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.

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.

Peter Kozak III is a CFP® professional with 19 years of industry experience, currently serving as the sole advisor at BrightPath Wealth Planning, LLC since 2011. He holds Series 63 and Series 65 licenses. BrightPath Wealth Planning, LLC is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm offers discretionary investment management and financial planning, employing a long-term, passive asset-class approach based on Modern Portfolio Theory, and uses low-cost mutual funds and ETFs alongside selective fixed-income managers and individual securities.

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 with Premier Wealth Advisors, Inc. in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing five years of industry experience. His prior work includes long tenures at Xtreme Financial Concepts and Amerus. Outside of advising, he is active as a licensed insurance agent and sales agent in real estate and estate planning. Premier Wealth Advisors provides investment advisory and portfolio management services through a manager-of-managers program, working with individuals, trusts, pensions, and institutional clients. The firm focuses on selecting and monitoring third-party registered investment advisers to implement client portfolios based on personalized investment policies.

Stephen Johns is a financial advisor with Martin & Company in Valencia, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His career includes roles at Avantax Advisory Services and Cetera Wealth Services before joining Martin & Company. Outside of advisory work, he is involved in managing tax preparation clients and serves as president of an S-corporation that oversees operations related to his financial planning business. Martin & Company provides investment management, financial planning, and consulting services to individuals, high-net-worth families, estates, trusts, partnerships, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management across various asset classes and emphasizes selecting and monitoring third-party managers alongside pension and retirement-plan consulting.

Marsha Roubidoux is a CFP®-certified financial advisor with 41 years of industry experience. She is currently with Zephyr Wealth Management and has previously worked at FSC Securities Corporation. Marsha holds Series 63 and Series 65 licenses. Zephyr Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a proprietary Business Cycle Asset Management (BCAM) framework that integrates cyclical analysis with fundamental and technical research to guide investment decisions, managing roughly $421 million in advisory assets across discretionary and non-discretionary accounts.

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.

Carole Meitler is a financial advisor at Cedarstone Advisors in Thousand Oaks, CA, holding a Series 65 designation with six years of industry experience. She has been with Cedarstone Advisors since 2019 and worked as a homemaker from 2010 to 2019. Cedarstone Advisors provides fee-only investment advisory and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses diversified asset-allocation models primarily through no-load mutual funds and ETFs, offering discretionary portfolio management and serving as a fiduciary for retirement accounts.

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.

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.

Neil Westerman is a financial advisor at Summit Wealth Management Group, Inc. in Camarillo, CA, holding a Series 66 designation with 18 years of industry experience. His prior roles include positions at Merrill and Bank of America, each spanning seven years. 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 using a combination of individual securities, mutual funds, ETFs, options, and proprietary model portfolios.