Bronson Feuer is a CFP® professional with one year of experience in the financial services industry. He is currently with Vance Wealth, LLC and has prior experience at 360 Business Management, BDO USA, Deloitte Tax LLP, Southern Methodist University, and the University of Washington. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm employs a long-term, fundamental analysis approach and offers discretionary wealth management, financial planning, business consulting, and retirement plan advisory services.

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.

David Yoshioka is a financial advisor at Highline Wealth Partners with 24 years of industry experience. He holds a Series 65 designation and has worked at Charlesworth & Rugg, Inc. since 2016, as well as at P.H. Group since 2005. Outside of advising, he serves as the Chief Operations Officer for P.H. Group, an insurance company. Highline Wealth Partners is a registered investment adviser serving individuals, trusts, foundations, retirement plans, and business entities. The firm offers investment management, financial planning, family office services, corporate retirement plan consulting, and real estate advisory, with portfolio decisions centralized through an Investment Committee that oversees asset allocation and fund selection.

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.

Aaron Clark is a CFP® with 22 years of experience in the financial services industry. He has worked at LPL Financial for 12 years, followed by a brief period at May Wealth Management Group, before joining Monarch Wealth Strategies in 2018. In addition to his advisory role, he is appointed as an insurance agent with various insurance companies. Monarch Wealth Strategies is a team of eight advisors providing discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and pension plans. The firm focuses on clients with at least $750,000 in investible assets and employs a combination of fundamental, technical, and third-party research to guide portfolio management and planning services.

James Ellis is a financial advisor at J K R & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J K R & Company since 1999. Outside of his advisory work, he operates a sole proprietorship that sells term insurance and conducts presentations. J K R & Company functions as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

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.

Katrina Soelter is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Avise Financial. Her prior experience includes roles at KCS Wealth Advisory and Wells Fargo Advisors, among others. Avise Financial serves individual and institutional clients with tailored discretionary investment management and comprehensive financial planning, utilizing a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory. The firm offers a range of services including pension consulting, tax preparation, business management, and educational seminars.

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.

Jeffery Sorensen is a financial advisor at OverRidge Wealth Advisors with 39 years of industry experience. He holds the Series 63 and Series 65 licenses. His prior roles include positions at Triad Advisors Inc., Summit Financial Consultants, Inc., and Triad Hybrid Solutions. Sorensen is also a member of a professional networking group that connects various professions. 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, utilizing a range of investment strategies across multiple asset classes with ongoing monitoring.

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.

Nga Ho is a financial advisor at Monarch Wealth Strategies with 19 years of industry experience. He holds a Series 65 designation and previously worked at PDV Financial Management for 21 years before joining Monarch in 2024. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, and institutional clients. The firm combines ongoing portfolio management with tailored planning services, utilizing a range of investment strategies and instruments.

David Ford is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Blakeslee & Blakeslee Financial Advisers since 2025 and previously spent six years with American Funds. Blakeslee & Blakeslee Financial Advisers serves individuals, families, trusts, charitable organizations, and businesses with integrated portfolio management, financial planning, and retirement consulting. The firm employs a team approach and uses a combination of fundamental analysis, modern portfolio theory, and quantitative metrics, maintaining a long-term investment orientation that can include ESG/SRI screens upon client request.

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.

Sierra Cappella is a Series 65-licensed advisor with Vance Wealth in Santa Clarita, CA, joining the firm in 2025. She has diverse work experience including roles at True Barre and In-N-Out Burger. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities, offering wealth management, discretionary investment management, financial planning, and business consulting. The firm employs a long-term, fundamentally driven investment approach that emphasizes customized portfolios using ETFs, mutual funds, and other securities.

Lionel Tapiero is a financial advisor with Highline Wealth Partners, holding a Series 65 designation and 12 years of industry experience. Prior to joining Highline Wealth Partners in 2020, he worked at Stackin Financial, LLC and Logica Capital Advisers, LLC. Outside of advising, he serves as Sales Vice President at Transunion LLC, where he leads a sales team and oversees product strategy and analytics. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm centralizes portfolio decisions through an Investment Committee and provides participant education and enterprise support services, combining these with private real estate offerings and family office capabilities.