Daniel Goldberg is the sole advisor at The Simple Investor's Guide, LLC in Simi Valley, CA, holding a Series 65 license with nine years of industry experience. He has led The Simple Investor's Guide since 2016 and concurrently worked at Top Talent Search Experts, LLC from 2015 to 2025. The Simple Investor's Guide provides portfolio management and advisory services to individuals, corporations, and employee benefit plans, managing approximately $12.5 million in client assets across 19 relationships. The firm operates primarily on a non-discretionary basis, applying fundamental analysis and modern portfolio theory through a mix of long-term strategies and model-driven allocations tailored to client risk profiles.

Jeffrey Richardson is a financial advisor at Trovera Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Trovera Capital Management, he worked in media and production, including five years at Escopeta Productions and five years as a freelance screenwriter. Trovera Capital Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and project-based security and hard-asset research engagements. The firm employs a multi-step investment process combining top-down, fundamental, and technical analysis, with portfolios managed to align with client objectives through various securities and option strategies.

Ju Hyung Oh is a CFP® professional with Liberty Financial Group, Inc., where he has worked since 2019. He has held prior roles at Henry Mayo Newhall Hospital, CHA Hollywood Presbyterian Medical Center, and CJ CGV America. Outside of financial advising, he serves as president of SW CPA INC, a firm providing tax preparation, accounting, and payroll services to individuals and small businesses. Liberty Financial Group, Inc. is an independent investment adviser serving individuals, families, and high-net-worth clients with financial planning, retirement planning, and portfolio management. The firm employs a risk-based asset allocation strategy using ETFs, mutual funds, and occasionally individual securities, emphasizing low-cost and tax-aware investments while offering financial planning billed hourly or on a fixed-project basis.

Benjamin Yashar is a financial advisor at Altman Sacks Corporation with six years of industry experience. He holds a Series 65 designation and has been with Altman Sacks since 2015. Outside of his advisory role, he is involved in a separate computer programming consultancy. Altman Sacks Corporation provides investment supervisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and charitable organizations. The firm employs a long-term, tactical asset-allocation approach using fundamental, quantitative, and qualitative analysis, offering discretionary and non-discretionary management that includes ETFs, individual equities, and precious metals, with regular account monitoring.

Amy Friedman is a CFP® with 17 years of industry experience, currently serving as an advisor at Kevin Kennedy, LLC since 2024. She previously worked at Financial Security Solutions, Corp. and Osaic Wealth Inc. from 2015 to 2024. Outside of her advisory work, she is Vice President of Sled Dogs Productions, Inc., where she manages bookkeeping, invoicing, and billing. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and offers consulting on 401(k) plans, relying on model portfolios and mutual fund managers for security selection and rebalancing.

Stephen Johns is a financial advisor with Martin & Company in Valencia, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Avantax Advisory Services and Cetera Wealth Services before joining Martin & Company. Outside of advisory work, he is involved in managing tax preparation clients and serves as president of an S-corporation that oversees operations related to his financial planning business. Martin & Company provides investment management, financial planning, and consulting services to individuals, high-net-worth families, estates, trusts, partnerships, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management across various asset classes and emphasizes selecting and monitoring third-party managers alongside pension and retirement-plan consulting.

Eric Kim is a financial advisor with Think Wealth, LLC in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has held roles at Mont Blanc Asset, Inc. since 2009 and has been a principal and manager at Think Wealth, LLC since 2016. Kim is also a partner at Chelsea International Advisors LLC and managing partner at Think Wealth Asset LLC. Think Wealth, LLC serves individual clients and provides consulting for 401(k) plans, employing discretionary portfolio management with in-house model portfolios. The firm uses exchange-traded securities and assigns clients to conservative, balanced, or aggressive investment models based on a detailed questionnaire.

Barton Brewer is a CFP®, CFA®, and ChFC® with 20 years of experience in financial advisory. He has been with Global Financial Advisory Services, Inc. since 2018 and has been involved with the CFA Institute since 2002. Outside of his advisory role, he is engaged in financial and business consulting including curriculum development and teaching, and he owns a sports card and memorabilia business. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on documenting client objectives and recommending long-term asset allocations, often utilizing ETFs, institutional mutual funds, and third-party managers for portfolio implementation.

Peter Garelick is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial industry. He has worked at Global Financial Advisory Services, Inc. since 2015 and previously spent time at Western International Securities, Inc. and Financial West Group. Global Financial Advisory Services, Inc. offers investment advisory and retirement-plan consulting to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on long-term asset allocation using ETFs, institutional mutual funds, and third-party managers, providing both discretionary and non-discretionary portfolio management.

David Garelick is a CFP® with 29 years of experience in the financial advisory industry. He is a founding advisor at Global Financial Advisory Services, Inc., where he has worked since 1997. In addition to his advisory role, Garelick is president of Global Business Management, a family office providing business management services to high-net-worth individuals, and president of Global Tax and Accounting, offering tax preparation and bookkeeping services. He also serves as a board member and treasurer of The Canet Foundation, a private foundation. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term asset allocation strategies using ETFs, institutional mutual funds, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Preston Kiledjian is a financial advisor at OwlSense Wealth & Legacy Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ohnstead, Kiledjian, and Kush, as well as operating as self-employed prior to joining his current firm. Outside of advisory work, he is a Field Sales Representative at Lawson Products, Inc., a company specializing in the sales and distribution of industrial maintenance and repair supplies. OwlSense Wealth & Legacy Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing non-discretionary portfolio management, pension consulting, financial planning, and selection of third-party advisers. The firm uses a combination of fundamental, quantitative, technical, charting, and modern portfolio theory analyses and manages assets primarily through mutual funds, ETFs, fixed income, REITs, private placements, and insurance products.

Kyle Schauer is a financial advisor at Schauer Investment Management, Inc. with 5 years of industry experience. He holds a Series 65 designation and has been involved with Schauer Investment Management since 2014. Outside of financial advising, he works as a freelance musician. Schauer Investment Management provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly rather than outsourcing to third-party managers.

Karen Malkoff Hatton is a CFP® with over 41 years of experience in the financial services industry. She has been with Financial Security Solutions, Corp. since 2002 and is also associated with Osaic Wealth, Inc. She serves as President and COO of Financial Security Solutions and is a co-trustee of the Rosen Family Trust. Additionally, she offers life, health, disability, and long-term care insurance to clients through a sole proprietorship. Financial Security Solutions Corp. provides asset management primarily through third-party managers, financial planning, and collaborative monitoring services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses model portfolios and outside managers, generally does not accept discretionary authority, and offers financial planning on an hourly or flat-fee basis.

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Orlan Larson is a financial advisor at Larson, Orlan Blaine with six years of industry experience. He holds a Series 65 designation and has been managing OB Larson & Associates, LLC since 2006, providing tax preparation and IT consulting services. Larson, Orlan Blaine serves individuals, small businesses, and trusts with personalized portfolio management and financial planning, integrating services such as tax planning, insurance review, and estate planning. The firm utilizes tailored asset-allocation models and discretionary management, supported by its affiliation with a related accounting and tax services company.

Kenneth Park is a financial advisor at Think Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including mortgage research and real estate property investment and management. Park is a managing partner at Think Wealth Asset LLC, where he is involved in operations and management. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities and emphasizes monitoring holdings for overlap and strategy adherence.

Eui Lim is an investment adviser representative at Think Wealth, LLC with four years of industry experience. She also serves as president and CEO of EB Wealth, where she is involved in marketing and promoting a fixed insurance product. Lim holds Series 63 and Series 65 licenses. Think Wealth, LLC is a state-registered investment adviser serving primarily individual clients with discretionary portfolio management through model portfolios and non-custodial 401(k) consulting. The firm uses exchange-traded securities exclusively and manages accounts on a discretionary basis with regular review and rebalancing.

Baylee Zeigler is a financial advisor at Vigil Wealth Management, LLC in Valencia, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Vigil Wealth Management, Baylee worked at LPL Financial, LLC and has experience in the hospitality industry, including roles at Soho House West Hollywood and Valencia Country Club. Outside of financial advising, Baylee is a co-owner of Sleigh My Lights, LLC, a holiday light installation company. Vigil Wealth Management provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm’s investment approach focuses on individualized, long-term strategies using primarily low-cost mutual funds and ETFs, with flexibility to include other instruments and multiple research methods, alongside regular portfolio monitoring and rebalancing.

Joseph Cacia is a financial advisor with Collar Capital Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked with Collar Capital Management since 2009 and is also affiliated with Roshelen, Inc. as an investment advisor representative. Collar Capital Management provides asset management, pension consulting, and non-discretionary investment administration services to individual and high-net-worth clients. The firm uses a combination of technical, fundamental, and cyclical analysis and incorporates digital assets and option strategies in portfolio management.

Ardem Kiledjian is a financial advisor at OwlSense Wealth & Legacy Advisors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Providence Christian College for eleven years. Outside of his advisory role, he serves as the director of development for Salem Christian Homes, a nonprofit providing group homes for developmentally disabled individuals, where he focuses on fundraising and marketing. OwlSense Wealth & Legacy Advisors serves individuals, including high-net-worth clients, pension plans, charitable organizations, and business entities by providing non-discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes documented client goals and tolerance, conducts quarterly reviews, and employs a range of analysis techniques while generally investing in mutual funds, ETFs, fixed income, REITs, private placements, and insurance products.