Paul Ochoa

Broc Wavra is a financial advisor with Valley Wealth Strategies, LLC, holding a Series 66 credential and over 20 years of industry experience. He has worked with LPL Financial LLC since 2017 and has been associated with Zuk Financial Group since 2011. Outside of his advisory roles, he works part-time as a paralegal at Citadel Law Offices. Valley Wealth Strategies, LLC serves individuals, families, trusts, small businesses, charitable organizations, and retirement plans by providing customized investment management and financial planning. The firm employs a primarily long-term investment approach supplemented by fundamental, technical, and cyclical analysis, and manages approximately $1.2 billion in assets with a notable portion handled on a non-discretionary basis.

Nelson Baxley is a financial advisor with Integrity Advisory Solutions, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Groves Capital, Inc., The Alliance Insurance Group, American Income Life Insurance Company, Pfs Investment, and Primerica Financial Services. Outside of advising, he is involved in mortgage loan origination and estate planning services, assisting clients with trust and directive issuance. Integrity Advisory Solutions serves a diverse client base, including individuals, trusts, estates, charitable organizations, and corporate retirement plans. The firm offers portfolio management, financial and retirement plan consulting, and sub-advisory services, utilizing third-party platforms and managers to construct individualized or model portfolios across various asset classes.

Jackson Dewbre is a financial advisor at CWM, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Yuma Investment Group Wealth Management and Yuma & Imperial Valley Wealth Management. Outside of his advisory role, Dewbre serves as a service project manager for Foothills Rotary and is a board member of NexGen, a networking organization for young professionals. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners.

Deric Millis is a financial advisor at CWM, LLC in El Centro, California, holding a Series 65 credential with one year of industry experience. His prior work history includes roles at Yuma & Imperial Valley Wealth Management and service in the United States Army. Outside of his advisory role, he is involved in community activities such as leading a men's group and prayer team at Church for the City, coaching youth soccer, and providing sales training and coaching through The Sales PRO Method, LLC. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Dale Howard is a financial advisor with LPL Financial in Brawley, CA, holding a Series 63 license and 38 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 under which he conducts business alongside his LPL affiliation. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Trisha Howse is a CFP® professional with 25 years of experience in the financial services industry. She has worked at LPL Financial since 2011 and has been affiliated with Uvest Financial Services Group since 2003. Howse operates a DBA, Valley Financial Management, under her LPL business. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house Research team and a large network of investment adviser representatives.