Carlos Alfredo Zepeda

Justin Cook is a financial advisor at Ambition Financial LLC and holds a Series 65 designation. He has been with Ambition Financial since its founding in 2026 and has over a decade of experience at Cisco Systems. He also maintains a separate corporate finance role alongside his advisory work. Ambition Financial LLC is a fee-only independent registered investment adviser serving individuals and high-net-worth clients. The firm focuses on asset allocation and passive investment strategies, offering discretionary portfolio management, written financial plans, and coordination with third-party professionals.

Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.

Robert Bull IV is a financial advisor with X Advisors, LLC in Santa Maria, CA. He holds Series 63 and Series 65 designations and has 37 years of industry experience. He has held roles at multiple firms including Stratosphere Capital LLC and Aufhauser Securities and serves as chief compliance officer at X Advisors. Outside of advisory work, he is a FINRA arbitrator and provides consulting for several financial and compliance-related entities. X Advisors, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm offers tailored portfolios using a mix of individual securities, ETFs, mutual funds, options, and alternative investments with ongoing monitoring and rebalancing, and provides both discretionary and non-discretionary advisory services.

Alexander Koury is a financial advisor at X Advisors, LLC with one year of industry experience. He holds Series 63 and Series 65 credentials. Koury also owns and manages a consulting firm that provides online media marketing services. X Advisors, LLC offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and employer-sponsored retirement plans. The firm’s portfolios include a range of securities and use both indexing and active strategies, providing discretionary and non-discretionary management tailored to client goals.

Paul Kramer is a financial advisor at Miles Brown Asset Management with a Series 65 credential and one year of industry experience. His prior work includes roles at Kramer Wealth Management, Miles Brown and Associates, and several companies outside of finance, such as OhmConnect Inc and Vision Dental Plan Inc. Miles Brown Asset Management provides fee-only, fiduciary advisory services to individuals, families, trusts, and retirement and profit-sharing plans. The firm offers discretionary investment management using individual securities, mutual funds, ETFs, and options, along with a proprietary automated ETF-only platform for smaller accounts.

Paul Laughton is a financial advisor with Diversified Capital Group, holding Series 63 and Series 65 registrations and 24 years of industry experience. He has been with Diversified Capital Management LLC since 2007. Outside of his advisory work, Laughton serves as the president of a homeowners association in Park City, Utah. Diversified Capital Group provides discretionary asset and portfolio management services primarily to individual and high-net-worth clients. The firm employs multiple analysis methods and a range of strategies, focusing on individualized portfolios with continuous monitoring and periodic rebalancing.