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 with J K R & Company, Inc. in Van Nuys, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with J K R & Company since 1999. In addition to his advisory role, he operates a sole proprietorship focused on term insurance sales and presentations through Retirement Planning Assoc. J K R & Company serves individuals, high net worth clients, and plan sponsors by providing investment management, financial planning, and retirement plan services. The firm offers discretionary portfolio management guided by investment policy statements, with continuous monitoring and quarterly reviews.

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 held prior positions at Morgan Stanley and Wells Fargo Clearing. Prosperitas Financial is a multi-team registered investment adviser that serves individuals, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using a range of securities and employs multiple analytical approaches, including fundamental and technical analysis, while also offering financial planning and retirement plan consulting.

Jason Miller is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds one year of industry experience and previously worked at KPMG from 2015 to 2019. Miller also has roles at Equity Smart Home Loans and PGIE, where he has been involved since 2019. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and retirement plan consulting with a mix of analytical approaches and individualized portfolios.

Andrew Cohen is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding three years of industry experience. He is also the principal attorney at the Law Offices of Andrew Cohen, where he has worked since 2011 assisting clients with trust and estate planning. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of investment strategies and third-party managers.

Rudy Herrera is a financial advisor with Prosperitas Financial, LLC, holding three years of industry experience. He is also the owner of College Assurity, a business focused on college planning and funding, helping students gain college admission and assisting parents with funding strategies. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a combination of analytical approaches and individualized portfolio strategies.

Frederick Arnold is an advisor at Prosperitas Financial, LLC with one year of industry experience. He also manages mortgage banking activities under dba American Family Funding and has experience in real estate property management. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities, managing approximately $812 million for about 1,745 clients with a range of asset management and consulting services.

Rian Denich is a financial advisor with Prosperitas Financial, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Prosperitas in 2021, he worked at Wells Fargo Bank N.A. for two years and was employed at Dapper Dan's Car Wash for five years. Prosperitas Financial is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients and employs a variety of analytical approaches to build and monitor individualized portfolios.

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 financial advisor with Mutual Advisors, LLC in Moorpark, CA, holding a Series 66 credential and six years of industry experience. His career includes multiple roles at Mutual Advisors, LLC and Mutual Securities, Inc., as well as prior experience at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs both active and passive investment strategies with an emphasis on diversification and uses a variety of analytical methods to tailor portfolios, managing approximately $9.45 billion across 154 advisors.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has worked at Prosperitas Financial since 2024 and previously spent 25 years at Crown Capital Securities, L.P. Blauner also operates Blauner Financial, a business through which he sells fixed annuities and long-term care products. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million using a combination of individual securities, third-party managers, and various analytical approaches.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2018. Prior to that, he held roles at HD Vest Insurance Agency Inc and related entities from 2011 to 2018. Horowitz is also president of Barry I. Horowitz, CPA, A Professional Corp., which provides tax preparation, accounting, payroll, bookkeeping, and software consulting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and uses a long-term, buy-and-hold investment approach.

Ethan Alvarez is a Series 65-licensed financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas, he held positions at various organizations including San Diego State University and Batza & Associates. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using a range of securities and employs multiple analytical approaches, regularly monitoring and rebalancing client investments.

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.