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.

Michael Halper is a CFP® professional with five years of industry experience, currently serving as the sole advisor at Strateon Intelligent Wealth LLC. His prior experience includes roles at Escient Financial LLC, Escient Studios, and Escient Digital, as well as membership in IATSE Local 600. He is a co-founder and director of the Advice-Only Planners Association, a public benefit corporation focused on promoting the advice-only financial planning model. Strateon Intelligent Wealth provides financial planning and investment advice to individuals, couples, families, and related trusts and estates through modular and comprehensive planning engagements. The firm operates an advice-only model without managing client assets, emphasizing diversified, passive investment strategies, and offers educational workshops, newsletters, and a digital asset consulting service.

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.

Christian Carreon is a financial advisor with Create Wealth Management, LLC, holding a Series 66 designation and eight years of industry experience. He has previously worked at firms including All One Wealth, LLC, NPB Financial Group, LLC, Gold Coast Securities, Inc., RBC Advisors, and Medtronic, LLC. Outside of advisory work, he is the owner and CEO of Paradigm Shift Trading, Inc., an educational and mentorship program focused on systematic trading. Create Wealth Management, LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm uses a combination of fundamental, technical, quantitative, sector, and cyclical analysis and employs strategies including strategic and tactical asset allocation, short-term trading, options, futures, and leverage.

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.

Paul Fritch is the principal and sole advisor at Paul Edward Fritch CPA, an independent firm. He holds Series 63 and Series 65 licenses and has 26 years of industry experience, including 12 years at WBB Securities, LLC. He is also a licensed Certified Public Accountant in California, providing accounting, tax advisory, and management services alongside his advisory work. The firm offers portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of cyclical analysis and modern portfolio theory. It focuses on mutual funds, equities, fixed income, ETFs, and annuities, with advice tailored through Investment Policy Statements and ongoing quarterly reviews.

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.

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.

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.

Ronald Verbeck is a financial advisor at Wealth Planning Group, Inc. with 32 years of industry experience. He holds the CFP® designation and Series 63 license. His prior experience includes six years at Purshe Kaplan Sterling Investments. In addition to his advisory roles, he is a licensed life insurance agent. Wealth Planning Group, Inc. provides comprehensive financial planning and discretionary investment management to individuals, high-net-worth clients, and institutional accounts. The firm combines financial planning with portfolio management, employing strategic, cyclical, and tactical analysis to build diversified portfolios managed on a discretionary basis.

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.

Thomas Hartfield is the president of Hartfield Financial & Insurance Services, Inc. in Granada Hills, CA, with 21 years of industry experience. He previously worked at Western International Securities, Inc. for six years and has been with his current firm since 1991. Hartfield Financial and Insurance Services provides investment advisory and financial planning primarily to individual clients, as well as trusts, estates, and employer retirement plans. The firm uses a diversified, model-based asset allocation approach focused on mutual funds and ETFs, supplemented by fundamental, technical, and cyclical analysis, and combines investment advice with licensed insurance brokerage services.

Bradley Hartman is the sole advisor at Hartman Financial Planning in Santa Clarita, CA, holding a Series 65 designation with 18 years of industry experience. He has operated Options Trading & Education, LLC since 2003, focusing on options strategies and education. Hartman offers options education and paid workshops to individuals and groups, as well as market-timing models and subscription services to other investors and managers. Hartman Financial Planning provides fee-only financial planning and investment advisory services to individuals, families, high-net-worth clients, small businesses, and retirement plans. The firm emphasizes asset allocation and a fundamental, long-term buy-and-hold investment approach tailored to clients’ goals, time horizons, and risk tolerances.

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.

Daniel Goldberg is a Series 65-licensed financial advisor with nine years of industry experience. He has worked at The Simple Investor's Guide, LLC since 2016 and previously was affiliated with Top Talent Search Experts, LLC. The Simple Investor's Guide, LLC is an independent, single-advisor firm providing non-discretionary portfolio management, financial planning, and consulting to individuals, corporations, and employee benefit plans. The firm emphasizes client approval for transactions and offers a formal investor education program through multi-day seminars and workshops.

Jeffrey Richardson is a financial advisor at Trovera Capital Management, LLC with Series 65 credentials and one year of experience at the firm. Prior to entering the financial sector, he worked for five years at Escopeta Productions and five years as a freelance screenwriter. Trovera Capital Management provides discretionary and non-discretionary asset management, comprehensive financial planning, and project-based research engagements. The firm employs a multi-step investment process that integrates top-down and cyclical analysis, fundamental and technical research, and earnings-call review, tailoring portfolios with individual securities, ETFs, mutual funds, and option strategies according to client goals.

Ju Hyung Oh is a CFP® professional with Liberty Financial Group, Inc., where he has worked since 2019. He has held prior roles at Henry Mayo Newhall Hospital, CHA Hollywood Presbyterian Medical Center, and CJ CGV America. Outside of financial advising, he serves as president of SW CPA INC, a firm providing tax preparation, accounting, and payroll services to individuals and small businesses. Liberty Financial Group, Inc. is an independent investment adviser serving individuals, families, and high-net-worth clients with financial planning, retirement planning, and portfolio management. The firm employs a risk-based asset allocation strategy using ETFs, mutual funds, and occasionally individual securities, emphasizing low-cost and tax-aware investments while offering financial planning billed hourly or on a fixed-project basis.