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.

Neimia Pineda is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates closely with clients and their families to develop personalized wealth management plans that align with their unique ambitions and priorities. Her approach emphasizes transparency and simplicity in navigating the complexities of investing, with a focus on supporting clients through key financial milestones including education funding, retirement planning, and long-term wealth preservation. With expertise spanning college education planning, corporate and employee benefits, institutional investment consulting, and divorce transition planning, Neimia serves a diverse clientele including business owners, corporate executives, professionals, families, and institutional plan sponsors. She holds multiple professional designations including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Neimia earned her Bachelor's degree from Florida International University and is fluent in both Spanish and English. Neimia is actively involved in several professional and community organizations such as the ASPPA Benefits Council of Atlanta, Pension Education Council of Atlanta, United Way, and Big Brother Big Sister. Outside of her professional work, she enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with her family.

Matthew Pliss is a Series 66-licensed financial advisor with OSAIC, bringing three years of industry experience. Prior to joining OSAIC in 2023, he worked at FSC Securities Corporation and spent over two decades at IDEMIA. Outside of advising, he operates an IT managed services business and provides tax preparation services through a separate firm. OSAIC Wealth, Inc. is a large SEC-registered investment adviser and FINRA broker-dealer serving a broad client base, including individuals, retirement plans, corporations, and nonprofits. The firm employs a technology-driven investment process and offers a wide range of advisory programs and third-party manager access.

Richard Rarick III is a financial advisor with OSAIC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has been associated with OSAIC since 2023 and previously worked at FSC Securities Corporation from 2009 to 2023. Rarick also operates Rarick & Associates, where he provides bookkeeping and accounting services, and serves on the boards of two nonprofit organizations, Joshua Springs Calvary Chapel and Five Two Foundation. OSAIC is a large SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process incorporating risk-tolerance assessments, asset allocation software, and portfolio optimization, offering a wide range of investment options and advisory programs.

Katerina Hencova is a CFP® professional with 17 years of industry experience. She is currently an advisor at Osaic Wealth, Inc. and has previously worked at Lincoln Financial Advisors and Signator Investors Inc. Outside of her advisory role, she provides coaching on salary negotiation and compensation strategies. Osaic Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a combination of risk-tolerance assessments, asset-allocation planning, and portfolio optimization tools to manage investments across various asset classes and offers both advisory and brokerage services through a large network of financial advisors.