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. with two years of industry experience. He holds a Series 65 designation and previously worked at Allstate from 2021 to 2023. Schauer Investment Management, Inc. provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs fundamental analysis, documents client objectives in an Investment Policy Statement, and conducts quarterly account reviews, managing a range of investment types including equities, fixed income, mutual funds, and real estate funds.

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 advisor with Schauer Investment Management, Inc., where he has worked since 2016. He has nine years of industry experience and over 30 years as a CPA through his accounting practice, Craig Schauer CPA. Outside of financial advising, he is a partner in the Hollywood Rivera Car Wash in Redondo Beach, CA. Schauer Investment Management provides discretionary and non-discretionary portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm focuses on fundamental analysis and long-term trading, managing client accounts directly without outsourcing to third-party managers.

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.

Lori Day is a financial advisor at Integrity Financial Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Blue Ocean Capital Management, Virtue Capital Management, and Horter Investment Management. Lori is also the owner of Day Street Financial & Insurance Services, where she sells insurance annuities and Medicare Advantage plans. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing portfolio management through third-party managers along with financial consulting and retirement advice. The firm emphasizes active, discretionary management using model portfolios and affiliated third-party managers, offering ongoing monitoring and performance reporting.

Philford Jeffords is a financial advisor at Acrylic Financial, Inc. with a Series 65 designation. He has eight years of experience in the mortgage industry and two years in wealth management. Acrylic Financial provides portfolio management and financial planning to individuals, corporations, other advisers, and pooled investment vehicles. The firm uses a combination of asset allocation, fundamental and technical analysis, and both passive and active investment models, including management of a firm-sponsored hedge fund.

Timothy Burt is a CFA® charterholder with four years of experience in the financial industry. He is currently with Peak Asset Management, LLC, where he has worked since 2023. He also has a long-term role with Cumsille Insurance Services dating back to 2006. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing fundamental, technical, and qualitative analysis with a generally long-term investment approach.

Jason Lane is a financial advisor with Vance Wealth in Santa Clarita, CA, holding Series 65 and Series 66 licenses and nine years of industry experience. He has worked at Vance Wealth since 2020 and previously held roles at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $893.6 million in assets. The firm’s investment approach focuses on long-term, fundamentally driven strategies with customized portfolios emphasizing ETFs and mutual funds, supplemented by individual securities and third-party managers as appropriate.

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®-certified financial advisor with 17 years of industry experience. He has worked at Vance Wealth since 2020 and previously spent over a decade at Raymond James Financial Services. In addition to his advisory role, Ferguson is also an independent insurance agent. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $893.6 million in assets. The firm follows a long-term, fundamentally driven investment process, constructing customized portfolios that include ETFs, mutual funds, individual securities, bonds, and third-party managers.

Niall Shaffery is a CFP®-certified financial advisor with four years of industry experience, currently serving at Vance Wealth. His prior experience includes roles at Bank of America Merrill Lynch and Poole & Shaffery LLP. Outside of his advisory duties, he is vice president of a business professional referral network in Valencia, CA. Vance Wealth provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm’s investment approach is long-term and fundamentally driven, featuring customized portfolios that utilize ETFs, mutual funds, individual securities, bonds, and third-party managers.

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.