Jeffrey Joseph is the principal of Jeffrey Joseph Management, an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including prior roles at Alpha Cubed Investments, Assetmark, Inc., and Genworth Financial Asset Management. Jeffrey Joseph Management provides discretionary portfolio management to individuals, high-net-worth families, and select corporate clients. The firm emphasizes client-specific asset allocation using fundamental research and Modern Portfolio Theory, implementing portfolios mainly with mutual funds and ETFs, and maintaining relatively concentrated client relationships.

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.

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.

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.

Hi, I’m Scott Brooks, CFP® and founder of Brooks Wealth Management. I help professionals, business owners, and families make smarter financial decisions and build a plan for the future. Whether you're building first-generation wealth, navigating a major life change, or preparing for retirement, my approach is simple: understand what matters most to you and build a financial plan around it. My goal is to make financial planning personal, practical, and easy to understand.

Avneet Kaur is a financial advisor at Global Investment Capital LLC with five years of industry experience. She holds a Series 65 credential and has previously worked at CoreCap Advisors, LLC and operates a fractional family office business. Outside of her advisory role, she is involved in life insurance sales and co-founded an accounting and tax consulting firm focused on investment-related tax matters. Global Investment Capital LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and business entities, including pension and profit-sharing plans. The firm employs a multi-method investment approach and offers a broad range of investment options, distinguishing itself through its focus on private and real estate-related investments and its service to affluent and corporate clients.

Consuelo Webb is a Series 65 licensed financial advisor with 22 years of industry experience. She is the principal of Mari Legacy Group, LLC since 2023 and previously worked at Morgan Stanley for six years. Webb serves as the board treasurer for Compass Christian Academy, where she is involved in creating operating budgets for the school. Mari Legacy Group is an independent advisory firm that manages approximately $29.9 million on a discretionary basis for a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and analysis methods tailored to client objectives.

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.