William Gonzalez

Ralph Williams Jr. is a CFP® professional with 49 years of experience in the financial industry. He is the principal and sole advisor at Sage Wealth Solutions, LLC. Prior to founding Sage Wealth Solutions, he worked for 17 years at Centaurus Financial, Inc. Outside of his advisory role, Ralph is involved in college admission and financial aid consulting through Sage College Planning and serves as the Director of Music at Lancaster United Methodist Church. Sage Wealth Solutions LLC provides portfolio management, investment analysis, and financial planning services to individuals, businesses, trusts, and high-net-worth clients. The firm’s investment approach incorporates multiple analytical methods and includes a formal process for recommending and monitoring third-party Outside Managers.

Mayank Madhavani is a CFP® and PFS™ credentialed advisor with three years of experience at Neya Capital. He also serves as a manager and partner at Burkey Cox Evans & Bradford Accountancy Corp., a CPA firm. Prior to his current roles, he worked at KPMG, LLP for four years. Neya Capital provides financial planning and portfolio management services to individual investors and select institutional clients, including retirement plan sponsors and small charitable organizations. The firm emphasizes passive, diversified portfolios using low-cost index funds and ETFs, and offers tax-aware strategies, pension consulting, and client education.

Jazzmine Thomas is a financial advisor at Acrylic Financial, Inc. with five years of industry experience and holds a Series 65 designation. She is also a part owner of Top Shelf Financial LLC and maintains a life insurance license. Prior to her current roles, she worked at High Desert Medical Group and People Helping People. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, and both fundamental and technical analysis to tailor investment programs to client goals and risk tolerance.

Michael Parrinello is a financial advisor at BCN Financial, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial LLC and Crown Capital Securities, LP. Outside of his advisory work, he volunteers as a football coach in Valencia, CA. BCN Financial provides retirement plan advisory and financial planning services primarily to employer-sponsored retirement plan participants and members of over 200 Police and Fire Department associations. The firm’s investment approach emphasizes mutual funds and ETFs, combining fundamental, technical, and sentiment analysis with market timing, and it offers detailed client reporting and performance transparency uncommon among similar-sized firms.

Norine Correa is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 15 years of industry experience, all within various entities affiliated with Navy Federal. Outside of her advisory role, she owns Mother of Millions, a life purpose and spiritual coaching business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and offers a variety of advisory platforms including wrap fee programs and automated ETF-based strategies.

Robert Derryberry is a financial advisor at Inspire Advisors, LLC with 13 years of industry experience. He holds the Series 66 designation and has worked at Inspire Advisors since 2019, following eight years at Ameriprise Financial Services, Inc. He is also involved with Derryberry & Associates LLP, a business he has been associated with since 2006. Outside of his advisory work, Derryberry serves on the board of the Lancaster Performing Arts Center Foundation. Inspire Advisors, LLC is a multi-advisor registered investment adviser managing approximately $1.03 billion for around 3,800 clients, including individuals, institutions, and charitable organizations. The firm incorporates Biblically Responsible Investing using proprietary scoring and screening tools and employs a variety of investment strategies including index-based, strategic, and tactical allocations.