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.

Jessica Serrano is a CFP® professional with two years of experience currently advising at Equal Voices Wealth LLC. She has worked at Fyooz Financial Planning for four years and held various roles in education and customer service. Equal Voices Wealth serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm provides client-tailored plans emphasizing passive, diversified portfolio construction and is notable for its public educational programs and a pricing model that bundles planning and portfolio services.

Brian Martin is a financial advisor at Martin & Company in Valencia, CA, with 19 years of industry experience. He holds the Series 66 designation and has worked at firms including Avantax Investment Services and Cetera Wealth Services. In addition to his advisory work, Martin is involved in managing accounting and tax preparation services and serves as president of an S-corporation that oversees the administrative and compliance aspects of 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 both discretionary and non-discretionary portfolio management with a focus on third-party manager selection and pension/retirement-plan consulting.

Bret Schultz is a CFP® practitioner with five years of industry experience, currently serving as a financial advisor with Martin & Company in Valencia, CA. His prior experience includes roles at Avantax Investment Services, Cetera, and Wavelength Insurance Consulting. He also assists with tax and accounting services within Martin & Company, supporting licensed tax professionals by gathering financial information for client plans. Martin & Company provides investment management, financial planning, and consulting services to individuals, families, trusts, and organizations. The firm offers discretionary and non-discretionary portfolio management with a focus on third-party manager selection and pension/retirement-plan consulting.

Melissa Larson is a financial advisor at Larson, Orlan Blaine with four years of industry experience. She holds a Series 65 designation and has prior work experience at Martin & Company, Vance, Thrift & Biller CPAs LLP, Benadon, Shapiro & Villalobos CPAs, and Frome & Associates. Larson, Orlan Blaine serves individuals, small businesses, and trusts, providing personalized portfolio management and financial planning services. The firm integrates tax planning, tax return preparation, insurance review, and estate planning into its advisory offering and uses tailored asset-allocation models across various investment vehicles, managing client accounts primarily on a discretionary basis.

Ida Jardines is an Associate Financial Advisor at Martin & Company with one year of industry experience. She holds a Series 66 designation and has previously worked at Cetera and Avantax Advisory Services. Outside of advising, she assists with bookkeeping, tax services, and wealth planning within Martin & Company. Martin & Company provides investment management, financial planning, and consulting services to individuals, families, estates, trusts, partnerships, corporations, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management, incorporating model portfolios and third-party managers while also providing pension and retirement-plan consulting.

Jordan Eagle is a CFP® professional with nine years of industry experience, currently serving as an advisor at Eagle Wealth Management Group Inc. in Valencia, CA. His work history includes roles at Concorde Investment Services and Crown Capital Securities, LP. Outside of advisory services, he is involved in public speaking through Adult Financial Education Services, delivering seminars on various financial topics. Eagle Wealth Management Group serves individual clients, including high-net-worth households, as well as institutional retirement-plan sponsors such as pension and profit-sharing plans. The firm provides financial planning, discretionary portfolio management, retirement plan advisory, and business planning, combining diverse analytical methods and custodial reporting, with a particular focus on state and municipal clients and participant education.

John Vance is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Vance Wealth since 2020. Prior to this, he worked at Raymond James Financial Services Advisors and has held roles in community education and business organizations. He is a board member and part of the finance committee for the Santa Clarita Valley Chamber of Commerce. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering discretionary wealth management, financial planning, and business consulting. Its investment approach emphasizes long-term fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and outside managers tailored to clients’ cash-flow needs and risk tolerance.

Douglas Eagle is a financial advisor with Eagle Wealth Management Group Inc. in Valencia, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Crown Capital Securities, LP for 19 years and Concorde Investment Services. Outside of advisory work, he serves as treasurer on the Hasley Estates HOA Board and teaches adult financial education classes focused on Social Security benefits and living trusts. Eagle Wealth Management Group serves individual clients, including high-net-worth households, and institutional retirement-plan sponsors such as pension and profit-sharing plans. The firm provides financial planning, discretionary portfolio management, retirement plan advisory, and consulting services, combining multiple analytical approaches with regular education programs and diverse professional credentials on its team.

Philford Jeffords is a financial advisor at Acrylic Financial, Inc. He holds a Series 65 designation and has industry experience beginning in 2024. His prior work includes positions at Wealth Agency Financial Services, Bankit Mortgage, and Wells Fargo. Acrylic Financial provides portfolio management and financial planning services to individuals, corporations, other investment advisers, and pooled investment vehicles. The firm employs a combination of asset allocation, fundamental and technical analysis, and both passive and active investment models, including management of a firm-sponsored hedge fund and various separately managed accounts.

Jason Lane is a financial advisor at Vance Wealth with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth is a multi-advisor SEC-registered firm managing approximately $736 million in assets, serving individuals, trusts, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach focused on fundamental analysis, using ETFs, mutual funds, individual securities, and independent managers, while providing a range of wealth management, financial planning, and business consulting services.

Calvin Hedman is a financial advisor with Vance Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Catalina Capital Group LLC and EP Wealth Advisors and manages Hedman Partners LLP, a public accounting firm. Outside of advisory work, Hedman serves as co-chair of the Santa Clarita Valley Economic Development Corporation’s Board of Directors and is involved with Real Life Church’s finance committee. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach using customized portfolios of ETFs, mutual funds, individual securities, bonds, and third-party managers.

Anthony Goring is a financial advisor at Vance Wealth in Santa Clarita, CA, holding a Series 65 credential with three years of industry experience. He previously worked at Pure Financial Advisors for one year before joining Vance Wealth in 2022. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm manages approximately $736 million in assets and focuses on long-term, fundamental analysis-based portfolio construction using ETFs, mutual funds, individual securities, and outside managers, with tailored asset allocation and fiduciary oversight.

Carrisa Flores is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Vance Wealth since 2021. Flores is also licensed to sell insurance and spends approximately 10% of her time on insurance sales. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm offers wealth management and discretionary investment management alongside financial planning and business consulting, managing about $893.6 million in assets for roughly 380 clients through an 11-advisor team.

Jerrod Ferguson is a CFP® and Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Vance Wealth since 2020 and previously spent over a decade with Raymond James Financial Services. He is also an independent insurance agent, dedicating a small portion of his time to this activity. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, providing discretionary wealth and portfolio management alongside financial planning and business consulting. Its investment approach emphasizes long-term fundamental analysis and tailored asset allocation, utilizing ETFs, mutual funds, and individual securities while acting as a fiduciary.

Niall Shaffery is a CFP® with four years of industry experience, currently with Vance Wealth in Santa Clarita, CA. He has worked at Vance Wealth since 2019 with a brief tenure at Bank of America Merrill Lynch in 2018. Outside of his advisory role, Shaffery serves as vice president of a business professional referral network in Valencia, CA. Vance Wealth advises individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $894 million in assets. The firm offers wealth management, discretionary investment management, financial planning, and business consulting through an 11-advisor team, employing a fundamentally driven, long-term investment approach with customized portfolios.

Kenneth Newberry is a financial advisor at CRUX Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Waddell & Reed and Raymond James Financial Services. He is also involved as a financial advisor with Triton Wealth Advisors and Arete Wealth Management. CRUX Wealth Advisors provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations. The firm employs a process-driven, advisor-customized approach using a variety of analytical methods and generally manages client accounts on a discretionary basis with regular monitoring.

Michael Parrinello is a financial advisor with BCN Financial, Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work history includes roles at LPL Financial, Crown Capital Securities, and Quest Securities. Outside of his advisory work, he serves as a volunteer football coach in Valencia, CA. BCN Financial provides retirement plan advisory and financial planning services primarily to participants of employer-sponsored retirement plans and members of over 200 Police and Fire Department associations. The firm’s investment approach combines fundamental, technical, and sentiment analysis with market timing, focusing on mutual funds and ETFs while typically delivering specific non-discretionary advice tailored to available plan options.