Hi - I'm Eric Amzalag CFP®, founder of Peak Financial Planning. I work with individuals and couples nationwide to help you navigate the Retirement Risk Zone. We build models that help you optimize your retirement income, create spending flexibility in retirement, and help you understand your financial weaknesses. We’d love for you to consider our Fee Only Fiduciary CFP® Professional team for the following reasons: - We will help you document your financial wishes and goals. - We can help you create a reliable retirement income stream that you understand, and that will outlive YOU. - We can help you pay the government less so that you have more money to spend on the things you care about - We can help you craft an investment strategy that you UNDERSTAND and lets you sleep well at night knowing you’ll be taken care of. Please visit our website to get a feel for how we work with clients - www.thepeakfp.com You can also watch hundreds of hours of free retirement guides on our youtube channel at www.youtube.com/@thepeakfp

Luke Rutledge is a financial advisor with WestEnd Advisors, LLC, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at Victory Capital Services, Inc., Morgan Stanley, Allianz Global Investors, and The Vanguard Group. WestEnd Advisors is an SEC-registered investment adviser that offers discretionary portfolio management and third-party ETF model strategies to a wide range of clients, including individuals, pension plans, trusts, charitable organizations, government entities, and corporations. The firm utilizes a macro-driven investment approach and serves as a model provider with significant assets under advisement, operating as an autonomous investment franchise within Victory Capital.

Colm Oboyle is a Series 65-licensed financial advisor with O'Boyle Wealth Management, Inc. in Beverly Hills, CA, where he has worked for 12 years. He has six years of industry experience. O'Boyle Wealth Management serves individuals, trusts, employer retirement plans, and business entities, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a range of investment strategies including discretionary account management, asset allocation, and use of ETFs, derivatives, and leveraged products, and is notable for sponsoring a wrap fee program and managing held-away retirement accounts through Pontera.

Glen Strauss is a financial advisor at Evolve Private Wealth, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for 22 years before joining Sanctuary Advisors and Sanctuary Securities. Strauss is also a licensed insurance agent involved with Evolve Wealth Insurance LLC. Evolve Private Wealth provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, charitable organizations, financial institutions, and retirement plans. The firm employs a fundamental analysis-based, long-term investment approach and constructs diversified portfolios using low-cost funds, individual securities, independent managers, and alternative investments.

David Tassone is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Avise Financial, joining the firm in 2024 after seven years at Kaye Capital Management and a year at KPMG. Avise Financial serves individual and institutional clients, including high net-worth individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, business management, and educational seminars, using a mix of fundamental, technical, and cyclical analysis alongside Modern Portfolio Theory to develop tailored portfolios.

Liza Dela Cruz is a financial advisor at Alliance Advisory & Securities, LLC with one year of industry experience. She holds Series 63, Series 65, and Series 66 designations. Prior to joining Alliance Advisory & Securities, she worked at Steelpeak Wealth and Doubleline Capital, and held roles at American International Group. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across multiple model groups and individual-security strategies, with portfolio reviews at least quarterly.

Corey Barash is a financial advisor at Grant Tani Barash & Altman, LLC with 16 years of industry experience. He holds a Series 65 designation and has been with the firm since 2004. Corey operates within an eight-advisor team based in Beverly Hills, California. Grant Tani Barash & Altman serves high-net-worth and ultra-high-net-worth individuals, families, trusts, estates, corporations, and pension/profit-sharing plans as a multi-family office. The firm integrates accounting, tax, and business management services with investment advisory and consulting, typically providing non-discretionary recommendations while delegating most portfolio management to third-party managers.

Amanda Rocca is a financial advisor at Highline Wealth Partners with 27 years of industry experience. She holds a Series 63 designation and has worked at firms including Allworth Financial, AW Securities, Ms Howells & Co, and Hall Private Wealth Advisors. Highline Wealth Partners is a registered investment adviser serving individuals, high-net-worth clients, 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 and supported by education and technology-driven solutions.

Stephen Rischall is a CFP® professional with 17 years of industry experience, currently serving as an advisor at Navalign, LLC since 2018. He previously worked at Carter Jacobs, LLC and 1080 Financial Group. Outside of his advisory role, he owns Mod Potter, an e-commerce business specializing in plant and garden products. Navalign, LLC provides discretionary asset management, financial planning, and pension consulting to individuals, trusts, estates, retirement plans, and business entities. The firm manages approximately $655.6 million across about 677 clients, utilizing fundamental analysis and a mix of investment strategies including the use of borrowing and derivatives within separately managed accounts.

Mercy Grace Mabanag is a financial advisor at Atlantic Investments A Registered Investment Advisor, Inc with two years of industry experience. Prior to joining Atlantic Investments, she worked at Cedars Sinai for over four decades. Atlantic Investments serves individuals and high-net-worth clients by providing personalized financial planning and coordinating implementation through third-party money managers. The firm focuses on retirement planning, cash-flow and tax reviews, and estate planning, while allowing clients to impose investment restrictions through written policy statements.

Joshua Rothstein is a financial advisor at Angeles Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Angeles Wealth Management since 2014. Angeles Wealth Management provides discretionary portfolio and wealth management, financial planning, and limited philanthropy consulting primarily to high-net-worth individuals, charitable organizations, and corporations. The firm acts as a manager-of-managers, allocating client capital to model portfolios and third-party managers, and incorporates alternative investments through private funds and fund-of-fund structures.

Kenneth Cornutt is a CFP® and PFS™ credentialed advisor at Westside Financial Advisors LLC with nine years of industry experience. He previously operated as a CPA under Kenneth Cornutt CPA for two years before joining Westside Financial Advisors in 2017. Outside of advisory work, he owns Westside Tax and Accounting Services, which provides accounting and tax-related services. Westside Financial Advisors serves individual and high-net-worth clients as well as corporations, focusing on passive investment management primarily through index mutual funds and ETFs. The firm offers discretionary investment management, comprehensive financial planning, and integrates business and employee-benefit planning with tax and accounting considerations.

Ryan Meacham is a financial advisor at Highline Wealth Partners with 18 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Vivaldi Capital Management and Cornerstone Wealth Management. Highline Wealth Partners serves individuals, trusts, foundations, retirement plans, and various business entities, offering investment management, financial planning, family office services, and corporate retirement plan consulting. The firm’s investment decisions are made through a centralized committee and it provides regular portfolio reviews, participant education, and utilizes third-party technology for retirement plan management.

Mark Cohen is a financial advisor at Westside Investment Management, LLC in Santa Monica, CA, holding Series 63 and Series 65 licenses with 38 years of industry experience. He has been with Westside Investment Management since 2010 and also maintains an affiliation with LPL Financial. Outside of his advisory work, Cohen owns two non-investment-related businesses, Milldog Inc. and Alipony Racing. Westside Investment Management provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, charities, and plan sponsors. The firm employs a diverse investment approach that includes equities, fixed income, mutual funds, ETFs, options strategies, derivatives, and private fund investments, and it participates in select third-party programs such as SEI’s Managed Accounts Program.

Marc Ackerman is a financial advisor at IFC Advisors LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for 12 years before joining IFC Advisors in 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies across multiple asset classes and also operates special purpose vehicles and private fund vehicles for qualified clients.

Kennedy Reardon is a financial advisor at IFC Advisors LLC with five years of industry experience. He holds a Series 66 designation and has worked at Wells Fargo Clearing, Bank of America N.A., and Merrill prior to joining IFC Advisors. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and participant-directed retirement plans. The firm combines active and passive strategies with a tax- and cost-focused approach, integrating third-party independent managers and alternative investments for qualified clients.

Jon Bowles is a financial advisor with Secure Investment Management, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Secure Investment Management since 2023 and operates his own financial services business, Jon L. Bowles Finances, since 2010. Outside of advising, he is the U.S. Operations Lead and a partial owner of the Sports Financial Literacy Academy, which produces sports-themed financial education materials for athletes. Secure Investment Management serves a diverse client base including individuals, trusts, and business entities, offering financial planning and portfolio management with a quantitative, factor-based investment approach grounded in Modern Portfolio Theory. The firm utilizes low-cost funds and tailored strategies through Orion Portfolio Solutions and operates as a network of independent adviser representatives customizing portfolios to client goals.

Theresa Pablos is a CFP® with two years of industry experience, currently serving as a financial advisor at Avise Financial. She previously worked at Wealth Enhancement Group and KCS Wealth Advisory. Outside of financial advising, she operates Theresa Pablos Communications, providing consulting on podcast production. Avise Financial serves a diverse client base, including individuals, trusts, charitable organizations, and institutions. The firm offers discretionary investment management combined with financial planning, pension consulting, tax preparation, and business management, employing a range of analytical approaches and maintaining extensive third-party relationships.

Stephen Michalski is a Series 65-licensed advisor with BMB Advisers LLC in Los Angeles, CA, and has 26 years of industry experience. He has worked at BMB Advisers since 1999 and is also a shareholder and officer at Freedman Broder & Company Accountancy Corp., where he has been involved since 1985. All principals of BMB Advisers are also principals of this accounting practice. BMB Advisers primarily serves high-net-worth individuals in the entertainment industry, along with their related trusts, estates, and retirement accounts. The firm offers direct portfolio management and a referral-based Independent Advisor Program, with a long-term investment approach that favors passive equity exposure and diversified managed fund models.

Patrick Mcdonald is a CFP® and Series 66 licensed advisor with 10 years of industry experience. He has worked at Manhattan West Asset Management, LLC since 2023 and previously held roles at MAI Capital Management and The AYCO Company, L.P./Mercer Allied. Manhattan West Asset Management provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors. The firm employs fundamental, quantitative, and technical analysis to construct diversified asset allocations across public and private markets, offering both separately managed accounts and pooled investment vehicles.