Jessica Jones is a Series 65-licensed financial advisor with six years of industry experience, currently with Success Wealth Management LLC. She is also the owner and CEO of Rebel Women Wealth Inc., where she provides feng shui and mindset consultation and coaching. Additionally, she serves as a sales manager and insurance agent at American Legacy Solutions. Success Wealth Management LLC advises individuals and high-net-worth clients through discretionary asset management, financial planning, and consulting services. The firm applies Modern Portfolio Theory with customized asset allocation and conducts quarterly account reviews, utilizing technology for marketing and meeting support but not for investment decisions.

Young Kim is a financial advisor at Anacapa Financial, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has held prior roles at firms including Ameriprise Financial Services and Merrill. Outside of advisory work, Kim is involved in insurance sales and serves as a business consultant and project manager for Royal Construction Group. Anacapa Financial provides portfolio management and financial planning services to individuals, qualified plans, business entities, trusts, and estates. The firm combines investment advisory with related services such as tax preparation and estate-planning solutions, tailoring strategies through asset allocation and a variety of trading approaches to align with client objectives.

Joseph Baroni is a CFP® with 20 years of industry experience. He currently works at Integrity Wealth Advisors, Inc. and has previously held roles at Morgan Stanley from 2001 to 2017. Outside of finance, he owns Associated Material Resource, a business dealing with plastics raw materials. Integrity Wealth Advisors, Inc. provides asset management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored plans. The firm manages approximately $285 million in discretionary assets, offering customized portfolios and utilizing both proprietary and third-party model investments.

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.

Jack Harrington is a financial advisor at Hillcrest Financial Group in Thousand Oaks, CA. He holds a Series 65 designation and has one year of experience in the industry. Prior to joining Hillcrest Financial Group, he worked at Wood Ranch and has a background that includes roles in both the financial sector and other industries while completing his education. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to a diverse client base, including individuals, trusts, estates, corporations, and employee benefit plans. The firm manages over $567 million in discretionary assets, employing a diversified investment approach based on Modern Portfolio Theory and tailored client portfolios.

Brooks White is a CFP® professional with six years of industry experience. He is currently with Forum Financial Management, LP, where he has worked since 2019, following three years at Lamia Financial Management. Forum Financial Management, LP provides investment advisory and related services to individuals—including high-net-worth clients—retirement plan sponsors, charitable organizations, and institutional clients. The firm employs model asset-allocation portfolios based on Modern Portfolio Theory and offers a range of services including portfolio management, financial planning, and back-office support for independent advisors and RIAs.

Brent Johnson is a CFP® with 27 years of industry experience, currently serving at Mutual Advisors, LLC. He previously worked at LPL Financial for 16 years before joining Mutual Advisors in 2018. Outside of advisory work, he is involved in managing his family trust as a trustee. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plans, and institutional investors. The firm offers a range of advisory services and manages portfolios using both active and passive strategies tailored to clients’ objectives, supported by multiple analytical approaches and third-party tools.

Michael Ryne is a financial advisor with Mutual Advisors, LLC in Moorpark, CA, holding a Series 66 credential and six years of industry experience. His career includes multiple roles at Mutual Advisors, LLC and Mutual Securities, Inc., as well as prior experience at Cedarstone Advisors and Monarch Plan Advisors. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, estates, retirement plans, and institutional clients. The firm employs both active and passive investment strategies with an emphasis on diversification and uses a variety of analytical methods to tailor portfolios, managing approximately $9.45 billion across 154 advisors.

David Seery is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Forum Financial Management, LP since 2018. He previously worked at Lamia Financial Group, Inc. from 2013 to 2019. Outside of his advisory role, he is the Vice President of the Board of Directors for the Mountain Meadows Quailridge II Homeowners Association. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily using DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.

Daniel Carter is a financial advisor with CreativeOne Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He previously spent 10 years at Safeguard Investment Advisory Group, LLC, and serves as president of Crescendo Insurance Solutions, Inc., where he is involved in life and annuity sales. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, and plan sponsors. The firm manages primarily discretionary accounts using a combination of proprietary models and third-party managers, offering a range of investment strategies including ETFs, mutual funds, and options.

James Coleman is a financial advisor at Mutual Advisors, LLC with 41 years of industry experience. He has held roles at Mutual Advisors since 2013, previously working at Mutual Securities, Inc. and Citigroup Global Markets. He holds the Series 63 designation and is based in Ojai, California. Mutual Advisors serves a broad client base, including individual investors, trusts, retirement plans, and institutional clients. The firm employs a blend of active and passive investment strategies with multiple analytical approaches to tailor portfolios according to each client’s objectives.

David Hooks is a CFP® professional with 20 years of experience in the financial services industry. He is currently affiliated with IHT Wealth Management LLC and has held previous positions at LPL Financial, Cetera Advisor Networks, Summit Financial Group, and 1st Global Capital Corp. In addition to his advisory work, he owns Hooks Wealth & Tax Solutions, a tax preparation and accounting business. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors, offering discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm employs a combination of fundamental value screening, quantitative optimization, and portfolio rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.

Thomas Carroll is a financial advisor at Verus Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Securities America Advisors and Securities America Inc. since 2014. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis with strategic asset allocation and tactical adjustments to customize portfolios according to client objectives, risk tolerance, and tax considerations.

Parker Dubreuil is a Series 65-licensed advisor at Dynamic with four years of industry experience. He has worked at Dynamic Wealth Advisors dba Crestview Capital Management since 2022 and previously held roles at Paysafe Group, Abercrombie & Fitch, and California Lutheran University. Outside of advising, he owns a 1% stake in Aculis Inc., a venture focused on using artificial intelligence to assist advisor and support staff with administrative tasks. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and practice-support, with a particular emphasis on supporting other advisers through technology platforms and outsourced solutions.

Joseph Harris is a financial advisor at Dynamic with nine years of industry experience. He holds a Series 65 designation and has been with Dynamic Wealth Advisors since 2024. Harris is also the owner of Harris Accounting Corporation, a CPA and tax preparation firm he has operated since 2013. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and businesses, offering portfolio management, financial planning, retirement plan services, and support for other advisers. The firm emphasizes a long-term, client-specific portfolio approach and provides integrated technology and operational support to unaffiliated registered investment advisers.

Jeffrey Wright is a financial advisor at Mutual Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes 12 years at LPL Financial before joining Mutual Advisors and Mutual Securities in 2018. Mutual Advisors serves a diverse client base including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm uses a blend of active and passive strategies tailored through multiple analytical approaches and manages approximately $9.45 billion across 154 advisors.

Stan Dungca is a financial advisor at Mutual Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Mutual Advisors since 2019. His prior roles include positions at Mutual Securities, Vanderbilt Securities, LLC, and Financial West Group. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts and estates, retirement plan participants, and institutional investors. The firm offers asset management, financial planning, ERISA plan advisory, and other consulting services, managing portfolios through a combination of active and passive strategies with an emphasis on diversification and client-specific objectives.

Christopher Lamia is a financial advisor with Forum Financial Management, LP in Thousand Oaks, CA, holding the CFP® and Series 63 designations and bringing 23 years of industry experience. Prior to joining Forum in 2018, he worked at Lamia Financial Group, Inc., where he was President, and at Gold Coast Securities, Inc. He serves as a board member for the GoFundMe Giving Fund, a charity funding organization. Forum Financial Management, LP provides investment advisory and related services to individuals, retirement plan sponsors, charitable organizations, and institutional clients. The firm offers a range of portfolio management and financial planning services, emphasizing model asset-allocation portfolios grounded in Modern Portfolio Theory and supporting other RIAs through its turn-key asset-management platform and back-office services.

Edward Stile is a financial advisor with Private Management Group Inc in Camarillo, CA, where he has worked since 2003. He holds seven years of industry experience and has been associated with the firm during that time. Prior to his advisory role, he was retired from 2007 onward. Private Management Group Inc provides discretionary investment supervisory services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, and estates. The firm manages approximately $4.5 billion in discretionary assets and employs a combination of long-term strategic frameworks and shorter-term tactical decisions in portfolio management.

Jeffrey Borenstein is a financial advisor at Forum Financial Management, LP with 23 years of industry experience. He holds a Series 66 designation and has worked at Forum Financial Management and Lamia Financial Group, Inc. during his career. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs following a Modern Portfolio Theory approach.