Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Morgan Stanley and several asset management firms. Outside of his advisory work, he serves as CFO of a wealth management company. TEAM Elevated Asset Management is a privately owned advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm manages approximately $34.9 million across about 67 client accounts, offering discretionary portfolio management through its proprietary wrap-fee program that integrates fundamental and technical analysis with tactical asset allocation.

Don Ivey is a financial advisor with Inflection Advisors in Camarillo, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His career includes roles at Dimensional Fund Advisors and Voya Financial Partners prior to joining Inflection Advisors and Inflection Retirement Services in 2022. Inflection Advisors provides investment management and comprehensive financial planning to individuals, corporations, pension plans, and charitable organizations. The firm uses a Modern Portfolio Theory-based approach, constructing diversified, low-cost portfolios primarily from index ETFs and mutual funds with a long-term, buy-and-hold strategy and periodic rebalancing.

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.

Christina Zins is a CFP® professional with 10 years of industry experience. She is affiliated with Summit Wealth Management Group, Inc. and has worked there since 2020, alongside a tenure at LPL Financial from 2016 to 2020. 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. The firm utilizes a blend of active and passive strategies, technical analysis, and offers wrap-fee programs through the LPL platform.

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 the Series 65 and Series 63 designations and has previously worked at Wealth.com and Dimensional Fund Advisors. Brave New Wealth provides investment management and financial planning services to individual clients, trusts, estates, charitable organizations, business entities, and pension plans, including those with cross-border or foreign-currency considerations. The firm employs a core/satellite investment approach using both fundamental and quantitative analysis, incorporating derivatives-based tools and structured strategies within a small, single-principal advisory model.

Nicholas Willenbring is a financial advisor at MD Wealth Partners, Inc. in Westlake Village, CA, holding a Series 66 designation with 15 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Merrill. MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, offering investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control, working with clients to select appropriate third-party strategists on the AssetMark platform for portfolio management.

Hannah Boundy is a CFP®, CFA®, and holds a Series 65 license with 12 years of industry experience. She has worked at Sherwood Financial Partners, LLC since 2019, following prior roles at Cedarstone Advisors, Inc. and Manchester Financial Inc. Sherwood Financial Partners advises individuals, high-net-worth clients, and charitable organizations, providing portfolio management, financial planning, Family Office services, and basic tax preparation. The firm typically manages portfolios on a discretionary, long-term basis using a mix of value-based indexing and active bond management, and integrates legal and tax services through a principal attorney affiliation.

Theodore Fischer is a CFP® with 22 years of industry experience and has been with Fischer Investment Strategies, LLC since 2011. He works at a firm based in Westlake Village, CA, that includes four advisors and holds a Series 63 designation. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm manages approximately $251.9 million in assets on a discretionary basis and follows a long-term, globally diversified investment approach based on Modern Portfolio Theory, typically emphasizing low-turnover, passively managed funds and investment-grade fixed income.

Alex Garcia is the sole advisor at Agg Asset Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Luminous 8 Wealth Management, LLC from 2015 to 2017. In addition to his advisory role, he is involved with OneBlueWindow, LLC, which provides macro-economic analysis and newsletters. Agg Asset Management offers investment advisory services to individuals, trusts, estates, and charitable organizations, specializing in comprehensive portfolio management that integrates financial planning with ongoing portfolio oversight. The firm employs a combined fundamental and technical investment approach across a broad range of securities, actively monitoring and rebalancing client portfolios with discretionary authority.

Curtis De Boni is a Series 65-licensed financial advisor at Bernzott Capital Advisors with no industry experience prior to joining the firm. He has been with Bernzott Capital Advisors since 2023 and is also affiliated with CSU Channel Islands, where he has worked since 2010. Bernzott Capital Advisors provides discretionary investment management and retirement-plan advisory services to individuals, institutions, and other account sponsors, managing approximately $265 million in client assets. The firm employs a bottom-up, value-oriented investment approach with a long-term horizon, focusing on concentrated portfolios derived from fundamental analysis and collaborative decision-making.

Ryan Wood is a financial advisor at Burr Financial Services, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including UnionBanc Investment Services and MUFG Union Bank N.A. Wood also works as an independent contractor selling life and long-term care insurance. Burr Financial Services provides investment advisory and financial planning to individuals, high-net-worth clients, trusts, and estates, employing a multi-method investment process and tailored portfolio management.

Lisa Spradling is a financial advisor with Fischer Investment Strategies, LLC, holding Series 65 and Series 63 designations. She has experience across several industries, including roles at Amgen and S&S Medical Supply prior to joining Fischer Investment Strategies in 2023. Fischer Investment Strategies offers discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, globally diversified investment approach based on Modern Portfolio Theory, utilizing low-turnover, passively managed funds and customized bond portfolios.

Davide Accomazzo is a financial advisor with Thalassa Capital LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thalassa Capital since 2011 and serves as an adjunct professor of finance at Pepperdine University, where he has taught and conducted research since 2007. He also serves on the board of the Strategic Asset Alliance Fund, providing advice on trader selection. Thalassa Capital provides financial planning and portfolio management to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary strategic investment portfolios and access to institutional-quality hedge fund solutions, employing a risk-focused and diversified investment approach that includes the use of derivatives and quantitative analysis.

James Yoo is a CERTIFIED FINANCIAL PLANNER™ with 23 years of industry experience. He is currently with TEAM Elevated Asset Management in Thousand Oaks, CA, where he serves as president, CEO, managing director of wealth management, and chief compliance officer. His prior experience includes roles at Emerson Equity LLC, GNH Global Management, Inc., and Colorado Financial Service Corporation. Yoo also serves on the board of GNH Global Management, a consulting firm advising South Korean companies on institutional real estate and renewable energy projects. TEAM Elevated Asset Management is a privately owned advisory firm managing approximately $34.9 million across 67 client accounts. The firm provides discretionary portfolio management through a proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.

Robert Smith is a PFS™ credentialed advisor with 10 years of experience at Mark Smith Financial Services, Inc. He is also president of R. Mark Smith, CPA/PFS, P.C., an accounting firm he has led since 1988, spending approximately 60% of his time on CPA duties. Mark Smith Financial Services provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, trusts, and charitable organizations. The firm manages individually tailored, primarily discretionary portfolios based on asset allocation and fundamental security analysis, with an emphasis on diversification and regular account review.

Cheryl Munoz is a CFA® charterholder with 27 years of experience in the financial services industry. She is currently an advisor at Zephyr Wealth Management and has held positions at OSAIC and FSC Securities Corporation during her career. Outside of advisory work, she assists with operations management for a construction business and is involved in fixed insurance sales and referrals. Zephyr Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a Business Cycle Asset Management strategy that combines fundamental, cyclical, and technical analysis to adjust asset allocations according to economic conditions, providing both discretionary and non-discretionary services.

Sarah Gassert is a Series 65-licensed advisor at Equity Management Group with no prior industry experience. She has worked at DAV Energy Solutions from 2019 to 2021 and has been with Equity Management Group since 2013. Equity Management Group is a fee-only firm that provides investment management and financial planning to individuals, trusts, estates, non-profits, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and builds individualized investment plans tailored to clients’ goals and risk tolerance, utilizing a combination of independent research and proprietary analysis.

Mark Wendell is a financial advisor at MD Wealth Partners, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MD Wendell Wealth Partners since 2011. Outside of advisory services, he is also involved in offering insurance products, including life insurance, annuities, and long-term care insurance. MD Wealth Partners serves individual, high-net-worth, and business clients by providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control in its investment approach and works with clients to select strategists on the AssetMark platform that align with their objectives and risk tolerance.