Charles Russo Jr. is a CFP® professional with 26 years of experience at Classic Financial & Insurance Services, Inc. in Westlake Village, CA. He is also a licensed insurance agent and dedicates part of his time to this independent insurance business. Classic Financial serves individual and high-net-worth clients by providing portfolio management, ERISA plan advisory services, and access to third-party manager programs. The firm’s investment approach combines fundamental and technical analysis with a focus on long-term capital appreciation and income, managing both discretionary and non-discretionary accounts.

Scott Wood is a financial advisor at Drh Investments, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses. Outside of his advisory work, Wood coaches middle school football at Harvard-Westlake School and golf at Westmark School. Drh Investments provides discretionary investment management to individuals, business entities, retirement plans, and non-profit organizations, often using a concentrated equity-focused strategy combined with options for hedging and short positions. The firm employs a largely unconstrained approach and serves as a sub-adviser to other registered investment advisers.

Michael Thomas is a financial advisor at RLB Financial with 10 years of industry experience. He holds the Series 66 designation and has worked at RLB Financial since 2018. Prior to that, he was associated with 1st Global Advisors, Inc. and 1st Global Capital Corp. from 2015 to 2018. Thomas is also a partner at Miller and Co. LLP, a CPA firm, where he has been involved since 2007. RLB Financial provides investment management and financial planning primarily to individual and high-net-worth clients, offering discretionary portfolio management, written financial plans, and access to third-party money managers. The firm employs a combination of fundamental, technical, and cyclical analysis in its investment process and utilizes model portfolios and managed account solutions through program sponsors like SEI and AssetMark.

Laine Miller is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, with nine years of industry experience. She holds a Series 66 designation and has worked at Integrity Wealth Advisors since 2018, following five years at Ameriprise Financial Services, Inc. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process that tailors portfolios using fundamental and technical analysis, offering a range of investment vehicles and strategies that include both long- and short-term holdings.

Jennifer McGee is a financial advisor at Equity Management Group in Camarillo, CA, holding a Series 65 designation with 31 years of industry experience. She has been with Equity Management Group since 1992. Equity Management Group provides fee-only investment management and financial planning to individuals, trusts, estates, non-profit corporations, and retirement plans under a fiduciary standard. The firm manages approximately $62.6 million across about 80 client relationships, offering discretionary portfolio supervision and periodic financial planning, with an investment approach that combines independent research and proprietary analysis tailored to clients’ goals and risk tolerance.

Mark Scott is a financial advisor at Bernzott Capital Advisors in Camarillo, CA, holding a Series 65 designation with one year of industry experience. He has been with Bernzott Capital Advisors since 2013. Bernzott Capital Advisors serves individual clients, high-net-worth households, retirement plans, and other registered investment advisers by providing discretionary separately managed accounts, model portfolio services, and ERISA-focused advisory and consulting. The firm employs a bottom-up, value-oriented investment process with concentrated portfolios primarily in small-cap equities and is notable for its model-provider role and ERISA fiduciary procedures.

John Leach is a ChFC® with 33 years of experience in the financial services industry. He has been with Calabasas Advisory Group, LLC dba JL Wealth Management since 2017 and previously worked at Ameriprise Financial Services, Inc. from 2005 to 2017. Calabasas Advisory Group, LLC dba JL Wealth Management serves individuals, trusts, retirement plans, and business entities, managing approximately $249.5 million in discretionary assets. The firm offers comprehensive portfolio management and financial planning, utilizing a variety of investment products and a mix of fundamental, technical, and asset-allocation strategies.

Gerald Zins Jr. is a CFP® and ChFC® with 40 years of industry experience. He is currently with Summit Wealth Management Group, Inc., where he has worked since 2014, and has also been affiliated with LPL Financial since 2002. Outside of his advisory role, he serves as CFO of a family business and is a for-profit board member, as well as co-trustee on a family trust managed by Summit. Summit Wealth Management Group provides discretionary portfolio management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm manages approximately $249.5 million in assets and offers tailored investment strategies that include individual securities, mutual funds, ETFs, options, and in-house model portfolios.

Ryan Clem is a financial advisor with Hofer & Associates Wealth Management in Thousand Oaks, CA. He holds a Series 65 designation and has been with the firm since 2018. Prior to his current role, his work experience includes positions outside the financial industry in fitness and hospitality. Hofer & Associates Wealth Management provides portfolio management and financial planning services to individuals, high net worth clients, charitable organizations, and small businesses. The firm manages approximately $216 million in client assets and uses various investment strategies, including fundamental and technical analysis, modern portfolio theory, and firm-developed model portfolios tailored to different risk tolerances.

Matthew Davis is a CFP® and holds a Series 65 license with 13 years of industry experience. He 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, providing discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm employs a value-based indexing approach combined with active fixed-income management and offers tiered service options that include client participation in account maintenance.

Jessica Ash is a financial advisor at Fischer Investment Strategies, LLC with two years of industry experience. She holds a Series 65 designation and has been with Fischer Investment Strategies since 2023. In addition to her advisory role, she has worked at Logan Health since 2015. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, diversified investment approach based on Modern Portfolio Theory, utilizing passively managed mutual funds, ETFs, and customized bond portfolios.

Andrew Allen is a Series 65-credentialed advisor with The Lynd Group Advisors, LLC in Ventura, CA, where he has worked since 2026. He previously operated as a sole proprietor from 2024 to 2026 and has experience in various roles at Parker Hannifin, Cryogenic Experts, and NuSil Technology. The Lynd Group Advisors provides fee-based advisory services primarily focusing on non-discretionary management of fee-based fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm emphasizes coordinating annuity contract management in conjunction with insurance carriers and relies on third-party managers for discretionary portfolio management, offering educational seminars and a secure client portal.

Gregory Karis is a CFP® with 10 years of industry experience, currently serving as an advisor at Inflection Retirement Services. He has worked with Inflection Business Consulting Inc. since 2017 and previously held roles at MML Investors Services LLC and Massmutual Life Insurance Company. In addition to his advisory work, he is an independent insurance agent affiliated with MFE Insurance Brokerage and owns a business management firm providing bookkeeping, accounting, and corporate management services. Inflection Retirement Services advises qualified retirement plans and pension clients, focusing on participant-directed defined contribution arrangements such as 401(k), 403(b), and profit-sharing plans. The firm provides ERISA-focused fiduciary services including investment consulting, plan design review, and participant education, with an emphasis on long-term diversified asset allocation and passive index mutual fund evaluation.

Vernon Dransfeldt is a CFP® professional with nine years of industry experience, currently serving as an advisor at Equity Management Group since 2016. He holds Series 63 and Series 65 licenses and operates out of Santa Rosa Valley, CA. Equity Management Group provides fee-only financial planning and discretionary portfolio management to individuals—including high-net-worth and other clients—as well as non-profits, retirement plans, trusts, estates, and business entities. The firm employs a combination of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships, supported by individualized investment plans and regular portfolio reviews by its three-advisor team.

Matthew D’Agostino is a financial advisor at Your Private Client Group, Inc. with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for AssetMark Brokerage, LLC and related AssetMark entities from 2016 to 2024. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm employs a long-term trading approach using modern portfolio theory, quantitative, fundamental, and cyclical analysis.

Kenneth Butler is a CFP® with 21 years of industry experience. He is the principal of Butler Financial Services, Ltd. and has also been associated with NBS Financial Services, Inc. since 1995. In addition to his advisory role, Butler prepares income tax returns and works as a real estate broker and loan originator. Butler Financial Services, Ltd. provides financial planning and asset management primarily for individual clients, specializing in retirement planning. The firm integrates portfolio management with tax preparation and real estate services, using a disciplined investment approach based on asset allocation and modern portfolio theory.

Wayne Miller II is a financial advisor at RLB Financial with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hofmeister Advisory Group LLC. Outside of finance, he is the owner and musician of two music-related businesses, Bleed The Sky LLC and Wayne Miller Music LLC. RLB Financial provides investment management and financial planning services primarily to individual and high-net-worth clients, utilizing discretionary portfolio management, written financial plans, and third-party money managers. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis and offers model portfolios through program sponsors such as SEI and AssetMark.

Robert Cheatham is a financial advisor at Integrity Wealth Advisors, LLC in Ventura, CA, holding a Series 66 designation with 19 years of industry experience. His prior roles include positions at LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He serves as the fundraising chair for the Devil Pups youth program. Integrity Wealth Advisors serves individuals, including high-net-worth clients, trusts, estates, and employer retirement plans by providing asset management, financial planning, retirement plan consulting, and estate planning. The firm employs a client-focused process utilizing fundamental and technical analysis and offers a range of investment vehicles tailored to client objectives and risk tolerances.

Michael Mansfield is a CFP® professional with 16 years of industry experience, currently serving at The Lynd Group Advisors, LLC. He has held the role of sole proprietor since 2015 and has been with The Lynd Group since 2009. Outside of advisory work, he operates a financial services and insurance business and also provides legal document assistance. The Lynd Group Advisors, LLC provides fee-based advisory services focused on non-discretionary management of fee-based fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm integrates insurance management with external portfolio management, offers educational seminars, and utilizes a secure client portal for document access.

Marla Vickrey is a financial advisor with Hofer & Associates Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Hofer & Associates since 2016. Outside of her advisory role, she is also a licensed insurance agent. Hofer & Associates Wealth Management serves individuals, high net worth clients, charitable organizations, and small businesses, managing approximately $216 million in client assets. The firm offers discretionary and non-discretionary portfolio management using a variety of investment strategies and model portfolios tailored to different risk tolerances.