Erika Marie Osborn

Thomas Deppe Jr. is the sole advisor at Coast Advisory LLC, holding Series 63 and Series 66 licenses with 20 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for over a decade and has engaged in insurance and tax preparation activities through Breakthru Financial Services LLC. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a variety of analytical methods and investment strategies, including options and alternative investments, and may appoint sub-advisors to manage client accounts.

Nicholas Mowry is a financial advisor with FIAT LUX Capital Management, holding a Series 66 designation and six years of industry experience. Prior to founding FIAT LUX in 2025, he worked at Lauer Financial Services and MWA Financial Services Inc. Outside of finance, he teaches private music lessons through his Nicholas Mowry Music business. FIAT LUX Capital Management is an independent advisory firm serving individuals, trusts, charitable organizations, small businesses, partnerships, and corporations. The firm manages approximately $51.6 million in client assets with a focus on customized investment management, cash-flow analysis, and planning.

Lars Larsen is a Series 65-licensed financial advisor with 23 years of industry experience. He is the sole advisor at Magis Private Wealth Management, LLC, a firm he has been with since 2003. Outside of advisory work, Larsen serves as vice president - Digital Assets and Chief Technology Officer at Faith Technologies, Inc., where he leads the data science and analytics team in a clean energy division. Magis Private Wealth Management provides discretionary wealth management and project-based consulting to individuals, pension plans, trusts, estates, corporations, and other entities. The firm uses a primarily fundamental analysis investment approach tailored to client objectives and risk tolerance, and it offers both ongoing portfolio management and analytical consulting reports.

Justin Dopierala is a financial advisor at Domo Capital Management, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Domo Capital Management since 2007. His prior work experience includes FedEx Services and operating Dopierala Holdings, LLC. Domo Capital Management is a small, discretionary investment adviser managing approximately $18.1 million primarily for individual and high-net-worth clients. The firm employs a value-oriented, concentrated all-cap strategy focused on long-term investments in a limited number of positions, supported by a disciplined research process and strategic use of cash and hedging.

Sarah Kopesky is a financial advisor at Coast Advisory LLC with 10 years of industry experience. She holds Series 63 and Series 65 credentials. In addition to her advisory role, she is the owner of K2 Financial LLC, a business involved in tax preparation and insurance. Coast Advisory LLC provides asset management and financial planning services to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm employs a range of investment strategies and tools, offers discretionary portfolio management, and may appoint sub-advisors to manage client accounts.

Jacob Mayer is a CFP® with 11 years of experience in the financial services industry. He has worked at Cushing Capital Partners, LLC since 2021 and previously spent five years with Wells Fargo Clearing. Mayer is a partner in a private real estate and business asset ownership entity outside his advisory role. Cushing Capital Partners serves individual and institutional clients, including high-net-worth individuals and plan sponsors, offering customized, risk-adjusted, tax-aware investment and wealth management strategies. The firm uses a combination of active and passive approaches and provides access to multiple managed account programs and independent managers.