Oscar Angeles Ocana

Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.

Matthew Kredit is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 license and four years of industry experience. His prior roles include positions at LPL Financial LLC and Principal Life Insurance Company, as well as public sector work with the City of Hanford and Tulare County HHSA. He maintains side activities as a Certified Divorce Financial Advisor and licensed insurance agent. Concorde Asset Management serves individuals, including high-net-worth clients, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm employs model-based strategies and serves as an overlay manager, integrating various platforms to tailor portfolios according to client objectives, timelines, and risk tolerances.

Edward Foraker is a financial advisor with Sowell Management, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His career includes roles at Clarus Wealth Advisors, WFG Advisors, and Williams Financial Group. Outside of financial advising, he is an owner and managing member of CBM Gas Company LLC and Okan Gas Company LLC, both involved in oil and gas production and lease operations. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs. The firm employs multiple management styles with portfolios typically constructed from mutual funds, ETFs, and individual securities, and offers services including discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory support.

Kc Trace is a financial advisor at Verity Asset Management with seven years of industry experience. He holds a Series 65 designation and has been with Verity since 2019. Additionally, he has worked with Teacher's Pension since 2006. Verity Asset Management is a multi-team SEC-registered firm managing approximately $1.15 billion and serving individuals across wealth levels, retirement plan sponsors, institutional clients, and other advisers. The firm employs a largely model-based investment process with tactical asset allocation and offers customized portfolio management, retirement plan consulting, and sub-advisory services.

Gregory Enloe is an investment advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining NWF, he worked at Osaic Wealth, Royal Alliance Associates, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he owns and operates Enloe Academy, where he runs water polo clinics and coaches, and currently serves as a water polo coach at Cuesta College. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed and third-party model portfolios with strategic long-term and tactical investment approaches.

Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.