Anna Christina Brockschmidt is a financial advisor at Pacific Financial Strategies, Inc. in Thousand Oaks, CA, with 10 years of industry experience. She holds a Series 65 designation and has been with Pacific Financial Strategies since 2012. Outside of her advisory role, she serves as a recreation leader at the Agoura Hills Recreation Center. Pacific Financial Strategies serves individual investors and employer-sponsored retirement plans by offering asset management, financial planning, and 401(k)/pension consulting. The firm constructs portfolios using a range of securities with ongoing supervision and employs a multi-faceted investment analysis approach tailored to client objectives.

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Beverly Hills Wealth Management. Jones has been with Victus Capital Wealth since 2014. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with various investment strategies and regularly monitors and rebalances client portfolios under a fiduciary standard.

Michael Puryear is a financial advisor at Westwood Wealth Management in Los Angeles, CA, holding a Series 66 designation with 20 years of industry experience. He has been with Westwood Wealth Management since 2017 and previously worked at GSG Capital Advisors from 2014 to 2017. Westwood Wealth Management provides discretionary portfolio management to individuals, pension and profit-sharing plans, business entities, and pooled investment vehicles. The firm customizes strategies based on client objectives and risk tolerance, using fundamental and technical analysis across various instruments, and manages roughly $339 million in discretionary assets with a small advisory team.

Robert Eddy is a financial advisor at Eddy Financial, LLC in Santa Monica, CA, holding the ChFC® and Series 63 designations with 47 years of industry experience. His prior work includes roles at Lincoln Investment and Capital Analysts, Incorporated. Eddy Financial serves individual investors, including high-net-worth clients, trusts, small businesses, and employer retirement plans, providing discretionary asset management, financial planning, and retirement plan consulting. The firm offers tailored portfolio construction using a range of investment vehicles and incorporates third-party money managers and institutional funds as part of its investment approach.

Adam Anschultz is a financial advisor with Kanan Advisors, holding a Series 65 designation and eight years of industry experience. He previously worked at Integrity Financial Corporation for six years and operates Anschultz Consulting LLC on the side. Kanan Advisors is a fee-only registered investment adviser that manages about $51 million for 56 clients, focusing on investment management, financial planning, and retirement plan consulting primarily for employer plan sponsors and business entities. The firm employs a mix of fundamental, technical, and modern portfolio theory strategies and often serves as an ERISA investment manager for retirement plans.

Robert Terrell is a financial advisor at R.H. Dinel Investment Counsel, Inc. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Karlin Asset Management from 2008 to 2025. R.H. Dinel Investment Counsel, Inc. provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm emphasizes in-depth research on individual stocks, prefers long holding periods with growth companies, and tailors portfolios to client needs, managing approximately $169 million in assets with a small, concentrated client roster.

Eric Krattiger is a financial advisor at Premier Wealth Advisors, Inc. with six years of industry experience and holds Series 63 and Series 65 licenses. His prior work includes roles at Regal Investment Advisors, Xtreme Financial Concepts, and Amerus. Outside of advising, he is a licensed insurance agent selling life, property and casualty insurance, and annuities, and also works as a real estate sales agent and estate planning sales agent. Premier Wealth Advisors, Inc. provides investment advisory services primarily through a Manager of Managers Program for individuals, institutional clients, trusts, and other entities. The firm focuses on portfolio construction, manager selection, and ongoing monitoring using third-party ratings and performance reports, while clients or selected managers retain final trading authority.

Andrew Hass is a financial advisor at RF&L Wealth Management, LLC with 10 years of industry experience. He has been with RF&L Wealth Management since 2015 and holds a Series 65 credential. Outside of his advisory role, he is a partner in BREAKING EIGHTY, LLC, an investment-related business formed in 2010. RF&L Wealth Management provides investment advisory services to individuals, qualified retirement plans, trusts, charitable organizations, and small businesses. The firm’s approach emphasizes diversified, passively managed or evidence-based mutual funds and ETFs, utilizing quantitative tools and third-party solutions to support portfolio management and financial planning.

Marsha Roubidoux is a CFP® professional with over 42 years of experience in the financial services industry. She is currently with Zephyr Wealth Management and has previously held positions at FSC Securities Corporation and OSAIC. Zephyr Wealth Management serves individual and high-net-worth clients, providing portfolio management, financial planning, and retirement plan consulting. The firm uses a Business Cycle Asset Management strategy that combines fundamental, cyclical, and technical analysis to adjust asset allocations in response to economic changes.

Ariana Mc Donald is a financial advisor with Pacific Financial Strategies, Inc. She holds a Series 65 designation and has seven years of industry experience. Prior to her current role, she worked at C 3 Financial Strategies and Cendecon. In addition to financial advising, she works part-time as a billing administrator at a chiropractic office and as an independent health and insurance agent. 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 select equities, with regular portfolio reviews and rebalancing.

Leslie Mallman is a CFP® with 10 years of industry experience, currently serving as an advisor at Five Oceans Advisors. Prior to joining Five Oceans Advisors, Leslie operated Leslie Mallman Money Coaching, where she taught classes focused on helping individuals manage their emotions around money. Her experience includes roles at Montcalm TCR, Grove Advisors LLC, and Skyline Financial Advisors, LLC. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, with particular attention to taxable investors and those with complex estate and tax planning needs. The firm employs evidence-based investment strategies and provides integrated wealth advisory services, emphasizing tax efficiency and coordinated oversight across various client needs.

Deanna Adams is a CFA® charterholder with four years of industry experience, currently serving as an advisor at QCA Capital Management Inc in Los Angeles, CA. She has worked at Quincy Cass Associates, Incorporated and Ballina Capital, LLC, and outside of her advisory role, she is CFO and Managing Director of 3838 Holdings, Inc., a consulting company focused on advising on strategic growth opportunities. QCA Capital Management provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, charitable organizations, and corporations. The firm employs actively managed, personalized investment strategies with a long-term horizon, offering a range of approaches including Growth, Income Generation, and a focused equity strategy for accredited investors.

Allison Flume is a financial advisor at Angeles Family Office with seven years of industry experience. She holds Series 65 and Series 66 licenses. Her prior experience includes nine years at CH Investment Partners and five years as a self-employed advisor. Angeles Family Office serves a small, high-balance client base, providing financial planning, consulting, and investment management alongside family office services such as bill paying and tax planning. The firm manages diversified portfolios tailored to client objectives and operates through an affiliate structure that offers shared model portfolios and private fund opportunities.

Shihui Nelson is a CFP® professional with one year of experience in financial advising at Youya Wealth. Prior to joining Youya Wealth, Nelson held roles at Taurus Financial, Tseng & Associates, Corning Inc., John G. Ullman & Associates, Inc., and Pearce & Gordon LLP. Nelson is also employed at Youya Law. Youya Wealth LLC provides discretionary investment management and project-based financial planning to individuals, charitable organizations, and businesses. The firm employs an asset-allocation approach informed by Modern Portfolio Theory, combining passive and active investment vehicles and offering access to separately managed accounts and legal services through its affiliation with Youya Law.

Jason Oclaray is a financial advisor at Angeles Family Office with 10 years of industry experience. He holds Series 65 and Series 66 licenses. His prior work includes roles at XO Capital LLC, Algonic Partners LLC, and Wells Fargo Investments, LLC. Angeles Family Office serves a small, high-balance client base including individuals, trusts, estates, philanthropic organizations, corporations, and retirement plans. The firm combines traditional wealth management with family office services and employs a diversified investment approach that includes mutual funds, ETFs, individual and privately placed securities, alternatives, and the use of affiliated model portfolios.

Elean Mendoza is a financial advisor at Paragon Financial Partners with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Paragon since 2014. Paragon Financial Partners serves individuals, high-net-worth clients, estates, trusts, and corporations by providing wealth management, financial planning, portfolio management, and trustee services. The firm employs a primarily long-term investment approach grounded in fundamental analysis and is notable for its use of borrowing and derivatives in separately managed accounts.

Jake Davidson is a financial advisor at Davidson Kahn Capital Management, LLC with nine years of industry experience. He holds a Series 65 designation and has worked at Davidson Kahn Capital Management since 2017, as well as at J. R. Davidson and Co since 2006. Outside of advising, he is President of J. R. Davidson and Co, which provides management and administrative services to his investment advisory firm, and is involved in medical facility management through SC Partners Holdings, LLC. Davidson Kahn Capital Management, LLC offers discretionary portfolio management to individuals, including high-net-worth clients, as well as corporate and foundation clients. The firm combines fundamental and quantitative analysis with a long-term approach, managing client assets in-house and implementing customized Investment Policy Statements for each client.

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.

Julia Fahlen is a CFP® and Series 66 licensed advisor at Silicon Beach Wealth, LLC with two years of industry experience. She previously worked at SES Inc. and Seia LLC before joining Silicon Beach Wealth in 2025. Prior to her financial advisory career, she spent over a decade as a homemaker. Silicon Beach Wealth, LLC provides discretionary portfolio management, financial planning, and pension consulting primarily for individual and high-net-worth clients. The firm employs a multi-method investment approach, including fundamental and quantitative analysis, and utilizes strategies such as concentrated equity growth, options trading, and margin transactions, distinguishing itself with active use of leverage in client accounts.