Frederick Arnold is a financial advisor at Prosperitas Financial, LLC with one year of experience in the industry. He has worked at American Family Funding since 2009, where he is involved in mortgage banking and serves as a branch manager. Outside of financial advising, he owns a real estate property management business. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, financial planning, retirement plan consulting, and other services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers.

Rian Denich is a financial advisor at Prosperitas Financial, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank N.A. and Dapper Dan's Car Wash. Prosperitas Financial, LLC is a multi-team registered investment adviser with 39 advisors managing over $812 million for approximately 1,745 clients. The firm provides asset management, comprehensive portfolio and retirement plan consulting, financial planning, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Ara Kachadourian is a financial advisor at AlphaStar Capital Management with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at multiple firms, including US Capital Global Wealth Management and Platinum Wealth Strategies. Outside of his advisory role, Kachadourian is involved in advising a technology software company on U.S. market expansion and manages family-owned real estate consulting and investment businesses. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by providing discretionary investment management, financial planning, and subadvisory services. The firm uses model portfolios and advisor-directed strategies incorporating a range of investment vehicles, and it supports client plans with ERISA-related services and third-party portfolio construction technology.

Alfonso Valdez is a financial advisor with Sovran Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Trilogy Capital, Inc., LPL Financial, and National Planning Corporation. He is also licensed to sell fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm employs a range of portfolio management strategies and utilizes multiple platform relationships to tailor investment solutions to client objectives.

Richard Hansen is a CFP® and CFA® with 12 years of industry experience. He is currently affiliated with Mariner Independent and serves as Managing Director at RGH Wealth Advisors, LLC. Hansen is a member of the Board of Directors for the Spastic Children's Endowment Foundation, overseeing its investment endowment. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, model portfolios, and discretionary management, supported by institutional affiliations and specialized resources for retirement plan sponsors and participants.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has a Series 63 designation and previously worked at Crown Capital Securities, L.P. for 25 years. Since 1984, he has also operated Blauner Financial, through which he sells fixed annuities and long-term care products. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset and portfolio management, financial planning, retirement plan consulting, and other advisory services to individuals, trusts, pension plans, and businesses.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2018. Prior to that, he held roles at HD Vest Insurance Agency Inc and related entities from 2011 to 2018. Horowitz is also president of Barry I. Horowitz, CPA, A Professional Corp., which provides tax preparation, accounting, payroll, bookkeeping, and software consulting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and uses a long-term, buy-and-hold investment approach.

Richard Brown is a financial advisor with Arete Wealth Advisors, LLC, holding a Series 63 designation and bringing 31 years of industry experience. He worked at Lincoln Financial Advisors Corporation for 21 years before joining Arete Wealth Advisors and Arete Wealth Management in 2019. Outside of his advisory role, he teaches continuing education classes on fixed insurance for CPAs and attorneys. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and retirement plan services, utilizing both advisor-driven and proprietary model allocations, and integrates affiliated financial businesses and product channels as part of its service approach.

David Levine is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Lincoln Investment and GLP Investment Services. Outside of his advisory role, he supports his son in launching and managing a college small business venture. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house teams.

Ethan Alvarez is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and one year of industry experience. Prior to joining Prosperitas, he held various positions including roles at San Diego State University and Santa Monica College. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides a range of services including asset management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Efrain Borenstein is a financial advisor at Hilltop Securities Inc. with 37 years of industry experience. He holds a Series 63 designation and has worked at Hilltop Securities since 2008, following four years at M.L. Stern & Co., LLC. Hilltop Securities serves individual, high-net-worth, and institutional clients, offering a range of advisory and broker-dealer services including managed accounts, financial planning, and retirement-plan consulting. The firm combines custody, banking, and market-making capabilities with an open-architecture platform that incorporates third-party and firm-sponsored investment strategies.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.

Jack Johnson is a financial advisor with Vanderbilt Advisory Services in La Canada, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Vanderbilt Securities, Wedbush Securities, RBC Capital Markets, Morgan Stanley, and Citigroup Global Markets. Outside of finance, he serves as a baseball umpire at the high school and college levels and holds a board member position with the San Gabriel Valley Umpires Association. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm employs a strategic asset allocation process that integrates fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning services.

Kieran Wong is a financial advisor at Prosperitas Financial, LLC with seven years of industry experience. He holds a Series 66 designation and has worked with NEXT Financial Group and operated his own consulting business prior to joining Prosperitas. Wong is also a trustee of the Wong Family Trust. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, comprehensive portfolio and retirement plan consulting, and financial institution consulting for individuals, trusts, pension plans, and businesses.

Jack Martin is a financial advisor at SteelPeak Wealth, LLC with a Series 65 designation. He has one year of industry experience, including prior work at StudentNest and a decade in education. SteelPeak Wealth, LLC serves a diverse client base including individual investors, pension plans, trusts, charities, and family offices. The firm offers financial planning, discretionary portfolio management, alternative strategies, and private placement consulting, implementing advice through proprietary model portfolios and conducting due diligence on private securities for accredited clients.

Brian Clauer is a financial advisor with Level Four Advisory Services, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Level Four Advisory Services since 2021 and has worked with Level Four Financial since 2010. Outside of his advisory work, he operates an e-commerce business specializing in vintage Alpine sports accessories and decorative items. Level Four Advisory Services is an SEC-registered investment adviser managing approximately $6.5 billion and serving individuals, corporations, retirement plans, and municipal entities. The firm provides financial planning, asset management, retirement plan consulting, and fiduciary services, often implementing client mandates through model portfolios and a range of wrap platforms or unaffiliated sub-advisors.

Lisabeth Schiller is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Gold Coast Securities, Inc. for 18 years. Outside of her advisory role, Schiller serves as treasurer on multiple nonprofit boards and is involved in musical theater production and mobile app development. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored portfolio management through a network of advisers and a turnkey asset management platform emphasizing diversified strategies and discretionary authority.

Elizabeth Donihue is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Sand Canyon Country Club and American Lifestyle Financial & Insurance. Outside of advising, she is involved in music as a singer, songwriter, and performer, earning some residual income. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm manages over $1.1 billion in client assets and employs a broad investment approach using both fundamental and technical analysis across a wide range of asset types.

Abdullah Safdari is a financial advisor at Simplicity Wealth with six years of industry experience. He previously worked at LifePro Asset Management, LLC for six years. Safdari is also the founder and president of two companies: N.A.C.P.E. Inc., which focuses on insurance and annuity sales, and College Planning Experts, providing college planning and financial aid consulting. Outside of finance, he is a co-partner and president of La Michoacana Authentic Ice Cream Parlor, Inc. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate entities, and other financial firms. The firm employs a fund-of-funds approach utilizing ETFs, mutual funds, and individual securities when appropriate, and offers advisory services alongside technology and operational solutions for other advisers.

Adam Worth is a financial advisor at The Partners Wealth Management with a Series 66 designation and three years of industry experience. Prior to joining the firm, he worked at SCF Investment Advisors and SCF Securities, and spent eight years at Amazon Inc. The Partners Wealth Management serves individuals, families, trusts, estates, businesses, and retirement plans by providing investment management, financial planning, and retirement-plan advisory services. The firm offers both customized portfolios and model-based management, utilizing a combination of internal models, third-party providers, and outsourced managers.