Ahamad Manohorathat is a financial advisor at Valley Wealth Strategies, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial and National Planning Corporation. Outside of advising, he is a certified paralegal with Citadel Law Offices. Valley Wealth Strategies serves a diverse client base including individuals, families, trusts, and charitable organizations, offering customized investment management and financial planning. The firm employs a primarily long-term investment approach while incorporating fundamental, technical, and cyclical analysis, and manages a significant portion of assets on a non-discretionary basis.

Dennis Goldstrand is a ChFC® and Series 66 credentialed financial advisor with 48 years of industry experience. He has been associated with ON Investment Management Company since 2001 and has held roles with American Express Corporate Services, The O.N. Equity Sales Company, Augustar Financial, Goldstrand Planning Group, and Goldstrand Financial & Insurance Services. Outside of his advisory work, he is the owner of Goldstrand Planning Group, providing fee-based investment advisory and financial planning services. ON Investment Management Company (ONIMCO) is a SEC-registered investment adviser and subsidiary of The O.N. Equity Sales Company, offering financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, businesses, and ERISA plan sponsors. The firm utilizes a mix of discretionary and non-discretionary management approaches and maintains a dual-registration model supporting broker-dealer activities.

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.

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.

Joie Hurtado Wyatt is a financial advisor at Northwest Asset Management with one year of industry experience. She holds the Series 65 designation and has previously worked at Absolute Independent Living Service, Uber, and Athens Administrators. Northwest Asset Management serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, charitable organizations, and other institutional clients. The firm employs investment strategies based on strategic asset allocation and Modern Portfolio Theory, offering customized investment management, retirement and financial planning, consulting, tax preparation, 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.

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.

Tara Khor is a financial advisor with Coppell Advisory Solutions LLC, holding two years of industry experience. She has been with Coppell Advisory Solutions since 2023 and also has a longstanding affiliation with VG Capital Financial since 2011. 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 uses an open-architecture platform and a combination of internal and external asset allocation models, employing fundamental and technical analysis to manage client portfolios on a discretionary basis.

Jaspreet Aujla is a financial advisor at Intellicents Investment Solutions Inc. with one year of industry experience. His background includes roles at CalSTRS, J.P. Morgan Securities, and Heritage Community Credit Union. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, charitable institutions, and municipalities, offering services such as retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach overseen by a CFA-designated Chief Investment Officer and manages approximately $9.92 billion in assets across multiple offices.

Tolen Teigen is a financial advisor at Intellicents Investment Solutions Inc. with 23 years of industry experience. He holds the CFP®, CFA®, ChFC®, and Series 66 designations. His prior experience includes roles at Findec Wealth Services, Inc. and Western Associates Insurance Services. Intellicents Investment Solutions Inc. serves retirement plan sponsors, individual clients, and various institutions, offering retirement plan consulting, wealth management, and a wrap fee program. The firm employs a long-term, buy-and-hold investment approach with oversight from a CFA-designated Chief Investment Officer.

Leo Biscocho is a financial advisor at Coppell Advisory Solutions LLC with two years of industry experience. He holds a Series 63 designation and has worked at Fusion Capital Management since 2023, VG Capital Financial Services since 2019, and BIG Services from 2009 to 2019. 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 services. The firm uses an open-architecture platform and combines internally developed and independent asset allocation models with fundamental and technical analysis to implement discretionary investment strategies.

Christopher Sullivan is a CFP® professional with 40 years of industry experience. He is currently with Sequent Planning, LLC and Futurity First Investment Group, having previously worked at Mutual of Omaha and Mutual of Omaha Investor Services, Inc. Outside of his advisory work, Sullivan serves as the volunteer President of Discovery Bay Recreation & Sports, Inc., a nonprofit association. Sequent Planning, LLC operates as an SEC-registered investment adviser serving individuals, retirement plan sponsors, businesses, endowments, and nonprofits. The firm utilizes a structured risk framework and diversified manager exposures while providing asset management, financial planning, and retirement-plan services through a team of independent advisers.

Kevin Schneider is a financial advisor at BFC Planning, Inc. with 47 years of industry experience. He has held positions at Wells Fargo Clearing and Prudential Equity Group, LLC prior to joining BFC Planning in 2017. Schneider is a member of the San Joaquin Estate Planning Council, a group consisting of professionals involved in estate planning. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base, including individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and emphasizes flexible fee arrangements and a variety of investment platforms.

Philip Garcia is a Series 65 licensed advisor with 17 years of industry experience. He is currently affiliated with Coppell Advisory Solutions LLC and has worked at Fusion Capital Management, Global Asset Management Group, and VG Capital Financial Services. Outside of his advisory role, he manages a life and health insurance agency, overseeing operations and training of sub-agents. Coppell Advisory Solutions LLC 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 process combining internally developed and third-party asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

Cecilia Pena is a financial advisor with Coppell Advisory Solutions LLC and holds six years of industry experience. She has worked with Fusion Capital Management since 2021 and has been involved with Financial Leadership Advisors, Inc., Global Equity Lending, and World Leadership Group since 2007. In addition to her advisory work, she is also licensed as an insurance agent with active lines of authority in Accident & Health and Life insurance. 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 tailored investment process that integrates asset allocation models, fundamental and technical analysis, and ongoing portfolio supervision.

John Peterson is a Series 65-licensed financial advisor with 12 years of industry experience. He is currently with Coppell Advisory Solutions LLC and has prior experience at Fusion Capital Management and Global Asset Management Group, Inc. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, fixed, and fixed indexed annuity products. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, trusts, estates, and business entities. The firm uses an open-architecture platform with a broad investment toolkit and offers tailored investment strategies supported by continuous monitoring and periodic rebalancing.

Daniel Torres is a financial advisor with Eagle Strategies (NY Life) based in Brentwood, CA. He holds Series 65 and Series 63 licenses and has 16 years of industry experience. He has been affiliated with New York Life Insurance Company and its subsidiaries since 2009 and operates his own firm, Daniel P. Torres Financial & Insurance Services, which brokers non-registered insurance products. He also serves as president of the Edna Hill Middle School Parents Club board. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers tailored advice and solutions across multiple program types, managing a substantial portion of assets on a non-discretionary basis and working closely with institutional sponsors within an integrated New York Life affiliate structure.