Neimia Francisco Pineda

Brandon Ross is a financial advisor at FLC Capital Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Bellatore Financial for nine years. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities by providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm manages approximately $710 million in client assets and emphasizes fiduciary duties, client-specific asset allocation, and risk tolerance through a combination of strategic and tactical investment approaches.

Misty Porter is a CFP® professional with 22 years of experience in the financial industry. She is currently with Ascentis Independent Advisors, LLC and has previously worked at Golden State Equity Partners, LLC and Citigroup Global Markets. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program, to tailor investment advice to client objectives.

Matthew Pliss is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation and IDEMIA. Outside of advisory work, he operates an IT services business for small businesses and works as a tax preparer. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and managed accounts. The firm employs a variety of asset-allocation tools and supports third-party money managers and wrap programs.

Richard Rarick III is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with FSC Securities Corporation and his own firm, Rarick & Associates. Outside of his advisory work, he serves as a board member of Joshua Springs Calvary Chapel and vice president of the Five Two Foundation, both nonprofit organizations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset allocation tools and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Alexa Lawson is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Katerina Hencova is a CFP® professional with 18 years of industry experience, currently advising at OSAIC since 2025. She previously worked at Lincoln Financial Advisors for eight years and Signator Investors Inc. for nine years. Outside of financial advising, she provides coaching on salary negotiation and compensation strategies through individual and group sessions. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services, financial planning, and managed account solutions. The firm utilizes a range of portfolio construction tools and supports multiple advisory platforms, with a notable corporate structure involving mergers, private-equity ownership, and third-party commercial arrangements.