Yi Zeng is a CFA® charterholder with 8 years of industry experience. He is the sole advisor at Investamily, LLC and has served as Chief Financial Officer at New Dream Services Inc. since 2013. Outside of advisory work, he is an independent insurance agent for health insurance through Covered California and holds a real estate broker license in Illinois, managing his own property. Investamily, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment vehicles and employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, offering discretionary and non-discretionary management tailored to client risk profiles.

Dean Julian is a financial advisor with Fischer Investment Strategies, LLC in Westlake Village, CA. He holds a Series 65 designation and has eight years of industry experience. Prior to his current role, he worked from 2001 to 2017 in an unspecified capacity. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm applies a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification through passive mutual funds, ETFs, and laddered bond portfolios.

Jon Courtney Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently with Village Wealth Advisors in Westlake Village, CA, and previously worked at Our Wealth Guides, Inc. and Avalon, LLC. Village Wealth Advisors serves individual and high-net-worth clients, managing approximately $258 million in discretionary assets. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering multi-component financial planning and portfolio management supported by educational seminars and detailed client reporting.

Terri Mcgray is a CFP® certificant with 37 years of experience in the financial industry. She is the principal advisor at Longevity Capital Management, where she has worked since 2018. Her prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of advising, Mcgray is an author of the Retire Right series of books and an independent insurance producer. Longevity Capital Management provides fee-based investment management, financial planning, and retirement plan consulting to private individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation strategy and offers both standalone planning and combined advisory services, serving a relatively small client base through a compact advisory team.

Todd Much is a CFP® professional with 28 years of industry experience. He has been with CTS Financial Planning, Inc. since 1981 and has also worked at Certified Insurance Consultants, Inc. for over three decades. Todd holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement and investment planning, discretionary asset management, and accounting and income tax preparation services. The firm employs an active, daily management investment approach using proprietary models and combines advisory services with in-house tax and accounting capabilities.

Montague Guild, Jr. is a financial advisor at Guild Investment Management, Inc. with 28 years of industry experience. He has been with the firm since 1978. Guild Investment Management serves individual investors, personal trusts, pension plans, and other institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a combined top-down macro analysis and bottom-up security selection approach, actively adjusting exposures and employing derivatives and crypto-related exchange-traded products as part of its management strategy.

Joseph Garcia is a financial advisor with Pacific Financial Strategies, Inc. in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Pacific Financial Strategies in 2010, he worked at Concourse Financial Group Securities, Inc., Independent Advisers Group Corp, and Osaic FS, Inc. Outside of advisory work, he serves as CEO of a related business engaged in the sale of various insurance products. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment process involving bonds, ETFs, mutual funds, and select equities, with continuous portfolio supervision and a range of planning services including corporate-structure work and life-coaching.

Karen Jones is a financial advisor at Summit Wealth Management Group, Inc. with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including LPL Financial, Screaming Eagle Wealth Management, Commonwealth Financial Network, Mass Mutual Investors Services, Massachusetts Mutual Greater Pacific, and MetLife Securities Inc. 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 services. The firm offers customized portfolio construction using a blend of individual securities, mutual funds, ETFs, and model portfolios, combining active and passive strategies through LPL Financial-sponsored programs, including a wrap-fee program on the LPL Strategic Wealth Management platform.

Michael Garner is a CFP® with 21 years of experience in financial advising, currently serving at MFA Wealth Services. He has held roles at Cornerstone Law Center since 2005 and has also operated under his own practice. In addition to his financial advisory work, Garner is an attorney and real estate broker involved in real estate sales and property management in Thousand Oaks, CA. MFA Wealth Services is a registered investment adviser managing approximately $293 million in client assets for individuals, high-net-worth clients, trusts, business owners, and corporations. The firm employs a strategic asset allocation approach based on Modern Portfolio Theory, offering personalized financial planning, portfolio management, and third-party money manager selection.

Justin Krane is a CFP®-certified financial advisor with 28 years of industry experience. He is a principal at Krane Financial Solutions, where he has worked since 2010, and previously operated Kranestorming, LLC from 2015 to 2023. Krane Financial Solutions provides investment management, financial and retirement planning, qualified retirement plan advisory, and business consulting/CFO services to individuals, retirement plans, trusts, and business clients. The firm combines tactical allocation with fundamental and technical analysis and offers a Financial Life Experience™ program, business consulting, and public speaking engagements alongside its portfolio management and planning services.

Lauren Trumbull is a financial advisor at Krane Financial Solutions and holds the Series 65 designation. She has two years of industry experience and has worked in various roles across multiple sectors, including prior positions at Howa, Curtis DMD, and Red Bull North America. Krane Financial Solutions provides investment management, financial and retirement planning, and consulting services to individuals, qualified retirement plans, trusts, estates, and business clients. The firm employs a tactical allocation strategy using both fundamental and technical analysis to create customized portfolios and offers education-focused features such as plan participant seminars and client newsletters.

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 at Inflection Advisors with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Dimensional Fund Advisors and Voya Financial Partners. Inflection Advisors serves individual and high-net-worth clients as well as corporate and business clients, offering comprehensive financial planning and discretionary portfolio management. The firm uses a long-term, buy-and-hold investment approach focused on diversified, low-cost portfolios built with index funds and ETFs, and provides a range of planning services including retirement, business, and employee benefits planning.

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 Series 63 and Series 65 licenses and has worked previously at Dimensional Fund Advisors and Wealth.com. Brave New Wealth provides investment management and financial planning services to individuals, trusts, estates, charitable organizations, business entities, and pension plans, including clients with cross-border or foreign-currency needs. The firm employs a core/satellite investment approach that combines diversified, factor-tilted core allocations with alternatives and targeted return enhancers, utilizing derivatives-based tools and structured strategies to address tax, liquidity, and concentrated position management.

Nicholas Willenbring is a financial advisor at MD Wealth Partners, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He has been with MD Wealth Partners since 2019. MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control, using the AssetMark platform to tailor portfolio management to client objectives and risk tolerance.

Hannah Boundy is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. She has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm uses a value-based indexing approach combined with active fixed-income management and emphasizes long-term trading with ongoing portfolio monitoring under discretionary authority.