Paul Steve Ochoa

Broc Wavra is a financial advisor at Valley Wealth Strategies, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial since 2017, concurrently serving with Valley Wealth Strategies and Zuk Financial Group. In addition to his advisory roles, he works part-time as a paralegal at Citadel Law Offices. Valley Wealth Strategies, LLC is an SEC-registered multi-advisor firm providing investment management, financial planning, and retirement plan advisory services to a diverse client base that includes individuals, families, trusts, small businesses, and charitable organizations. The firm primarily employs a long-term investment approach while offering both discretionary and non-discretionary account management, and manages a majority of its assets on a non-discretionary basis.

Nelson Baxley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. His prior roles include positions at Groves Capital, Inc., The Alliance Insurance Group, American Income Life Insurance Company, Pfs Investment, and Primerica Financial Services. Outside of his advisory work, he assists clients as a licensed loan originator with mortgage financing and provides estate planning referrals through a cloud-based trust and directive service. Integrity Advisory Solutions serves a diverse client base, including individuals, high-net-worth clients, trusts, estates, corporations, and other businesses. The firm offers portfolio management, financial planning, retirement consulting, and sub-advisory services through a network of independent advisors, managing approximately $1.1 billion in client assets.

Jackson Dewbre is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 credential and has worked at Yuma & Imperial Valley Wealth Management and Yuma Investment Group Wealth Management. Outside of his advisory role, Dewbre is involved as a Service Project Manager with Foothills Rotary and serves as a board member for NexGen, a networking organization for young professionals. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a nationwide network of more than 600 advisors. The firm employs discretionary portfolio management using model portfolios governed by an in-house Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools.

Deric Millis is a financial advisor at CWM, LLC with one year of industry experience. He holds a Series 65 credential and has prior work history including service in the United States Army and roles in wealth management and various business sectors. Outside of his advisory role, he is involved in his community as a men's group and prayer team leader at a local church, a sales coach, and a youth soccer coach. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages portfolios on a discretionary basis using a combination of model portfolios, third-party sub-advisors, and customization tools, with a notable emphasis on retirement plan services and operational transparency.

Dale Howard is a financial advisor with LPL Financial in Brawley, CA, holding a Series 63 designation and bringing 39 years of industry experience. He has been with LPL Financial since 1993. Outside of his advisory role, he serves as president of KD Howard Investments, Inc., an S corporation operating primarily under the LPL brand. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies.

Trisha Howse is a CFP® with 26 years of industry experience, currently serving as a financial advisor at LPL Financial since 2011. Her prior experience includes roles at Uvest Financial Services Group and Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and asset management solutions, utilizing various investment strategies and operational tools.