Javier Orozco is a financial advisor with Tamar Securities, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. His prior work includes roles at Purshe Kaplan Sterling Investments, Morgan Stanley, TD Ameritrade, and Scottrade, among others. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and quantitative analysis alongside bottom-up security selection, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Andrew Miller is a financial advisor at FMB Wealth Management with nine years of industry experience. He holds a Series 65 license and has worked at FMB Wealth Management since 2016, with additional roles at FMB Retirement Services and Indivisible Partners LLC. FMB Wealth Management is an SEC-registered, team-based RIA serving individuals, high-net-worth clients, trusts, business owners, charitable organizations, and corporate clients. The firm takes a long-term, diversified asset-allocation approach focused on integrated wealth management services, utilizing passively managed index funds and ETFs with an emphasis on tax-aware indexing and periodic rebalancing.

Diane Upson is a financial advisor with Financial Coaching Partners LLC, holding a Series 65 designation and bringing 14 years of industry experience. She has been with Financial Coaching Partners since 2011. Outside of her advisory role, she is a licensed notary public in California. Financial Coaching Partners primarily serves individual clients, providing financial planning, bookkeeping, and ongoing financial management while referring investment implementation to third-party registered investment advisers. The firm operates on a fee-for-service basis and emphasizes Modern Portfolio Theory in its investment approach, focusing on fiduciary responsibility and tailored financial plans without direct portfolio management.

Mark Benavides is a financial advisor at Tamar Securities, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Primerica Advisors and Primerica Financial Services for seven years. Tamar Securities, LLC serves individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and corporations by providing discretionary portfolio management, financial planning, and consulting. The firm manages approximately $1.52 billion in discretionary assets through proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening across multiple asset classes.

David Trejo is a financial advisor with Total Wealth Services, LLC, based in Westlake Village, CA, holding Series 63 and Series 66 designations and having 12 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, Real Talk Capital, and Mariner Independent. Outside of finance, he is a minority owner and executive producer at Viscape Arts, LLC. Total Wealth Services, LLC provides financial planning, consulting, and wealth management services to individuals, trusts, estates, and charitable organizations. The firm uses a manager- and style-agnostic approach to create tailored portfolios and facilitates estate-planning through third-party technology, managing approximately $186 million across a six-advisor team.

Carole Upson is a financial advisor with Financial Coaching Partners LLC in Somis, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Financial Coaching Partners since 2009. Outside of her advisory role, she refers clients to attorneys for trust document preparation and works as an independent life insurance agent. 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 fiduciary, fee-for-service model grounded in Modern Portfolio Theory and focuses on tailored financial plans without direct portfolio management.

Andrew Scott is a financial advisor at Tamar Securities, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameritas Advisory Services, Ameritas Investment Company, and Capstone Financial Group. Outside of his advisory work, he is active as a Tasker on TaskRabbit. Tamar Securities, LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, and various institutional entities. The firm manages approximately $1.52 billion in assets and serves over 4,000 clients through a multi-advisor team, utilizing proprietary model programs that combine global value and sector analysis with qualitative and quantitative screening.

Lori Day is a Series 65-licensed financial advisor with 12 years of industry experience. She is currently with Integrity Financial Advisors, LLC and has previously worked at Blue Ocean Capital Management, Virtue Capital Management, and Horter Investment Management. In addition to her advisory role, she is the owner of Day Street Financial & Insurance Services, where she sells insurance annuities and Medicare Advantage plans. Integrity Financial Advisors serves individuals, high-net-worth clients, trusts, and charitable organizations with financial planning and risk-protection advice. The firm frequently utilizes an affiliated investment manager for ETF-based, model-driven asset allocation strategies that align with client risk tolerances and planning goals.

Lawrence Konis is a financial advisor at Mapleton Capital Management, LLC with 27 years of industry experience. He has been with Mapleton since 1999 and also maintains a role at Ocean Park Capital Management, LLC where he has worked since 1997. Mapleton Capital Management provides discretionary portfolio management to high-net-worth individuals, family offices, and trusts, and serves as adviser to several privately offered pooled investment funds. The firm employs a fundamental research-based investment process that includes active trading strategies such as short positions, options, and opportunistic use of leverage.

Laura Navarro is a CFP® with 24 years of industry experience and has been with Manchester Financial Inc since 2015. She holds the Series 66 designation and also works as an independent licensed insurance agent specializing in life, health, and variable insurance products. Manchester Financial is a team of 11 advisors providing portfolio management, financial planning, and 1031 exchange consulting to a range of clients including individuals, high-net-worth clients, and organizations. The firm employs individualized asset-allocation strategies and manages accounts primarily on a discretionary basis using model allocations, combining long-term diversification with occasional short-term trading.

Amit Stavinsky is a financial advisor with Tamar Securities, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Pursche Kaplan Sterling and Tamar Securities since 2010. Outside of his advisory role, he serves as president of Brighton Advisory Group, where he reviews estate assets, wills, trusts, and insurance needs. Tamar Securities, LLC advises individuals, charitable organizations, pension and profit-sharing plans, and corporations, managing approximately $1.30 billion in assets. The firm employs a combination of top-down sector and “Super Cycle” analysis with bottom-up security selection and quantitative screening, offering discretionary portfolio management, financial planning, and access to multiple model-portfolio programs.

Matthew Mullaly is a financial advisor with Alteri Wealth holding Series 63 and Series 65 licenses and 44 years of industry experience. His prior roles include positions at Merrill and Bank of America, N.A. He is based in Westlake Village, CA. Alteri Wealth provides discretionary and non-discretionary investment management and financial planning to affluent individuals and families as well as institutional clients, including business owners, athletes, physicians, entrepreneurs, and entertainment industry executives. The firm uses a primarily fundamental analysis approach with a long-term investment orientation, managing a diverse range of asset classes and offering retirement plan advisory and estate-planning facilitation.

Dean Solomon is a Certified Financial Planner™ (CFP®) with 22 years of industry experience. He is currently a member of the four-advisor team at Hillcrest Financial Group, where he has worked since 2022. Prior to joining Hillcrest, he held roles at Purshe Kaplan Sterling Investments, Thrivent Advisor Network, and Thrivent Financial for Lutherans. Hillcrest Financial Group provides financial planning, consulting, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, corporations, and qualified employee benefit plans. The firm employs Modern Portfolio Theory to construct tailored portfolios and manages approximately $471 million in discretionary assets for a few hundred clients.

Kaela Alba is a CFP® with two years of industry experience, currently serving as an advisor at TriaGen Wealth Management LLC since 2022. Prior to joining TriaGen, she worked at KeyBank and held roles at Oregon State University. She is also an independent licensed insurance agent focusing on accident, health, and life insurance in California. TriaGen Wealth Management serves individual and high-net-worth clients, pension plans, and charitable organizations, offering portfolio management, financial planning, and consulting. The firm employs a diverse range of investment strategies and discloses the use of derivatives, margin transactions, and digital assets, among other approaches, while managing approximately $535 million in client assets.

Pamela Linderman is a financial advisor at Financial Coaching Partners LLC with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including LPL Financial and Sagepoint Financial, INC. Pamela also owns an insurance agency and provides estate planning services. Financial Coaching Partners primarily serves individual clients with financial planning, bookkeeping, and ongoing financial management, referring investment implementation to third-party registered investment advisers. The firm operates as a fee-only adviser, focusing on Modern Portfolio Theory and efficient market principles while avoiding direct portfolio management.

Brandon Berman is a CFP® with 14 years of industry experience, currently serving at Total Wealth Services, LLC. His prior roles include positions at Mariner Platform Solutions, Polaris Greystone Financial Group, LLC, and J.P. Morgan Securities LLC. He is also the owner of Total Wealth Group, where he focuses on business operations and tax strategy implementation. 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 approach, utilizing diversified asset mixes and independent subadvisors to tailor portfolios to client-specific circumstances.

Anthony Herreres is a financial advisor at Alliance Advisory & Securities, LLC with a Series 65 designation and nine years of professional experience, including time as a self-employed advisor. He joined Alliance Advisory & Securities in 2024 and is based in Westlake Village, CA. Alliance Advisory & Securities provides investment management and financial planning services to individuals, trusts, pension plans, charitable organizations, and pooled vehicles. The firm employs diversified model portfolios based on modern portfolio theory, offering discretionary and non-discretionary services along with held-away account management through the Pontera platform.

Crystal Lary is a financial advisor at Alliance Advisory & Securities, LLC with two years of industry experience. She holds a Series 65 designation and previously worked with David S Reinders CFP for 19 years. Alliance Advisory & Securities, LLC provides investment management and financial planning services 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 management.

Seth Catanese is a CFP® with eight years of industry experience, currently serving as an advisor at Manchester Financial Inc since 2015. He holds the Series 65 designation and is based in Westlake Village, CA. Manchester Financial provides portfolio management, comprehensive financial planning, and consulting services to individuals, pension 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 technology to manage participant-level retirement accounts without taking custody.

Robert Knight is a financial advisor at Alliance Advisory & Securities, LLC with 25 years of industry experience. He holds a Series 66 designation and has previously worked at Partnervest Advisory Services, LLC and various insurance carriers. Outside of his advisory role, he works part-time as an independent insurance agent selling Medicare plans and as a loan officer underwriting home loans. Alliance Advisory & Securities, LLC provides investment management and financial planning services to individual clients, trusts, pension plans, and charitable organizations. The firm utilizes diversified model allocations based on modern portfolio theory and offers both discretionary and non-discretionary portfolio services, including management of held-away accounts through the Pontera platform.