Sheila Moore is a financial advisor at IP Financial Advisory Services LLC with four years of industry experience. She holds Series 63 and Series 66 designations and has professional involvement with Innovation Partners LLC, as well as academic roles at Woodbury University and Pepperdine University. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, providing personalized portfolios and specialized advisory services including actuarial analysis, benefits consulting, and investment banking support.

Logan Garretson is a financial advisor at IP Financial Advisory Services LLC with one year of industry experience. He holds a Series 65 designation and has been with the firm since 2024. IP Financial Advisory Services primarily serves individual retail clients, focusing on portfolio management, financial planning, and consulting. The firm offers customized investment solutions and retirement-plan consulting, with an emphasis on non-high-net-worth individuals.

Jason Dow is a financial advisor with Verus Capital Partners, LLC in Ventura, CA, holding Series 63 and Series 65 licenses and 29 years of industry experience. He worked at Securities America Advisors Inc and Securities America Inc from 2014 to 2021 before joining Verus Capital Partners in 2021. Verus Capital Partners is a fee-based investment advisory firm serving individuals, trusts, pension plans, and estates. The firm uses a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax situations.

Gordon Faerber is a financial advisor with Gradient Advisors, LLC, holding a Series 65 credential and eight years of industry experience. He has been with Gradient Advisors since 2018 and owns Black Stallion Insurance, providing insurance services since 2007. He also operates under the name Smart Asset Plan, offering retirement and financial planning services. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm works primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model that incorporates fundamental, technical, and cyclical analysis.

Richard Levin is a financial advisor with Mutual Advisors, LLC located in Camarillo, CA. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Levin previously worked at Mutual Securities, Inc. and Morgan Stanley. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plan participants, and institutional clients. The firm manages portfolios using a combination of active and passive strategies with an emphasis on diversification and alignment with client objectives, and it is notable for its extensive institutional work, managing approximately $9.45 billion across 154 advisors.

Logan Sanders is a CFP® professional with five years of industry experience, currently serving at Forum Financial Management, LP since 2019. Prior to joining Forum, he worked at Lamia Financial Group, Inc. and has experience with the YMCA of Thousand Oaks. Forum Financial Management, LP provides investment advisory services to individuals, retirement plan sponsors, charitable organizations, and institutional clients, offering portfolio management, financial planning, and retirement-plan advisory. The firm’s approach centers on model asset-allocation portfolios based on Modern Portfolio Theory, utilizing institutional funds, ETFs, and individualized bond strategies, and it also supports independent advisors through its Forum Advisor Alliance platform.

Juan Ros is a CFP® professional with 14 years of industry experience, currently serving at Forum Financial Management, LP. He has held roles at Forum Financial Management since 2018 and is the owner and founder of Financially Zen, LLC, where he develops financial education content and consults on charitable giving strategies. Additionally, Ros is involved in philanthropic education and professional organizations, including teaching financial planning at CSU Long Beach Research Foundation and serving on the board of the National Association of Estate Planners and Councils. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also acts as a sub-advisor and turnkey asset management platform for independent RIAs, utilizing model portfolios managed primarily with DFA mutual funds and ETFs in accordance with Modern Portfolio Theory.

Phillip Olney is a financial advisor at Regal Investment Advisors LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Regulus Financial Group, Questar Asset Management, and National Planning Corporation. Outside of his advisory role, he is also an insurance agent specializing in fixed life insurance products through American Senior Benefits. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and their clients, offering a range of proprietary and third-party model portfolios across various asset classes. The firm serves individual, charitable, and corporate clients through its network of financial advisers.

Jeffrey Harley is a financial advisor at Fiduciary Financial Advisors with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including Pierpont Financial Advisors LLC and The Trade Desk, Inc. Outside of advising, he provides consulting services focused on technology, operations, and finance, and he is involved in producing educational content distributed on multiple learning platforms. Fiduciary Financial Advisors offers discretionary investment management, financial planning, and trust services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm employs a combination of strategic asset allocation and tactical adjustments across various asset classes and also provides individual professional trustee services and access to private alternative funds.

Scott Holder is a financial advisor with Verus Capital Partners, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Reward Path Recovery LLC and Sprouts Market. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm employs a combination of fundamental and technical analysis to create customized portfolios with tactical adjustments and selective hedging, tailoring strategies to clients’ time horizons, risk tolerance, and tax considerations.

Asher Witham is a CFP® professional with experience at Forum Financial Management, LP since 2023 and prior roles including positions at Aeg, Calix, and Becker Surf & Sport. His background also includes four years at Pepperdine University and work at Thousand Oaks High School. Forum Financial Management, LP provides fee-based wealth management, financial planning, qualified plan services, and educational workshops to individual and institutional clients. The firm also serves as a sub-advisor and turnkey asset management platform for other independent RIAs, managing portfolios primarily with DFA institutional mutual funds and ETFs based on a Modern Portfolio Theory approach.

Thomas Walker is a financial advisor at Earned Wealth Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Empower Advisory Group, LLC, Personal Capital Advisors Corporation, and Fisher Investments. Earned Wealth Advisors serves individuals, high-net-worth clients, trusts, and employer-sponsored retirement plans, with a focus on doctors, dentists, and their practices. The firm employs a diversified, buy-and-hold investment approach supported by third-party consultants and an internal committee, offering financial planning, discretionary wealth management, and retirement-plan advisory services.

Jedediah Huss is a financial advisor with Maia Wealth, holding a Series 65 designation and beginning his advisory career in 2026. He has prior experience at Simplicity Wealth and is involved in dental business operations through Restored Smiles and Moorpark Dental Group and Orthodontics. Maia Wealth provides discretionary and non-discretionary investment management and supervisory services to individuals, trusts, estates, and businesses, utilizing a blend of fundamental, technical, and cyclical analysis with a long-term strategy complemented by tactical trading and quarterly portfolio reviews. The firm integrates technology and third-party platforms, including robo-advisor services and specialized estate and tax coordination.

Eric Smith is a CFP® professional with 27 years of industry experience. He is currently with Cornerstone Wealth Management, LLC, where he has worked since 2018, and has prior experience at LPL Financial and Lifetime Planning, Inc. He is also a practicing attorney who provides estate planning services through his own legal practice. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a comprehensive investment approach combining fundamental, quantitative, and qualitative analysis, offering tailored account supervision and a variety of advisory programs through the LPL platform.

Thomas McCann is a CFP®-designated financial advisor with 14 years of industry experience. He has worked at Dynamic since 2018 and previously was with Steel Peak Wealth Management from 2015 to 2018. McCann is co-owner of Aculis Inc., a venture focused on using artificial intelligence to help advisors and support staff reduce administrative tasks. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, and other advisers. The firm emphasizes a long-term, client-specific investment approach and offers portfolio management, financial planning, retirement services, and practice support for other financial advisors.

Carolyn Bishop is a CFP® professional with 39 years of industry experience, currently serving at Creativeone Wealth, LLC. She has held roles at ChangePath, LLC, Sorrento Pacific Financial, LLC, and Partnervest Advisory Services LLC over her career. Outside of her advisory work, she acts as a successor trustee for a family trust. Creativeone Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to individuals, corporations, charitable organizations, and other RIAs. The firm utilizes a combination of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Jason Griffith is a financial advisor with Simplicity Wealth holding a Series 66 credential and 19 years of industry experience. He has worked at Hoffman & Associates Financial and Estate Advisors, Inc. in various roles over 12 years and was also affiliated with LifePro Asset Management, LLC and Girard Securities, Inc. Griffith is a registered insurance agent involved in insurance planning and sales alongside his advisory work. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios alongside technology and operational support for other advisers through a managed account platform.

Jill Henderson is a financial advisor with Financial Gravity Family Office Services, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at several firms, including Kingswood Capital Partners, LLC, Forta Financial Group, Inc., and Financial West Group. In addition to advisory services, she is licensed to sell life and accident insurance products, dedicating a small portion of her time to these activities. Financial Gravity Family Office Services, LLC provides tailored financial planning, investment management, pension consulting, and educational seminars to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs fundamental, technical, and cyclical analysis to construct portfolios and frequently utilizes third-party sub-advisors and model portfolios while maintaining client oversight.

Alecsander Zari is a CFP® and holds a Series 65 license with eight years of industry experience. He is currently with Dynamic and previously worked at Steel Peak Wealth Management, Uber, and Wokcanos. His outside activities include offering insurance products through his business in California. Dynamic serves a wide range of clients, including individuals, trusts, estates, and businesses, providing portfolio management, financial planning, and retirement plan services. The firm emphasizes a client-specific investment approach and offers extensive support to other advisers through technology, compliance, and research resources.

George Tyo Jr. is a Series 65-licensed financial advisor with four years of industry experience. He is currently affiliated with Gradient Advisors, LLC and has prior experience at Strategic Path Financial Group, KKG, Inc., and Seaview Properties. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm operates primarily through third-party money managers and Investment Advisor Representatives, focusing on a largely non-discretionary model and employing multiple analytical approaches in portfolio management.