Scott Keith Smith

David Leighton is a financial advisor at Ascentis Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Arimathea, Golden State Asset Management, Golden State Equity Partners, LLC, Ameriprise Financial Services, Inc., and Unisys. Outside of Ascentis, he serves as Vice President of Diocesan Relations at Arimathea, providing advice to institutions and individuals using planned models. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, UMA programs, and third-party platforms. The firm focuses on constructing model portfolios and licensing investment methodologies rather than directly managing retail accounts.

James Goetz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Golden State Wealth Management since 2016 and also has experience with LPL Financial. Outside of his advisory work, he is involved with Chapel of the Lakes Mortuary in an on-call capacity and is co-owner of Antoinette's School of Dance. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily provides discretionary portfolio management and constructs tailored portfolios using various analytic approaches and third-party managers.

Bradley Fallon is a financial advisor with Golden State Wealth Management, LLC and holds a Series 66 designation. He has 20 years of industry experience, including ten years with Golden State Wealth Management and twelve years with LPL Financial. Fallon serves as chairman of the School Site Council at Highland Elementary, a nonprofit board position. Golden State Wealth Management provides asset management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Kyle Emerson is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior affiliations include Independent Financial Partners and LPL Financial. Outside of financial advising, he has served as a golf coach for Cal State San Bernardino. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and utilizes various analytic approaches and third-party managers to construct tailored portfolios.

Mario Vasquez Jr. is a financial advisor with Golden State Wealth Management, LLC in Powell, Wyoming, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. His prior work includes four years at J.P. Morgan Securities before joining Golden State Wealth Management and LPL Financial in 2016. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management supported by various analytic approaches and third-party managers, with services billed mainly on a percentage-of-assets basis.

Travis Fago is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Golden State Wealth Management since 2018 and has also been affiliated with LPL Financial, LLC since 2012. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs tailored portfolio construction using various analytic approaches and may utilize third-party managers and model portfolios, providing primarily discretionary portfolio management.