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.

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.

Devon Galindo is a CFP®, ChFC®, and holds a Series 65 license with 12 years of industry experience. He has worked at Serenus Wealth Advisors, LLC since 2024 and previously spent 10 years at Camden Capital, LLC. Serenus Wealth Advisors is an SEC-registered firm serving individual and high-net-worth clients with comprehensive portfolio management and standalone financial planning. The firm employs a diverse investment approach that includes fundamental and technical analysis, quantitative models, and third-party manager due diligence, emphasizing asset allocation, duration management, and periodic rebalancing.

Richard Nott III is a CFP® and CFA® with 16 years of industry experience. He is currently with Angeles Wealth Management, LLC, where he has worked since 2023. His prior experience includes roles at HighTower Advisors LLC, LourdMurray, and AdvicePeriod. Outside of his financial career, he serves on the National Cat Protection Society’s audit committee and provides technology and webmaster support for the organization. Angeles Wealth Management offers discretionary portfolio and wealth management, financial planning, and philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.

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.

Matthew Higgins is a CFP® and holds a Series 65 license with nine years of industry experience. He has worked at Quantum Financial Advisors, LLC since 2022 and previously spent five years at Abacus Wealth Partners. Quantum Financial Advisors, LLC 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 approach utilizing mutual funds, ETFs, and separately managed accounts, offering both a Total Market and a Sustainable strategy that integrates DFA environmental rankings.

Jeffery Sorensen is a financial advisor at OverRidge Wealth Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Triad Advisors Inc. and Summit Financial Consultants, Inc. Sorensen is also active in professional networking through membership in Provisors, a group that connects professionals from various fields. 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, employing investment strategies across equities, fixed income, mutual funds, ETFs, and variable annuities using fundamental, technical, and charting analysis.

Spencer Maccuish is affiliated with Alliance Advisory & Securities, LLC and holds a Series 65 credential. He has four years of experience in the financial industry and previously worked at Eternity Bible College for 18 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and manages portfolios with regular reviews and rebalancing.

Randall Sanada Jr. is a CFP® with 29 years of industry experience, serving at Alliance Advisory & Securities, LLC since 1996. He also holds the position of Vice President at Alliance Financial Group, Inc., overseeing management and operations since 1998. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individuals, including high-net-worth clients, 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 services, with regular portfolio reviews and rebalancing.

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.

Joseph Estes Jr. is a Series 65-licensed advisor at Tamar Securities, LLC with seven years of industry experience. Prior to joining Tamar Securities in 2019, he worked at the University of Redlands School of Business and held roles at Insurance Thought Leadership and Buffernet, Inc. Outside of his advisory role, he is a general partner at Estes Properties, LLC, managing personal real estate investment and development. Tamar Securities, LLC serves individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.3 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.

Amir Tavakol is a financial advisor at Morton Wealth with six years of industry experience. He holds Series 63 and Series 65 designations. His prior roles include positions at California Capital Management and Northwestern Mutual Wealth Management Company. Morton Wealth serves individuals and families, retirement plans, trusts, and pooled vehicles by providing customized investment management and comprehensive financial planning. The firm follows modern portfolio principles with an emphasis on diversification and risk management, and is notable for its direct involvement with pooled investment vehicles and private fund opportunities.

Vered Justin is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and 32 years of industry experience. Prior to joining Lincoln Investment in 2017, she spent 23 years at Legend Equities Corporation. She is also president of Justin Industries, a consulting business, and sells health and life insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple platforms, supported by an internal investment management team that uses proprietary screening tools and provides various portfolio customization options.

Jennifer Caruso is a financial advisor at Morton Wealth with eight years of industry experience. She holds Series 63 and Series 65 designations and has worked at Manchester Financial, Inc. since 2015. Morton Wealth is an SEC-registered, multi-advisor firm managing approximately $2.96 billion for individuals, high-net-worth clients, retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary portfolio management, financial planning, retirement-plan advisory, and business consulting services, employing standardized strategies customized to client objectives with an emphasis on risk management and volatility reduction.