Christopher Pelch is a financial advisor at Vance Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Checchi Capital Advisers, LLC, Kudu, Eliqs, LLC, UCLA Anderson School, and Raymond James Financial Services Advisors Inc. Vance Wealth is a multi-advisor SEC-registered firm serving individuals, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach based on fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and independent managers while tailoring asset allocation to clients’ cash-flow needs and risk tolerance.

Tyler Tilton is a CFP® professional at Vance Wealth with 10 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Waddell & Reed Inc. In addition to his advisory role, he is also a part-time independent insurance agent. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, and business consulting, utilizing a fundamentally driven, long-term investment process with customized portfolios.

Bronson Feuer is a CFP® professional with one year of experience in the financial services industry. He is currently with Vance Wealth, LLC and has prior experience at 360 Business Management, BDO USA, Deloitte Tax LLP, Southern Methodist University, and the University of Washington. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm employs a long-term, fundamental analysis approach and offers discretionary wealth management, financial planning, business consulting, and retirement plan advisory services.

James Ellis is a financial advisor at J K R & Company, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J K R & Company since 1999. Outside of his advisory work, he operates a sole proprietorship that sells term insurance and conducts presentations. J K R & Company functions as a team investment adviser and broker-dealer serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm provides discretionary portfolio management, financial planning, and retirement plan consulting, managing approximately $136 million in client assets and advising on about $179 million in retirement plan assets.

David Ford is a financial advisor with Blakeslee & Blakeslee Financial Advisers Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Blakeslee & Blakeslee Financial Advisers since 2025 and previously spent six years with American Funds. Blakeslee & Blakeslee Financial Advisers serves individuals, families, trusts, charitable organizations, and businesses with integrated portfolio management, financial planning, and retirement consulting. The firm employs a team approach and uses a combination of fundamental analysis, modern portfolio theory, and quantitative metrics, maintaining a long-term investment orientation that can include ESG/SRI screens upon client request.

Sierra Cappella is a Series 65-licensed advisor with Vance Wealth in Santa Clarita, CA, joining the firm in 2025. She has diverse work experience including roles at True Barre and In-N-Out Burger. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities, offering wealth management, discretionary investment management, financial planning, and business consulting. The firm employs a long-term, fundamentally driven investment approach that emphasizes customized portfolios using ETFs, mutual funds, and other securities.

Zachary Johnson is a financial advisor at Vance Wealth with a Series 65 credential and two years of industry experience. His background includes roles at ICE Recovery and Wellness, PredictAP, and work at the University of California, Berkeley. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services, managing roughly $893.6 million in assets for about 380 clients.

Frederic Wachtel is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Next Financial Group, Inc. Wachtel also holds an insurance agent position in addition to his advisory role. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, comprehensive portfolio and retirement plan consulting, financial planning, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Jason Miller is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. His prior roles include positions at Equity Smart Home Loans, PGIE, and KPMG. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses, utilizing diverse portfolios and third-party managers when appropriate.

Andrew Cohen is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He also serves as Principal Attorney at the Law Offices of Andrew Cohen, where he works with clients to create and draft trust and estate plans. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, employing a range of securities and third-party managers to align with client objectives.

Rudy Herrera is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He is also the owner of College Assurity, a business focused on helping students gain college admission and assisting parents with college funding. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients, offering asset management, financial planning, retirement plan consulting, and other advisory services to individuals, trusts, pension plans, and businesses.

Frederick Arnold is a financial advisor at Prosperitas Financial, LLC with one year of experience in the industry. He has worked at American Family Funding since 2009, where he is involved in mortgage banking and serves as a branch manager. Outside of financial advising, he owns a real estate property management business. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers.

Rian Denich is a financial advisor at Prosperitas Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank N.A. and Dapper Dan's Car Wash. Prosperitas Financial, LLC is a multi-team registered investment adviser with 39 advisors managing over $812 million for approximately 1,745 clients. The firm provides asset management, comprehensive portfolio and retirement plan consulting, financial planning, and third-party adviser management for individuals, trusts, pension plans, and businesses.

William Rudkin is a financial advisor at HBW Advisory Services LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Bianchi AG Services Inc. since 2010. Outside of his advisory role, he is involved in accounting farm management services and trust asset management through separate business activities. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers, emphasizes multi-manager diversification, and offers a high client load per advisor alongside institutional and intermediary services.

Richard Jones is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at HBW Advisory Services since 2010 and previously was affiliated with CETERA Advisor Networks LLC and HBW Securities LLC. Outside of his advisory role, Jones serves as treasurer for the Gator Wrestling Club and is involved in athletic endorsements. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, with a notable client servicing model that supports a high client load per advisor and includes institutional and intermediary services such as sub-advisory arrangements and retirement-plan subscription offerings.

Michael Ryne is a Series 66-licensed financial advisor with Mutual Advisors, LLC, based in Moorpark, CA, and has five years of industry experience. His work history includes multiple roles within Mutual Advisors and Mutual Securities, as well as positions at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through a network of 123 advisors, serving individuals, institutional investors, trusts, and retirement plans. The firm offers asset management, financial consulting, ERISA plan advisory, and sub-advisory services, employing a combination of passive and active investment strategies tailored to client objectives.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has a Series 63 designation and previously worked at Crown Capital Securities, L.P. for 25 years. Since 1984, he has also operated Blauner Financial, through which he sells fixed annuities and long-term care products. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset and portfolio management, financial planning, retirement plan consulting, and other advisory services to individuals, trusts, pension plans, and businesses.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has a background that includes roles at HD Vest Insurance Agency Inc and HD Vest Advisory Services. In addition to his advisory work, he is president of Barry I. Horowitz, CPA, a professional corporation specializing in accounting, tax preparation, payroll, and consulting services. Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and government entities. The firm’s investment approach emphasizes passive, no-load mutual funds and ETFs, applying Modern Portfolio Theory with a long-term, buy-and-hold strategy supported by periodic rebalancing.

Ethan Alvarez is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Prosperitas, he held various positions including roles at San Diego State University and Santa Monica College. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides a range of services including asset management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.