Jeremy Fields is a CFP® professional with 13 years of experience in wealth management. He has worked at FMB Wealth Management since 2009 and is also associated with related entities such as FMB Retirement Services and FMB Insurance Services. FMB Wealth Management is a team-based SEC-registered RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy using passively managed index funds and ETFs, focusing on integrated wealth management including investment consulting, advanced planning, and retirement plan review.

Mario Valverde is a financial advisor at Manchester Financial Inc with seven years of industry experience. He holds a Series 66 designation and previously worked at Fidelity Brokerage Services LLC and Green Financial Services. Outside of advising, he is a licensed insurance agent specializing in life, health, and annuity products. Manchester Financial provides portfolio management, financial planning, and 1031 exchange consulting services to individuals, high-net-worth clients, retirement plans, corporations, and trusts. The firm employs individualized asset-allocation strategies, manages accounts primarily on a discretionary basis, and offers distinctive services such as an affiliated insurance agency and held-away retirement account management via the Pontera platform.

Melissa Sohn is a CFP® and CFA® with nine years of experience in financial advising. She is affiliated with Financial Coaching Partners LLC and previously worked at Siphron Capital Management for 28 years. Financial Coaching Partners primarily serves individual clients by providing financial planning, bookkeeping, and ongoing financial management, while referring investment implementation to third-party registered investment advisers. The firm follows a Modern Portfolio Theory-based, fee-only approach and does not directly manage client investment accounts.

Jacob Kester is a financial advisor with Cruden Bay Investment Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at One Wealth Partners and Cornerstone Advisors and attended school full-time from 2013 to 2017. Cruden Bay Investment Management serves individuals, high-net-worth clients, foundations, corporations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and periodic consulting. The firm employs a risk-adjusted performance approach using multiple methods of analysis and operates a wrap-fee program that includes management, transaction, and administrative costs.

Hoby Pearce is a CFP® professional with 25 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2009. He holds the Series 63 and Series 65 licenses. Pearce is also a general partner in an investment-related business established for accounting purposes. Alliance Advisory & Securities, LLC provides investment management and financial planning services primarily to individuals, including high-net-worth clients, as well as trusts, pension plans, and charitable organizations. The firm employs diversified model allocations and modern portfolio theory across various model groups and individual security strategies, with quarterly portfolio reviews and periodic rebalancing.

Bruce Lacey is a financial advisor with De Groote Financial Group, LLC in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Girard Securities, Inc. and United Capital Financial Advisers, Inc. from 2009 to 2022. De Groote Financial Group provides discretionary wealth and investment management, financial planning, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and employer plans. The firm manages approximately $750 million in discretionary assets across about 400 client relationships, utilizing ETFs, mutual funds, individual bonds and equities, and allocations to third-party managers and private placements.

Timothy Burt is a CFA® charterholder with four years of experience in the financial industry. He is currently with Peak Asset Management, LLC, where he has worked since 2023. He also has a long-term role with Cumsille Insurance Services dating back to 2006. Peak Asset Management is a multi-advisor SEC-registered firm managing approximately $1.01 billion for about 333 clients, including individuals, retirement plans, trusts, foundations, and corporate entities. The firm offers discretionary portfolio management and integrated financial planning, employing fundamental, technical, and qualitative analysis with a generally long-term investment approach.

David Harrington is a CFP®, ChFC®, and Series 66-registered financial advisor with 14 years of industry experience. He has worked at Hillcrest Financial Group since 2022 and previously held roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Hillcrest Financial Group provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and employee benefit plans. The firm manages diversified portfolios using a combination of mutual funds, ETFs, and individual securities informed by macroeconomic analysis and fundamental security selection.

David Howerton is a financial advisor at FMB Wealth Management in Westlake Village, CA, holding Series 63 and Series 65 credentials with two years of industry experience. He previously spent 11 years with FMB Wealth Management and FMB Retirement Services and currently serves as Chief Compliance Officer and Chief Operations Officer for the related RIA, FMB Retirement Services. FMB Wealth Management is a team-based SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm employs a long-term, diversified asset-allocation strategy focused on low-cost, tax-aware indexing with regular portfolio monitoring and integrated wealth management services.

Michael De Luz is an advisor at Williams & Novak Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various firms including Kovack Advisors, Lazari Capital Management, and UBS Financial Services. Outside of his advisory role, he manages RMD Consulting LLC, which provides compliance consulting to registered investment advisory and broker-dealer firms, and also oversees a tax advisory business under the name Strategic Wealth and Taxes. Williams & Novak Wealth Management is a team-based registered investment adviser serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $343 million through a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.

Alexander Whitney is a financial advisor at Integrity Financial Corporation with one year of industry experience. He holds a Series 65 credential and has previously worked at Canterbury Consulting Inc. and Manchester Financial. Whitney also has a five-year tenure at Pepperdine University. Integrity Financial Corporation serves individuals, families, business owners, corporate retirement plans, and charitable organizations with investment and wealth management, financial and legacy planning, and family-office consulting. The firm employs a Modern Portfolio Theory framework using indexed and actively managed funds, and it offers alternative strategies and discretionary sub-advisory roles for qualified clients.

Benjamin Simonds is a CFP® with 14 years of industry experience, currently serving at Alliance Advisory & Securities, LLC since 2011. He holds a Series 66 license and is based in Westlake Village, CA. 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, and charitable organizations. The firm’s investment approach utilizes diversified model portfolios based on modern portfolio theory, with strategies reviewed quarterly and tailored cash reserve targets for certain accounts.

Aydin Pro is a financial advisor at Alliance Advisory & Securities, LLC with a Series 65 credential and two years of industry experience. Prior to joining Alliance Advisory & Securities, Aydin worked in various roles including positions at The Masters Academy International, The Masters University, and Grace Community Church. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio services, alongside financial planning and held-away account management.

Joseph Migdol is a financial advisor at Total Wealth Services, LLC with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Citibank and JP Morgan Securities LLC in various roles. Total Wealth Services, LLC provides financial planning, consulting, and discretionary wealth and portfolio management to individual investors, trusts, estates, and charitable organizations. The firm employs a manager- and style-agnostic investment approach, using diversified asset mixes tailored to client circumstances and generally manages portfolios on a discretionary basis.

Ravi Davis is a CFP® with 12 years of industry experience, currently serving at Hippocratic Financial Advisors. He previously worked at Advanced Practice Advisors for three years and has been involved with Hippocratic Insurance Services since 2014. Outside of financial advising, Davis owns a computer and information technology consulting firm. Hippocratic Financial Advisors serves individual and high-net-worth clients by providing wealth management, portfolio management, and financial planning services. The firm follows a long-term, goals-based investment approach with strategic asset allocation primarily through mutual funds and ETFs, tailored to client risk tolerance and other factors.

Scott Whitney is a financial advisor at Manchester Financial Inc in Scottsdale, AZ, holding Series 63 and Series 65 licenses with 23 years of industry experience. He has worked at Manchester Financial since 2017 and previously spent 17 years at Harold Davidson & Associates, Inc. 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 employs individualized asset allocation models and discretionary management across various investment types, continuously monitoring accounts and utilizing the Pontera platform to manage participant-level retirement accounts without taking custody.

Franklin Whitehouse is a financial advisor at Manchester Financial Inc with eight years of industry experience. He holds Series 63, Series 65, and Series 66 designations. Prior to joining Manchester Financial in 2020, he worked at Gladstone Wealth Group and One Capital Management, LLC. Manchester Financial provides portfolio management, financial planning, and 1031 exchange consulting to a diverse client base including individuals, high-net-worth clients, retirement plans, and organizations. The firm manages accounts on a discretionary basis using model allocations and combines long-term diversification with occasional short-term trading.

Jack Green is a CFP® with 25 years of industry experience, currently serving as CEO of Anacapa Financial, LLC. He has held positions at Purshe Kaplan Sterling Investments and LPL Financial, and also works as a real estate sales agent with Pacific West Real Estate Co. In addition to his advisory role, Jack is involved in real estate sales and will serve as successor trustee for his parents' trust. Anacapa Financial, LLC advises individuals, qualified plans, business entities, trusts, and estates through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm combines investment advisory services with tax preparation, bookkeeping, and estate-planning solutions, tailoring investment strategies to client objectives using a variety of approaches and custodial platforms.

Vance Lavizzo is a CFP® and holds a Series 66 license, with seven years of industry experience. He has worked at Alliance Advisory & Securities, LLC since 2021 and previously at its predecessor firm, as well as nearly a decade at LAC Group. 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, and charitable organizations. The firm employs diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio services alongside standalone financial plans and held-away account management.

Jacob Denzler is a financial advisor at Williams & Novak Wealth Management, LLC, holding a Series 65 designation. He has one year of experience in the industry and previously worked in the transportation and concrete cutting sectors. Williams & Novak Wealth Management is a team-based registered investment adviser managing approximately $343 million for around 275 clients, including individuals, corporations, pension plans, and charitable organizations. The firm uses a combination of proprietary model portfolios, sub-advisor solutions, and direct-indexing strategies with a focus on customization and tax-loss harvesting.