Michael Boden is a financial advisor at DST Wealth Management LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Elite Worldwide for thirteen years. DST Wealth Management provides advisory services to individual and high-net-worth clients, including trusts and estates, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm employs a personalized investment approach based on clients’ financial situations, risk tolerance, and objectives.

John Balmer is a financial advisor with DST Wealth Management LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at firms including Kingswood Capital Partners, Benchmark Investments, Centaurus Financial, and Clearsight Wealth Management, where he also manages non-investment-related tax and accounting activities. He is involved in marketing deferred sales trust services as part of an estate planning team. DST Wealth Management provides advisory services to individual and high-net-worth clients, including trusts, estates, and retirement accounts. The firm offers portfolio management, third-party manager selection, and access to alternative private investments, utilizing individualized allocations based on client financial situations and investment objectives.

B. David Goldstein is a financial advisor at WealthPLAN Partners with 38 years of industry experience. He holds a Series 63 designation and has previously worked at Securities America, Western International Securities, and Wealth Plan Network, where he has been involved for over two decades. Outside of his advisory role, he is involved in insurance sales focused on long-term care and keyman premium financing. WealthPLAN Partners provides financial planning, investment management, and retirement plan consulting to individuals, high-net-worth clients, and institutional clients including foundations and pension plans. The firm employs a "Strategy Diversification" approach, managing client accounts on a discretionary basis with ongoing monitoring, rebalancing, and use of various investment vehicles and automated tools.

Cole Pine is a financial advisor at Fortem Financial Group, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at MassMutual and Northwestern Mutual. Outside of his advisory role, he has experience in the brewing industry and university settings. Fortem Financial Group serves high-net-worth individuals, families, corporations, employee benefit plans, trusts, and charitable organizations by providing financial planning, discretionary investment management, and retirement plan consulting. The firm emphasizes diversified portfolios aligned with clients’ risk tolerance and time horizon, employing modern portfolio theory and independent managers where appropriate.

Michael Clark is a CFP® with 32 years of industry experience currently serving at West Wealth Group, LLC. His career includes roles at Cooper McManus, SECURITIES AMERICA, Inc., and Official Quote Insurance Services, LLC. Outside of financial advising, he is a real estate salesperson and owner of Ensemble Realty Group. West Wealth Group provides investment advisory, asset management, and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $616.7 million in discretionary assets and employs a blend of fundamental, technical, Modern Portfolio Theory, and cyclical analysis within a networked team operating model.

Marc Koven is a financial advisor at Cypress Wealth Services, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at M.S. Howells & Co, Cypress Wealth Services, PURSHE KAPLAN STERLING INVESTMENTS, Inc., and Integrated Wealth Management, Inc. Outside of advising, he serves as an independent insurance professional and assists other RIAs with operations and technology as a subject matter expert. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach with customized asset allocation and portfolio construction, offering discretionary investment management, financial planning, and retirement plan consulting.

Christine Neilson is a financial advisor at Investment Research Corp with over 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including MML Investors Services, MassMutual Life Insurance Company, and Horace Mann Companies. Neilson is also the owner and president of Neilson Advisory Group, Inc., which provides individual and group health insurance as well as CPA and tax preparation services, and she manages a bookkeeping and business consulting firm. Investment Research Corporation offers investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and manages a broad range of securities, with an emphasis on both discretionary and non-discretionary account management.

Jill Ditter is a CFP® with 21 years of industry experience, currently with Gallacher Capital Management, LLC since 2013. She manages financial planning and investment advisory services as part of a 10-advisor team. Outside of her advisory role, she spends a small portion of her time preparing year-end tax returns for her husband’s carpet and upholstery cleaning business. Gallacher Capital Management advises individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering integrated wealth management, investment management, financial planning, and retirement plan consulting. The firm uses a consultative investment process, implementing client objectives through its proprietary GEM platform and managing portfolios generally on a discretionary basis.

Daniel Neil is a CFP® professional with 25 years of experience in financial advising. He has been with FLC Capital Advisors since 2001 and previously worked at Securities America, Inc. His activities include assisting with the management of commercial real estate for a family member. FLC Capital Advisors provides asset management, investment consulting, and financial planning services to individuals, trusts, pension, and corporate clients. The firm employs a combination of asset allocation, fundamental analysis, mutual funds, ETFs, and third-party manager due diligence to tailor portfolios according to clients’ risk tolerances and time horizons.

David Thatcher is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Cypress Wealth Services, LLC and M.S. Howells & Co, and has previously worked at Purshe Kaplan Sterling Investments, Inc. and Integrated Wealth Management, Inc. Outside of financial advising, he is involved in agricultural business operations through roles in several related entities. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach with customized asset allocation and portfolio construction, offering discretionary management, financial planning, and retirement consulting.

Lawrence Doody is a financial advisor at Uhlmann Investment Management, L.L.C. with 38 years of industry experience. He has held previous roles at Kingsbury Capital Investment Advisors LLC, Brewer Investment Advisors LLC, Howe Barnes Capital Management, Inc., and Great Lakes Advisors, LLC. Uhlmann Investment Management provides discretionary and non-discretionary portfolio management services to individual, institutional, and trust clients. The firm’s investment process focuses on fundamental analysis and long-term asset allocation, using a diversified mix of securities tailored to clients’ objectives and risk tolerances.

Michael Mullins is a financial advisor with Oakwood Capital, Inc. He holds Series 63 and Series 66 licenses and has 39 years of industry experience. Prior to joining Oakwood Capital in 2019, he worked at The Oak Ridge Financial Services Group, Inc. from 2015 to 2019. Mullins volunteers with the charity organization Laundry Love. Oakwood Capital serves individuals, including high-net-worth clients, trusts, estates, and small-business retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering services through a team of advisors and a range of program-specific agreements.

Robert Valenzuela is a financial advisor at Keystone Private Wealth with 11 years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at LPL Financial, Edward Jones, and other financial firms. Valenzuela is based in Palm Desert, CA. Keystone Private Wealth is a registered advisory firm managing approximately $861 million and serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm provides customized investment management, financial planning, and retirement-plan consulting with a generally long-term investment approach that may include alternative investments and derivatives for hedging or financing strategies.

Christian Risenmay is a CFP® and holds a Series 66 license with 23 years of industry experience. He is currently with Cypress Wealth Services, LLC and M.S. Howells & CO, and has prior experience at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Integrated Wealth Management, Inc. Outside of his advisory roles, he serves on the finance committee of Pathfinder Ranch, a charitable organization. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for high-net-worth individuals, families, trusts, estates, and businesses. The firm employs a fundamental, long-term investment approach with customized asset allocation and portfolio construction, offering discretionary management, financial planning, and retirement plan consulting.

Bryan Kocen is a financial advisor at The Kocen Financial Group, Inc. in Rancho Mirage, CA, with 35 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Kocen Financial Group since 1991, as well as Financial Goal Securities, Inc. from 1990 to 2024. 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 employs an asset-allocation framework tailored to clients’ risk tolerance, time horizon, tax efficiency, and cash flow needs, and offers financial planning, business consulting, seminars, and sub-advisory investment management.

James Bray is a CFP® and holds a Series 66 license with 21 years of experience in the financial industry. He is currently with Cypress Wealth Services, LLC and has previously worked at Steel Peak Wealth Management, Royal Alliance Associates, and several other firms. Cypress Wealth Services is an SEC-registered advisory firm managing approximately $965.5 million for high-net-worth individuals, families, trusts, estates, and businesses. The firm uses fundamental analysis and a long-term investment approach, offering discretionary management, financial planning, and retirement consulting through a 10-advisor team.

Joseph Romano III is a financial advisor with Fortem Financial Group, LLC, holding a Series 66 designation and over 26 years of industry experience. He has worked with Fortem Financial Group since 2018 and previously served at Purshe Kaplan Sterling Investments and M.S. Howells & Co. Outside of advising, he is a voluntary board member for Desert Classic Charities and serves as vice chairman for The Warburton benefitting St. Jude event. He also owns an airplane through JGR Logistics LLC. Fortem Financial Group provides financial planning, discretionary investment management, and retirement plan consulting for high-net-worth individuals, families, corporations, trusts, and charitable organizations. The firm constructs portfolios based on financial plans and investment policy statements, emphasizing diversification, modern portfolio theory, and alignment with clients’ risk tolerance and goals.

Jennifer Miranda is a financial advisor at TCP Asset Management, LLC with 17 years of industry experience. She holds Series 63 and Series 66 designations. Her work history includes roles at United Planners' Financial Services and RV Mulford Investment Corp. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans with portfolio management, financial planning, and estate-planning referrals via a digital platform. The firm manages accounts on a discretionary basis using multiple sub-advisers and model providers, and maintains an 11-office footprint with over $1 billion in client assets.

Clark Penney is a financial advisor with Cypress Wealth Services, LLC, holding a Series 66 designation and 18 years of industry experience. He has worked at Cypress Wealth Services since 2017 and previously at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and Integrated Wealth Management, Inc. Outside of his advisory role, he serves as a consultant for Alaska Horizon, a civic and social organization focused on social welfare. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for about 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting to high net worth individuals, families, trusts, estates, and businesses. The firm employs a primarily fundamental, long-term research approach and incorporates a range of investment types, including mutual funds, ETFs, individual equities, fixed income, alternative investments, private funds, and cryptocurrency products.

Jason Nettleton is a financial advisor at Cypress Wealth Services, LLC with 26 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked with firms including M.S. Howells & Co., Purshe Kaplan Sterling Investments, and Integrated Wealth Management. In addition to his advisory role, he is an independent insurance professional. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for about 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting. The firm serves high net worth individuals, families, trusts, estates, and businesses, utilizing a fundamental analysis-driven investment approach with a range of asset types and strategies.