Nolan Saini

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.

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.

Lucian Lobelkarimi is a financial advisor at Luke Capital with 10 years of industry experience. He holds a Series 65 designation and has worked at Primerica Advisors and Magis Capital Management LLC prior to founding Luke Capital. He also has involvement with College of the Desert since 2015. Outside of advising, he has engaged in part-time referral activities related to home security and automation products through affiliates of Primerica. Luke Capital provides investment advisory services to individual investors, focusing on discretionary portfolio management, financial planning, and retirement planning. The firm utilizes a value-oriented equity approach combined with selective options strategies, and it maintains a policy that excludes cryptocurrency trading.

Richard Coryell Jr. is the principal of Coryell Capital Management and holds the CFA® designation along with Series 63 and 65 licenses. He has seven years of industry experience, including prior work at Xebec Investment Advisors. In addition to his advisory role, Mr. Coryell is an adjunct professor at California State University, Long Beach, where he teaches finance courses and provides training on investment software. Coryell Capital Management is an independent, single-advisor firm that offers discretionary portfolio management to individuals, trusts, IRAs, small businesses, institutional clients, and other registered investment advisors. The firm focuses on U.S. large-cap equity strategies combined with quantitative research, using futures and options overlays to manage risk and seek enhanced returns while maintaining cost efficiency.