Aaron Wallace is a financial advisor at Pruvise with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Fisher Investments, Gerry Andrade and Associates, and Carbide Capital Inc. Pruvise provides financial planning and portfolio management services to individuals, families, small businesses, and institutional clients, with a focus on corporate retirement-plan advisory and individual consultation. The firm uses a combination of fundamental, technical, and charting analysis to implement diverse asset-allocation strategies, primarily through a client-directed, non-discretionary trading approach.

Carl Fernandez is a CFA® charterholder and holds a Series 63 license with three years of industry experience. He is the sole advisor at Pruvise in Newport Beach, CA, and has worked at Great Pacific Securities since 2016. Prior to that, he was involved in independent trading for one year. Pruvise provides investment advisory and portfolio management services for individuals, families, and business clients, including corporate retirement planning and consulting. The firm employs a multifaceted investment approach combining fundamental, technical, charting, and cyclical analysis, emphasizing strategic asset allocation across various strategies while delivering ongoing advice without exercising discretionary trading authority.

Tristan De Mers is a financial advisor at Pruvise with a Series 65 credential and six years of industry experience. He has been with Pruvise since 2016. In addition to his advisory role, he provides accounting and business consulting services through an affiliated entity. Pruvise offers financial planning and portfolio management services to individuals, families, small businesses, and institutional clients. The firm employs a diverse investment approach that includes multiple asset-allocation strategies and a primarily non-discretionary account structure, with a focus on corporate retirement-plan consulting and affiliated accounting support.