designation and has worked at firms including Allworth Financial, AW Securities, Ms Howells & Co, and Hall Private Wealth Advisors. Highline Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, 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 and supported by education and technology-driven solutions.

Stephen Rischall is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Navalign, LLC since 2018. He previously worked at Carter Jacobs, LLC and 1080 Financial Group. Outside of his advisory role, he owns Mod Potter, an e-commerce business specializing in plant and garden products. 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 across about 677 clients, utilizing fundamental analysis and a mix of investment strategies including the use of borrowing and derivatives within separately managed accounts.

Ryan Meacham is a financial advisor at Highline Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vivaldi Capital Management and Cornerstone Wealth Management. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and various business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made through a centralized committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Brent Mason is a financial advisor with Mason & Associates, Inc. in Los Angeles, CA, where he has worked since 2007. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Outside of advisory work, he serves as a board member for Rosemary Children's Services, a nonprofit organization. Mason & Associates serves individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, offering personalized financial planning and investment management services. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes strategic asset allocation, global diversification, and client-specific investment policies.

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.

Paul Selsor is a financial advisor at Oakwood Capital, Inc. in Pasadena, CA, with eight years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Oakwood Capital in 2023, he was associated with Kestra Advisory Services and Kestra Investment Services. Outside of his advisory role, he is a principal at FM Financial Services, Inc., where he oversees health and welfare business activities. Oakwood Capital serves individuals, trusts, estates, and small-business retirement plans, managing approximately $260 million in client assets. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary strategies through a combination of in-house and third-party model portfolios.

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.