Stephen Jaffke

Ronald Lang is a financial advisor at Atlas Wealth Management, LLC with 13 years of industry experience. He holds a Series 65 designation and has been with Atlas Wealth Management since 2012. In addition to his advisory role, he is involved with MajesticTrader.com LLC, a business he has been part of since 2010. Atlas Wealth Management primarily serves individual clients, including many high-net-worth households, as well as pension and retirement-plan sponsors. The firm offers portfolio management, financial planning, and ERISA retirement-plan advisory services, using fundamental and technical analysis to tailor portfolios to clients’ financial situations and risk tolerance.

Noel Enokian is a financial advisor at EP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Amrock, LLC and Renuance Cosmetic Surgery Center. Enokian is also licensed as an insurance agent and dedicates a portion of his time to selling various insurance products. EP Wealth Management LLC provides discretionary investment management and advisory services to individuals and high-net-worth clients. The firm customizes portfolios based on client objectives and risk tolerances, utilizing strategies such as asset allocation, dollar-cost averaging, and technical analysis, and may engage unaffiliated sub-advisors to manage certain accounts.

William Luhrs is a financial advisor at Mount Financial Freedom with seven years of industry experience. He holds a Series 65 designation and previously worked at Prism Investment Management, Life Options AZ, and ABB. In addition to his advisory role, Luhrs serves as president and consultant at Executive Scorecard Partners, a quality consulting firm. Mount Financial Freedom is an independent, single-advisor firm serving individuals and small business owners with comprehensive financial planning, portfolio management, and investment advice. The firm emphasizes an investment philosophy based on the Efficient Market Hypothesis, focusing on asset allocation, diversification, and low-cost passive vehicles, and offers educational workshops on retirement, estate planning, and college funding.

Gregg Tushaus is a financial advisor at Big Cedar Investment Advisors with 10 years of industry experience. He holds a Series 65 designation and has served in executive management roles outside of finance, including Chief Technology and Strategy Officer at Corporate Central Credit Union and President of Emergifi, LLC. Big Cedar Investment Advisors provides portfolio management and financial planning to individuals, accredited investors, family offices, and non-profit organizations. The firm uses a combination of fundamental and technical analysis within a modern portfolio theory framework and manages discretionary accounts with a focus on institutional-type clients.

Jacob Pacini is a financial advisor at Lilliano Capital Management LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at Soulence Wealth Management and Pacini Hatfield Investments, LLC. Outside of his advisory role, he is the owner and data scientist of Jacob AI LLC, a firm focused on processing and analyzing large datasets using deep learning techniques. Lilliano Capital Management LLC serves as a sub-advisor to primary advisors by providing discretionary portfolio management for separately managed accounts. The firm employs a systematic, technology-driven investment approach with multiple strategies aimed at low correlation with equity markets and operates exclusively in a sub-advisory capacity without direct client relationships.

Anthony Iarocci Jr. is a financial advisor with Wedbush Securities Inc. holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has been associated with Wedbush Morgan Securities Inc. since 1981 and currently serves as president and manager of DCA Advisory LLC. His other business activities include leadership roles in asset and wealth management firms focused on investing in private and public entities. Wedbush Securities serves a diverse client base including individual, high-net-worth, institutional, and foundation clients, offering both brokerage and SEC-registered investment advisory services. The firm provides a range of managed account solutions and integrates brokerage, capital markets, clearing, and prime services with a notable presence in commodities and derivatives.