Vance Wealth

John Vance is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Vance Wealth since 2020. Prior to this, he worked at Raymond James Financial Services Advisors and has held roles in community education and business organizations. He is a board member and part of the finance committee for the Santa Clarita Valley Chamber of Commerce. Vance Wealth is a multi-advisor SEC-registered investment advisory firm managing approximately $736 million in assets. The firm serves individuals, trusts, estates, businesses, retirement plans, and charitable organizations, offering discretionary wealth management, financial planning, and business consulting. Its investment approach emphasizes long-term fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and outside managers tailored to clients’ cash-flow needs and risk tolerance.

Jason Lane is a financial advisor with Vance Wealth in Santa Clarita, CA, holding Series 65 and Series 66 licenses and nine years of industry experience. He has worked at Vance Wealth since 2020 and previously held roles at Raymond James Financial Services and Clear Structure Financial Technology. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $893.6 million in assets. The firm’s investment approach focuses on long-term, fundamentally driven strategies with customized portfolios emphasizing ETFs and mutual funds, supplemented by individual securities and third-party managers as appropriate.

Calvin Hedman is a financial advisor with Vance Wealth, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Catalina Capital Group LLC and EP Wealth Advisors and manages Hedman Partners LLP, a public accounting firm. Outside of advisory work, Hedman serves as co-chair of the Santa Clarita Valley Economic Development Corporation’s Board of Directors and is involved with Real Life Church’s finance committee. Vance Wealth provides wealth management and discretionary investment management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term, fundamentally driven investment approach using customized portfolios of ETFs, mutual funds, individual securities, bonds, and third-party managers.

Anthony Goring is a financial advisor at Vance Wealth in Santa Clarita, CA, holding a Series 65 credential with three years of industry experience. He previously worked at Pure Financial Advisors for one year before joining Vance Wealth in 2022. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm manages approximately $736 million in assets and focuses on long-term, fundamental analysis-based portfolio construction using ETFs, mutual funds, individual securities, and outside managers, with tailored asset allocation and fiduciary oversight.

Carrisa Flores is a CFP® and holds a Series 65 license with three years of industry experience. She has worked at Vance Wealth since 2021. Flores is also licensed to sell insurance and spends approximately 10% of her time on insurance sales. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm offers wealth management and discretionary investment management alongside financial planning and business consulting, managing about $893.6 million in assets for roughly 380 clients through an 11-advisor team.

Jerrod Ferguson is a CFP®-certified financial advisor with 17 years of industry experience. He has worked at Vance Wealth since 2020 and previously spent over a decade at Raymond James Financial Services. In addition to his advisory role, Ferguson is also an independent insurance agent. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations, managing approximately $893.6 million in assets. The firm follows a long-term, fundamentally driven investment process, constructing customized portfolios that include ETFs, mutual funds, individual securities, bonds, and third-party managers.

Niall Shaffery is a CFP®-certified financial advisor with four years of industry experience, currently serving at Vance Wealth. His prior experience includes roles at Bank of America Merrill Lynch and Poole & Shaffery LLP. Outside of his advisory duties, he is vice president of a business professional referral network in Valencia, CA. Vance Wealth provides wealth management and discretionary investment management to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm’s investment approach is long-term and fundamentally driven, featuring customized portfolios that utilize ETFs, mutual funds, individual securities, bonds, and third-party managers.

Lucas Mendoza is a financial advisor at Vance Wealth with a Series 65 designation and one year of industry experience. Prior to joining Vance Wealth, he worked at KB Home and attended Texas Christian University. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services with a long-term, fundamentally driven investment approach.

Christopher Pelch is a financial advisor at Vance Wealth with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including Checchi Capital Advisers, LLC, Kudu, Eliqs, LLC, UCLA Anderson School, and Raymond James Financial Services Advisors Inc. Vance Wealth is a multi-advisor SEC-registered firm serving individuals, trusts, estates, businesses, retirement plans, and charitable organizations. The firm employs a primarily long-term investment approach based on fundamental analysis, using a mix of ETFs, mutual funds, individual securities, and independent managers while tailoring asset allocation to clients’ cash-flow needs and risk tolerance.

Tyler Tilton is a CFP® professional at Vance Wealth with 10 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Waddell & Reed Inc. In addition to his advisory role, he is also a part-time independent insurance agent. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, and business consulting, utilizing a fundamentally driven, long-term investment process with customized portfolios.

Bronson Feuer is a CFP® professional with one year of experience in the financial services industry. He is currently with Vance Wealth, LLC and has prior experience at 360 Business Management, BDO USA, Deloitte Tax LLP, Southern Methodist University, and the University of Washington. Vance Wealth is a multi-advisor investment advisory firm serving individuals, trusts, estates, businesses, retirement plans, charitable organizations, and financial institutions. The firm employs a long-term, fundamental analysis approach and offers discretionary wealth management, financial planning, business consulting, and retirement plan advisory services.

Sierra Cappella is a Series 65-licensed advisor with Vance Wealth in Santa Clarita, CA, joining the firm in 2025. She has diverse work experience including roles at True Barre and In-N-Out Burger. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, and other entities, offering wealth management, discretionary investment management, financial planning, and business consulting. The firm employs a long-term, fundamentally driven investment approach that emphasizes customized portfolios using ETFs, mutual funds, and other securities.

Zachary Johnson is a financial advisor at Vance Wealth with a Series 65 credential and two years of industry experience. His background includes roles at ICE Recovery and Wellness, PredictAP, and work at the University of California, Berkeley. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services, managing roughly $893.6 million in assets for about 380 clients.