Kumbirai Mtunga is a financial advisor at Private Wealth Solutions, LLC with 19 years of industry experience and holds a Series 66 designation. He previously spent 10 years at Stevens Foster Financial Advisors before joining his current firm. Private Wealth Solutions serves individuals, trusts, pension and profit-sharing plans, and corporate clients by providing asset management, financial planning, and retirement plan consulting. The firm emphasizes tailored, non-discretionary portfolio management and delivers planning work within defined engagements.

Christopher Mattern is an advisor at MFA Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has held roles at Tone, Walling & Meador LLP, where he is a minority partner in a tax preparation and accounting firm, in addition to his ongoing advisory work. Mattern has been affiliated with MFA Wealth Services and related entities since 2013. MFA Wealth Services is a registered investment adviser serving individuals, high-net-worth clients, trusts, business owners, and corporations. The firm manages approximately $293 million across 224 accounts, focusing on strategic asset allocation based on Modern Portfolio Theory, offering personalized financial planning, portfolio management, and third-party money manager oversight.

Steven Karkenny is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently an advisor at Kanan Advisors and also owns KarkennyX, an investment-related consulting business that assists an unaffiliated advisory firm with client deliverables and business growth strategy. His prior experience includes roles at Integrity Financial Corporation and Alliance Advisory & Securities, Inc. Kanan Advisors is a fee-only registered investment adviser serving employer-sponsored plans, corporate clients, and business owners. The firm uses a mix of investment strategies and may employ Outside Managers while maintaining primary advisory oversight, focusing on retirement plan consulting and business-owner services.

Darrell Warner II is a financial advisor at Qmulate with 11 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at BlueRock Capital Advisors and Clearstone Insurance Services. Qmulate serves individual and high-net-worth clients, small businesses, and retirement plan sponsors by offering financial planning, coaching, investment consultation, and portfolio management. The firm emphasizes a diversified, buy-and-hold investment approach and provides mostly non-discretionary portfolio management with written investment guidelines and client approval required for trades.

Kevin Bernzott is a financial advisor at Bernzott Capital Advisors with 28 years of industry experience. He has been with Bernzott Capital Advisors since 1994. 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 follows a bottom-up, value-oriented investment process emphasizing fundamental company analysis, targeted purchase prices below estimated fair value, and concentrated portfolios, and it acts as a model-provider for other advisors while maintaining explicit ERISA fiduciary procedures.

Joel Lopata is a financial advisor at Vincimus Capital, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at Hogan Lovells US LLP and the Federal Bureau of Investigation. Outside of his advisory role, he provides legal consulting services to small businesses in the construction trades through RallyX Management Solutions. Vincimus Capital offers financial planning, asset management, and retirement plan consulting to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs tactical diversification and custom asset allocation, combining traditional and alternative investments selected through a proprietary due diligence process.

Andrew Brooks is a financial advisor at Village Wealth Advisors with 11 years of industry experience. He holds a Series 65 designation and has worked at firms including Avalan, LLC and B&B Premier Insurance Solutions, Inc. Outside of his advisory role, he is involved with Pizzola Insurance as an insurance producer. Village Wealth Advisors provides financial planning and discretionary portfolio management to individuals and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified allocations across various asset classes and incorporating tax-efficiency and risk considerations.

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.

Lockwood Holmes is a financial advisor at Vincimus Capital, LLC with 11 years of industry experience. He holds a Series 65 designation and previously worked at Integrity Financial Corporation for eight years before joining Vincimus Capital in 2022. Outside of his advisory role, Holmes is a member and manager of investment vehicles involved in the development of a surf precinct and wave pool in Jacksonville, FL, as well as in the acquisition of the entertainment group Dude Perfect. Vincimus Capital provides financial planning, asset management, retirement plan consulting, and investment advice to individuals, high net worth clients, business owners, family offices, and certain institutional plans. The firm employs a tactical diversification approach, integrating traditional and alternative investments through a proprietary due diligence model, and manages 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.

Anthony Danaher is a financial advisor with Guild Investment Management, Inc. He holds 19 years of industry experience and has been with Guild since 1990. He also has a role at Farther Finance Advisors beginning in 2024. Guild Investment Management serves individual investors, personal trusts, pension plans, and institutional clients by providing discretionary portfolio management and financial planning services. The firm uses a top-down macro analysis combined with bottom-up security selection and actively manages exposures across countries, sectors, and asset classes, including the use of derivatives and crypto-related exchange-traded products.

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.

Bradley Chapman is a CFP® with 23 years of industry experience and has been with Opus Private Wealth Group, LLC since 2014. He holds a Series 66 license and is based in Westlake Village, CA. In addition to his advisory role, he is involved in an insurance business related to his investment activities. Opus Private Wealth Group serves individuals, high-net-worth clients, trusts, estates, and business entities with investment advisory and financial planning services. The firm manages approximately $102 million in discretionary assets and offers a firm-sponsored wrap fee program that emphasizes individualized portfolio construction using a mix of fundamental and technical analysis.

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.