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.

Marsha Roubidoux is a CFP® professional with over 42 years of experience in the financial services industry. She is currently with Zephyr Wealth Management and has previously held positions at FSC Securities Corporation and OSAIC. Zephyr Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a Business Cycle Asset Management strategy that combines fundamental, cyclical, and technical analysis to adjust asset allocations in response to economic changes.

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.

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. 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.

Yi Zeng is a CFA® charterholder with nine years of industry experience. He is a managing member of Investamily, LLC and has served as Chief Financial Officer of New Dream Services Inc. since 2013. Outside of his advisory role, Zeng is a licensed insurance agent active in the Covered California health insurance marketplace and holds a real estate broker license in Illinois. Investamily, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs multiple analytical methods and a diverse set of strategies, including allocations to alternative investments, while delivering financial planning using the MoneyGuidePro platform.

Dean Julian is a financial advisor with Fischer Investment Strategies, LLC in Westlake Village, CA. He holds a Series 65 designation and has eight years of industry experience. Prior to his current role, he worked from 2001 to 2017 in an unspecified capacity. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification through passive mutual funds, ETFs, and laddered bond portfolios.

Jon Courtney Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently with Village Wealth Advisors in Westlake Village, CA, and previously worked at Our Wealth Guides, Inc. and Avalon, LLC. Village Wealth Advisors serves individual and high-net-worth clients, managing approximately $258 million in discretionary assets. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering multi-component financial planning and portfolio management supported by educational seminars and detailed client reporting.

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.

Todd Much is a CFP® professional with 28 years of industry experience. He has been with CTS Financial Planning, Inc. since 1981 and has also worked at Certified Insurance Consultants, Inc. for over three decades. Todd holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement and investment planning, discretionary asset management, and accounting and income tax preparation services. The firm employs an active, daily management investment approach using proprietary models and combines advisory services with in-house tax and accounting capabilities.

Montague Guild, Jr. is a financial advisor at Guild Investment Management, Inc. with 28 years of industry experience. He has been with the firm since 1978. Guild Investment Management serves individual investors, personal trusts, pension plans, and other institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a combined top-down macro analysis and bottom-up security selection approach, actively adjusting exposures and employing derivatives and crypto-related exchange-traded products as part of its management strategy.

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.

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.