Thomas Hartfield is the president of Hartfield Financial & Insurance Services, Inc. in Granada Hills, CA, with 21 years of industry experience. He previously worked at Western International Securities, Inc. for six years and has been with his current firm since 1991. Hartfield Financial and Insurance Services provides investment advisory and financial planning primarily to individual clients, as well as trusts, estates, and employer retirement plans. The firm uses a diversified, model-based asset allocation approach focused on mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and combines investment advice with licensed insurance brokerage services.

James Lorenzen is a CFP® professional with 28 years of experience, operating as the sole advisor at The Independent Financial Group in Simi Valley, CA since 1996. He holds Series 63 and Series 66 licenses and is also a licensed life insurance agent in California. The Independent Financial Group provides financial planning and nondiscretionary advisory services to individuals and business owners, including trusts, estates, IRAs, and retirement plans. The firm manages $10 million in assets and follows a documented planning process, utilizing independent third-party managers for investment implementation without discretionary trading.

Noah Echavarria is a CFP® with four years of industry experience, currently operating at Santa Susana Financial, LLC. Prior to founding Santa Susana Financial, he worked at Level Four Business Management LLC for eight years and at Aspiriant for five years. Santa Susana Financial, LLC provides integrated financial planning and investment management services to individuals, including high-net-worth clients. The firm uses a combination of passive and active strategies based on fundamental, technical, and cyclical analysis, and offers tailored portfolio management alongside optional tax return preparation for advisory clients.

Mark Sauer Jr. is a financial advisor at All One Wealth, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at All One Wealth since 2019, previously working at NPB Financial Group, LLC and Butorac Wealth Management LLC. Outside of advisory work, he is the founder and CEO of Spiritual Narcissist, LLC, a retail clothing company, and holds an ownership interest in Templa Inc., a mindfulness and meditation app. All One Wealth LLC serves individual and high-net-worth clients, pension and profit-sharing plans, and other institutional clients. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies including fundamental, technical, quantitative, and ESG analysis.

Ronnie Kahn is a CFP®-certified financial advisor with 10 years of industry experience. He operates Accumulation Strategies, an independent firm based in Woodland Hills, CA. Kahn has been involved in financial services since 1998, conducting business under his own name since then. Accumulation Strategies serves individual clients, including high-net-worth households, by offering discretionary investment management alongside comprehensive and limited financial planning, ongoing retainer services, and hourly consultations. The firm focuses on capital preservation and risk management, using client-specific plans to guide portfolio allocation across various risk profiles with an active management approach.

Tae Ho is a financial advisor with Gold Coast Securities, Inc. in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Gold Coast Securities since 2001 and most recently was associated with TCFG Wealth Management, LLC. Gold Coast Securities provides investment consulting, retirement and college planning, and referral-based access to third-party investment managers for individuals, trusts, estates, and business entities. The firm offers non-custodial, consultative services to a limited client base and typically engages in non-discretionary portfolio monitoring using fundamental, technical, and asset-allocation analysis.

Mostafa Abdou is a financial advisor at Forward 360 with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at The Koenig Group, LLC and Eagle Strategies (NY Life). He hosts a podcast series called 33voices. Forward 360 is an independent registered investment adviser offering non-discretionary asset management, wealth advisory, and financial planning services to a diverse range of clients, including institutions and individuals. The firm employs a co-designed investment thesis and active risk-management techniques while operating on a membership-funded model.

Adam Holiber is a financial advisor at Summit Equity Management, Inc. in Santa Monica, CA, with 22 years of industry experience. He holds a Series 63 designation and has worked at Summit Equity Management since 2004 and MDB Capital Group, LLC since 2011. Outside of investment advisory, the firm provides business strategy and valuation consulting to U.S. corporations. Summit Equity Management serves a small client base of individuals and trusts, managing approximately $1.95 million in discretionary assets. The firm invests exclusively in publicly traded U.S. equities using a bottom-up, fundamental analysis approach focused on financial metrics such as balance sheet strength and cash flow growth.

Timothy Kuns is a financial advisor at Advantage Financial Consultants with 7 years of industry experience. He holds a Series 63 designation and has been self-employed since 1993. In addition to his advisory work, he is an instructor at California State University Northridge and operates a tax preparation business during tax season. Advantage Financial Consultants provides investment advisory and financial planning services to individuals, family trusts, and IRAs. The firm emphasizes asset allocation using modern portfolio theory and primarily manages assets on a non-discretionary basis without taking custody of client funds.

Michael Hartman is a CFP® professional with 12 years of experience in financial advising. He is the principal of McDonald Hartman Wealth Advisors, an independent firm he joined in 2022. His prior roles include positions at Mutual Advisors, LLC, Kaye Capital Management, WealthSource Partners, LLC, and Reilly Financial Advisors LLC. McDonald Hartman Wealth Advisors provides investment advisory and financial planning services to individual and high-net-worth clients, managing approximately $26.3 million in assets. The firm focuses on tailored advice based on client objectives, time horizon, and risk tolerance, employing various strategies including asset allocation, dollar-cost averaging, and technical analysis.

Daniel Goldberg is the sole advisor at The Simple Investor's Guide, LLC in Simi Valley, CA, holding a Series 65 license with nine years of industry experience. He has led The Simple Investor's Guide since 2016 and concurrently worked at Top Talent Search Experts, LLC from 2015 to 2025. The Simple Investor's Guide provides portfolio management and advisory services to individuals, corporations, and employee benefit plans, managing approximately $12.5 million in client assets across 19 relationships. The firm operates primarily on a non-discretionary basis, applying fundamental analysis and modern portfolio theory through a mix of long-term strategies and model-driven allocations tailored to client risk profiles.

Bahram Shidoosh is the principal of Shidoosh Wealth Management LLC in Thousand Oaks, CA, holding Series 63 and Series 66 licenses with 31 years of industry experience. His career includes positions at Morgan Stanley, Merrill, Wells Fargo Clearing, and Charles Schwab before founding his current firm in 2018. In addition to his advisory role, he is active as a licensed real estate broker. Shidoosh Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm constructs portfolios using mutual funds, ETFs, and allocations to independent managers, offers access to structured products and alternative investments, and sponsors a wrap-fee program while providing ERISA 3(21) retirement-plan consulting.

Jonathan Buck is a financial advisor with Orion Capital in Topanga, CA, holding Series 65 and Series 66 licenses and possessing 14 years of industry experience. He has worked at Orion Capital since 2013 and previously spent a year at Merrill. Orion Capital provides customized investment management services to individuals, corporations, and other business entities, managing roughly $7.5 million across about 24 client accounts. The firm bases portfolios on documented client profiles and model allocations, employing fundamental analysis for equities and occasional technical analysis, with a focus on discretionary management and performance-based fee arrangements for qualified clients.

Kristin Short is a CFP® and holds a Series 65 license with three years of industry experience. She currently advises through Confide Financial Planning & Investments, an independent firm she has been with since 2023. Prior to this, she worked at Radix Financial, LLC, and operated Kristin J. Short Consulting LLC. Confide Financial Planning & Investments is a fee-only advisory firm serving individuals, high-net-worth clients, charitable organizations, corporations, and plan sponsors. The firm employs a Modern Portfolio Theory-based investment approach focused on diversification and passive management using low-cost mutual funds and ETFs, while also providing retirement plan management and pension consulting as a 3(38) fiduciary.

Erik Gulsrud is the sole advisor at Gulsrud Consulting LLC, holding a Series 65 credential with 18 years of industry experience. He previously worked at Mariner, LLC, AdvicePeriod, LLC, and Pathstone Federal Street. Gulsrud Consulting provides financial planning, family office coordination, estate planning strategy, charitable giving advice, and family governance facilitation to high-net-worth and ultra-high-net-worth clients. The firm operates on a project-based fee structure and does not offer investment management services, focusing instead on written plans, coordination with other professionals, and governance facilitation.

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.

Gloria Kim is a financial advisor at Hidden Hills Wealth with 11 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2015 to 2021. Outside of her advisory role, she manages a real estate property rental business. Hidden Hills Wealth provides investment advisory and financial planning services to a small client base, including individual, institutional, and corporate clients. The firm combines strategic asset allocation with core-satellite portfolio construction and offers retirement plan consulting under an ERISA fiduciary framework.

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.