Millennial advisors focused on business financial management in California

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Hart is a financial advisor with Safeguard Investment Advisory Group, LLC, holding a Series 65 credential and 15 years of industry experience. He has worked with Safeguard since 2020 and previously held roles at LifePro Asset Management, LLC, Martin and Associates Insurance Services, Inc., and Martin Wealth Management, LLC. Hart is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education (NACFF), providing unbiased fiduciary financial education. Safeguard Investment Advisory Group, LLC serves individual, high-net-worth, institutional, and business clients, offering discretionary portfolio management, access to third-party sub-advisers, and fee-based financial planning. The firm employs a fundamental-analysis investment process with a preferred horizon of two to ten years and manages over $600 million across approximately 1,800 client relationships.

Alan Toman is a financial advisor with Regal Investment Advisors LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has worked at Regal Investment Advisors since 2018 and has prior experience with Lincoln Financial Securities Corporation and Bankers Life. Outside of his advisory role, Toman is active in the insurance sector, offering accident and health insurance, fixed and indexed annuities, and traditional life insurance products through American Senior Benefits and as an insurance agent. Regal Investment Advisors LLC provides discretionary investment management services to independent advisers and other registered advisers, serving a diverse client base including individuals, charitable organizations, and businesses. The firm offers proprietary and third-party model portfolios across various asset classes, with advisers selecting allocations and granting Regal authority to implement and manage strategies.

Amanda Fleming is a financial advisor at Edward Jones in Lexington, NC, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, she was involved with several businesses including Max Travels, LLC, a travel agency she founded and where she designed vacations for clients, primarily family. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of investment programs and advisory services supported by a nationwide network of over 23,000 financial advisors.

Thomas Immenschuh is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves as a senior partner of KI & Associates. He works with business owners, professionals, and their families, delivering personalized wealth management strategies that encompass growth, accumulation, investment management, asset preservation, and efficient wealth transfer. Thomas utilizes the resources available through Bank of America and Merrill Lynch Wealth Management platforms to develop financial strategies tailored to clients’ needs. With expertise in areas such as retirement planning, executive compensation, concentrated stock and options management, corporate cash and treasury services, and trust and estate planning, Thomas focuses on helping clients achieve financial well-being. He holds a Bachelor of Business Administration in Finance with a minor in Accounting from the University of Texas at San Antonio. Thomas served in the US Air Force from 1982 to 1986 and continued his service in the Air Force Reserve through 1995, including activation during Desert Shield and Desert Storm. He holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Thomas is actively involved in the San Antonio community, having served on the boards of Any Baby Can, The ARC of San Antonio, and the Texas Planning Council Partners in Policy Making, and volunteering with Catholic Charities and the Central Catholic School Golf Team. He is a lifetime member of the UTSA Alumni Association and past president of Team Golf San Antonio. Thomas resides in Castle Hills with his wife Charlotte Gallagher Immenschuh and their three sons.

Zachary Olinger is a CFP® and holds a Series 66 license with 10 years of industry experience. He has worked at CAP Partners, LLC since 2018 and previously was employed by Park Avenue Securities LLC and Guardian Life Insurance Co from 2015 to 2018. CAP Partners, LLC is an SEC-registered investment adviser managing over $220 million in discretionary assets as of January 2025. The firm serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and government entities, employing a long-term, buy-and-hold investment approach combined with ongoing monitoring and discretionary trading.

Heath Biller is a financial advisor at Fiduciary Financial Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Fiduciary Financial Advisors since 2021. In addition to his advisory role, Mr. Biller is a registered nurse and maintains a part-time position at Mary Free Bed hospital. Fiduciary Financial Advisors provides discretionary investment management, financial planning, and retirement services to individuals, families, trusts, retirement plans, corporations, and charitable foundations. The firm combines strategic asset allocation with tactical adjustments and employs a range of investment strategies, including the use of third-party managers and private alternative funds.

Michael Turvey is a CFP® credentialed financial advisor with Series 63 and Series 65 licenses, based in St. George, UT. He is affiliated with Soltis Investment Advisors, LLC, a firm with 76 advisors. Soltis Investment Advisors offers discretionary investment management, financial planning, and pension/401(k) consulting to individuals, institutions, trusts, endowments, and retirement plans. The firm manages approximately $13 billion in client assets, using a process grounded in Modern Portfolio Theory combined with quantitative and qualitative manager due diligence across a range of investment vehicles.

Drew Feutz, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and Founder of Migration Wealth Management, LLC, a fee-only wealth management firm that specializes in providing financial planning and investment management to people in their 30s and 40s. Drew got his start in financial planning as an Intern in May 2014, began working part-time as a Financial Planning & Investment Analyst during his final semester of college, and started working as a Financial Planner full-time upon graduation. Drew graduated Summa Cum Laude from Indiana State University where he earned a Bachelor of Science with a double major in Financial Planning and Investments. During his time at ISU, Drew was a Scholar in the Networks Professional Development Program, a Service-Learning Scholar partnered with Junior Achievement of the Wabash Valley, President of the ISU Financial Planning Association Student Chapter, member of the Investment Club, and a University Honors Program student. He spent his summers during college studying abroad at the Athens Centre in Athens, Greece, interning at First Direct Logistics in Dublin, Ireland, and interning at a fee-only wealth management firm in Indianapolis. He is a Board Member for the Hendricks County Community Foundation as well as Susie's Place Child Advocacy Centers and previously served as Chair of the NAPFA Genesis Committee, Treasurer of Young Professionals of Central Indiana, and as a board member of the Indiana State University Financial Planning Advisory Board. Additionally, Drew co-founded and co-hosts the Circle City Success Podcast. Drew is also a former Fellow in Class V of the Mitch Daniels Leadership Foundation Fellowship and Member of Leadership Hendricks County Class of 2023. Read Drew's blog here: https://migrationwealthmanagement.com/blog/

WHY JERRY CHOSE TO BE A FINANCIAL PLANNER: His lack of financial literacy was not by choice. It was because personal finance was not taught in school or in his community. As a first-generation wealth builder, Jerry's money journey has been shaped by a profound understanding of both cultural and financial expectations. His experiences have uniquely positioned him to empathize with the challenges faced by first-generation families, inspiring a distinctive approach to financial guidance. His moment of profound solitude occurred during his transition from the Marine Corps back to civilian life. In uniform, Jerry felt in control, with camaraderie, financial stability, and a consistent salary. However, the day he left, all that stability vanished giving way to a cascade of emotions - depression, anxiety, and fear. Jerry, who had grown up facing financial hardships, relying on food stamps, and public aid, knew it was time to stop merely talking about wanting to build wealth and start acting. The realization struck deep: He needed to make a difference not just for himself, but for others facing similar issues. Motivated by a desire to help his family and friends, Jerry decided to be the guide he wished he'd had. He obtained his license, college degree, and joined a firm not only to enhance his life but the lives of other 1st-time wealth builders. After a few years of helping high net worth individuals grow their assets, Jerry felt the firm wasn't built to help families like his. In 2024, Jerry took the leap and launched Confianza Wealth Management as a guide for aspiring wealth builders. Jerry is on a mission to empower 1st-time wealth building families. Jerry wants to bridge the financial planning accessibility gap by helping these millennial families take control of their financial futures.

Jamieson enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter. Jamieson works directly with clients in developing holistic financial plans. He oversees the development, implementation, and ongoing oversight of clients’ financial plans in coordination with Levi. Professional Designations & Certifications: Jamieson is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE. CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation. An ECA is qualified in the fundamentals of equity compensation taxation, plan design, law, and very basic accounting, and can address these topics intelligently with equity plan participants.

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Rajiv Eluthesen is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since joining the firm in 2010 after graduating from the University of California at Berkeley, he has been dedicated to helping clients design financial strategies tailored to their diverse wealth management goals. His client-focused approach emphasizes balancing the enjoyment of current lifestyles with the pursuit of long-term financial objectives, including retirement planning, education funding, management of stock options and RSUs, and socially responsible investing. Rajiv holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., and is recognized on Forbes’ lists of “America’s Top Next-Generation Wealth Advisors” and “Best-in-State Next-Generation Wealth Advisors.” He collaborates closely with clients from various life stages, providing guidance on topics such as family wealth management, legacy planning, tax minimization, and retirement income. Growing up in the Bay Area, Rajiv was inspired by his immigrant parents' achievements to pursue a career in wealth management that supports others in realizing their financial goals. Outside of his professional role, Rajiv leads an active lifestyle as an avid cyclist and member of Peninsula Velo. He enjoys traveling, biking, skiing, camping, hiking, cooking, reading, and spending time with his family. His broad interests and curiosity complement his commitment to client service and personalized financial advising.