Roy Sherman is a CFP® and Series 65 credentialed advisor with 11 years of industry experience. He has worked at Sherman Asset Management, Inc. since 2014 and previously held roles at Topanga Reinsurance and Crimson Insurance Services. Sherman Asset Management, Inc. provides financial planning, discretionary asset management, and consulting services to individuals, trusts, and business entities, managing approximately $140.6 million in assets. The firm employs a blend of strategic asset allocation and tactical adjustments with daily monitoring and quarterly reviews, and it sponsors an affiliated private pooled vehicle, Signal 7 Tactical Sentiment Fund LP.

Peter Kozak III is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at BrightPath Wealth Planning, LLC since 2011. He holds Series 63 and Series 65 licenses. BrightPath Wealth Planning, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management and financial planning, employing a long-term, passive asset-class approach based on Modern Portfolio Theory, and uses low-cost mutual funds and ETFs alongside selective fixed-income managers and individual securities.

Neil Westerman is a financial advisor at Summit Wealth Management Group, Inc. in Camarillo, CA, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Merrill and Bank of America, each spanning seven years. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and offers tailored investment strategies using a combination of individual securities, mutual funds, ETFs, options, and proprietary model portfolios.

Stephen Wagner is a CFP® with 33 years of experience in financial advisory services. He has been with Integrity Wealth Advisors, LLC and LPL Financial since 2016. Outside of his advisory work, he has engaged in activities such as selling sporting event tickets through Stub Hub. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans with asset management, financial planning, and retirement plan consulting. The firm combines fundamental and technical analysis with a client-focused process, offering both discretionary portfolio management and standalone planning services.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with 10 years of industry experience. She holds the Series 66 designation and has worked previously at LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities Inc. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and serves about 380 client relationships, utilizing a range of investment strategies implemented primarily through LPL Financial’s Strategic Wealth Management platform.

Robert Russell III is a financial advisor at Qmulate with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Walrus Global, LLC, Qmulate Capital, Greyfox Investors LLC, and Lynda.com. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors, offering financial planning, coaching, investment consultation, and portfolio management. The firm employs a buy-and-hold investment approach with diversification and provides both broad-based and modular planning engagements, frequently coordinating with institutional third-party managers.

Don Ivey is a financial advisor at Inflection Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors and Voya Financial Partners. Inflection Advisors serves individual and high-net-worth clients as well as corporate and business clients, offering comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach focused on diversified, low-cost portfolios built with index funds and ETFs, and provides a range of planning services including retirement, business, and employee benefits planning.

Christina Zins is a CFP® with ten years of industry experience, currently serving as a financial advisor at Summit Wealth Management Group, Inc. She has worked at Summit and LPL Financial in various capacities since 2016. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $249.5 million in assets across about 380 client relationships and offers tailored investment strategies primarily through LPL Financial’s Strategic Wealth Management platform.

Adam Meyers is a financial advisor at GoTo Financial with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Western International Securities, Inc. from 2013 to 2017. GoTo Financial serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing portfolio asset management, financial planning, and consulting without utilizing third-party money managers. The firm’s investment approach includes regular client meetings and quarterly account reviews, using a blend of fundamental, technical, and macroeconomic analysis to build diversified portfolios tailored to clients' goals and risk tolerance.

Matthew Spille is a financial advisor at Greyfox Investors LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Greyfox Investors since 2021. Outside of his advisory role, he manages a small property management business independently. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process to construct sector-neutral, fully invested, medium-to-long-term equity portfolios and offers tailored strategies with negotiable fee arrangements.

Nathan Wallace is a financial advisor at Greyfox Investors LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Greyfox Investors since 2013, with prior experience at Grasswood Partners and Savvy Advisors, Inc. Greyfox Investors LLC provides discretionary portfolio management and asset allocation services focused on U.S. equities for individual clients and certain qualified entities. The firm employs a quantitative, factor-driven investment process combined with fundamental research to construct sector-neutral, long-only equity portfolios and offers customizable fee arrangements including performance-based fees.

Curtis De Boni is a Series 65-licensed financial advisor at Bernzott Capital Advisors with no industry experience prior to joining the firm. He has been with Bernzott Capital Advisors since 2023 and is also affiliated with CSU Channel Islands, where he has worked since 2010. Bernzott Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, institutions, and other account sponsors, managing approximately $265 million in client assets. The firm employs a bottom-up, value-oriented investment approach with a long-term horizon, focusing on concentrated portfolios derived from fundamental analysis and collaborative decision-making.

Ryan Wood is a financial advisor at Burr Financial Services, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UnionBanc Investment Services and MUFG Union Bank N.A. Wood also works as an independent contractor selling life and long-term care insurance. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates, employing a multi-method investment process and tailored portfolio management.

Sarah Gassert is a Series 65-licensed advisor at Equity Management Group with no prior industry experience. She has worked at DAV Energy Solutions from 2019 to 2021 and has been with Equity Management Group since 2013. Equity Management Group is a fee-only firm that provides investment management and financial planning to individuals, trusts, estates, non-profits, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and builds individualized investment plans tailored to clients’ goals and risk tolerance, utilizing a combination of independent research and proprietary analysis.

Douglas Ecker is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with six years of industry experience. He holds a Series 65 designation and has previously worked at Staples Construction Company and Hartigán Foley General Contractors. Integrity Wealth Advisors serves individuals, trusts, estates, and employer retirement plans, offering asset management, portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs both discretionary portfolio management and standalone consulting, utilizing a range of investment vehicles and a client-focused process supported by fundamental and technical analysis.

Christopher Lynch is a Series 65-licensed financial advisor with five years of industry experience. He is currently with Lynch Financial Group, where he has worked since 2023. His prior experience includes roles at Wealth Watch Advisors, Open Sail Financial, Viking River Cruises, and Cascade Financial Technology. In addition to advisory services, Mr. Lynch offers fixed life and annuity products and conducts medical and Medicare insurance sales as an independent contractor. Lynch Financial Group serves individual and high-net-worth clients by providing portfolio management and financial planning. The firm emphasizes passive portfolio construction using index mutual funds and ETFs, tailoring plans based on asset allocation and risk tolerance, and offers both discretionary and non-discretionary services to a small client base.

Kevin Bernzott is a financial advisor at Bernzott Capital Advisors with 28 years of industry experience. He has been with Bernzott Capital Advisors since 1994. Bernzott Capital Advisors serves individual clients, high-net-worth households, retirement plans, and other registered investment advisers by providing discretionary separately managed accounts, model portfolio services, and ERISA-focused advisory and consulting. The firm follows a bottom-up, value-oriented investment process emphasizing fundamental company analysis, targeted purchase prices below estimated fair value, and concentrated portfolios, and it acts as a model-provider for other advisors while maintaining explicit ERISA fiduciary procedures.

Michael Thomas is a financial advisor at RLB Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at RLB Financial since 2018. Prior to that, he was associated with 1st Global Advisors, Inc. and 1st Global Capital Corp. from 2015 to 2018. Thomas is also a partner at Miller and Co. LLP, a CPA firm, where he has been involved since 2007. RLB Financial provides investment management and financial planning primarily to individual and high-net-worth clients, offering discretionary portfolio management, written financial plans, and access to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and utilizes model portfolios and managed account solutions through program sponsors like SEI and AssetMark.

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Jennifer McGee is a financial advisor at Equity Management Group in Camarillo, CA, holding a Series 65 designation with 31 years of industry experience. She has been with Equity Management Group since 1992. Equity Management Group provides fee-only investment management and financial planning to individuals, trusts, estates, non-profit corporations, and retirement plans under a fiduciary standard. The firm manages approximately $62.6 million across about 80 client relationships, offering discretionary portfolio supervision and periodic financial planning, with an investment approach that combines independent research and proprietary analysis tailored to clients’ goals and risk tolerance.