Nicholas Butler is a financial advisor at Butler Financial Services, Ltd. in Westlake Village, CA, holding a Series 65 designation with nine years of industry experience. He has worked at Butler Financial Services since 2016 and also serves in a tax preparation role as an enrolled agent. Butler is involved in tax return preparation in addition to his advisory duties. Butler Financial Services provides financial planning and asset management primarily for individual clients, specializing in retirement planning. The firm integrates tax preparation, real estate, and loan origination services with its investment approach, which emphasizes asset allocation and modern portfolio theory supported by computer models and continuous account monitoring.

Vanessa Moore is a financial advisor at Zephyr Wealth Management with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Zephyr Investment Management since 2014, alongside prior roles at FSC Securities Corporation. Moore is also president of VM Financial, a consulting S Corporation. Zephyr Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm employs a proprietary Business Cycle Asset Management framework that integrates cyclical, fundamental, and technical analysis to tailor investment strategies, managing approximately $421 million in advisory assets across discretionary and non-discretionary accounts.

Katia Kin is a financial advisor with Inflection Advisors in Camarillo, CA, holding a Series 65 designation and three years of industry experience. She has worked with Inflection Advisors and its affiliated firm, Inflection Retirement Services, where she provides pension and qualified plan advisory services for businesses. Prior to her advisory roles, she was involved with the Cancer Support Community Valley Ventura Santa Barbara. Inflection Advisors offers comprehensive financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business clients. The firm’s investment approach emphasizes low-cost, passive index ETFs and mutual funds, long-term buy-and-hold strategies, and periodic portfolio rebalancing.

Nayivi has been in the industry for over 13 years. She holds a Certified Financial Planner™ designation and is a member of the UCLA Alumni Association and the Association of Latino Professionals in Finance and Accounting (ALPFA). In Westlake, she was a founding member of Women 2 Women, a group focused on meaningful connections for personal and professional growth. Her areas of expertise include retirement planning and long-term investment management. She enjoys seeing clients make sound financial decisions and enjoying the fruits of their labor. Nayivi received a bachelor’s degree in Political Science and History from the University of California Los Angeles and an MBA in Financial Planning from the California Lutheran University. For the past 8 years, she lives in Mission Hills, CA with her husband and daughter.

Richard Winters is a financial advisor at Winters Financial Group, Inc. in Westlake Village, CA, holding Series 65 and Series 63 credentials with 25 years of industry experience. His prior firms include Mutual Securities and The Leaders Group, Inc. Winters Financial Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm primarily follows a non-discretionary approach, offering portfolio management, standalone financial planning, and retirement plan consulting with an emphasis on asset allocation recommendations and client approval prior to transactions.

Keith Gray is a financial advisor at Total Wealth Services, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at J.P. Morgan Securities LLC for 11 years. Total Wealth Services, LLC serves individual investors, trusts, estates, and charitable organizations, offering financial planning, consulting, and discretionary portfolio management. The firm employs a manager- and style-agnostic approach, allocating assets to independent subadvisors and tailoring portfolios to client circumstances.

Janika Domingo is a financial advisor at Manchester Financial Inc with a Series 65 designation and four years of industry experience. She has worked at Manchester Financial since 2020 and previously held roles at Urban Wealth Management and California State University, Northridge. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm uses individualized client profiles and multiple asset-allocation models to manage investments across various asset classes, employing both long- and short-term strategies where appropriate.

Michelle Gruber is a financial advisor at Alteri Wealth with 23 years of industry experience. She holds the Series 66 designation and has worked previously at Merrill and Bank of America, N.A. Gruber is also involved in client acquisition, investment management, and relationship management roles at both Alteri Wealth and Purshe Kaplan Sterling Investments. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning services to affluent individuals, families, and institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm employs a fundamental, long-term investment approach and manages approximately $566 million in assets.

Andrew Miller is a financial advisor at FMB Wealth Management with nine years of industry experience. He holds a Series 65 license and has worked at FMB Wealth Management since 2016, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm takes a long-term, diversified asset-allocation approach focused on integrated wealth management services, utilizing passively managed index funds and ETFs with an emphasis on tax-aware indexing and periodic rebalancing.

Diane Upson is a financial advisor with Financial Coaching Partners LLC, holding a Series 65 designation and bringing 14 years of industry experience. She has been with Financial Coaching Partners since 2011. Outside of her advisory role, she is a licensed notary public in California. Financial Coaching Partners primarily serves individual clients, providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-for-service basis and emphasizes Modern Portfolio Theory in its investment approach, focusing on fiduciary responsibility and tailored financial plans without direct portfolio management.

David Trejo is a financial advisor at Total Wealth Services, LLC with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including TD Ameritrade, Scottrade, and Real Talk Capital. Outside of finance, he is a minority owner and executive producer at Viscape Arts, LLC. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, allocating assets across independent subadvisors and diversified investments tailored to client-specific circumstances.

Carole Upson is a financial advisor with Financial Coaching Partners LLC in Somis, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Financial Coaching Partners since 2009. Outside of her advisory role, she refers clients to attorneys for trust document preparation and works as an independent life insurance agent. Financial Coaching Partners primarily serves individual clients by providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm follows a fiduciary, fee-for-service model grounded in Modern Portfolio Theory and focuses on tailored financial plans without direct portfolio management.

Lawrence Konis is a financial advisor at Mapleton Capital Management, LLC with 27 years of industry experience. He has been with Mapleton since 1999 and also maintains a role at Ocean Park Capital Management, LLC where he has worked since 1997. Mapleton Capital Management provides discretionary portfolio management to high-net-worth individuals, family offices, and trusts, and serves as adviser to several privately offered pooled investment funds. The firm employs a fundamental research-based investment process that includes active trading strategies such as short positions, options, and opportunistic use of leverage.

Laura Navarro is a CFP® with 24 years of industry experience and has been with Manchester Financial Inc since 2015. She holds the Series 66 designation and also works as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial is a team of 11 advisors providing portfolio management, financial planning, and 1031 exchange consulting to a range of clients including individuals, high-net-worth clients, and organizations. The firm employs individualized asset-allocation strategies and manages accounts primarily on a discretionary basis using model allocations, combining long-term diversification with occasional short-term trading.

Matthew Mullaly is a financial advisor with Alteri Wealth holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is based in Westlake Village, CA. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals and families as well as institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a primarily fundamental analysis approach with a long-term investment orientation, managing a diverse range of asset classes and offering retirement plan advisory and estate-planning facilitation.

Dean Solomon is a Certified Financial Planner™ (CFP®) with 22 years of industry experience. He is currently a member of the four-advisor team at Hillcrest Financial Group, where he has worked since 2022. Prior to joining Hillcrest, he held roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm employs Modern Portfolio Theory to construct tailored portfolios and manages approximately $471 million in discretionary assets for a few hundred clients.

Pamela Linderman is a financial advisor at Financial Coaching Partners LLC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Sagepoint Financial, INC. Pamela also owns an insurance agency and provides estate planning services. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates as a fee-only adviser, focusing on Modern Portfolio Theory and efficient market principles while avoiding direct portfolio management.

Brandon Berman is a CFP® with 14 years of industry experience, currently serving at Total Wealth Services, LLC. His prior roles include positions at Mariner Platform Solutions, Polaris Greystone Financial Group, LLC, and J.P. Morgan Securities LLC. He is also the owner of Total Wealth Group, where he focuses on business operations and tax strategy implementation. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic approach, utilizing diversified asset mixes and independent subadvisors to tailor portfolios to client-specific circumstances.

John Maciolek is a financial advisor at Anacapa Financial, LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience in various fields including retail and landscaping. Maciolek is also licensed to sell insurance products. Anacapa Financial serves individual clients, business entities, trusts, estates, and employer retirement plans, providing portfolio management, financial planning, and retirement plan consulting. The firm offers additional services such as tax preparation, bookkeeping, and estate document services, tailoring investment strategies to client goals and risk tolerances.

Seth Catanese is a CFP® with eight years of industry experience, currently serving as an advisor at Manchester Financial Inc since 2015. He holds the Series 65 designation and is based in Westlake Village, CA. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing technology to manage participant-level retirement accounts without taking custody.