Brandon Ross

Lucian Lobelkarimi is a financial advisor at Luke Capital with 10 years of industry experience. He holds a Series 65 designation and has worked at Primerica Advisors and Magis Capital Management LLC prior to founding Luke Capital. He also has involvement with College of the Desert since 2015. Outside of advising, he has engaged in part-time referral activities related to home security and automation products through affiliates of Primerica. Luke Capital provides investment advisory services to individual investors, focusing on discretionary portfolio management, financial planning, and retirement planning. The firm utilizes a value-oriented equity approach combined with selective options strategies, and it maintains a policy that excludes cryptocurrency trading.

Anthony Mancini is the sole advisor at Anthony J. Mancini, I.A., an independent firm based in Palm Springs, CA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, with a long tenure at Stuart Securities Corp since 2004. Anthony J. Mancini, I.A. provides discretionary investment supervisory services primarily to individual clients, along with pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and conducts monthly portfolio reviews.

David Rae is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at DRM Wealth Management in Palm Springs, CA. His career includes roles at Trilogy Capital Inc and Trilogy Financial Services, as well as National Planning Corporation. DRM Wealth Management is a state-registered investment adviser serving individual, charitable, and business clients with a focus on passive investment management through diversified, asset-class weighted portfolios using index mutual funds and ETFs. The firm offers discretionary portfolio management, third-party manager oversight, and various financial planning options.

Robert Machado is a CFP® professional with 12 years of industry experience. He has been with Compass Rose Financial Planning, Inc. since 2007. Compass Rose Financial Planning & Investment Management is a fee-only advisory firm serving individuals and families with bundled financial planning, asset allocation, and portfolio monitoring. The firm employs a goals-based planning process aligned with CFP standards and uses non-discretionary investment management focused on low-cost mutual funds and ETFs.

James Eckley is an investment advisor representative at Hardworking Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Advisor Networks, Girard Securities, KIPP Financial Group, and NPB Financial Group. In addition to his advisory work, Eckley is involved in life insurance sales and sells life settlements through a separate business. Hardworking Capital Advisors serves high-net-worth individuals, charitable organizations, and businesses by providing discretionary investment management, financial planning, and pension consulting. The firm employs a suitability-driven process using model portfolios and third-party managers, and it may incorporate derivatives and options strategies in client accounts.

Mary Brennan is a CFP® with nine years of industry experience, currently serving as an advisor at Stone Steps Financial, LLC since 2019. Prior to that, she worked at Dowling & Yanke, LLC from 2015 to 2019. Outside of her advisory role, she operates a bookkeeping business as a sole proprietor. Stone Steps Financial is a fee-only advisory firm serving primarily individuals and high-net-worth clients, offering comprehensive financial planning and investment management. The firm employs a passive, asset-class-based approach using index mutual funds and ETFs to create tax-efficient, low-turnover portfolios tailored to client goals and risk tolerance.