Eli Johnson is a financial advisor at Valley Center Advisors in Thousand Oaks, CA, with three years of industry experience and a Series 65 credential. He also owns Eli N. Johnson & Associates, a small business consulting firm focused on building structure around core competencies. Valley Center Advisors provides investment management and financial planning services to individuals, high-net-worth clients, and corporations, using both passive and active strategies aligned with modern portfolio theory. The firm offers non-discretionary advice and assists clients with manager selection and investor profile documentation.

Susan Carlisle is the sole advisor at her independent firm in Agoura Hills, CA, holding a Series 66 designation with two years of industry experience. She has operated her own CPA practice since 1988 and continues to work part-time as a CPA consultant. Her firm provides investment management and personal financial planning services to individuals, trusts, corporations, and retirement plans. The firm’s investment approach focuses on long-term horizons with minimal turnover, offering tailored portfolios primarily composed of mutual funds, treasury securities, corporate bonds, and certificates of deposit, with account reviews conducted up to quarterly.

Ryan Morelli is the principal of Educated Solutions, an independent advisory firm based in Calabasas, CA. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Prior to founding Educated Solutions in 2019, he worked at WealthSource Partners, LLC for three years. Morelli is also a licensed insurance agent. Educated Solutions, operating as Malibu Wealth Planning, provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a multi-method investment approach and emphasizes client education through conferences and events alongside its advisory services.

Neil Janis is a financial advisor with Janis Financial, LLC in Oxnard, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Janis Financial since 2007 and has been associated with AIG Financial Advisors, Inc. and ICM since 2005. In addition to advisory work, he spends part of his time involved in insurance offerings through ICM, including life, health, and disability products. Janis Financial provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite investment approach with a focus on large-cap equities and investment-grade bonds, managing accounts mainly on a non-discretionary basis with client approval for trades.

James Varing is the sole advisor at Westlake Capital Inc., an independent investment advisory firm. He holds 14 years of industry experience and has been with Westlake Capital since 1980. Westlake Capital Inc. manages approximately $47 million for a small group of clients, including high-net-worth individuals, living trusts, retirement plans, and charitable organizations. The firm offers personalized portfolio management with a focus on supervisory services, applying asset allocation, diversification, and stock selection based on internal analysis and external economic research.

Taurayi Murapa is the sole advisor at Murapa Investments, an independent firm based in Agoura Hills, CA. He holds Series 63 and Series 66 designations and has 17 years of industry experience, including a background in high-yield credit analysis at a major investment bank. Murapa has led Murapa Investments since 2013. Murapa Investments provides fee-based, non-discretionary portfolio management to private individuals, business owners, and small- and medium-sized businesses. The firm employs a value-based, total-rate-of-return approach focused on fundamental analysis and discounted cash-flow assessments, combining income-producing bonds or dividend-paying stocks with deeply valued equities.

Brooks Wealth Management is an independent, fee-only Registered Investment Adviser built to serve high-income families and households who want to manage wealth with efficiency and intention. Founded by Scott Brooks, CFP® the firm provides comprehensive financial planning, investment management, and tax-focused strategy for individuals and families seeking a trusted long-term relationship with a true fiduciary. Our clients include executives, business owners, professionals, and families with complex financial lives who value clarity, honesty, and simplicity. We believe good advice should be independent, transparent, and rooted in real planning — not sales. We help clients make better decisions around retirement, tax strategy, investment allocation, estate planning, and cash-flow management. Every plan is designed to balance efficiency with purpose — giving clients confidence that their money supports the life they actually want to live. Brooks Wealth Management is intentionally built for the next generation of successful families — those who value personal relationships, proactive strategy, and advice grounded in trust.

Kevin Farrell is a CFP® professional with 32 years of experience in financial advising. He is the sole advisor at Farrell Financial Inc., an independent firm he has led since 2006. Prior to founding his firm, he worked for NPB Financial Group, LLC for 12 years. Farrell holds licenses in life, disability, variable annuity, and long-term care insurance. Farrell Financial Inc. serves individuals, business owners, and retirement-plan clients, offering comprehensive financial planning, portfolio management, and plan consulting services. The firm employs a disciplined investment approach that includes written Investment Policy Statements, discretionary trading authority, and a combination of fundamental, technical, and behavioral analysis, along with co-fiduciary and compliance support for employer-sponsored plans.

Jennifer Strong is a CFP®-designated financial advisor with 13 years of industry experience. She is the principal of Kate Capital Group, an independent advisory firm, and previously worked at Eagleson Arndt Financial Advisors, LPL Financial LLC, and Montecito Bank & Trust. Strong serves as a board member for the California Lutheran University School of Management. Kate Capital Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable institutions, and small businesses. The firm emphasizes broad ETF equity allocations combined with U.S. Treasury securities and municipal bonds for fixed income, using a buy-and-hold equity approach alongside tactical management of treasury maturities.

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.

Jason Semeleng is a financial advisor with Calabasas Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Calabasas Advisory Group in 2017. Outside of advisory work, he is a partner in Seamless Window Fashions, Inc., a window covering sales and installation business. Calabasas Advisory Group serves individuals, trusts, retirement plans, and business entities, managing approximately $249.5 million in discretionary assets. The firm offers comprehensive portfolio management with ongoing monitoring and employs multiple investment approaches, including fundamental and technical analysis, across various asset classes.

Amy Friedman is a CFP® with 17 years of industry experience, currently serving as an advisor at Kevin Kennedy, LLC since 2024. She previously worked at Financial Security Solutions, Corp. and Osaic Wealth Inc. from 2015 to 2024. Outside of her advisory work, she is Vice President of Sled Dogs Productions, Inc., where she manages bookkeeping, invoicing, and billing. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and offers consulting on 401(k) plans, relying on model portfolios and mutual fund managers for security selection and rebalancing.

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.

Adam Anschultz is a financial advisor with Kanan Advisors, holding a Series 65 designation and eight years of industry experience. He previously worked at Integrity Financial Corporation for six years and operates Anschultz Consulting LLC on the side. Kanan Advisors is a fee-only registered investment adviser that manages about $51 million for 56 clients, focusing on investment management, financial planning, and retirement plan consulting primarily for employer plan sponsors and business entities. The firm employs a mix of fundamental, technical, and modern portfolio theory strategies and often serves as an ERISA investment manager for retirement plans.

Marsha Roubidoux is a CFP®-certified financial advisor with 41 years of industry experience. She is currently with Zephyr Wealth Management and has previously worked at FSC Securities Corporation. Marsha holds Series 63 and Series 65 licenses. Zephyr Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a proprietary Business Cycle Asset Management (BCAM) framework that integrates cyclical analysis with fundamental and technical research to guide investment decisions, managing roughly $421 million in advisory assets across discretionary and non-discretionary accounts.

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.

Carole Meitler is a financial advisor at Cedarstone Advisors in Thousand Oaks, CA, holding a Series 65 designation with six years of industry experience. She has been with Cedarstone Advisors since 2019 and worked as a homemaker from 2010 to 2019. Cedarstone Advisors provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses diversified asset-allocation models primarily through no-load mutual funds and ETFs, offering discretionary portfolio management and serving as a fiduciary for retirement accounts.

Shihui Nelson is a CFP® professional with one year of experience in financial advising at Youya Wealth. Prior to joining Youya Wealth, Nelson held roles at Taurus Financial, Tseng & Associates, Corning Inc., John G. Ullman & Associates, Inc., and Pearce & Gordon LLP. Nelson is also employed at Youya Law. Youya Wealth LLC provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach informed by Modern Portfolio Theory, combining passive and active investment vehicles and offering access to separately managed accounts and legal services through its affiliation with Youya Law.

David Hansen is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Drh Investments, Inc. in Thousand Oaks, CA, where he has worked since 2012. He holds Series 63 and Series 65 licenses and is one of two advisors at the firm. Drh Investments provides discretionary investment management to individuals, business entities, retirement plans, and non-profit organizations, as well as sub-advisory services to other registered investment advisers. The firm employs a concentrated equity strategy with options for hedging and short positions, using fundamental analysis and an unconstrained approach across sectors and geographies.

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.