Misty M Weltzien

Lori Frymark is a financial advisor with Morgan Stanley in Palm Desert, CA, holding a Series 7 and 66 designation and 21 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2005. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients through a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools alongside broader investment and trading activities.

Pamela Plick is a CFP® professional with 17 years of industry experience, operating through her independent firm, Pamela Plick Wealth Management LLC, in Palm Desert, CA. She has been the sole advisor at her firm since 2011. Outside of her advisory work, she provides financial counseling for military personnel and offers money coaching focused on educational purposes. Her firm advises individual clients with fee-only portfolio management and financial planning services, primarily on a non-discretionary basis. The firm builds customized portfolios using asset allocation and fundamental analysis and also offers educational seminars and workshops alongside one-on-one services.

Haddon Libby is a financial advisor at Winslow Drake, Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Winslow Drake since 2017, following previous roles at Calton & Associates, Inc. and Banc Of America Investment Services, Inc. Libby served as president of the Cathedral City Chamber of Commerce in 2020 and contributes as a writer to a local weekly newspaper. Winslow Drake serves individuals, trusts, estates, corporations, and charitable organizations, providing discretionary portfolio management and financial planning. The firm uses fundamental, technical, and quantitative analysis to build customized portfolios and supports ERISA-governed retirement plans with education and enrollment services.

George Hill is the sole principal of George Hill Asset Management, LLC, an independent firm based in Indio, CA. He holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has managed his current firm since 2016. George Hill Asset Management provides discretionary and non-discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm customizes investment strategies based on client objectives and risk tolerance, utilizing both fundamental and technical analysis with a focus on a small number of client relationships.

Robert Piano is a financial advisor at Stoke Capital in Rancho Mirage, CA, holding CFP® and CFA® designations with 30 years of industry experience. He has been with Stoke Capital since 1995. Stoke Capital provides investment supervisory services and consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes Modern Portfolio Theory and strategic asset allocation, using academic research and global diversification to manage long-term, buy-and-hold portfolios with periodic rebalancing, and employs option strategies to address tax and liquidity considerations.

Nolan Saini is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Desert Financial Planning since 2017. He previously worked at Ameriprise Financial Services and Global View Capital Management. Outside of his advisory role, Nolan provides educational tutoring to students ranging from elementary to college level. Desert Financial Planning is an independent firm offering fee-based investment management and comprehensive financial planning to individual investors, plan sponsors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy and provides qualified retirement plan consulting, including fiduciary services under ERISA.