Colby Fox is a financial advisor at Selah Wealth Advisors with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Pfs Investments Inc. and Primerica Financial Services, among other roles. Selah Wealth Advisors serves individual and high-net-worth clients by providing investment management, financial planning, retirement plan consulting, and educational seminars. The firm uses an asset-allocation framework combining modern portfolio theory, fundamental and cyclical analysis, and both passive and active investment vehicles, offering clients discretionary or non-discretionary authority.

Matthew Benson is a CFP® professional with 13 years of industry experience. He is the principal of Opes MVB Capital, LLC, an independent advisory firm where he has worked since 2022. His prior experience includes roles at Merrill, JP Morgan Securities, Morgan Stanley, and US Trust/Merrill Lynch. In addition to advisory services, he is licensed to sell insurance and is involved in real estate investment and development on a part-time basis. Opes MVB Capital primarily serves high-net-worth individuals and select business clients, offering wealth advisory and portfolio allocation services. The firm combines management of a private commercial lending fund with primarily non-discretionary portfolio management, utilizing cyclical, fundamental, and technical analysis to guide investment strategies.

Daniel Boston is a CFP® and Series 65-registered financial advisor with The Butterfield Group LLC, bringing four years of industry experience. Prior to founding The Butterfield Group in 2021, he worked at Rexnord for twelve years. He is also the owner of Paragon Engineering Group, an engineering services business based in Simi Valley, where he manages general operations and business development. The Butterfield Group provides customized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, small businesses, and charitable organizations. The firm employs an asset-allocation-driven investment approach, incorporating macroeconomic analysis and written Investment Policy Statements, with a client base that includes a broader mix of small businesses and charitable organizations alongside individual and trust clients.

Matthew Fee is the principal of SR99Advisors and holds a Series 65 designation. He has prior work experience at Benco Dental and Elsevier, spanning over two decades, and has operated a real estate brokerage since 1992. SR99Advisors primarily manages pooled investment vehicles and institutional assets, offering core investment management and pension consulting services. The firm’s approach is influenced by in-house real estate expertise and includes flexibility in billing, with some consulting engagements charged hourly and occasional fee reductions for community-service or pro-bono clients.

Robert Glatt is the principal of Glatt and Associates, LLC, an independent advisory firm based in Moorpark, CA. He holds a Series 65 designation and has 23 years of industry experience. In addition to his advisory role, Mr. Glatt works as a business coach and provides CFO consulting services. Glatt and Associates offers discretionary investment management, financial planning, and business consulting to individuals, retirement plans, trusts, estates, and business entities. The firm serves a small client base and manages approximately $27 million in assets, combining asset-allocation strategies with fundamental, technical, and cyclical analysis, alongside insurance and CFO-style consulting services.

Michael Halper is a CFP® with six years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. Prior to founding Strateon, he worked at Escient Financial LLC for six years and has extensive background in digital media and studio operations. He is co-founder and director of the Advice-Only Planners Association, a public benefit corporation dedicated to the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice through modular and comprehensive engagements, serving individuals, families, and related trusts and estates. The firm operates an advice-only model without managing client assets, focusing on diversified, passive investment recommendations and offering educational workshops, newsletters, and a unique digital asset consulting service.

Christine White is a financial advisor at Imagine Math in Moorpark, CA, holding a Series 65 designation with two years of industry experience. She has been employed part-time as an Adjunct Faculty member in the Mathematics Department at California Lutheran University since 2017. Imagine Math is a state-registered, fee-only investment adviser that offers customized financial planning and discretionary investment management to individuals, families, trusts, and estates. The firm uses a quantitative investment approach informed by advanced mathematical expertise and manages approximately $2.8 million across eight client accounts.

Douglas Fair is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He has previously worked at Western International Securities, Inc. and Financial West Group, and he operates Your Money Coach Financial Services, an independent advisory firm through which he provides financial planning and consulting. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports a broad range of investment delivery options and employs an in-house research team that constructs model portfolios and offers strategic and tactical implementations tailored to client needs.

Stephen Vaughen is a financial advisor with Pacific Investment Advisors, LLC in Simi Valley, CA. He holds Series 63 and Series 66 licenses and has 22 years of industry experience. He has worked at Stephen Kepler Vaughen since 2003 and at Crowell, Weedon & Co. since 1980. Pacific Investment Advisors offers personalized portfolio management primarily focused on the stock-market portion of clients' asset mixes, serving individuals, retirement accounts, trusts, charitable organizations, and business entities. The firm provides non-discretionary, consultative investment advice emphasizing client selection, investor behavior, and experience-based analysis.

Vance Ryan is the sole advisor at American Business Capital with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with American Business Capital since 1996. Outside of his advisory role, he is involved in the purchase and sale of internet domain names as well as film production and music distribution. American Business Capital is a registered investment adviser focused on individuals and high-net-worth clients, offering account management and investment advisory services that combine technical charting with mutual fund and ETF analysis. The firm manages accounts on a non-discretionary basis and employs both long- and short-term strategies.

Patrick Bolger is the sole advisor at Pb Capital, an independent investment advisory firm based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including nine years at Western International Securities and ongoing insurance-related activities since 1998. Outside his advisory work, he provides insurance quotes and coverage for clients through his insurance business. Pb Capital serves individual and high-net-worth clients with non-discretionary asset management and portfolio monitoring across various securities. The firm employs a range of analytical methods and strategies, including the use of derivatives and options, and implements trades only with client authorization.

Monica Razuleu Munoz is a CFP® and holds a Series 66 license with 13 years of industry experience. She is currently the sole advisor at Strong Foundation Wealth Management LLC, where she has worked since 2025 following a 16-year tenure at Protection Point Advisors, Inc. In addition to her advisory role, she is licensed as a life insurance agent and recommends insurance products on a needs basis. Strong Foundation Wealth Management LLC serves high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and business entities, managing approximately $20.5 million in discretionary assets. The firm offers portfolio management, financial planning, and pension consulting, employing a range of investment strategies including modern portfolio theory, quantitative and technical analysis, and uses diverse asset classes including mutual funds, fixed income, real estate funds, ETFs, private placements, and venture capital.

Gagan Singh is the principal of SmartCourse Advisory, LLC, with four years of industry experience and a Series 65 credential. He has held leadership roles at multiple companies, including CogniAI Labs Inc., where he serves as President and CEO focusing on AI consulting, and Thinkjr Inc., a children’s media and consumer products company. He is also President and CEO of New Trends Investments Inc., a research and software consultancy. SmartCourse Advisory is a state-registered investment adviser that provides financial planning and consulting services to individual clients, emphasizing tailored strategies involving cash flow, tax, risk management, and estate planning. The firm uses hourly billing and does not manage discretionary client assets.

James Lorenzen is a CFP® professional with 28 years of experience, operating as the sole advisor at The Independent Financial Group in Simi Valley, CA since 1996. He holds Series 63 and Series 66 licenses and is also a licensed life insurance agent in California. The Independent Financial Group provides financial planning and nondiscretionary advisory services to individuals and business owners, including trusts, estates, IRAs, and retirement plans. The firm manages $10 million in assets and follows a documented planning process, utilizing independent third-party managers for investment implementation without discretionary trading.

Noah Echavarria is a CFP® with four years of industry experience, currently operating at Santa Susana Financial, LLC. Prior to founding Santa Susana Financial, he worked at Level Four Business Management LLC for eight years and at Aspiriant for five years. Santa Susana Financial, LLC provides integrated financial planning and investment management services to individuals, including high-net-worth clients. The firm uses a combination of passive and active strategies based on fundamental, technical, and cyclical analysis, and offers tailored portfolio management alongside optional tax return preparation for advisory clients.

Daniel Goldberg is the sole advisor at The Simple Investor's Guide, LLC in Simi Valley, CA, holding a Series 65 license with nine years of industry experience. He has led The Simple Investor's Guide since 2016 and concurrently worked at Top Talent Search Experts, LLC from 2015 to 2025. The Simple Investor's Guide provides portfolio management and advisory services to individuals, corporations, and employee benefit plans, managing approximately $12.5 million in client assets across 19 relationships. The firm operates primarily on a non-discretionary basis, applying fundamental analysis and modern portfolio theory through a mix of long-term strategies and model-driven allocations tailored to client risk profiles.

Amy Friedman is a CFP® with 17 years of industry experience, currently serving as an advisor at Kevin Kennedy, LLC since 2024. She previously worked at Financial Security Solutions, Corp. and Osaic Wealth Inc. from 2015 to 2024. Outside of her advisory work, she is Vice President of Sled Dogs Productions, Inc., where she manages bookkeeping, invoicing, and billing. Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not-for-profit organizations. The firm utilizes SEI-managed account programs and offers consulting on 401(k) plans, relying on model portfolios and mutual fund managers for security selection and rebalancing.

At Bridge The Gap we purposefully choose to work with a small number of clients per advisor, so each client’s situation can be served as a priority. This provides clients with a partnership that goes deeper into your financial planning needs. Our goals is to be the go to for all things financial, and to be your accountability partner in implementation. Many advisors draft clients a plan, but we work to together to live it. We have ongoing planning conversations with our clients around investments, risk management, liquidity analysis, estate planning, tax planning, tax efficiency, and goal fulfillment.

Sarah Gassert is a Series 65-licensed advisor at Equity Management Group with no prior industry experience. She has worked at DAV Energy Solutions from 2019 to 2021 and has been with Equity Management Group since 2013. Equity Management Group is a fee-only firm that provides investment management and financial planning to individuals, trusts, estates, non-profits, and retirement plans under a fiduciary standard. The firm offers discretionary portfolio supervision and builds individualized investment plans tailored to clients’ goals and risk tolerance, utilizing a combination of independent research and proprietary analysis.

Jessica Serrano is a CFP® professional with two years of experience currently advising at Equal Voices Wealth LLC. She has worked at Fyooz Financial Planning for four years and held various roles in education and customer service. Equal Voices Wealth serves individuals and families, including high-net-worth clients, offering comprehensive financial planning and discretionary investment management. The firm provides client-tailored plans emphasizing passive, diversified portfolio construction and is notable for its public educational programs and a pricing model that bundles planning and portfolio services.