Kellen Doop is a financial advisor at Maxwell Financial Group, Inc with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Maxwell Financial Group since 2017. Prior to that, he was affiliated with MML Investors Services Inc and Mass Mutual Life Insurance Company. Maxwell Financial Group serves individual clients, including high-net-worth individuals, as well as company and pension plan clients by providing investment supervisory services, financial planning, and third-party portfolio reviews. The firm employs a predominantly non-discretionary investment approach and offers retirement-focused educational seminars at no cost.

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.

David Matthew is a financial advisor at Bruin Wealth Advisors LLC with a Series 65 designation. He has experience working at firms including Goldberg & Company, SingerLewak, KPMG, and PwC. Outside of his advisory role, he is the manager and majority owner of 4250 Properties, Inc., a tax consulting company. Bruin Wealth Advisors serves individuals, high-net-worth clients, and institutional entities, offering portfolio management, pension consulting, financial planning, and access to third-party advisory strategies. The firm uses a variety of investment methods and provides both discretionary and non-discretionary management, including referrals to third-party managers and private funds.

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.

Nitin Thakkar is a financial advisor at R Tech Advisors, Inc. with 17 years of industry experience. He holds a Series 65 designation and has been with R Tech Advisors since 2008. R Tech Advisors provides comprehensive financial planning, investment portfolio management, and consulting services to individuals, privately held businesses, and pension and profit-sharing plans. The firm delivers customized, non-discretionary advice and offers fiduciary services, estate planning, and business consulting, with a focus on client education and periodic account monitoring.

Neeka Miremadi is a financial advisor at Attainable Wealth with a Series 65 credential and one year of industry experience. Prior to joining Attainable Wealth, she worked at Urban Wealth Management and contributed to the CSUN VITA Clinic. Attainable Wealth offers investment advisory and financial planning services to individuals, high-net-worth clients, and some businesses. The firm employs a core passive investment approach utilizing index mutual funds and ETFs with factor tilts and partners with third-party money managers to implement client portfolios.

Jeffrey Richter is a financial advisor at Ares Financial Consulting LLC with 20 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ares since 2016, with prior experience at Pacific Coast Fiduciary, LLC. He is also licensed as an insurance broker, providing life, disability, long-term care, and health insurance to clients. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and discretionary portfolio management using a long-term, diversified investment approach based on Modern Portfolio Theory.

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.

Michael Lambrakis is a CFP® with 15 years of industry experience. He is currently with Ares Financial Consulting LLC and previously worked at Mariner Platform Solutions and AdvicePeriod, LLC. Ares Financial Consulting serves individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations, providing comprehensive financial planning and discretionary portfolio management. The firm employs a long-term, diversified investment approach using mutual funds, ETFs, and customized investment policy statements, and offers educational seminars, workshops, and integrated business-focused services.

Christopher Hoshyarsar is a financial advisor at Kennedy Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and also serves as an insurance agent through Kennedy Financial & Insurance Services, Inc., where he dedicates approximately half of his time. His prior work includes roles at Weslend Wholesale, Mega Capital Funding, and Chime Charter School. Kennedy Wealth Management provides personalized financial planning and consulting primarily to individual clients, acting as a referral intermediary to registered third-party money managers. The firm offers services such as cash-flow and tax planning, insurance and estate reviews, and educational seminars, while typically not charging direct asset-based fees or managing client portfolios in-house.

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.