Zachary Johnson is a financial advisor at Vance Wealth with a Series 65 credential and two years of industry experience. His background includes roles at ICE Recovery and Wellness, PredictAP, and work at the University of California, Berkeley. Vance Wealth serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, charitable organizations, and other financial institutions. The firm offers wealth management, discretionary investment management, financial planning, business consulting, and retirement-plan advisory services, managing roughly $893.6 million in assets for about 380 clients.

Frederic Wachtel is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. He holds a Series 66 designation and has held prior positions at Morgan Stanley and Wells Fargo Clearing. Prosperitas Financial is a multi-team registered investment adviser that serves individuals, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using a range of securities and employs multiple analytical approaches, including fundamental and technical analysis, while also offering financial planning and retirement plan consulting.

Jason Miller is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds one year of industry experience and previously worked at KPMG from 2015 to 2019. Miller also has roles at Equity Smart Home Loans and PGIE, where he has been involved since 2019. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and retirement plan consulting with a mix of analytical approaches and individualized portfolios.

Andrew Cohen is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding three years of industry experience. He is also the principal attorney at the Law Offices of Andrew Cohen, where he has worked since 2011 assisting clients with trust and estate planning. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of investment strategies and third-party managers.

Rudy Herrera is a financial advisor with Prosperitas Financial, LLC, holding three years of industry experience. He is also the owner of College Assurity, a business focused on college planning and funding, helping students gain college admission and assisting parents with funding strategies. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a combination of analytical approaches and individualized portfolio strategies.

Frederick Arnold is an advisor at Prosperitas Financial, LLC with one year of industry experience. He also manages mortgage banking activities under dba American Family Funding and has experience in real estate property management. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities, managing approximately $812 million for about 1,745 clients with a range of asset management and consulting services.

Rian Denich is a financial advisor with Prosperitas Financial, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining Prosperitas in 2021, he worked at Wells Fargo Bank N.A. for two years and was employed at Dapper Dan's Car Wash for five years. Prosperitas Financial is a multi-team registered investment adviser that serves individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients and employs a variety of analytical approaches to build and monitor individualized portfolios.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has worked at Prosperitas Financial since 2024 and previously spent 25 years at Crown Capital Securities, L.P. Blauner also operates Blauner Financial, a business through which he sells fixed annuities and long-term care products. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million using a combination of individual securities, third-party managers, and various analytical approaches.

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.

Ethan Alvarez is a Series 65-licensed financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas, he held positions at various organizations including San Diego State University and Batza & Associates. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using a range of securities and employs multiple analytical approaches, regularly monitoring and rebalancing client investments.

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.

Norine Correa is a financial advisor at Navy Federal Investment Services, LLC with 15 years of industry experience. She holds the ChFC® designation along with Series 63 and Series 66 licenses. Correa has worked continuously within Navy Federal and its affiliated entities since 2014. Outside of her advisory role, she owns Mother of Millions, a spiritual coaching business. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm primarily delivers advice through managed advisory programs utilizing third-party portfolio managers on the Envestnet platform and supports a range of investment solutions including unified managed accounts and digital automated ETF portfolios.

Kieran Wong is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and seven years of industry experience. He has worked at Prosperitas since 2021 and was previously with NEXT Financial Group and operated his own consulting business for ten years. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting through individualized portfolios and a blend of analytical approaches.

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.

Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

Byron Alvarado is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Prior to joining Prosperitas in 2024, he worked at firms including Oneamerica Securities and American United Life. He is also CEO and agent of FWDTHINK Insurance & Alt Solutions, where he focuses on fixed insurance products and life settlements. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, employing a range of analytical approaches to build individualized portfolios and offering comprehensive wealth management and consulting services.

Mc Eathren Herrera is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and three years of industry experience. Prior to joining Prosperitas in 2023, Herrera worked for the University of California, Santa Cruz Athletics & Recreation department from 2018 to 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages portfolios using a variety of investment vehicles and analytical approaches, and it is notable for disclosing predecessor performance and certain operational policies not commonly found among similar firms.

Jerry Citarella is a financial advisor at Prosperitas Financial, LLC with 30 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Next Financial Group Inc and Guardian Life. He is also the owner of Infinity Wealth Management, providing securities and investment advisory services. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a range of asset classes and employs a blend of analytical approaches to build and monitor individualized portfolios.

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.

Ronald Mendoza is a financial advisor with Financial & Tax Architects, LLC, holding a Series 65 credential and seven years of industry experience. He previously worked at Brookstone Capital Management and has been self-employed in life insurance sales since 2002. Mendoza continues to operate as a licensed life insurance agent, focusing on marketing and sales of life insurance and fixed annuities. Financial & Tax Architects provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, particularly those nearing or in retirement. The firm implements proprietary “Private Wealth Strategies” using ETFs, individual securities, and trend-aware rebalancing, and also offers retirement-plan consulting, educational seminars, and ancillary services such as estate-planning assistance.