Kelly Woo is a CFP® professional with 13 years of industry experience, currently serving as president of Bene Wealth Management Company. Prior to this role, Kelly held leadership positions at Profectus Wealth Management and has been involved in several financial and investment entities, including serving as a co-founder and principal of Profectus Financial and as a board member of Accendo Charity. Kelly also manages real estate and private investment funds, including the Empower Opportunity Zone Fund. Bene Wealth Management Company provides portfolio management services to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and trusts. The firm utilizes fundamental analysis and a long-term trading approach, focusing on mutual funds, equities, ETFs, and fixed-income securities, while documenting risk tolerance and adhering to fiduciary standards for retirement accounts.

Jennifer Strong is a CFP®-designated financial advisor with 13 years of industry experience. She is the principal of Kate Capital Group, an independent advisory firm, and previously worked at Eagleson Arndt Financial Advisors, LPL Financial LLC, and Montecito Bank & Trust. Strong serves as a board member for the California Lutheran University School of Management. Kate Capital Group provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable institutions, and small businesses. The firm emphasizes broad ETF equity allocations combined with U.S. Treasury securities and municipal bonds for fixed income, using a buy-and-hold equity approach alongside tactical management of treasury maturities.

Hello! My name is Billy (he/him), owner of Billfold Budget Counseling. I provide accessible financial advice for folks who want to see (or even make) significant, progressive change in our world. My goal is to help you tackle your financial challenges, so you can focus on making the world a more compassionate, diverse, and understanding place. I believe that money is not a natural thing. Be it overspending, living paycheck to paycheck, or a low credit score…these money mishaps are actually quite common. Because of this, I feel that there’s no shame in not understanding personal finance. Heck, when I was studying accounting as an undergrad, I managed to get in over my head with credit card debt. A situation due to a lack of personal finance knowledge. But this overwhelming burden would weigh on my every action, and my not-so-wise decision to ignore the problem only made it worse. I was eventually able to pay off my debt through sheer chance (and lots of part-time work), but I never wanted to feel that level of anxiety again. However, what was bad for me is often worse for others. In this country, there are haves and have-nots, and money has historically been hoarded by haves: rich, white, powerful men. As a privileged white male, I had the opportunities that lead me to eventually being debt-free. I could see how my challenges were relatively small compared to the structural issues that other folks face. So, I’ve made it my mission to not only provide financial planning, education, and coaching but to have my advice be as accessible as possible. Especially to those who have had dealt with money hardships, but still want to give back to their communities. That way, you can focus on your mission to make the world a compassionate, diverse, and understanding place. So if you’re ready to enlist help to tackle your financial burdens (without cliché, condescending advice like “eat less avocado toast” or “don’t buy lattes”), please reach out for a complimentary consultation. https://calendly.com/billfoldbudget/initialconsultation

Jason Semeleng is a financial advisor with Calabasas Advisory Group, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 29 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 12 years before joining Calabasas Advisory Group in 2017. Outside of advisory work, he is a partner in Seamless Window Fashions, Inc., a window covering sales and installation business. Calabasas Advisory Group serves individuals, trusts, retirement plans, and business entities, managing approximately $249.5 million in discretionary assets. The firm offers comprehensive portfolio management with ongoing monitoring and employs multiple investment approaches, including fundamental and technical analysis, across various asset classes.

Amy Friedman is a CFP® with 17 years of industry experience, currently serving as an advisor at Kevin Kennedy, LLC since 2024. She previously worked at Financial Security Solutions, Corp. and Osaic Wealth Inc. from 2015 to 2024. Outside of her advisory work, she is Vice President of Sled Dogs Productions, Inc., where she manages bookkeeping, invoicing, and billing. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and offers consulting on 401(k) plans, relying on model portfolios and mutual fund managers for security selection and rebalancing.

Anna Christina Brockschmidt is a financial advisor at Pacific Financial Strategies, Inc. in Thousand Oaks, CA, with 10 years of industry experience. She holds a Series 65 designation and has been with Pacific Financial Strategies since 2012. Outside of her advisory role, she serves as a recreation leader at the Agoura Hills Recreation Center. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm constructs portfolios using a range of securities with ongoing supervision and employs a multi-faceted investment analysis approach tailored to client objectives.

Eric Krattiger is a financial advisor at Premier Wealth Advisors, Inc. with six years of industry experience and holds Series 63 and Series 65 licenses. His prior work includes roles at Regal Investment Advisors, Xtreme Financial Concepts, and Amerus. Outside of advising, he is a licensed insurance agent selling life, property and casualty insurance, and annuities, and also works as a real estate sales agent and estate planning sales agent. Premier Wealth Advisors, Inc. provides investment advisory services primarily through a Manager of Managers Program for individuals, institutional clients, trusts, and other entities. The firm focuses on portfolio construction, manager selection, and ongoing monitoring using third-party ratings and performance reports, while clients or selected managers retain final trading authority.

Andrew Hass is a financial advisor at RF&L Wealth Management, LLC with 10 years of industry experience. He has been with RF&L Wealth Management since 2015 and holds a Series 65 credential. Outside of his advisory role, he is a partner in BREAKING EIGHTY, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm’s approach emphasizes diversified, passively managed or evidence-based mutual funds and ETFs, utilizing quantitative tools and third-party solutions to support portfolio management and financial planning.

Stephen Johns is a financial advisor with Martin & Company in Valencia, CA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has worked at firms including Avantax Advisory Services and Cetera, and has been with Martin & Company since 2011. Outside of advising, he is involved in managing commercial property operations and participates in various family and business partnerships related to asset management. Martin & Company provides discretionary and non-discretionary investment management, financial planning, and consulting services for a range of clients including families, estates, and charitable organizations. The firm’s investment approach focuses on strategic asset allocation, fundamental analysis, and uses third-party managers when appropriate, with reporting and client portals supported by Orion and eMoney.

Marsha Roubidoux is a CFP® professional with over 42 years of experience in the financial services industry. She is currently with Zephyr Wealth Management and has previously held positions at FSC Securities Corporation and OSAIC. Zephyr Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a Business Cycle Asset Management strategy that combines fundamental, cyclical, and technical analysis to adjust asset allocations in response to economic changes.

Ariana Mc Donald is a financial advisor with Pacific Financial Strategies, Inc. She holds a Series 65 designation and has seven years of industry experience. Prior to her current role, she worked at C 3 Financial Strategies and Cendecon. In addition to financial advising, she works part-time as a billing administrator at a chiropractic office and as an independent health and insurance agent. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by providing asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment approach involving bonds, ETFs, mutual funds, and select equities, with regular portfolio reviews and rebalancing.

Shihui Nelson is a CFP® professional with one year of experience in financial advising at Youya Wealth. Prior to joining Youya Wealth, Nelson held roles at Taurus Financial, Tseng & Associates, Corning Inc., John G. Ullman & Associates, Inc., and Pearce & Gordon LLP. Nelson is also employed at Youya Law. Youya Wealth LLC provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach informed by Modern Portfolio Theory, combining passive and active investment vehicles and offering access to separately managed accounts and legal services through its affiliation with Youya Law.

Eric Kim is a financial advisor with Think Wealth, LLC in Valencia, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has held roles at Mont Blanc Asset, Inc. since 2009 and has been a principal and manager at Think Wealth, LLC since 2016. Kim is also a partner at Chelsea International Advisors LLC and managing partner at Think Wealth Asset LLC. Think Wealth, LLC serves individual clients and provides consulting for 401(k) plans, employing discretionary portfolio management with in-house model portfolios. The firm uses exchange-traded securities and assigns clients to conservative, balanced, or aggressive investment models based on a detailed questionnaire.

Barton Brewer is a CFP®, CFA®, and ChFC® with 20 years of experience in financial advisory. He has been with Global Financial Advisory Services, Inc. since 2018 and has been involved with the CFA Institute since 2002. Outside of his advisory role, he is engaged in financial and business consulting including curriculum development and teaching, and he owns a sports card and memorabilia business. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm focuses on documenting client objectives and recommending long-term asset allocations, often utilizing ETFs, institutional mutual funds, and third-party managers for portfolio implementation.

Elean Mendoza is a financial advisor at Paragon Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Paragon since 2014. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations by providing wealth management, financial planning, portfolio management, and trustee services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and is notable for its use of borrowing and derivatives in separately managed accounts.

Jake Davidson is a financial advisor at Davidson Kahn Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Davidson Kahn Capital Management since 2017, as well as at J. R. Davidson and Co since 2006. Outside of advising, he is President of J. R. Davidson and Co, which provides management and administrative services to his investment advisory firm, and is involved in medical facility management through SC Partners Holdings, LLC. Davidson Kahn Capital Management, LLC offers discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term approach, managing client assets in-house and implementing customized Investment Policy Statements for each client.

Yevgeniy Oktyabrskiy is a financial advisor at Goodstein Wealth Management LLC with two years of industry experience. He holds the Series 65 designation and concurrently works as a Business Development Manager for Exponent, a science consulting firm. Prior to his current roles, he held positions at The Mosaic Company and Synology. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets for individuals and businesses, including high-net-worth clients. The firm emphasizes client-specific investment policies and risk tolerances, relying mainly on fundamental analysis for portfolio management and offers both discretionary asset management and standalone financial planning services.

David Hansen is a CFA® charterholder with 15 years of industry experience, currently serving as an advisor at Drh Investments, Inc. in Thousand Oaks, CA, where he has worked since 2012. He holds Series 63 and Series 65 licenses and is one of two advisors at the firm. Drh Investments provides discretionary investment management to individuals, business entities, retirement plans, and non-profit organizations, as well as sub-advisory services to other registered investment advisers. The firm employs a concentrated equity strategy with options for hedging and short positions, using fundamental analysis and an unconstrained approach across sectors and geographies.

Yi Zeng is a CFA® charterholder with nine years of industry experience. He is a managing member of Investamily, LLC and has served as Chief Financial Officer of New Dream Services Inc. since 2013. Outside of his advisory role, Zeng is a licensed insurance agent active in the Covered California health insurance marketplace and holds a real estate broker license in Illinois. Investamily, LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs multiple analytical methods and a diverse set of strategies, including allocations to alternative investments, while delivering financial planning using the MoneyGuidePro platform.

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.