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.

Gregory Karis is a CFP® professional with 11 years of industry experience, currently serving at Inflection Advisors. He has held roles at Inflection Management LLC, Inflection Retirement Services, and Inflection Business Consulting Inc. prior to joining Inflection Advisors. In addition to his advisory work, Karis is an independent insurance agent affiliated with MFE Insurance Brokerage and owns a business management firm providing bookkeeping, accounting, and corporate management services. Inflection Advisors offers investment management and comprehensive financial planning to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a Modern Portfolio Theory approach with diversified, low-cost portfolios primarily consisting of index ETFs and mutual funds, complemented by tailored investment policy statements and coordination with clients’ other professionals.

Brian Canning is a CFP® with 16 years of industry experience. He is currently an advisor at Brave New Wealth, where he has worked since 2025, following a 14-year tenure at Abacus Wealth Partners, LLC. Brave New Wealth provides investment management and financial planning services to individual clients, including high-net-worth individuals, as well as trusts, estates, charitable organizations, business entities, and pension plans. The firm employs a core/satellite investment approach using both fundamental and quantitative analysis, and offers a range of derivatives-based strategies for managing concentrated positions and tax or liquidity objectives.

Vernon Dransfeldt is a CFP® professional with nine years of industry experience, currently serving as an advisor at Equity Management Group since 2016. He holds Series 63 and Series 65 licenses and operates out of Santa Rosa Valley, CA. Equity Management Group provides fee-only financial planning and discretionary portfolio management to individuals—including high-net-worth and other clients—as well as non-profits, retirement plans, trusts, estates, and business entities. The firm employs a combination of stocks, mutual funds, ETFs, bonds, options, and master limited partnerships, supported by individualized investment plans and regular portfolio reviews by its three-advisor team.

Matthew D’agostino is a financial advisor with Your Private Client Group, Inc. He holds Series 65 and Series 63 licenses and has nine years of industry experience. Prior to joining Your Private Client Group in 2024, he worked at AssetMark and its affiliated entities from 2016 to 2024. Your Private Client Group, Inc. provides investment advisory services primarily to individuals and high-net-worth clients, focusing on portfolio management and third-party manager selection. The firm employs a long-term trading approach based on modern portfolio theory and various analytical methods, and directs client accounts to the AssetMark platform for trade execution.

Kenneth Butler is a CFP® professional with 22 years of industry experience. He is a principal at Butler Financial Services, Ltd., where he has worked since 2015 and is also self-employed in related activities. Outside of advising, he is involved in income tax preparation and holds California real estate broker and loan originator licenses. Butler Financial Services, Ltd. provides fee-based portfolio management and financial planning primarily for individual clients, as well as trusts, estates, and business entities. The firm emphasizes retirement planning and employs an asset-allocation driven investment approach grounded in modern portfolio theory, offering both standalone plans and ongoing management services.

Wayne Miller II is a financial advisor at RLB Financial with 10 years of industry experience. He holds a Series 65 designation and previously worked at Hofmeister Advisory Group LLC. Outside of finance, he is the owner and musician of two music-related businesses, Bleed The Sky LLC and Wayne Miller Music LLC. RLB Financial provides investment management and financial planning services primarily to individual and high-net-worth clients, utilizing discretionary portfolio management, written financial plans, and third-party money managers. The firm’s investment approach incorporates fundamental, technical, and cyclical analysis and offers model portfolios through program sponsors such as SEI and AssetMark.

Michael Mansfield is a CFP® professional with 16 years of industry experience, currently serving at The Lynd Group Advisors, LLC. He has held the role of sole proprietor since 2015 and has been with The Lynd Group since 2009. Outside of advisory work, he operates a financial services and insurance business and also provides legal document assistance. The Lynd Group Advisors, LLC provides fee-based advisory services focused on non-discretionary management of fee-based fixed indexed annuity contracts, financial planning, and referrals to third-party money managers. The firm integrates insurance management with external portfolio management, offers educational seminars, and utilizes a secure client portal for document access.

Marla Vickrey is a financial advisor with Hofer & Associates Wealth Management, holding Series 63 and Series 66 licenses and 19 years of industry experience. She has worked at Hofer & Associates since 2016. Outside of her advisory role, she is also a licensed insurance agent. Hofer & Associates Wealth Management serves individuals, high net worth clients, charitable organizations, and small businesses, managing approximately $216 million in client assets. The firm offers discretionary and non-discretionary portfolio management using a variety of investment strategies and model portfolios tailored to different risk tolerances.

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 four years of industry experience. She also provides pension and qualified plan advisory services through Inflection Retirement Services. Inflection Advisors offers investment management and comprehensive financial planning to individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a Modern Portfolio Theory asset-allocation approach, focusing on diversified, low-cost portfolios with a long-term, buy-and-hold strategy.

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 with Winters Financial Group, Inc. in Westlake Village, CA, holding Series 65 and Series 63 licenses and bringing 25 years of industry experience. His prior roles include positions at The Leaders Group, Inc., Mutual Securities, and Wealthcare Alliance, Inc. Winters also operates as an independent insurance agent, assisting clients with life, disability, and long-term care insurance needs. Winters Financial Group, Inc. provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-HNW clients. The firm primarily employs a non-discretionary approach, offering portfolio management, standalone financial planning, and retirement plan consulting, with an emphasis on mutual funds, ETFs, and individual equities.

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.

Jon Rehurek is a CFP® certificant with 14 years of experience in the financial services industry. He has been with Alliance Advisory & Securities, LLC since 2015. Alliance Advisory & Securities, LLC provides investment management and financial planning primarily to individual clients, including high-net-worth individuals, as well as trusts, pension plans, charitable organizations, and other pooled vehicles. The firm’s investment process uses diversified model allocations and modern portfolio theory, offering both discretionary and non-discretionary portfolio services across various model groups and individual-security strategies.

Michael Sanchez is a financial advisor at Integrity Financial Corporation with 37 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Lido Advisors, Banyan Tree Securities, and Morgan Stanley. Outside of his advisory role, he serves as a director and corporate secretary for the Father Bill Moore Foundation for the Arts, a nonprofit supporting artists and community arts programs. Integrity Financial Corporation serves individuals, families, family offices, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial planning, and consulting services. The firm employs a Modern Portfolio Theory framework using indexed and actively managed funds and offers access to private funds and alternative strategies for qualified clients.