Therese Stewart

Pamela Plick is a CFP® professional with 17 years of industry experience, operating through her independent firm, Pamela Plick Wealth Management LLC, in Palm Desert, CA. She has been the sole advisor at her firm since 2011. Outside of her advisory work, she provides financial counseling for military personnel and offers money coaching focused on educational purposes. Her firm advises individual clients with fee-only portfolio management and financial planning services, primarily on a non-discretionary basis. The firm builds customized portfolios using asset allocation and fundamental analysis and also offers educational seminars and workshops alongside one-on-one services.

Haddon Libby is a financial advisor at Winslow Drake, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Winslow Drake since 2017, following prior roles at Calton & Associates, Inc. and Sharekitchen. Libby served as president of the Cathedral City Chamber of Commerce in 2020 and contributes as a writer for a local weekly newspaper. Winslow Drake is a fee-only investment adviser serving under 100 clients with approximately $63.2 million in assets under management. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, focusing on individualized portfolios with a multi-year buy-and-hold strategy supplemented by tactical trades and AI-supported research.

George Hill is the sole advisor at George Hill Asset Management, LLC, an independent firm based in Bend, Oregon. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. Prior to founding his current firm in 2016, Hill worked at Standard Investment Chartered Inc. and Buttonwood Tree Management, LLC. George Hill Asset Management provides discretionary and non-discretionary portfolio management and investment advice primarily to high-net-worth individuals. The firm customizes strategies based on client objectives and risk tolerance, using both fundamental and technical analysis with a combination of long- and short-term positions.

Robert Piano is a financial advisor at Stoke Capital in Rancho Mirage, CA, holding CFP® and CFA® designations with 30 years of industry experience. He has been with Stoke Capital since 1995. Stoke Capital provides investment supervisory services and consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes Modern Portfolio Theory and strategic asset allocation, using academic research and global diversification to manage long-term, buy-and-hold portfolios with periodic rebalancing, and employs option strategies to address tax and liquidity considerations.

Nolan Saini is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Desert Financial Planning since 2017. He previously worked at Ameriprise Financial Services and Global View Capital Management. Outside of his advisory role, Nolan provides educational tutoring to students ranging from elementary to college level. Desert Financial Planning is an independent firm offering fee-based investment management and comprehensive financial planning to individual investors, plan sponsors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy and provides qualified retirement plan consulting, including fiduciary services under ERISA.

Richard Coryell is the principal of Coryell Capital Management and holds the CFA® designation along with Series 63 and Series 65 licenses. He has seven years of industry experience and previously worked at Xebec Investment Advisors. In addition to his advisory role, Mr. Coryell is an adjunct professor at California State University, Long Beach, where he teaches finance courses including portfolio management and capital markets. Coryell Capital Management provides discretionary investment management to individuals, trusts, IRAs, small businesses, and institutional clients. The firm uses a proprietary S&P 500 valuation model and multifactor research to actively manage portfolio risk and employs derivatives to hedge volatility and pursue tactical asset allocation.