Robert Eddy is a financial advisor at Eddy Financial, LLC in Santa Monica, CA, holding the ChFC® and Series 63 designations with 47 years of industry experience. His prior work includes roles at Lincoln Investment and Capital Analysts, Incorporated. Eddy Financial serves individual investors, including high-net-worth clients, trusts, small businesses, and employer retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm offers tailored portfolio construction using a range of investment vehicles and incorporates third-party money managers and institutional funds as part of its investment approach.

Adam Anschultz is a financial advisor with Kanan Advisors, holding a Series 65 designation and eight years of industry experience. He previously worked at Integrity Financial Corporation for six years and operates Anschultz Consulting LLC on the side. Kanan Advisors is a fee-only registered investment adviser that manages about $51 million for 56 clients, focusing on investment management, financial planning, and retirement plan consulting primarily for employer plan sponsors and business entities. The firm employs a mix of fundamental, technical, and modern portfolio theory strategies and often serves as an ERISA investment manager for retirement plans.

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.

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.

Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.

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.

Jason Oclaray is a financial advisor at Angeles Family Office with 10 years of industry experience. He holds Series 66 and Series 65 licenses and previously worked at XO Capital LLC, Algonic Partners LLC, and Wells Fargo Investments. Angeles Family Office provides financial planning, consulting, and both discretionary and non-discretionary investment management to a select group of high-balance clients, including individuals, trusts, estates, and philanthropic organizations. The firm integrates traditional wealth management with comprehensive family office services and employs a diverse range of investment strategies across multiple asset classes.

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. with 18 years of industry experience. He holds the Series 66 designation and has previously worked at Merrill, Bank of America, and Osaic FA, Inc. Westerman is currently affiliated with Summit and LPL Financial and participates in the firm's business operations. Summit Wealth Management Group is an SEC-registered independent advisory serving individuals and high-net-worth households with discretionary asset management and financial planning. The firm utilizes a blend of active and passive strategies, including individual securities, mutual funds, ETFs, and model portfolios, supported by technical analysis and regular account reviews.

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.

Sarah Archer is a financial advisor with Vincimus Capital, LLC, holding a Series 65 credential and 16 years of industry experience. Prior to joining Vincimus Capital, she worked for Integrity Financial Corporation for 16 years. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and legacy planning for individuals, high net worth clients, business owners, and family offices. The firm employs a tactically diversified, macro-oriented investment approach that combines index and actively managed funds with allocations to vetted private-market managers and alternative investments.

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.

Joshua Goldberg is a financial advisor at Bruin Wealth Advisors LLC with two years of industry experience. He holds Series 66 and Series 65 licenses and has been involved with Goldberg & Company, a full-service tax accounting firm, since 2008. Goldberg is also a managing member of several holding companies and real estate investment partnerships. Bruin Wealth Advisors provides portfolio management, financial planning, and pension consulting to individuals and institutional clients. The firm employs a variety of analytical methods and active strategies, serving both discretionary and non-discretionary accounts with approximately $37 million in assets under management.

Jon Courtney Jr. is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently with Village Wealth Advisors in Westlake Village, CA, and previously worked at Our Wealth Guides, Inc. and Avalon, LLC. Village Wealth Advisors serves individual and high-net-worth clients, managing approximately $258 million in discretionary assets. The firm employs an investment approach based on Modern Portfolio Theory and fundamental analysis, offering multi-component financial planning and portfolio management supported by educational seminars and detailed client reporting.

Terri Mcgray is a CFP® with 37 years of industry experience, currently serving as the sole advisor at Longevity Capital Management. Her prior roles include positions at LPL Financial, Wells Fargo Clearing, and Edward Jones. She is also the author of the "Retire Right" series of books. Longevity Capital Management provides fee-based investment management and comprehensive financial planning to individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation strategy across various asset classes and integrates both standalone planning and combined advisory services for a relatively small client base.

Todd Much is a CFP® professional with 28 years of industry experience. He has been with CTS Financial Planning, Inc. since 1981 and has also worked at Certified Insurance Consultants, Inc. for over three decades. Todd holds Series 63 and Series 65 licenses. CTS Financial Planning serves individual and high-net-worth clients with comprehensive financial planning, retirement and investment planning, discretionary asset management, and accounting and income tax preparation services. The firm employs an active, daily management investment approach using proprietary models and combines advisory services with in-house tax and accounting capabilities.

Montague Guild, Jr. is a financial advisor at Guild Investment Management, Inc. with 28 years of industry experience. He has been with the firm since 1978. Guild Investment Management serves individual investors, personal trusts, pension plans, and other institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a combined top-down macro analysis and bottom-up security selection approach, actively adjusting exposures and employing derivatives and crypto-related exchange-traded products as part of its management strategy.

Joseph Garcia is a financial advisor with Pacific Financial Strategies, Inc. in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Pacific Financial Strategies in 2010, he worked at Concourse Financial Group Securities, Inc., Independent Advisers Group Corp, and Osaic FS, Inc. Outside of advisory work, he serves as CEO of a related business engaged in the sale of various insurance products. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm uses a disciplined investment process involving bonds, ETFs, mutual funds, and select equities, with continuous portfolio supervision and a range of planning services including corporate-structure work and life-coaching.