Elwyn Voss

Steven Yazell is a financial advisor at Consolidated Portfolio Review Corp with 32 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Ibn Financial Services, Inc. for 21 years. Outside of finance, Yazell is involved in music performance, recording sales, and publishing. Consolidated Portfolio Review Corp offers investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm’s advisor-driven investment process combines strategic asset allocation with fundamental and technical analysis across a range of securities.

Jonathan Kendall is a Series 66-licensed financial advisor with 25 years of industry experience. He has worked at NEXTERNA since 2000 and is currently affiliated with UBS Financial Services. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work using proprietary capital market assumptions, model-based asset allocations, and research from UBS Global Research to tailor plans according to clients’ goals and risk tolerances.

David Lando is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 23 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary investment advisory services grounded in modern portfolio theory and tailored to plan objectives and risk tolerances. The firm includes a broad range of financial products in its investment menus, such as insurance-related vehicles and bank deposit sweep options.

Michael Dipaulo is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with MML Investor Services and Mass Mutual Life Insurance since 2007. Outside of his advisory role, he owns and manages MJ Haulers, a clean-out and hauling business, and is involved with DBX Financial LLC, which operates in health and group insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships that incorporate firm-approved tools for analysis and written recommendations.

Brent Sanford is a financial advisor with LPL Enterprise, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including long-term roles at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, consulting, and access to model portfolios and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients.

Vernon Gang is a CFP® professional with 32 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC for seven years. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice grounded in an IPS-driven approach and modern portfolio theory. The firm’s offerings include a broad range of financial products such as insurance-related vehicles and bank deposit sweep options, alongside traditional investment alternatives.