Trevin Seskey is a financial advisor at Ascentis Independent Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ascentis, he was associated with ORG Partners and has worked in various roles outside finance, including as a sales clerk at Vineyard Vines and a vehicle technician at MOCO Express. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

John Young is a financial advisor at Ascentis Independent Advisors, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James Financial Services Advisors, Inc. and Golden State Equity Partners. Young is also the owner of John R. Young Capital Management Inc. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers asset management and financial planning services, utilizing portfolios that include both public and private securities, with ongoing monitoring and rebalancing.

William Byford is a financial advisor with Ascentis Independent Advisors, LLC in Las Cruces, NM. He holds Series 63 and Series 65 credentials and has 24 years of industry experience. Prior to joining Ascentis, he worked at Golden State Equity Partners, LLC and Carter Bain Wealth Management. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm provides asset management, comprehensive portfolio management, financial planning, and consulting services, employing a mix of public and private securities and utilizing discretionary management through model portfolios and sub-advisory arrangements.

James Matt is a financial advisor with Ascentis Independent Advisors, LLC in Scottsdale, AZ, holding Series 63, 65, and 66 licenses and having 23 years of industry experience. His prior roles include positions at Golden State Equity Partners, Freedom Investment Management, Strada Wealth Advisors, and Pogson & Matt Wealth Management Group. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers asset management and comprehensive portfolio services using a mix of public and private securities and supports discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.

Brian Tinker is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Ascentis Independent Advisors, LLC and has previously worked at firms including ORG Partners, Purshe Kaplan Sterling Investments, and United Planners' Financial Services. Outside of his advisory work, Tinker is involved in fundraising activities for American Martyrs grammar school and assists Medicare-eligible clients in selecting appropriate health coverage plans. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.

Colton Lightner is a CFP® with six years of industry experience, currently affiliated with Ascentis Independent Advisors, LLC. His prior experience includes roles at Golden State Equity Partners, Topwater Capital LLC, Four Pillars Financial Planning Group, and Raymond James Financial Services Advisors, Inc. Lightner serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Jeffrey Cismoski is a CFP® professional with 12 years of industry experience, currently with Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes discretionary sub-advisory arrangements and co-advisory platforms, including a Private Direct Investments program for client access to private funds and alternative investments.

Jody Howard is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at ORG Partners, LLC, Sanders Morris Harris LLC, Wealthshield Partners, LLC, and Equitable Advisors, LLC. Outside of advisory services, he is an independent insurance agent selling fixed and variable insurance products. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program for alternative investments.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Stephanie Hunter is a financial advisor at Ascentis Independent Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including CETERA Advisor Networks LLC and ORG Partners. Hunter also maintains an insurance agent license through Benchmark Financial Advisors. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses by providing tailored investment advisory services, portfolio management, and financial planning. The firm utilizes a combination of asset allocation strategies, third-party managers, and a Private Direct Investments program to manage client portfolios.

Elizabeth De Muro is a Series 66 licensed financial advisor with nine years of industry experience. She is currently with Ascentis Independent Advisors, LLC and has prior experience at Raymond James Financial Services, LPL Financial, and Madrid Financial Services. Outside of her advisory role, she serves as an instructor at Huntington Beach Adult School. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers comprehensive portfolio management and financial planning, utilizing a mix of public and private securities and specialized programs such as Private Direct Investments.

Sarah Brace is a financial advisor at Ascentis Independent Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ORG Partners, LLC, Purshe Kaplan Sterling Investments, WealthShield Partners, United Planners' Financial Services, and Bridge Advisory. Outside of her advisory role, she volunteers at Huntington Hospital’s gift shop and is a notary public. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and incorporates third-party managers and alternative investments through discretionary sub-advisory and co-advisory arrangements.

Gina Rypkema is a financial advisor with Ascentis Independent Advisors, LLC, holding the CFP® designation and Series 66 license, and has 25 years of industry experience. Her previous roles include positions at Golden State Equity Partners and Ameriprise Financial Services, Inc. She serves as a board member and treasurer for the Walker Area Pregnancy Support Center. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients with a range of investment and financial planning services. The firm employs a diversified portfolio approach that includes public and private securities and offers programs such as discretionary management, co-advisory arrangements, and a Private Direct Investments program for select clients.

James Newman is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners, Ameriprise, and UBS. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers comprehensive portfolio management and financial planning, utilizing a range of public and private securities and a distinctive Private Direct Investments program for select clients.

Julian Korber is a financial advisor at Ascentis Independent Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets Corporation, City National Bank, Purshe Kaplan Sterling Investments, and ORG Partners, LLC. Outside of his advisory work, he serves as a board member of the Colorado Photographic Arts Center, a nonprofit arts and cultural organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms, including a Private Direct Investments program for alternative investments.

Lee Jones is a financial advisor at Ascentis Independent Advisors, LLC with 22 years of industry experience. He holds the Series 66 designation and has worked previously at Golden State Equity Partners d/b/a Tangent Retirement, Stratos Wealth Partners, LTD., and LPL Financial. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting. The firm employs asset allocation, fundamental and technical analysis, and utilizes third-party managers, co-advisory platforms, and a Private Direct Investments program to manage client assets.

Kelli Young is a financial advisor with Ascentis Independent Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. She has worked at Golden State Equity Partners d/b/a Longevity Wealth since 2016 and at Miller Advisors, Inc. prior to that. Young is also the owner of Longevity Navigator, LLC, a startup focused on developing long-term planning solutions. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of portfolio management and financial planning services, utilizing a mix of public and private securities and featuring a Private Direct Investments program for select clients.

Mary Avella is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. Her prior roles include positions at Golden State Equity Partners, Kestra Advisory Services, Kestra Investment Services, Bank of America, and Merrill Lynch. She also provides consulting services through Financial Advisors Research. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses, providing tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes sub-advisory arrangements and a Private Direct Investments program to manage client assets.

Jonathan Larsen is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at Albion Financial Group for 14 years before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting services. The firm employs a range of investment approaches including asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through its Private Direct Investments program.

Thomas Worth III is a CFP® with 16 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and previously worked at Defender Capital and ORG Partner's LLC. Worth also operates as a Personal CFO. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a broad range of services including asset management, comprehensive portfolio management, and financial planning, utilizing portfolios composed of both public and private securities that are actively monitored and rebalanced.

George Elias is a financial advisor at Ascentis Independent Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at several firms, including ORG Partners and Emerald Investment Partners. Outside of his advisory work, he owns Premier Tax Consulting and Global Tax Consulting, providing tax consulting services. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses. The firm provides tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.

Donna Gunderson is a financial advisor at Ascentis Independent Advisors, LLC with 11 years of industry experience. She holds the Series 66 designation and has worked at Edward Jones, Ameriprise Financial Services Inc, and Golden State Equity Partners. In addition to her advisory role, she is involved in independent insurance brokering through Golden State Equity Partners, LLC. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms along with a Private Direct Investments program.

Jordan Vander Poorten is a CFP® and holds a Series 65 license with four years of industry experience. He is currently affiliated with Ascentis Independent Advisors, LLC and has worked at Golden State Equity Partners, LLC, TVN Wealth Management Inc, and VDP CPA, where he serves as a principal and CPA. Outside of his advisory role, he is actively involved in accounting services through VDP CPA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes a combination of asset allocation, fundamental and technical analysis, and discretionary sub-advisory arrangements, including a Private Direct Investments program for alternative investments.

Todd Schneider is a Series 65-licensed advisor with 15 years of industry experience. He currently serves at Ascentis Independent Advisors, LLC and has prior experience at Golden State Equity Partners, Cutter Financial Group LLC, and Precision Capital Management. Schneider is also a Texas-licensed insurance agent and co-owner of investment property businesses. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers diversified portfolio management and financial planning services, utilizing a combination of public and private securities and discretionary management strategies.

Joseph Leary is a financial advisor at Ascentis Independent Advisors, LLC in Charlotte, NC, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at U.S. Bancorp Investments, Citizens Bank N.A., and several other financial firms. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and consulting services. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes third-party managers and alternative investments through its Private Direct Investments program.

Michael Otterson is a financial advisor at Ascentis Independent Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Golden State Asset Management, Freedom Investment Management, and 3D/L Capital Management. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through programs such as its Private Direct Investments platform.

Timothy Miller is a financial advisor at Ascentis Independent Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including ORG Partners, Cetera Investment Advisers LLC, and CETERA Advisor Networks LLC. He is also an instructor at the Community College of Allegheny County, teaching retirement planning courses. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and uses discretionary sub-advisory and co-advisory platforms, including a Private Direct Investments program for alternative investments.

Christa Madison is a CFP® and Series 63 licensed advisor at Ascentis Independent Advisors, LLC with two years of industry experience. Her prior roles include positions at Curi RMB Capital, Sebold Capital Management, Americana Financial Group, MML Investors Services, Inc., and MassMutual Financial Group. Outside of advising, she is involved as a soccer referee and partners with family members in a craft show business called Loom Designs. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios constructed from diverse public and private securities that are actively monitored and rebalanced.

Nathan Enriquez III is a financial advisor at Ascentis Independent Advisors, LLC in Deming, NM, holding a Series 65 designation with seven years of industry experience. He previously worked at Carter Bain Wealth Management from 2016 to 2021 before joining Golden State Equity Partners, LLC. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored investment advisory services, including portfolio management, financial planning, and alternative investment options through its Private Direct Investments program. The firm employs a range of strategies such as asset allocation and third-party managers to meet client objectives.

Heather Bjorgaard is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 65 credential and two years of industry experience. She has previously worked with Golden State Equity Partners, LLC, and Arise Wealth Management. From 2014 to 2023, she operated Heather Bjorgaard Childcare. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients through a network of advisors. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing portfolios composed of both public and private securities and employing discretionary management and co-advisory arrangements.

Timothy Griffith is a financial advisor at Ascentis Independent Advisors, LLC in Seattle, WA, with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at ORG Partners, LLC and WealthShield Partners, LLC, as well as Schmidt Financial Group, Inc. for two decades. Outside of his advisory role, he owns and manages a private farm on Whidbey Island, WA. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a range of strategies including asset allocation, fundamental and technical analysis, and access to private funds and alternative investments through its Private Direct Investments program.

Shelley Lof is a financial advisor at Ascentis Independent Advisors, LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Golden State Equity Partners and Ameriprise Financial Services, Inc. In addition to her advisory role, she is involved with Rypkema Operations, LLC. Ascentis Independent Advisors is a multi-team SEC-registered firm that serves individuals, trusts, retirement plans, and corporate clients. The firm provides comprehensive portfolio management and financial planning, utilizing a mix of public and private securities and offering programs such as Private Direct Investments and co-advisory platforms.

Shannon Kujawa is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 19 years of industry experience. She has held roles at Golden State Equity Partners and LPL Financial, and operates a sole proprietorship providing real estate and accounting consulting services. Outside of financial advising, she manages accounting services for multiple Del Taco restaurants through Vanderweel Ventures, LLC. Ascentis Independent Advisors is a multi-team SEC-registered firm serving individuals, trusts, retirement plans, and corporate clients. The firm offers diversified portfolio management utilizing public and private securities and maintains a Private Direct Investments program providing access to illiquid private funds.

Nancy Mc Coyne is a financial advisor at Ascentis Independent Advisors, LLC with a Series 66 designation and three years of industry experience. She previously worked at Ameriprise from 2016 to 2023 and is currently associated with Golden State Equity Partners. Mc Coyne operates Arise Wealth Management, a registered investment advisory business under Golden State Equity Partners. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement consulting, utilizing a mix of public and private securities and implementing discretionary management through model portfolios and sub-advisory arrangements.

Benjamin Marshall is a CFP® with 18 years of industry experience. He is currently with Ascentis Independent Advisors, LLC and has held roles at Marshall Wealth Advisors, Golden State Equity Partners, Townsquare Capital, Drive Wealth Management, and Lefavi Wealth Management. He also engages in fixed insurance sales on a limited basis. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses with tailored portfolio management and financial planning services. The firm employs a mix of asset allocation, fundamental and technical analysis, third-party managers, and alternative investments through programs like its Private Direct Investments offering.

Grant Wilson Jr. is a financial advisor at Ascentis Independent Advisors, LLC with seven years of industry experience. He holds a Series 66 credential and has previously worked at ORG Partners, Defender Capital, UBS Financial Services, and other firms. His background also includes roles outside finance, such as involvement with North Carolina Missions of Mercy and Bad Daddy's Burger Bar. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management, financial planning, and access to alternative investments through a Private Direct Investments program.

Allen Livingston is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Golden State Equity Partners, Allred Jackson Financial Planning, LLC, and Allstate Insurance Company. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm utilizes asset allocation, fundamental and technical analysis, third-party money managers, and a Private Direct Investments program to manage client assets.

Misty Porter is a CFP® with 22 years of industry experience, currently serving at Ascentis Independent Advisors, LLC. She previously worked at Citigroup Global Markets for 10 years before joining Golden State Equity Partners, LLC, where she has been since 2017. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes third-party managers and alternative investment programs to meet client objectives.

Timothy Dowd is a financial advisor at Ascentis Independent Advisors, LLC with 10 years of industry experience. He holds the Series 65 designation and has worked at Golden State Equity Partners, Polaris Greystone Financial Group, LLC, and Greystone Financial Group, Inc. Prior to joining Ascentis, he spent six years at Golden State Equity Partners. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management, financial planning, and consulting services, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments.

Megan Brown is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and 14 years of industry experience. She previously worked at Dempsey Lord Smith, LLC for 11 years and has been with Ascentis since 2026, as well as with Bristal Lane Group since 2025. Ascentis Independent Advisors is a multi-team SEC-registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm offers a range of services including asset management, financial planning, and retirement plan consulting, utilizing a mix of public and private securities and employing discretionary management through model portfolios, sub-advisory arrangements, and co-advisory platforms.