Marc Boracchia is a financial advisor at Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA, holding Series 63 and Series 65 licenses with 11 years of industry experience. He previously worked at Northwestern Mutual Life Insurance Company from 2013 to 2016. Outside of advising, he is a consultant and angel investor in several entities. Boracchia Wiviott Wealth Partners serves individual clients, including high-net-worth households, as well as institutional clients such as pension and employee benefit plans. The firm offers portfolio management, financial planning, pension consulting, and a subscription-based investment research service, employing a range of investment strategies across diverse asset types.

Lee Eckel is a CFP® professional with 24 years of industry experience. He is the principal advisor at Eckel Financial Advisors in Palm Desert, CA, where he has worked since 1995. Eckel Financial Advisors provides discretionary portfolio management primarily for individual investors, trusts, pension plans, and family investment entities. The firm employs a strategic allocation approach using fundamental, economic, and technical analysis, incorporates risk-management techniques such as tax-aware management and position sizing, and offers personalized service with a willingness to use leverage in client accounts.

Jeremy Kallmann is a financial advisor at MacLean Capital Advisors, LLC with one year of experience at the firm. He holds a Series 65 designation. Prior to joining MacLean Capital Advisors, he worked in various roles at First Tee Coachella Valley, Eldorado Country Club, College of the Desert, Palm Desert High School, and at the middle school level. MacLean Capital Advisors manages approximately $222 million for about 150 clients, including individuals, pension and profit-sharing plans, and charitable organizations. The firm employs a combination of fundamental, technical, and cyclical analysis to construct tailored Investment Policy Statements and uses active strategies such as options and margin in separately managed accounts.

Mark Hayek is a Series 63-licensed financial advisor with over 31 years of industry experience. He has worked at M Premier Partners since 2017 and has held positions at Purshe Kaplan Sterling Investments and Integrated Wealth Management, Inc. He also serves as a Successor Trustee in a non-investment-related capacity. M Premier Partners provides portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a blend of fundamental and technical analysis, third-party manager due diligence, and multi-asset allocation strategies, and it is notable for its use of borrowing within separately managed accounts.

Mary Brennan is a CFP® with nine years of industry experience, currently serving as an advisor at Stone Steps Financial, LLC since 2019. Prior to that, she worked at Dowling & Yanke, LLC from 2015 to 2019. Outside of her advisory role, she operates a bookkeeping business as a sole proprietor. Stone Steps Financial is a fee-only advisory firm serving primarily individuals and high-net-worth clients, offering comprehensive financial planning and investment management. The firm employs a passive, asset-class-based approach using index mutual funds and ETFs to create tax-efficient, low-turnover portfolios tailored to client goals and risk tolerance.

William Rutherford is a financial advisor with Rutherford Investment Management in Palm Springs, CA, holding 24 years of industry experience. He has led W D Rutherford LLC since 2013. Rutherford Investment Management serves individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and institutional clients. The firm provides discretionary portfolio management using a combination of fundamental and technical analysis, managing accounts in a tax-aware manner and acting as Investment Manager and ERISA fiduciary to a collective investment trust and a multi-cap growth fund focused on U.S. equities.

Maria Melecio is a CFP® professional with 11 years of experience in the financial industry. She has worked at Desert Wealth Management LLC since 2018 and previously held roles at Alpha Wealth Management, LLC and as an insurance agent. Outside of her advisory work, Ms. Melecio serves as a FINRA arbitrator and is an adjunct professor at California State University San Bernardino. Desert Wealth Management is a fee-only investment adviser managing approximately $49.6 million in discretionary assets for a small client base, primarily individuals and high-net-worth clients. The firm employs an academic investment approach that integrates macroeconomic and fundamental security analysis to guide asset allocation and investment selection.

Brian Stead is a financial advisor at BMA Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Broxton Capital Advisors for 10 years before joining BMA Advisors in 2023. BMA Advisors, LLC provides discretionary investment management for individuals, trusts, retirement accounts, corporations, charities, and institutions, focusing on portfolios composed exclusively of publicly traded securities with an emphasis on growth and income. The firm employs an active, value-disciplined investment approach using quantitative screening and a proprietary scoring system to identify undervalued opportunities.

Christian Maclean is a CFA® charterholder with 25 years of industry experience. He is a principal at MacLean Capital Advisors, LLC, where he has worked since 2011, and also has experience with Purshe Kaplan Sterling Investments. In addition to his advisory role, he is involved in independent insurance sales. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies, including long-term holdings, short-term trading, options writing, and margin transactions, generally managing accounts on a discretionary basis aligned with documented client risk tolerances.

Lea Wiviott Boracchia is a financial advisor with Boracchia Wiviott Wealth Partners LLC in Palm Desert, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. Prior to founding her current firm in 2017, she worked at Northwestern Mutual Wealth Management Company and related entities from 2013 to 2016. She is also a licensed insurance agent and occasionally offers related products and advice alongside her advisory services. Boracchia Wiviott Wealth Partners serves individual clients, including high-net-worth households, as well as institutional clients such as pension and employee benefit plans. The firm provides portfolio management, financial planning, pension consulting, and subscription-based investment research, employing fundamental, technical, and modern portfolio theory analyses across a broad range of investment vehicles.

Akram Tadlaoui is a financial advisor at Weisberg Capital Management with 12 years of industry experience and holds a Series 66 designation. He has held roles at Alpha Wealth Management and has operated as a sole proprietor. Tadlaoui is also the CEO of Financial Wellness For All, a business unrelated to investment advising. Weisberg Capital Management provides discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm uses a combination of fundamental, quantitative, technical analysis, and modern portfolio theory tailored to clients’ goals and risk tolerance.

Justin Young is a CFP® with 12 years of industry experience and is currently with Weisberg Capital Management. His prior experience includes roles at Gonda + Co., Alpha Wealth Management, LLC, and Waddell & Reed, Inc. He is also CFO of Financial Wellness For All and assists with agricultural operations at WM D Young & Sons, Inc. Weisberg Capital Management is a two-advisor firm providing discretionary and non-discretionary asset management, financial planning, and limited ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm customizes investment programs based on client goals and risk tolerance, utilizing a blend of fundamental, quantitative, and technical analysis along with modern portfolio theory.

Gordon Carlson is a CFP® professional with 20 years of industry experience and is the principal of Gordon Carlson & Associates, operating under Elm Money Management, LLC since 2009. He holds Series 63 and Series 65 licenses and maintains an ownership interest in a real estate brokerage, RESULT$ ADVISORS, INC. Additionally, he holds a life insurance agent license in California. Gordon Carlson & Associates provides portfolio management, financial planning, and pension/profit-sharing consulting to a range of clients including individuals, high net worth clients, trusts, estates, charitable organizations, and businesses. The firm employs customized allocations based on client objectives and uses fundamental analysis with diverse strategies, managing accounts on both discretionary and non-discretionary bases.

Mathew Mellier is a CFP® professional with 24 years of industry experience, currently serving at Hardworking Capital Advisors, LLC. His prior roles include positions at Emerson Equity LLC and Cetera Advisor Networks LLC. Mellier is also involved in life insurance and index annuity sales as part of his financial planning services. Hardworking Capital Advisors serves high-net-worth individuals, charitable organizations, and businesses, providing discretionary investment management, financial planning, and pension consulting. The firm employs a suitability-driven process and utilizes model portfolios and third-party managers, with a small team managing approximately $192 million across several hundred clients.

Mary Lanterman is a financial advisor at El Camino Real Financial Advisors with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at several firms, including Brookstone Capital Management and Financial Independence Group. In addition to her advisory role, she is an independent insurance producer and a licensed real estate broker. El Camino Real Financial Advisors is a single-advisor registered investment adviser serving individuals and small business clients with investment management, retirement and financial planning, and insurance products. The firm primarily manages assets on a non-discretionary basis and employs a multi-step planning process that includes portfolio construction and coordination with third-party managers.

Brian Heublein is a financial advisor with Marsha Lee & Company, Inc. in Palm Desert, CA, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with Cetera Advisors LLC since 2022 and was previously with First Allied Securities, Inc. from 1994 to 2022. Heublein serves as a FINRA arbitrator. Marsha Lee & Company, Inc. provides investment advisory and portfolio management services primarily to individual clients, using an active, discretionary management approach focused on diversification and risk optimization across various asset classes. The firm operates with a small client base and offers clients both asset-based and transaction-based billing arrangements.

Michael McConnell is a financial advisor with M Premier Partners in Indian Wells, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at M Premier Partners since 2017 and previously at Purshe Kaplan Sterling Investments and Integrated Wealth Management. M Premier Partners provides portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a blend of fundamental and technical analysis, third-party manager due diligence, and multi-asset allocation strategies, utilizing a range of securities including stocks, bonds, ETFs, and mutual funds.

Glenn Andrews is a financial advisor at BMA Advisors, LLC with 16 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with BMA Advisors since 2009. BMA Advisors, LLC provides discretionary investment management for individuals, trusts, retirement accounts, corporations, charities, and institutions. The firm employs an active, value-disciplined approach focusing on domestic and select international equities, ETFs, government securities, and mutual funds, using quantitative screening and a proprietary scoring system to identify undervalued opportunities.

Marsha Lee is the principal advisor at Marsha Lee & Company, Inc. in Palm Desert, CA, with 44 years of industry experience. She holds a Series 63 designation and has worked at Cetera Advisors LLC and First Allied Securities, Inc. She serves on the FINRA Board of Arbitrators. Marsha Lee & Company, Inc. provides investment advisory and portfolio management services primarily to individual clients, including high-net-worth individuals, trusts, and pension plans. The firm employs an active, discretionary management approach focused on diversification and risk optimization, offering clients a choice between asset-based or transaction-based fee arrangements.

Joel Kocen is a financial advisor with The Kocen Financial Group, Inc. in Rancho Mirage, CA. He holds a Series 63 designation and has 41 years of industry experience, including 38 years with Financial Goal Securities, Inc. and 35 years with his current firm. The Kocen Financial Group, Inc. provides discretionary investment management and related services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes an asset-allocation framework tailored to clients’ risk tolerance, time horizon, tax efficiency, and cash flow needs, offering portfolio management primarily through mutual funds, ETFs, and third-party money managers.