Brian Owen

Brent Lowe is a financial advisor with Granite Wealth Advisors in Temecula, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Granite Wealth Advisors since 2018 and previously spent eight years with Laurel Wealth Advisors, Inc. Granite Wealth Advisors serves individuals—including high-net-worth clients—trusts, estates, business entities, charitable organizations, and retirement plans. The firm constructs diversified, risk-based portfolios using mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary portfolio management tailored to each client’s financial situation and objectives.

Scott Weber is a financial advisor at WealthLynk, Inc. with 19 years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Securities and Tollminder. In addition to his advisory role, Weber is an independent insurance agent. WealthLynk, Inc. provides non-discretionary portfolio management and financial planning services primarily to individuals and high-net-worth clients, managing over $112 million in assets. The firm emphasizes client-directed strategies with periodic account reviews and operates under detailed Investment Policy Statements.

Nalin Bhatt is a financial advisor at Fireplace Financial Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including SA Stone Investment Advisors Inc., Quest Capital Strategies, and Fireplace Financials and INS Services. Outside of advising, he owns and operates a bookkeeping and tax preparation business as a certified public accountant. Fireplace Financial serves individual clients by providing financial planning and access to third-party managed portfolios, combining professional accounting and tax services with licensed insurance activities. The firm typically operates on a non-discretionary basis and uses a multifaceted investment process drawing on behavioral, charting, cyclical, fundamental, and technical analysis.

Jared Fenlason is a financial advisor at The DR Team with six years of industry experience. He holds a Series 65 designation and has worked at Fenlason Financial Services Inc., CAC Planning and Insurance Services, Fenlason Group Inc., and Soberlink Inc. Fenlason Financial Services Inc., doing business as The DR Team, provides financial planning and investment consulting primarily to individuals in medical school, residency, and medical practice. The firm emphasizes a long-term investment approach focused on mutual funds and ETFs and offers educational seminars and workshops tailored to medical programs.

Rick Alvarado is a CFP®-designated financial advisor with 35 years of industry experience. He has been the principal advisor at Wealth One Advisors since 2000 and previously worked with LPL Financial (formerly Linsco/Private Ledger Corp.) starting in 1993. Wealth One Advisors provides financial planning and consulting to individuals, high-net-worth households, trusts, estates, and certain pension or profit-sharing plans, focusing on retirement, estate, and protection planning. The firm offers written plans and consulting engagements without managing client assets or accepting custody, using both fundamental and technical analysis to recommend tailored strategies emphasizing long-term asset allocation and periodic rebalancing.

Darren Schuringa is a CFA® charterholder and the sole advisor at Yorkville Capital Management LLC, where he has worked since 2006. He has 20 years of industry experience. Yorkville Capital Management provides discretionary portfolio management and investment supervisory services to high-net-worth individuals and various institutional and household accounts. The firm employs proprietary risk models and asset-allocation algorithms, tactical hedging, and short selling as part of its risk-management strategy.