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 a Series 65 designation and two years of industry experience. He has previously worked at Ohnstead, Kiledjian, and Kush and is currently a Field Sales Representative at Lawson Products, Inc. OwlSense Wealth & Legacy Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing non-discretionary portfolio management, financial planning, and pension consulting, using a range of analysis methods and directing clients to third-party managers when appropriate.

Kyle Schauer is a financial advisor at Schauer Investment Management, Inc. with a Series 65 designation and five years of industry experience. He has been associated with Schauer Investment Management since 2014 and has also worked as a self-employed professional since 2016. Outside of his advisory work, Kyle is a freelance musician. Schauer Investment Management, Inc. provides discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm emphasizes fundamental analysis with a focus on equities and incorporates long-term trading, margin, and options strategies as appropriate.

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.

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.

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 with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Avantax Investment Services and Cetera Wealth Services. Outside of advisory work, he is involved in managing accounting and tax preparation services through an affiliated firm he owns, Martin & Company, and serves as president of an S-corporation that supports his financial planning business. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting services to families, estates, trusts, partnerships, corporations, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation with use of fundamental analysis, model manager selection, and periodic rebalancing across a diversified range of asset classes.

William Fowls is a financial advisor at Schauer Investment Management, Inc. in Northridge, CA, holding a Series 65 designation with two years of industry experience. He previously worked at Allstate for two years before joining Schauer Investment Management. Schauer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm emphasizes fundamental equity analysis and manages private and pooled funds, offering customized investment policy statements and ongoing portfolio monitoring.

Bret Schultz is a CFP® with five years of industry experience, currently serving as an advisor at Martin & Company. His previous roles include positions at Avantax and Cetera. He also supports tax preparation and accounting services within Martin & Company’s affiliated tax and wealth advisory business. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting for families, estates, trusts, partnerships, corporations, and charitable organizations. The firm uses a strategic and tactical asset allocation approach and offers portfolio management alongside third-party model portfolio implementation.

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.

Jose Portillo is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including R H Investment Corporation, Inc. and R M Duncan Capital Management. Outside of his advisory role, he serves as CFO for R M Duncan Securities and R M Duncan Capital Management, handling financial reporting and compliance tasks. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement consulting. The firm utilizes a combination of fundamental and technical analysis to manage primarily discretionary portfolios and evaluates third-party managers for specific asset classes.

Ida Jardines is an Associate Financial Advisor at Martin & Company with one year of industry experience. She holds a Series 66 designation and previously worked at Cetera and Avantax Advisory Services. Jardines also assists with bookkeeping, tax services, and wealth planning through an affiliated firm. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting services to families, estates, trusts, partnerships, corporations, and charitable organizations. The firm’s investment approach includes strategic and tactical asset allocation with fundamental analysis and model manager selection, delivering services through platforms such as Orion and eMoney.

Craig Schauer is a Series 65 licensed financial advisor with 10 years of experience at Schauer Investment Management, Inc. He has been a CPA since 1990 and is a partner in a car wash business in Redondo Beach, CA. Schauer Investment Management provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles, focusing on fundamental equity analysis and using long-term trading as well as margin and options strategies. The firm is also involved in managing private funds and serves as sponsor and manager for pooled investment vehicles.