Anna Christina Brockschmidt is a financial advisor at Pacific Financial Strategies, Inc. in Thousand Oaks, CA, with 10 years of industry experience. She holds a Series 65 designation and has been with Pacific Financial Strategies since 2012. Outside of her advisory role, she serves as a recreation leader at the Agoura Hills Recreation Center. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm constructs portfolios using a range of securities with ongoing supervision and employs a multi-faceted investment analysis approach tailored to client objectives.

Ariana Mc Donald is a financial advisor with Pacific Financial Strategies, Inc. She holds a Series 65 designation and has seven years of industry experience. Prior to her current role, she worked at C 3 Financial Strategies and Cendecon. In addition to financial advising, she works part-time as a billing administrator at a chiropractic office and as an independent health and insurance agent. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by providing asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment approach involving bonds, ETFs, mutual funds, and select equities, with regular portfolio reviews and rebalancing.

Neil Westerman is a financial advisor at Summit Wealth Management Group, Inc. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Osaic FA, Inc. Westerman is currently affiliated with Summit and LPL Financial and participates in the firm's business operations. Summit Wealth Management Group is an SEC-registered independent advisory serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, including individual securities, mutual funds, ETFs, and model portfolios, supported by technical analysis and regular account reviews.

Terri Mcgray is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Longevity Capital Management. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and Edward Jones. She is also the author of the "Retire Right" series of books. Longevity Capital Management provides fee-based investment management and comprehensive financial planning to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation strategy across various asset classes and integrates both standalone planning and combined advisory services for a relatively small client base.

Joseph Garcia is a financial advisor with Pacific Financial Strategies, Inc. in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Pacific Financial Strategies in 2010, he worked at Concourse Financial Group Securities, Inc., Independent Advisers Group Corp, and Osaic FS, Inc. Outside of advisory work, he serves as CEO of a related business engaged in the sale of various insurance products. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment process involving bonds, ETFs, mutual funds, and select equities, with continuous portfolio supervision and a range of planning services including corporate-structure work and life-coaching.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including 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 is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning services. The firm offers customized portfolio construction using a blend of individual securities, mutual funds, ETFs, and model portfolios, combining active and passive strategies through LPL Financial-sponsored programs, including a wrap-fee program on the LPL Strategic Wealth Management platform.

Robert Russell III is a financial advisor with Qmulate in Ojai, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. His work history includes roles at Walrus Global, LLC, Greyfox Investors LLC, and Lynda.com. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors by providing financial planning, coaching, investment consultation, portfolio management, and educational workshops. The firm emphasizes a diversified, buy-and-hold investment approach using a mix of mutual funds, ETFs, equities, and fixed-income instruments, delivering portfolio management primarily on a non-discretionary basis.

Michael Garner is a CFP® with 21 years of experience in financial advising, currently serving at MFA Wealth Services. He has held roles at Cornerstone Law Center since 2005 and has also operated under his own practice. In addition to his financial advisory work, Garner is an attorney and real estate broker involved in real estate sales and property management in Thousand Oaks, CA. MFA Wealth Services is a registered investment adviser managing approximately $293 million in client assets for individuals, high-net-worth clients, trusts, business owners, and corporations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering personalized financial planning, portfolio management, and third-party money manager selection.

Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley and several asset management firms. Outside of his advisory work, he serves as CFO of a wealth management company. TEAM Elevated Asset Management is a privately owned advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm manages approximately $34.9 million across about 67 client accounts, offering discretionary portfolio management through its proprietary wrap-fee program that integrates fundamental and technical analysis with tactical asset allocation.

Don Ivey is a financial advisor with Inflection Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at Dimensional Fund Advisors and Voya Financial Partners prior to joining Inflection Advisors and Inflection Retirement Services in 2022. Inflection Advisors provides investment management and comprehensive financial planning to individuals, corporations, pension plans, and charitable organizations. The firm uses a Modern Portfolio Theory-based approach, constructing diversified, low-cost portfolios primarily from index ETFs and mutual funds with a long-term, buy-and-hold strategy and periodic rebalancing.

Christina Zins is a CFP® professional with 10 years of industry experience. She is affiliated with Summit Wealth Management Group, Inc. and has worked there since 2020, alongside a tenure at LPL Financial from 2016 to 2020. Summit Wealth Management Group is an SEC-registered independent advisory firm serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, technical analysis, and offers wrap-fee programs through the LPL 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 in Ventura, CA, with 14 years of industry experience. He holds a Series 65 credential and has worked at Greyfox Investors since 2013, as well as Grasswood Partners from 2010 to 2019 and Savvy Advisors, Inc. since 2022. 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 uses a quantitative, factor-driven relative-value model combined with fundamental research to construct sector-neutral, fully invested, medium-to-long-term equity portfolios, serving primarily non-high-net-worth clients with a boutique approach that includes negotiable fee arrangements and 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.

Davide Accomazzo is a financial advisor with Thalassa Capital LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thalassa Capital since 2011 and serves as an adjunct professor of finance at Pepperdine University, where he has taught and conducted research since 2007. He also serves on the board of the Strategic Asset Alliance Fund, providing advice on trader selection. Thalassa Capital provides financial planning and portfolio management to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary strategic investment portfolios and access to institutional-quality hedge fund solutions, employing a risk-focused and diversified investment approach that includes the use of derivatives and quantitative analysis.

James Yoo is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is currently with TEAM Elevated Asset Management in Thousand Oaks, CA, where he serves as president, CEO, managing director of wealth management, and chief compliance officer. His prior experience includes roles at Emerson Equity LLC, GNH Global Management, Inc., and Colorado Financial Service Corporation. Yoo also serves on the board of GNH Global Management, a consulting firm advising South Korean companies on institutional real estate and renewable energy projects. TEAM Elevated Asset Management is a privately owned advisory firm managing approximately $34.9 million across 67 client accounts. The firm provides discretionary portfolio management through a proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.

Robert Smith is a PFS™ credentialed advisor with 10 years of experience at Mark Smith Financial Services, Inc. He is also president of R. Mark Smith, CPA/PFS, P.C., an accounting firm he has led since 1988, spending approximately 60% of his time on CPA duties. Mark Smith Financial Services provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, trusts, and charitable organizations. The firm manages individually tailored, primarily discretionary portfolios based on asset allocation and fundamental security analysis, with an emphasis on diversification and regular account review.

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.