George Joseph Martell

FINANCIAL CLARITY, EDUCATION, AND PEACE OF MIND FOR WOMEN From one woman to another, I understand the unique challenges you face in having an empowered relationship with your money. I am here to help you navigate your finances, no matter what your stage of life. I CAN’T WAIT TO MEET YOU! Please schedule a complimentary, no-obligation first appointment. This gives us the chance to chat, get to know one another, and determine if my services are going to be a good fit for you You can reach me directly with an email to [email protected], give me a call at (760) 472-5155, or tap that big blue button to the left that reads "Contact Marianne Nolte". Best regards, Marianne M Nolte, CFP® Imagine Financial Services www.imaginefinancialservices.com Read Marianne's blog posts here: https://www.imaginefinancialservices.com/blog

Michael De Luz is a financial advisor with Williams & Novak Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior roles include positions at Vistia Capital, LLC, Thornton and Associates, Kovack Advisors, Inc., and Lazari Capital Management. He is also involved in managing non-investment businesses related to tax advisory and compliance consulting through RMD Consulting LLC. Williams & Novak Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, retirement plans, and businesses, providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a long-term investment process integrating fundamental and technical analysis and offers services including direct indexing, tax-loss harvesting, and educational workshops.

Walter Ruddiman is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with American Independent Securities Group since 2005 and has operated the Ruddiman Insurance Agency, Inc. since 1980, specializing in life and health insurance sales and service. American Independent Securities Group, LLC provides investment advisory and financial planning services to individuals, pension plans, charitable organizations, and businesses, offering portfolio management through both discretionary and non-discretionary arrangements alongside access to third-party managers and estate-planning services.

Jaimi Dennehy is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities Inc. and Cresset Asset Management, LLC. Dennehy serves as a board member of the Western Arizona Humane Society. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, along with comprehensive financial and retirement planning services.

Brian Springberg is a CFP® professional with 31 years of industry experience. He is currently with OSAIC and has worked previously at SagePoint Financial and his own firm, Springberg, Mcandrew Financial Services. He serves as a board member at LifePoint Hospital, advising management on community health care needs. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers. The firm utilizes asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios managed on either a discretionary or non-discretionary basis.

Brandon Warner is a financial advisor with Edward Jones in Lake Havasu City, Arizona, holding a Series 66 designation and nine years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm offers a range of investment strategies and advisory services, operates under a fiduciary standard, and has approximately $1.01 trillion in assets under management.