Bahram Shidoosh is the principal of Shidoosh Wealth Management LLC in Thousand Oaks, CA, with 30 years of industry experience. He previously worked at Morgan Stanley and Unionbanc Investment Services, LLC. In addition to his advisory role, he is a licensed real estate broker with Fathom Realty. 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 manages approximately $12.45 million and offers portfolios that include mutual funds, ETFs, independent managers, structured products, and alternative investments.

Jonathan Buck is a financial advisor at Orion Capital with 14 years of industry experience. He holds Series 66 and Series 65 designations and has been with Orion Capital since 2013. Orion Capital provides customized investment management services to individuals, corporations, and other business entities, managing approximately $7.5 million across about 24 client accounts. The firm uses documented client profiles and model allocations to guide portfolio management, primarily relying on fundamental analysis for individual equities and discretionary account management.

Sandy Mesa is a financial advisor with MESA Wealth Management in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Mesa has worked with firms including Western International Securities, Inc. and Financial West Group, and has led MESA Wealth Management since 2015. Additionally, Mesa serves as a financial advisor and consultant for the LAPD Protective League, advising on City of LA benefits and investments. MESA Wealth Management provides financial planning and investment consultation to individuals, small businesses, and retirement plan sponsors, covering areas such as cash flow, risk management, retirement, and estate planning. The firm employs a globally diversified, long-term investment strategy emphasizing asset allocation and typically manages portfolios on a non-discretionary basis, often recommending third-party managers.

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 sole advisor at Jeffrey Joseph Management with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Alpha Cubed Investments, Assetmark Brokerage, and Centurion Capital Group. Jeffrey Joseph Management is an independent, state-registered investment adviser providing discretionary portfolio management to individuals, high-net-worth families, and select corporate clients. The firm employs a client-specific asset allocation approach using fundamental research and Modern Portfolio Theory, primarily implementing portfolios with mutual funds and ETFs.

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.

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.

Sean Mullaney is the President of Mullaney Financial & Tax, Inc., an independent firm based in Woodland Hills, CA. He holds a Series 65 designation and has seven years of industry experience, including seven years at PwC prior to founding his firm in 2018. In addition to his advisory work, Mullaney operates a personal finance content business, authoring two books on tax planning and solo 401(k) accounts, maintaining a personal finance YouTube channel, and engaging in speaking and educational presentations. He also serves as an uncompensated volunteer Treasurer and Board member for the John C. Bogle Center for Financial Literacy. Mullaney Financial & Tax, Inc. provides fee-only financial planning and tax consulting services, including employer-focused advisory work. The firm offers written financial plans and project-based tax engagements, generally recommending passive, tax-efficient investment approaches without managing client assets directly. Its client base includes advisers, accounting firms, corporate and municipal entities, and a sovereign wealth fund.

Dixon Gardner is a financial advisor at Mt. Timp Capital with three years of industry experience. He holds Series 63 and Series 65 licenses and has served as a senior attorney at Madison Law, APC since 2014, where he litigates civil cases and handles bankruptcy matters. Mt. Timp Capital provides asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and employee benefit plans. The firm employs a value-investing approach and does not exercise discretionary trading authority, requiring client consent before trades.

James Varing is the sole advisor at Westlake Capital Inc., an independent investment advisory firm. He holds 14 years of industry experience and has been with Westlake Capital since 1980. Westlake Capital Inc. manages approximately $47 million for a small group of clients, including high-net-worth individuals, living trusts, retirement plans, and charitable organizations. The firm offers personalized portfolio management with a focus on supervisory services, applying asset allocation, diversification, and stock selection based on internal analysis and external economic research.

Jeffrey Richardson is a financial advisor at Trovera Capital Management, LLC, holding a Series 65 credential with one year of industry experience. Prior to founding Trovera Capital Management, he worked in media and production, including five years at Escopeta Productions and five years as a freelance screenwriter. Trovera Capital Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and project-based security and hard-asset research engagements. The firm employs a multi-step investment process combining top-down, fundamental, and technical analysis, with portfolios managed to align with client objectives through various securities and option strategies.

Carlo Lorenzana is a financial advisor at Brookside Wealth Management LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Bank, N.A. prior to founding his independent advisory firm in 2017. In addition to his advisory work, he was involved with CDL Insurance Service, LLC for seven years. Brookside Wealth Management LLC is a state-registered independent advisory firm that provides portfolio management and financial planning services to individuals, charitable organizations, corporations, and insurance companies. The firm’s investment approach integrates cyclical and fundamental analysis with modern portfolio theory and employs a range of instruments including private placements and venture capital funds, focusing primarily on high-net-worth and institutional clients.

Taurayi Murapa is the sole advisor at Murapa Investments, an independent firm based in Agoura Hills, CA. He holds Series 63 and Series 66 designations and has 17 years of industry experience, including a background in high-yield credit analysis at a major investment bank. Murapa has led Murapa Investments since 2013. Murapa Investments provides fee-based, non-discretionary portfolio management to private individuals, business owners, and small- and medium-sized businesses. The firm employs a value-based, total-rate-of-return approach focused on fundamental analysis and discounted cash-flow assessments, combining income-producing bonds or dividend-paying stocks with deeply valued equities.

Brooks Wealth Management is an independent, fee-only Registered Investment Adviser built to serve high-income families and households who want to manage wealth with efficiency and intention. Founded by Scott Brooks, CFP® the firm provides comprehensive financial planning, investment management, and tax-focused strategy for individuals and families seeking a trusted long-term relationship with a true fiduciary. Our clients include executives, business owners, professionals, and families with complex financial lives who value clarity, honesty, and simplicity. We believe good advice should be independent, transparent, and rooted in real planning — not sales. We help clients make better decisions around retirement, tax strategy, investment allocation, estate planning, and cash-flow management. Every plan is designed to balance efficiency with purpose — giving clients confidence that their money supports the life they actually want to live. Brooks Wealth Management is intentionally built for the next generation of successful families — those who value personal relationships, proactive strategy, and advice grounded in trust.

Ju Hyung Oh is a CFP® professional with Liberty Financial Group, Inc., where he has worked since 2019. He has held prior roles at Henry Mayo Newhall Hospital, CHA Hollywood Presbyterian Medical Center, and CJ CGV America. Outside of financial advising, he serves as president of SW CPA INC, a firm providing tax preparation, accounting, and payroll services to individuals and small businesses. Liberty Financial Group, Inc. is an independent investment adviser serving individuals, families, and high-net-worth clients with financial planning, retirement planning, and portfolio management. The firm employs a risk-based asset allocation strategy using ETFs, mutual funds, and occasionally individual securities, emphasizing low-cost and tax-aware investments while offering financial planning billed hourly or on a fixed-project basis.

Avneet Kaur is a financial advisor at Global Investment Capital LLC with five years of industry experience. She holds a Series 65 credential and has previously worked at CoreCap Advisors, LLC and operates a fractional family office business. Outside of her advisory role, she is involved in life insurance sales and co-founded an accounting and tax consulting firm focused on investment-related tax matters. Global Investment Capital LLC provides discretionary portfolio management and financial planning primarily for high-net-worth individuals and business entities, including pension and profit-sharing plans. The firm employs a multi-method investment approach and offers a broad range of investment options, distinguishing itself through its focus on private and real estate-related investments and its service to affluent and corporate clients.

Consuelo Webb is a Series 65 licensed financial advisor with 22 years of industry experience. She is the principal of Mari Legacy Group, LLC since 2023 and previously worked at Morgan Stanley for six years. Webb serves as the board treasurer for Compass Christian Academy, where she is involved in creating operating budgets for the school. Mari Legacy Group is an independent advisory firm that manages approximately $29.9 million on a discretionary basis for a diverse client base including individuals, trusts, pension and profit-sharing plans, and corporations. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and analysis methods tailored to client objectives.

Kevin Farrell is a CFP® professional with 32 years of experience in financial advising. He is the sole advisor at Farrell Financial Inc., an independent firm he has led since 2006. Prior to founding his firm, he worked for NPB Financial Group, LLC for 12 years. Farrell holds licenses in life, disability, variable annuity, and long-term care insurance. Farrell Financial Inc. serves individuals, business owners, and retirement-plan clients, offering comprehensive financial planning, portfolio management, and plan consulting services. The firm employs a disciplined investment approach that includes written Investment Policy Statements, discretionary trading authority, and a combination of fundamental, technical, and behavioral analysis, along with co-fiduciary and compliance support for employer-sponsored plans.