Ronald Mendoza is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Brookstone Capital Management and has been self-employed in life insurance sales since 2002. Mendoza continues to operate as a licensed life insurance agent, focusing on marketing and sales of life insurance and fixed annuities. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, particularly those nearing or in retirement. The firm implements proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning assistance.

Kenji Saito is a financial advisor at HBW Advisory Services LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Centaurus Financial, Inc. for 10 years. Outside of advising, he serves as president of FC Andrews Financial Education and teaches a financial education class for adult learners at Santa Barbara City College. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach, combining tactical allocation, fixed income, and multi-manager diversification, and offers sub-advisory, co-advisory, and online wrap-fee portfolio services.

Rick Harbus is an investment advisory representative at HBW Advisory Services LLC with 34 years of industry experience. He has worked at CETERA Advisor Networks LLC and HBW Securities LLC prior to his current roles. Outside of financial advising, Harbus owns and operates an automobile restoration business and is involved in several entrepreneurial ventures including a coffee company and automotive productions. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse range of clients including individuals, families, charitable organizations, and retirement plans. The firm employs a blended investment approach combining tactical asset allocation, fixed income, and multi-manager diversification, and offers sub-advisory and co-advisor services as well as online wrap-fee portfolios through Betterment Institutional.

Antonio De Frank is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. He joined Prosperitas Financial in 2025 after completing his undergraduate education in 2023. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering portfolio management, financial planning, and retirement consulting using a diverse range of investment strategies and third-party managers.

Ryder Bendrat is a financial advisor at Prosperitas Financial, LLC in Valencia, CA, holding a Series 65 designation with one year of industry experience. Prior to joining Prosperitas, he held roles at Thelma's Cafe and Jerry Citarella Presents. Ryder’s background also includes work in energy and education sectors. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering a range of services including asset management, comprehensive portfolio management, and retirement plan consulting using a mix of analytical approaches and individualized portfolio construction.

Mark Petersen is a Series 66 licensed financial advisor with five years of industry experience, currently with Prosperitas Financial, LLC. He previously worked at NEXT Financial Group and spent 15 years with Petersen International Underwriters. Outside of advising, he is involved in marketing and graphic design through a separate business venture. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages diversified portfolios using a range of securities and employs a mix of fundamental, technical, sector, and cyclical analysis in its investment approach.

Scott Reiber is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes roles at Concorde Investment Services, SCF Investment Advisors, and World Financial Group. Outside of advisory work, he is a senior agent and broker associate with Redfin Corporation, focusing on real estate brokerage. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various account management strategies and third-party arrangements. The firm is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Robert Chacon is a financial advisor at Cooper McManus with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc., LPL Financial, and Cambridge Investment Research Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to various investment programs. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Todd Penrod is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with HBW Advisory Services since 2015 and has been affiliated with Cetera Advisor Networks LLC since 2017. Penrod also serves as a compliance officer within the HBW organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of investment management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it serves a large client base with a notable emphasis on institutional and intermediary roles.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include work at Whole Foods and the Office of Congressman Mike Garcia. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a range of investment instruments and analytical approaches.

Dulce Vazquez is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. She has been affiliated with Prosperitas Financial since 2023 and previously worked at Park Regency starting in 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, financial planning, retirement consulting, and third-party adviser management using a variety of analytical approaches and individualized portfolio strategies.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas in 2025, she worked for Poole Shaffery from 2016 to 2021 and has been associated with Odom Law Group, APLC since 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million through 39 advisers and offers asset management, financial planning, retirement plan consulting, and third-party adviser management, employing a range of analytical approaches and individualized portfolio strategies.

Damon Simpson is a financial advisor with Mutual Advisors, LLC in Valencia, CA, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. His prior roles include positions at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of his advisory work, he owns and operates a tax preparation business where he serves as COO and enrolled agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plan participants, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, using a combination of active and passive investment strategies tailored to clients’ objectives, and manages a substantial asset base across multiple sectors.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Jorge Meza Jr. is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Meza Wealth Management, Cetera Wealth Services, and HBW Securities LLC, among others. Meza is also involved as a board member of the Santa Clarita Business Group, a local networking organization. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach using third-party money managers and sub-advisers, and offers a range of services including sub-advisory and wrap-fee portfolio options.

Jeffrey Eisenberg is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He has been with Prosperitas Financial since 2023 and also has a long-standing role at Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of analytical approaches and investment vehicles.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He is currently with Prosperitas Financial, LLC and was previously president of Clark Asset Management + Associates, Inc., where he worked for 35 years. Outside of his advisory work, he maintained analytical support activities through his prior firm. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages roughly $812 million across 39 advisers and employs a range of analytical approaches to build and monitor individualized portfolios.

Jamilah Mc Cluney is a financial advisor at Brookwood Investment Group with four years of industry experience and holds a Series 65 credential. She has worked at multiple firms including Redwood Private Wealth LLC, Redwood Tax Specialists, and Black Wealth Financial, LLC. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and operates a network of proprietary partner offices alongside several affiliated businesses.

Grant Moulton is a financial advisor at Prosperitas Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and Edward Jones. Outside of his advisory role, he is involved with Blunt Wealth Services, where he provides financial planning support. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, and financial planning using a range of investment vehicles and both fundamental and technical analytical approaches.

Erica Zaragoza is a CFP® with eight years of industry experience, currently serving as an advisor at Prosperitas Financial, LLC since 2025. Prior to joining Prosperitas, she worked at GWN Securities for seven years and was employed by the Tustin Unified School District for two years. She is also active as an insurance broker. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 39 advisers, offering asset management and comprehensive financial planning supported by a mix of analytical approaches and selective use of third-party money managers.