David Derby is a CFP®, ChFC®, and Series 63-licensed advisor with 38 years of industry experience. He has been associated with American Investors Company since 1991 and operates an insurance and financial services business separately. American Investors Company provides investment advisory and financial planning services to individuals, retirement plans, trusts, charitable organizations, and corporations, offering a range of management and consultation options while operating both as a registered broker-dealer and SEC-registered adviser.

Alan Crosby is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Southland Equity Partners, LLC and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of his advisory role, he is a member of Brave Cycling Company LLC, which designs and sells premium cycling apparel and accessories. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mainly discretionary portfolios.

Dezaree Seeds is a Certified Financial Planner (CFP®) with 13 years of industry experience. She has worked at Sierra Ocean, LLC since 2021 and previously held roles at Goldman Sachs Personal Financial Management and United Capital Financial Advisers, LLC. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management as well as financial planning and consulting. The firm customizes asset allocations using a range of investment vehicles and offers ongoing portfolio monitoring and access to third-party platforms and independent managers.

Gregory Crosby is a CFP®-designated financial advisor at Southland Equity Partners, LLC with 40 years of industry experience. He previously worked at FSC Securities Corporation for 36 years before joining Southland Equity Partners in 2018. Outside of his advisory role, he owns Crosby Capital Advisors, LLC, a limited liability company unrelated to investment activities. Southland Equity Partners serves individuals, pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, and retirement plan consulting. The firm employs fundamental and technical analysis to create customized portfolios across discretionary and non-discretionary mandates.

Vijay Malik is a financial advisor at Sophis Investments LLC with 12 years of industry experience. He holds a Series 65 designation and has previously worked at Everest Group LLC and Holliday Fenoglio Fowler, L.P. Outside of his advisory role, he serves as president of Middle America Capital, a Nebraska real estate investment company. Sophis Investments is a small team advisory firm serving individuals, high-net-worth clients, trusts, estates, endowments, foundations, pooled investment vehicles, and certain businesses. The firm employs a concentrated, bottom-up fundamental equity approach with long-term holdings and uses performance-based fees for qualified clients, managing both individual accounts and pooled investment vehicles.

Mayra Meza is a financial advisor at Sierra Ocean, LLC with a Series 65 designation and four years of industry experience. Prior to joining Sierra Ocean, she held positions at The Save Mart Companies, California State University, Stanislaus, Modesto Junior College, and OpenDoor Services. Sierra Ocean, LLC serves individuals, trusts, estates, non-profit organizations, and business entities by providing discretionary and non-discretionary investment management, financial planning, and consulting. The firm customizes asset allocations using mutual funds, ETFs, individual equities, fixed income, and selectively employs interval and private investment funds.

Dennis Goldstrand is a financial advisor with On Investment Management Company, holding the ChFC® designation and Series 66 license, and has 47 years of industry experience. He has been associated with On Investment Management Company since 2001 and also maintains ownership of Goldstrand Planning Group and Goldstrand Insurance Services. In addition to his advisory work, he refers potential clients to American Express Corporate Services for corporate credit card programs. On Investment Management Company provides financial planning and investment advisory services to a diverse client base including individual investors, charitable organizations, businesses, and retirement plans. The firm offers a combination of fee-based financial planning, access to multiple third-party investment programs, and both discretionary and non-discretionary managed account options.

Emerita Flores is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 16 years of industry experience. She has worked at Coppell Advisory Solutions since 2021 and previously spent 11 years at Global Asset Management Group, Inc. Outside of her advisory role, she is also a broker and officer at Bay View Realty, a real estate brokerage. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm uses a combination of internally developed and independent asset allocation models alongside fundamental and technical analysis to manage portfolios tailored to client objectives.

Andrew Lambertson is a financial advisor with Founders Financial Securities LLC in Modesto, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He is the owner and president of Lambertson Financial Services and a partner at Skyson Financial, both providing wealth management and structured settlement services. Founders Financial Securities serves a diverse client base including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers a range of portfolio management programs and financial planning services, utilizing both traditional and non-traditional delivery methods such as subscription-based retirement education and co-advised customized portfolios.

George Saljian is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 designation and one year of industry experience. He has worked at Way Financial and Foundations Investment Advisors since 2024 and has over a decade of experience with Flory Construction, Inc. Saljian serves as a planning commissioner for the City of Ripon, reviewing projects related to planning and zoning issues. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for nearly 29,615 clients through a network of about 300 investment adviser representatives. The firm provides portfolio management, financial planning, retirement-plan support, and sub-advisory services to individuals, trusts, estates, and registered investment companies.

Herson Royce Taasin is a financial advisor with Coppell Advisory Solutions LLC, holding four years of industry experience. He has worked with Coppell Advisory Solutions DBA Fusion Capital Management since 2021 and has additional roles at VG Capital, Kaiser, and Dameron Hospital. Outside of his advisory work, he serves as an emergency department technician at both Kaiser and Dameron Hospital. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning services. The firm employs a combination of internally developed and independent asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision to align with client objectives.

Leyne Fernandez is a financial advisor at Coppell Advisory Solutions LLC with one year of industry experience. Prior to joining Coppell Advisory Solutions, Fernandez has been associated with VG Capital Financial Services since 2009. Coppell Advisory Solutions LLC serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and corporate/business clients with discretionary portfolio management and financial planning services. The firm employs a tailored investment process combining internally developed asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Manjit Singh is a financial advisor with Advisory Services Network, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Fidelity Investments, Bank of America, and Merrill. Outside of advisory work, he is involved as an insurance agent with Actus Wealth Strategies Insurance Agency and is a partner in an extended stay motel business. Advisory Services Network serves individuals, families, corporations, and charitable organizations through a network of independent advisors, offering portfolio management, financial planning, and retirement-plan consulting. The firm manages approximately $8.6 billion in client assets and provides tailored investment strategies across a range of asset classes using discretionary and non-discretionary approaches.

Jacob Holleman is a Series 65 licensed financial advisor at Foundations Investment Advisors LLC with one year of experience in the industry. His prior work background includes roles in security and alarm services from 2015 to 2025. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 advisers. The firm offers portfolio management, financial planning, and retirement-plan support to individuals, trusts, estates, and registered investment companies, utilizing a broad range of investment products and a network of affiliated service providers.

Joseph Laswell is a Series 65-licensed financial advisor with Foundations Investment Advisors LLC, bringing nine years of industry experience. He has worked at Way Financial and Insurance Services, Inc. since 2017, where he also serves as CEO. His prior experience includes roles at Acumen Capital Group and Abigail Life Insurance Services, Inc. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,600 clients. The firm serves individuals, trusts, estates, and registered investment companies through a network of nearly 300 investment adviser representatives, offering portfolio management, financial planning, retirement plan support, and sub-advisory services.

Julio Pompa Sinohui is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 63 designation and four years of industry experience. His prior roles include positions at PFS Investments, Inc., VG Capital, and Primerica Financial Services. Outside of his advisory work, he is an active real estate and insurance agent in Stockton, California. Coppell Advisory Solutions LLC, operating as Fusion Investment Advisors, serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis and offers an open-architecture platform across various asset classes.

Shaun Vaught is a financial advisor at Advisor Share Wealth Management, LLC with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Cetera Advisor Networks LLC since 2015. Outside of his advisory role, he serves as a pastor at Christian Worship Center, an involvement he has maintained since 1995. Vaught is also engaged in insurance services through Vaught and Muela Insurance Services. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional investment advisers, and retirement plans. The firm offers access to third-party sub-advisers and model portfolios, operates a web-based asset management platform, and makes alternative and private investment options available to eligible clients.

Maria Regina Alvis is a financial advisor with Coppell Advisory Solutions LLC, holding five years of industry experience. She has worked with VG Capital Financial Resources since 2016 and also serves as an independent agent with active lines of authority in Accident & Health and Life insurance. Coppell Advisory Solutions operates under the Fusion Investment Advisors brand, providing discretionary portfolio management and financial planning to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm uses an open-architecture platform with a broad investment toolkit and employs both fundamental and technical analysis to implement tailored investment strategies.

Maria Kamin is a CFP® professional with two years of industry experience, currently serving at Prosperity Capital Advisors. Her prior roles include positions at SageView Advisory Group, LLC and C-J Advisory, Inc. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, charitable organizations, and retirement plan sponsors. The firm employs a model-driven, multi-sleeved investment approach featuring core risk-based portfolios, specialized strategies, and access to private and alternative solutions.

Roy Ramos is a financial advisor with Coppell Advisory Solutions LLC and holds a Series 63 designation. He has four years of industry experience and has worked with Coppell Advisory Solutions since 2022. Outside of his advisory role, Ramos is also active as a real estate agent with RMME, Inc. in Stockton, California. Coppell Advisory Solutions, operating as Fusion Investment Advisors, provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporate clients. The firm employs a tailored investment approach combining internal and independent asset allocation models with fundamental and technical analysis.