Yevgeniy Oktyabrskiy is a financial advisor at Goodstein Wealth Management LLC with two years of industry experience. He holds the Series 65 designation and concurrently works as a Business Development Manager for Exponent, a science consulting firm. Prior to his current roles, he held positions at The Mosaic Company and Synology. Goodstein Wealth Management is a fee-only advisory firm managing approximately $114 million in discretionary assets for individuals and businesses, including high-net-worth clients. The firm emphasizes client-specific investment policies and risk tolerances, relying mainly on fundamental analysis for portfolio management and offers both discretionary asset management and standalone financial planning services.

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.

Yi Zeng is a CFA® charterholder with 8 years of industry experience. He is the sole advisor at Investamily, LLC and has served as Chief Financial Officer at New Dream Services Inc. since 2013. Outside of advisory work, he is an independent insurance agent for health insurance through Covered California and holds a real estate broker license in Illinois, managing his own property. Investamily, LLC provides ongoing portfolio management and financial planning primarily for individual and high-net-worth clients, as well as some corporate entities. The firm uses a range of investment vehicles and employs a mix of fundamental, quantitative, technical, and modern portfolio theory approaches, offering discretionary and non-discretionary management tailored to client risk profiles.

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 Series 65 and Series 66 designations and two years of industry experience. He is also managing member of Goldberg & Company, a full-service tax accounting firm. Additionally, he holds management and investor roles in several freelance labor service companies and real estate investment partnerships. Bruin Wealth Advisors provides portfolio management, financial planning, and pension consulting services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, trusts, foundations, and pension plans. The firm employs a range of analytical investment methods and offers both discretionary and non-discretionary management, with approximately $37 million in assets under management across 28 clients.

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.

Peter Garelick is a CERTIFIED FINANCIAL PLANNER™ professional with 15 years of experience in the financial industry. He has worked at Global Financial Advisory Services, Inc. since 2015 and previously spent time at Western International Securities, Inc. and Financial West Group. Global Financial Advisory Services, Inc. offers investment advisory and retirement-plan consulting to individuals, trusts, pension plans, charitable organizations, and businesses. The firm focuses on long-term asset allocation using ETFs, institutional mutual funds, and third-party managers, providing both discretionary and non-discretionary portfolio management.

Terri Mcgray is a CFP® certificant with 37 years of experience in the financial industry. She is the principal advisor at Longevity Capital Management, where she has worked since 2018. Her prior experience includes roles at LPL Financial and Wells Fargo Advisors. Outside of advising, Mcgray is an author of the Retire Right series of books and an independent insurance producer. Longevity Capital Management provides fee-based investment management, financial planning, and retirement plan consulting to private individuals, trusts, estates, and plan sponsors. The firm employs a tactical allocation strategy and offers both standalone planning and combined advisory services, serving a relatively small client base through a compact advisory team.

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.

David Garelick is a CFP® with 29 years of experience in the financial advisory industry. He is a founding advisor at Global Financial Advisory Services, Inc., where he has worked since 1997. In addition to his advisory role, Garelick is president of Global Business Management, a family office providing business management services to high-net-worth individuals, and president of Global Tax and Accounting, offering tax preparation and bookkeeping services. He also serves as a board member and treasurer of The Canet Foundation, a private foundation. Global Financial Advisory Services, Inc. provides investment advisory and retirement-plan consulting to individuals, trusts and estates, pension and profit-sharing plans, charitable organizations, and businesses. The firm emphasizes long-term asset allocation strategies using ETFs, institutional mutual funds, and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Preston Kiledjian is a financial advisor at OwlSense Wealth & Legacy Advisors LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Ohnstead, Kiledjian, and Kush, as well as operating as self-employed prior to joining his current firm. Outside of advisory work, he is a Field Sales Representative at Lawson Products, Inc., a company specializing in the sales and distribution of industrial maintenance and repair supplies. OwlSense Wealth & Legacy Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and business entities by providing non-discretionary portfolio management, pension consulting, financial planning, and selection of third-party advisers. The firm uses a combination of fundamental, quantitative, technical, charting, and modern portfolio theory analyses and manages assets primarily through mutual funds, ETFs, fixed income, REITs, private placements, and insurance products.

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, holding Series 63 and Series 65 licenses. He has 27 years of industry experience and has been with Pacific Financial Strategies since 2010. Garcia also serves as CEO of a related business that sells various insurance products including health, disability, long-term care, and life insurance, as well as fixed annuities. 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 selected stocks, and offers a broad range of planning services including corporate-structure work and life coaching.

Paul Cohen is a financial advisor at Marest Capital, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including ChangePath, LLC and Partnervest Advisory Services, LLC. Outside of his financial advisory work, Cohen is president of TWC Sports Management, a company representing professional athletes. Marest Capital, LLC serves individual and high-net-worth clients by providing discretionary portfolio management and referrals to third-party money managers. The firm combines asset allocation with fundamental and sector analysis and manages approximately $240 million for 67 clients.

Michael Garner is a CFP® with 20 years of industry experience, currently serving as an advisor at MFA Wealth Services in Thousand Oaks, CA. He has worked at MFA Wealth Services since 2014 and maintains a concurrent legal career as an attorney at Cornerstone Law Center. Garner is also licensed as a real estate broker and involved in real estate sales and property management. MFA Wealth Services is a registered investment adviser serving individual and high-net-worth clients, trusts, business owners, and corporations. The firm manages approximately $293 million in client assets through a three-advisor team, providing personalized financial planning, portfolio management, and third-party money manager selection. Its investment approach emphasizes strategic asset allocation using a variety of securities and incorporates both fundamental and technical analysis.

Justin Krane is a CFP®-certified financial advisor with 28 years of industry experience. He is a principal at Krane Financial Solutions, where he has worked since 2010, and previously operated Kranestorming, LLC from 2015 to 2023. Krane Financial Solutions provides investment management, financial and retirement planning, qualified retirement plan advisory, and business consulting/CFO services to individuals, retirement plans, trusts, and business clients. The firm combines tactical allocation with fundamental and technical analysis and offers a Financial Life Experience™ program, business consulting, and public speaking engagements alongside its portfolio management and planning services.

Lauren Trumbull is a financial advisor at Krane Financial Solutions and holds the Series 65 designation. She has two years of industry experience and has worked in various roles across multiple sectors, including prior positions at Howa, Curtis DMD, and Red Bull North America. Krane Financial Solutions provides investment management, financial and retirement planning, and consulting services to individuals, qualified retirement plans, trusts, estates, and business clients. The firm employs a tactical allocation strategy using both fundamental and technical analysis to create customized portfolios and offers education-focused features such as plan participant seminars and client newsletters.

Kon Son is a financial advisor with TEAM Elevated Asset Management holding a Series 66 credential and 19 years of industry experience. He has worked at GNH Global Management, Inc. and GNH Asset Management, Inc. since 2015 and 2016, respectively. TEAM Elevated Asset Management is a small advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm offers discretionary portfolio management through its proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.

Ian Goldey is a financial advisor at GoTo Financial with 29 years of industry experience. He holds Series 63 and Series 65 licenses and was previously principal at Goldey Capital LLC from 2011 to 2017. Outside of advising, he is the CEO and co-founder of Asset Planet, a FINTECH SaaS software company, where he assists in software function design. GoTo Financial serves individual and high-net-worth clients, trusts, estates, and charitable organizations with portfolio asset management, financial planning, and consulting. The firm emphasizes continuous supervision and combines fundamental, technical, and macroeconomic analysis to create diversified portfolios tailored to client goals.

Stephen Callahan is a financial advisor with Callahan & Callahan Asset Management, Inc. in Woodland Hills, CA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Callahan & Callahan Asset Management since 2002. Callahan & Callahan Asset Management provides non-discretionary portfolio management and advisory services to individuals, trusts, estates, corporations, small business owners, and institutional clients. The firm uses a client profile process to tailor diversified portfolios and combines charting, fundamental and technical analysis with an asset-allocation focus.