Jessica Serrano

John Mears is the principal advisor at Mears Money Management in Valencia, CA, with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has been involved in financial services since 1991 through his work at Mears And Associates. In addition to his advisory role, he owns a tax preparation and accounting business and is a licensed insurance agent. Mears Money Management serves individual clients by providing portfolio management and selecting third-party money managers, typically recommending mutual funds and index funds. The firm applies modern portfolio theory with a long-term investment approach, offers portfolio analyses and educational resources, and distinguishes itself by not imposing account minimums and by its affiliation with an accounting practice.

Lindahl Lucas is a financial advisor with Avinci Wealth Management, Inc. in Valencia, CA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He previously worked at Financial & Tax Architects for six years and owns Lucas Insurance Services, an insurance agency he founded in 1989. Avinci Wealth Management provides discretionary portfolio management and financial planning to individual and high-net-worth clients, utilizing model strategies with trend-following, momentum overlays, and algorithmic rebalancing to manage allocation and risk. The firm also offers estate-planning support through a digital platform, limited 401(k) guidance, and sub-advisory services.

Manu Walia is the sole advisor at Continuum Global Asset Management, LLC, an independent firm based in Santa Clarita, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience, having been with Continuum Global Asset Management since 2005. Continuum Global Asset Management provides fee-based investment supervisory and portfolio management services primarily to high-net-worth individuals, family trust accounts, and retirement accounts. The firm combines fundamental and technical research with asset-allocation techniques and employs a mix of equities, bonds, mutual funds, ETFs, closed-end funds, REITs, and options, using active strategies such as stop losses and option hedging to manage volatility.

James Blazer is a CFP® with 24 years of experience in the financial industry. He has been with Wealth Planning Group, Inc. since 2007. Outside of advising, he is a professional musician who provides recording and live performance services. Wealth Planning Group, Inc. offers comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm uses a combination of strategic, cyclical, and tactical analysis to construct diversified portfolios tailored to client needs.

Nicholas Han is an investment advisor with Daehan Securities, Inc., holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Daehan Securities since 2013 and also spent time at Kayan Securities, Inc. Outside of his advisory work, Han serves as vice-president of the Unification Education Council-OC.SD Chapter, a nonprofit focused on education and research related to the unification of the Korean peninsula. Daehan Securities, Inc. is an independent, state-registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers discretionary and occasional non-discretionary portfolio management with a focus on equity and balanced strategies, combining fundamental and technical analysis with systematic elements tailored to client objectives and risk tolerance.

Christopher Munchhof is a financial advisor at SoCal Planners, Inc with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Free Financial and Canady MFG. In addition to advising, he is engaged in tax preparation and offers fixed life insurance and annuity products through his sole proprietorship, Free Financial. SoCal Planners is an independent, single-advisor firm serving individuals, trusts, 401(k) plans, and small business clients. The firm provides non-discretionary asset management, financial planning, and periodic investment advice, utilizing fundamental, technical, and cyclical analysis.