Christopher Munchhof is a financial advisor at SoCal Planners, Inc with 11 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Free Financial for 13 years and Canady MFG for 9 years. In addition to his advisory role, he is engaged in tax preparation and the sale of fixed life insurance and annuity products as a sole proprietor. SoCal Planners serves individuals, trusts, estates, 401(k) plans, and corporate clients, providing investment supervisory services, periodic financial advice, and planning. The firm typically manages client portfolios on a non-discretionary basis and combines advisory services with tax preparation and insurance offerings.

I was born and raised in the San Fernando Valley in LA. I spent a few years away while at San Diego State University. After graduating, I spent nearly nine months in Israel working odd jobs and enjoying time with my friends and family. I came back to LA in 2014 where I got my first "real" job at a large insurance and investment firm. I got licensed as a financial advisor in 2015, which allowed me to focus full time on financial planning and investment management. I earned my CFP® certification in 2017, and soon after in 2018, I decided it was time to start my own firm. I wanted to leave the whole corporate structure behind and work with the clients who I wanted to work with. I was tired of various sales quotas and metrics. I knew I could offer better and completely unbiased service by having my own firm. Let's connect so I can now learn more about you!

Thomas Hartfield is the president of Hartfield Financial & Insurance Services, Inc. in Granada Hills, CA, with 21 years of industry experience. He previously worked at Western International Securities, Inc. for six years and has been with his current firm since 1991. Hartfield Financial and Insurance Services provides investment advisory and financial planning primarily to individual clients, as well as trusts, estates, and employer retirement plans. The firm uses a diversified, model-based asset allocation approach focused on mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and combines investment advice with licensed insurance brokerage services.

Bradley Hartman is the sole advisor at Hartman Financial Planning in Santa Clarita, CA, holding a Series 65 designation with 18 years of industry experience. He has operated Options Trading & Education, LLC since 2003, focusing on options strategies and education. Hartman offers options education and paid workshops to individuals and groups, as well as market-timing models and subscription services to other investors and managers. Hartman Financial Planning provides fee-only financial planning and investment advisory services to individuals, families, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach tailored to clients’ goals, time horizons, and risk tolerances.

Eric Jacoby is a CFP® with 29 years of industry experience and is the principal of AFC Wealth Management in Encino, CA. He has worked with Kestra Advisor Services and Kestra Investment Services and owns The Jacoby Agency Insurance Services, where he engages in insurance sales. He also participates in retirement, insurance, and tax planning through The Advisor Consulting Group. AFC Wealth Management serves a limited client base with approximately $3.08 million in assets under management, providing financial planning and non-discretionary portfolio management. The firm combines fundamental and technical analysis tailored to client goals and risk tolerance while maintaining active insurance agency operations.

James Lorenzen is a CFP® professional with 28 years of experience, operating as the sole advisor at The Independent Financial Group in Simi Valley, CA since 1996. He holds Series 63 and Series 66 licenses and is also a licensed life insurance agent in California. The Independent Financial Group provides financial planning and nondiscretionary advisory services to individuals and business owners, including trusts, estates, IRAs, and retirement plans. The firm manages $10 million in assets and follows a documented planning process, utilizing independent third-party managers for investment implementation without discretionary trading.

Noah Echavarria is a CFP® with four years of industry experience, currently operating at Santa Susana Financial, LLC. Prior to founding Santa Susana Financial, he worked at Level Four Business Management LLC for eight years and at Aspiriant for five years. Santa Susana Financial, LLC provides integrated financial planning and investment management services to individuals, including high-net-worth clients. The firm uses a combination of passive and active strategies based on fundamental, technical, and cyclical analysis, and offers tailored portfolio management alongside optional tax return preparation for advisory clients.

Ronnie Kahn is a CFP®-certified financial advisor with 10 years of industry experience. He operates Accumulation Strategies, an independent firm based in Woodland Hills, CA. Kahn has been involved in financial services since 1998, conducting business under his own name since then. Accumulation Strategies serves individual clients, including high-net-worth households, by offering discretionary investment management alongside comprehensive and limited financial planning, ongoing retainer services, and hourly consultations. The firm focuses on capital preservation and risk management, using client-specific plans to guide portfolio allocation across various risk profiles with an active management approach.

Edson Miller is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Spring Financial Planning since 2017, following a year as a self-employed advisor. Spring Financial Planning serves individuals, high-net-worth clients, and small businesses with customized financial planning and investment consultation. The firm follows a planning-first model with a non-discretionary investment approach based on Modern Portfolio Theory, utilizing indexed mutual funds and ETFs without taking custody of client assets.

David Hartman is a financial advisor at WRW Wealth Advisors with eight years of industry experience. He holds a Series 65 designation and has been employed full time since 1986 at the CPA firm Wishnow, Ross, Warsavsky & Company, where he provides accounting and tax services. WRW Wealth Advisors offers portfolio management services to institutional clients, corporations, and high net worth individuals, utilizing a variety of investment approaches including discretionary and non-discretionary arrangements and firm-developed model portfolios. The firm integrates multiple analytical methods and trading strategies and provides complimentary financial planning to clients engaged for portfolio management.

Kary Bartmasser is the principal advisor at KB Private Wealth Management Group in Sherman Oaks, CA, holding a Series 65 credential with 20 years of industry experience. He previously worked at Wealth Resources Group and operates an accounting firm, Bartmasser & Company CPA, providing income tax preparation and accounting services. Additionally, he is licensed as a California real estate broker. KB Private Wealth Management Group serves individuals, trusts, estates, and business entities with discretionary asset management and integrated financial planning. The firm employs a variety of analytical methods and asset allocation strategies to tailor portfolios to client objectives, while maintaining an affiliated accounting practice and real estate services under separate agreements.

Adam Goyer is a financial advisor at Lotus Oak Capital Institute with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms including MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life Insurance Company. Outside of advising, he serves on the board of The Lotus Oak Foundation, which supports research at academic and independent institutions through microgrants. Lotus Oak Capital Institute is a fee-based investment adviser serving individuals, families, business entities, and retirement plans. The firm offers discretionary portfolio management and modular financial planning, managing diversified portfolios using fundamental analysis across various asset types and providing retirement plan advisory services including ERISA 3(21) and 3(38).

Daniel Goldberg is the sole advisor at The Simple Investor's Guide, LLC in Simi Valley, CA, holding a Series 65 license with nine years of industry experience. He has led The Simple Investor's Guide since 2016 and concurrently worked at Top Talent Search Experts, LLC from 2015 to 2025. The Simple Investor's Guide provides portfolio management and advisory services to individuals, corporations, and employee benefit plans, managing approximately $12.5 million in client assets across 19 relationships. The firm operates primarily on a non-discretionary basis, applying fundamental analysis and modern portfolio theory through a mix of long-term strategies and model-driven allocations tailored to client risk profiles.

Erik Gulsrud is the sole advisor at Gulsrud Consulting LLC, holding a Series 65 credential with 18 years of industry experience. He previously worked at Mariner, LLC, AdvicePeriod, LLC, and Pathstone Federal Street. Gulsrud Consulting provides financial planning, family office coordination, estate planning strategy, charitable giving advice, and family governance facilitation to high-net-worth and ultra-high-net-worth clients. The firm operates on a project-based fee structure and does not offer investment management services, focusing instead on written plans, coordination with other professionals, and governance facilitation.

Stephen Stahl is a financial advisor at Brookside Capital Group LLC with three years of industry experience. He holds a Series 66 designation and has worked at Primerica Advisors and United Planners' Financial Services of America. Outside of finance, Stahl owns several companies related to music production, media, and AI speech detection technology. Brookside Capital Group provides ongoing, non-discretionary portfolio management for individuals and high-net-worth clients, tailoring investment strategies to clients’ risk tolerances, tax considerations, and liquidity needs. The firm employs a variety of analytical methods and includes limited digital-asset exposure within selective, tax-advantaged accounts.

Kirk Bell is the principal and sole advisor at Riverflow Wealth Management, LLC, an independent registered investment adviser based in Calabasas, California. He holds the CFP® designation along with Series 63 and Series 65 licenses and has 29 years of industry experience. He has managed Riverflow Wealth Management since its founding in 2009. Riverflow Wealth Management provides discretionary asset management and fee-based financial planning to individuals, families, trusts, estates, charitable organizations, and corporate clients. The firm manages approximately $10.6 million and employs a range of investment strategies tailored to client goals, utilizing individual securities, ETFs, mutual funds, options, and other investments with ongoing account supervision.

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.

Sean Mullaney is the President of Mullaney Financial & Tax, Inc., an independent firm based in Woodland Hills, CA. He holds a Series 65 designation and has seven years of industry experience, including seven years at PwC prior to founding his firm in 2018. In addition to his advisory work, Mullaney operates a personal finance content business, authoring two books on tax planning and solo 401(k) accounts, maintaining a personal finance YouTube channel, and engaging in speaking and educational presentations. He also serves as an uncompensated volunteer Treasurer and Board member for the John C. Bogle Center for Financial Literacy. Mullaney Financial & Tax, Inc. provides fee-only financial planning and tax consulting services, including employer-focused advisory work. The firm offers written financial plans and project-based tax engagements, generally recommending passive, tax-efficient investment approaches without managing client assets directly. Its client base includes advisers, accounting firms, corporate and municipal entities, and a sovereign wealth fund.

Benjamin Lupu is a CFP® professional with 18 years of industry experience, currently the sole advisor at Kensington Ami, LLC in Burbank, CA. He has worked at Kensington Ami since 2007. Kensington A.M.I. LLC provides investment advisory and financial planning services to individuals, high net worth clients, and pension and profit-sharing plans. The firm’s investment approach incorporates fundamental, technical, econometric, and cyclical analysis, offering strategies with generally low-to-moderate trading frequency and managing a notable portion of assets on a non-discretionary basis.

Dixon Gardner is a financial advisor at Mt. Timp Capital with three years of industry experience. He holds Series 63 and Series 65 licenses and has served as a senior attorney at Madison Law, APC since 2014, where he litigates civil cases and handles bankruptcy matters. Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a value-investing approach and does not exercise discretionary trading authority, requiring client consent before trades.