Sara Blandford is a financial advisor at Brave New Wealth with seven years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Dimensional Fund Advisors and Wealth.com. Brave New Wealth provides investment management and financial planning services to individual clients, trusts, estates, charitable organizations, and business entities. The firm employs a core/satellite investment approach with both fundamental and quantitative analysis, using a range of derivatives-based tools and structured strategies to address tax, liquidity, and concentration risks.

Nicholas Willenbring is a financial advisor at MD Wealth Partners, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. He has been with MD Wealth Partners since 2019. MD Wealth Partners serves individual and high-net-worth clients, as well as some business clients, providing investment management through third-party managers, financial planning, and consulting services. The firm emphasizes value, safety, quality, and risk control, using the AssetMark platform to tailor portfolio management to client objectives and risk tolerance.

Hannah Boundy is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. She has worked at Sherwood Financial Partners, LLC since 2019 and previously at Cedarstone Advisors, Inc. from 2015 to 2019. Sherwood Financial Partners serves individual and high-net-worth clients as well as charitable organizations, offering discretionary portfolio management, financial planning, multi-generation family office services, and basic federal and state tax preparation. The firm uses a value-based indexing approach combined with active fixed-income management and emphasizes long-term trading with ongoing portfolio monitoring under discretionary authority.

Mark Kennedy is a financial advisor with Kennedy Wealth Management, LLC in Calabasas, CA, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has been with Kennedy Wealth Management since 2008 and has operated Kennedy Financial & Insurance Services, Inc. since 1993, where he serves as president and insurance agent. Kennedy spends a significant portion of his professional time managing his insurance services business. 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 develops customized recommendations documented in Investment Policy Statements and focuses on cash-flow, tax, insurance, and estate planning without directly managing client assets.

Allen Minassian is a financial advisor with Private Wealth Solutions, LLC, holding a Series 63 designation and over 31 years of industry experience. He has been with Private Wealth Solutions since 2017 and Kovack Securities, Inc. since 2008. Outside of advisory work, Minassian performs bookkeeping and trust settlement duties in a limited capacity and is involved in fixed annuity and term insurance sales. Private Wealth Solutions serves individuals, high-net-worth clients, trusts, estates, retirement plans, and businesses with asset management, financial planning, and retirement plan consulting. The firm employs a primarily non-discretionary approach to portfolio management, utilizing a range of investment vehicles and combining fundamental and technical analysis with modern portfolio theory and strategic asset allocation.

Theodore Fischer is a CFP® with 22 years of industry experience and has been with Fischer Investment Strategies, LLC since 2011. He works at a firm based in Westlake Village, CA, that includes four advisors and holds a Series 63 designation. Fischer Investment Strategies provides discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm manages approximately $251.9 million in assets on a discretionary basis and follows a long-term, globally diversified investment approach based on Modern Portfolio Theory, typically emphasizing low-turnover, passively managed funds and investment-grade fixed income.

Eric Puckett is a CFP® with six years of industry experience, currently affiliated with Private Wealth Solutions, LLC in Calabasas, CA. His prior work includes roles at Kovack Securities, Inc., New York Life, and multiple church organizations. Private Wealth Solutions advises individuals, trusts, pension and profit-sharing plans, and corporate clients through asset management, financial planning, and retirement consulting. The firm offers tailored portfolio management with a focus on non-discretionary oversight and utilizes Schwab’s institutional platform while acknowledging ERISA fiduciary responsibilities for retirement plan clients.

Adam Scott is a CFP® and holds a Series 66 license with 16 years of experience in financial advising. He has worked at WellAcre Wealth Management LLC since 2020, following a decade at Westside Investment Management, LLC and concurrent experience with LPL Financial LLC from 2009 to 2020. WellAcre Global Wealth Advisors serves individual clients, trusts, retirement plans, and businesses, managing approximately $101 million across about 82 accounts. The firm offers a broad range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing multiple analysis techniques and investment strategies tailored to client objectives.

Amy Marshall is a financial advisor at S&F Investment Advisors with four years of industry experience and holds a Series 65 designation. She has been with S&F Investment Advisors since 1988. Outside of her advisory role, she operates a bookkeeping service unrelated to investments. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis, event-driven strategies involving listed options, and offers performance-based fees for certain accounts.

Jeffrey Harwood is a CFP® and CFA® with 21 years of experience, currently serving as an advisor at Ventura Advisors since 2004. He is also a licensed real estate broker in California. Ventura Advisors is a fee-only firm providing personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm focuses on strategic asset allocation using passively managed index funds and ETFs, emphasizing diversification, tax efficiency, and cost containment.

Alex Garcia is the sole advisor at Agg Asset Management, LLC in Westlake Village, CA, holding Series 63 and Series 65 licenses with 16 years of industry experience. He previously worked at Luminous 8 Wealth Management, LLC from 2015 to 2017. In addition to his advisory role, he is involved with OneBlueWindow, LLC, which provides macro-economic analysis and newsletters. Agg Asset Management offers investment advisory services to individuals, trusts, estates, and charitable organizations, specializing in comprehensive portfolio management that integrates financial planning with ongoing portfolio oversight. The firm employs a combined fundamental and technical investment approach across a broad range of securities, actively monitoring and rebalancing client portfolios with discretionary authority.

Roger Fox is the sole advisor at S&F Investment Advisors in Encino, CA, with 33 years of industry experience. He has worked at S&F Investment Advisors since 1995 and previously operated Fox Accountancy from 1984 to 2021. S&F Investment Advisors provides discretionary portfolio management to individual and high-net-worth clients, pension plans, and business entities through model portfolios, separately managed accounts, and income strategies. The firm employs fundamental and technical analysis and event-driven strategies incorporating listed options, margin, and short sales alongside traditional asset allocations.

Lisa Spradling is a financial advisor at Fischer Investment Strategies, LLC with credentials in Series 65 and Series 63. She has been with Fischer Investment Strategies since 2023 and has prior experience at Amgen and NaviGuide Wealth Partners. Before entering the financial industry, she spent over a decade at S&S Medical Supply. Fischer Investment Strategies offers discretionary asset management, retirement plan consulting, and financial planning services to individuals, trusts, estates, and pension plans. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, emphasizing global diversification with passively managed funds and customized fixed income portfolios.

Davide Accomazzo is a financial advisor with Thalassa Capital LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has been with Thalassa Capital since 2011 and serves as an adjunct professor of finance at Pepperdine University, where he has taught and conducted research since 2007. He also serves on the board of the Strategic Asset Alliance Fund, providing advice on trader selection. Thalassa Capital provides financial planning and portfolio management to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm offers discretionary strategic investment portfolios and access to institutional-quality hedge fund solutions, employing a risk-focused and diversified investment approach that includes the use of derivatives and quantitative analysis.

Ryan Haslam is a CFP® professional with 23 years of industry experience, currently serving as an advisor at Hesen & Haslam, LLC since 2017. He has also been associated with LPL Financial, LLC since 2014. Haslam is involved in retirement income specialization and holds Series 63 and Series 65 licenses. Hesen & Haslam advises individuals, trusts, employer retirement plans, and business entities, focusing on asset management, retirement-plan consulting, and comprehensive financial planning. The firm operates as a fiduciary specializing in wrap-fee portfolio management with an emphasis on strategic asset allocation and conservative fixed-income management.

Vijay Ahuja is a CFP® with 17 years of industry experience, currently serving at R Tech Advisors, Inc. since 2004. He is also president and senior consultant of R Tech Consultants, Inc., a third-party retirement plan administrator, a role he has held since 1992. In addition to his advisory work, Ahuja leads consulting and operational management activities at R Tech Consultants, Inc. 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, retirement plan participant education, and estate and business consulting.

James Yoo is a CFP® and holds a Series 66 license, with 22 years of experience in the financial services industry. He currently serves as President and CEO of TEAM Elevated Asset Management and has prior experience with firms including Emerson Equity LLC and Colorado Financial Service Corporation. Outside of his advisory role, he serves on the board of GNH Global Management, Inc., a consulting firm focused on institutional real estate and renewable energy projects for South Korean companies. TEAM Elevated Asset Management is a small, privately owned advisory firm serving individuals, trusts, retirement plans, charitable organizations, and business entities. The firm manages discretionary portfolios through its proprietary wrap-fee program, blending fundamental and technical analysis with tactical asset allocation tailored to client objectives and risk tolerances.

Millicent Callahan is a financial advisor at Callahan & Callahan Asset Management, Inc. with 38 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Callahan & Callahan since 2002. She also holds a California insurance license. 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, combining charting, fundamental and technical analysis, with an emphasis on asset allocation and income mutual funds, while employing covered-call and covered-put equity strategies.

Jack Gelnak is a financial advisor at Premier Wealth Advisors, Inc. with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Premier Wealth Advisors since 2007. In addition to his advisory role, he is licensed to sell insurance products and mortgage and real estate products through affiliated firms. Premier Wealth Advisors provides investment advisory and portfolio management services primarily through a manager-of-managers approach, serving individuals, trusts, pension, and institutional clients. The firm focuses on selecting and monitoring third-party registered investment advisers and involves clients directly in decisions related to asset management.

Robert Smith is a PFS™ credentialed advisor with 10 years of experience at Mark Smith Financial Services, Inc. He is also president of R. Mark Smith, CPA/PFS, P.C., an accounting firm he has led since 1988, spending approximately 60% of his time on CPA duties. Mark Smith Financial Services provides investment supervisory services and financial planning to individuals, including high-net-worth clients, as well as various institutional clients such as pension plans, trusts, and charitable organizations. The firm manages individually tailored, primarily discretionary portfolios based on asset allocation and fundamental security analysis, with an emphasis on diversification and regular account review.