Yi Zeng is a CFA® charterholder with 8 years of industry experience. He is the sole advisor at Investamily, LLC and has served as Chief Financial Officer at New Dream Services Inc. since 2013. Outside of advisory work, he is an independent insurance agent for health insurance through Covered California and holds a real estate broker license in Illinois, managing his own property. Investamily, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment vehicles and employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, offering discretionary and non-discretionary management tailored to client risk profiles.

Sarah Archer is a financial advisor at Vincimus Capital, LLC with 15 years of industry experience. She holds the Series 65 designation and previously worked for Integrity Financial Corporation for 16 years. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning to individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to vetted private-market managers and alternative investments.

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® certificant with 37 years of experience in the financial industry. She is the principal advisor at Longevity Capital Management, where she has worked since 2018. Her prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of advising, Mcgray is an author of the Retire Right series of books and an independent insurance producer. Longevity Capital Management provides fee-based investment management, financial planning, and retirement plan consulting to private individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation strategy and offers both standalone planning and combined advisory services, serving a relatively small client base through a compact advisory team.

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, holding Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Pacific Financial Strategies since 2010. Garcia also serves as CEO of a related business that sells various insurance products including health, disability, long-term care, and life insurance, as well as fixed annuities. 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 selected stocks, and offers a broad 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 the Series 66 designation and has worked previously at 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 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 serves about 380 client relationships, utilizing a range of investment strategies implemented primarily through LPL Financial’s Strategic Wealth Management platform.

Michael Garner is a CFP® with 20 years of industry experience, currently serving as an advisor at MFA Wealth Services in Thousand Oaks, CA. He has worked at MFA Wealth Services since 2014 and maintains a concurrent legal career as an attorney at Cornerstone Law Center. Garner is also licensed as a real estate broker and involved in real estate sales and property management. MFA Wealth Services is a registered investment adviser serving individual and high-net-worth clients, trusts, business owners, and corporations. The firm manages approximately $293 million in client assets through a three-advisor team, providing personalized financial planning, portfolio management, and third-party money manager selection. Its investment approach emphasizes strategic asset allocation using a variety of securities and incorporates both fundamental and technical analysis.

Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 credential and 19 years of industry experience. He has worked at GNH Global Management, Inc. and GNH Asset Management, Inc. since 2015 and 2016, respectively. TEAM Elevated Asset Management is a small advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm offers discretionary portfolio management through its proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.

Don Ivey is a financial advisor at Inflection Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors and Voya Financial Partners. Inflection Advisors serves individual and high-net-worth clients as well as corporate and business clients, offering comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach focused on diversified, low-cost portfolios built with index funds and ETFs, and provides a range of planning services including retirement, business, and employee benefits planning.

Ian Goldey is a financial advisor at GoTo Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and was previously principal at Goldey Capital LLC from 2011 to 2017. Outside of advising, he is the CEO and co-founder of Asset Planet, a FINTECH SaaS software company, where he assists in software function design. GoTo Financial serves individual and high-net-worth clients, trusts, estates, and charitable organizations with portfolio asset management, financial planning, and consulting. The firm emphasizes continuous supervision and combines fundamental, technical, and macroeconomic analysis to create diversified portfolios tailored to client goals.

Morgan Phillips is a financial advisor at Vincimus Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Finch Investment Group, Hancock Whitney, and Black Diamond Performance Reporting, LLC. Outside of his advisory role, Phillips is a member of GP Jax Surf LLC, involved in managing the development of a surf precinct and wave pool in Jacksonville, FL. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm emphasizes tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence model.

Christina Zins is a CFP® with ten years of industry experience, currently serving as a financial advisor at Summit Wealth Management Group, Inc. She has worked at Summit and LPL Financial in various capacities since 2016. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and businesses. The firm manages approximately $249.5 million in assets across about 380 client relationships and offers tailored investment strategies primarily through LPL Financial’s Strategic Wealth Management platform.

Taylor Snider is a CFP® certificant with eight years of industry experience. He is currently an advisor at Kanan Advisors, where he has worked since 2025, and previously held roles at Integrity Financial Corporation, Centaurus Financial Inc., Tremblay Financial Services, PayJunction, and Mission Wealth. Kanan Advisors is a fee-only registered investment adviser serving employer plan sponsors, corporate clients, and business owners. The firm provides investment management, financial planning, and retirement plan consulting, employing a mix of fundamental, technical, and modern portfolio theory approaches while often acting as a discretionary ERISA investment manager.

David Karin is a financial advisor at Innovation Partners LLC with 31 years of industry experience. He previously worked at Western International Securities, Inc. for 13 years. Karin holds a Series 63 designation and is also involved as an agent selling fixed and FIA annuities through CPS Insurance. Innovation Partners LLC provides investment advisory, actuarial and benefits consulting, insurance consulting, and related financial and management consulting services to a diverse client base, including individuals, pension and profit-sharing plans, corporations, charitable organizations, and government entities. The firm offers customized investment strategies through discretionary managed accounts and third-party model portfolios, supported by a large network of representatives and a unique combination of broker-dealer registration and insurance agency services.

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Sara Blandford is a financial advisor at Brave New Wealth with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Dimensional Fund Advisors and Wealth.com. Brave New Wealth provides investment management and financial planning services to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a core/satellite investment approach with both fundamental and quantitative analysis, using a range of derivatives-based tools and structured strategies to address tax, liquidity, and concentration risks.

Nicholas Willenbring is a financial advisor at MD Wealth Partners, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He has been with MD Wealth Partners since 2019. MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control, using the AssetMark platform to tailor portfolio management to client objectives and risk tolerance.