Jeffry Cole II is a CFP® professional with nine years of industry experience, currently serving at Team Wealth & Tax Advisors in Temecula, CA. He has held various roles within affiliated entities since 2013, including running his own tax preparation and planning business. His background includes work at AE Wealth Management and multiple related financial and tax service entities. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates investment management with coordinated tax planning and preparation through affiliated tax entities, employing a strategy that combines fundamental and technical analysis alongside AI-enabled operational tools.

William Katzelis is a financial advisor at Vision Investment Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at several firms including Divergent Capital Asset Management LLC and Clarity Capital Partners. Katzelis is also the Branch Office Manager at High Ridge Futures LLC, where he operates the branch office and services clients. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, family offices, and select institutional investors, employing internally developed investment strategies focused on large-cap, growth-oriented equities and income enhancement techniques. The firm also offers option-based leveraged strategies and managed-futures allocations, serving clients with varying risk tolerances.

David Leonhart is a financial advisor with Team Wealth & Tax Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and having 17 years of industry experience. He has worked at Team Financial Group and HD Vest Investment Services, among other firms. Outside of his advisory role, he is active as a tax preparer with TeamTax Professionals Inc. and serves as an insurance agent with D.P.L. Tax, Financial & Insurance Solutions. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates tax planning and investment management through a “SmartChoice Wealth Strategy” and is noted for its close affiliation with accounting and tax entities.

Stephanie Hernandez is a financial advisor at Bulman Wealth Group with two years of industry experience. She holds a Series 65 designation and previously worked at Dubots Capital Management and the National Merchants Association. In addition to her advisory role, she is licensed for insurance sales through BWG Insurance Agency. Bulman Wealth Group is a six-advisor registered investment adviser managing approximately $200.6 million in discretionary assets. The firm serves individuals, corporations, trusts, estates, retirement plans, and charitable organizations, providing personalized portfolio management, financial planning, and estate-planning services.

Chirho Garcia is a financial advisor with Elevated Capital Advisors, LLC, holding Series 63 and Series 65 designations and having 21 years of industry experience. Prior to joining Elevated Capital Advisors in 2020, Garcia worked at Regal Investment Advisors, Regulus, LLC, and Strategy Wealth Management. He also operates Chirho Financial Solutions, where he provides financial planning and sells fixed insurance products. Elevated Capital Advisors serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations, offering investment management and financial planning services through a network of independent advisors. The firm employs a combination of fundamental, technical, and quantitative analysis, using tools such as Riskalyze to tailor asset allocation strategies and supports various portfolio management options and consulting engagements.

Brian Owen is a financial advisor at Team Wealth & Tax Advisors in Temecula, CA, holding a Series 65 designation with five years of industry experience. His background includes roles at Team Financial Group and Client Sense Computing, where he also manages an information technology consulting business. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities. The firm integrates investment management with coordinated tax planning and estate-plan coordination, using a “SmartChoice Wealth Strategy” that incorporates tax considerations and AI-enabled tools alongside human review.

Dustin Watts is a CFP® professional with seven years of industry experience. He is currently with Team Wealth & Tax Advisors and has prior experience at TEAM FINANCIAL GROUP, LLC and AE Wealth Management, LLC. Before entering financial advising, he worked at Chase Bank for four years. Team Wealth & Tax Advisors serves individuals, high-net-worth clients, trusts, and business entities, providing discretionary asset management, financial planning, and consulting. The firm employs a customized, goal-based investment process called the SmartChoice Wealth Strategy and integrates tax planning through its affiliated CPA.

Brandon Garva is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Principal Securities Inc, Principal Life Insurance Company, and Mass Mutual. Outside of his advisory role, he is involved in promoting live electronic music events through United By Bass LLC and provides mobile notary services via his ownership of Garva LLC. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small business entities, employing a fundamental investment approach with macro-economic review to build customized portfolios based on client goals and risk tolerance.

Michael Brown is a CFP®-certified financial advisor with over 43 years of industry experience. He is associated with NWF Advisory Services Inc and has held roles at Principal Securities Inc, Principal Life Insurance Company, and operates his own firm, MD Brown Financial. Outside of advisory work, he has coached high school basketball since 2010 and provides tax preparation services. NWF Advisory Services Inc is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, and financial planning via a technology-driven, open-architecture platform.

Ivan Thornberry is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at Armor Financial, Grow With Me, CREATIVE BENEFITS, Inc., American Wealth Associates, Client One Securities, LLC, and he is also engaged as an insurance agent with Hubler Insurance Services. Thornberry provides insurance and annuity solutions and offers non-legal administrative support for estate planning through his ownership role at Armor Financial. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing, and utilizes third-party sub-advisers and custodians to provide tailored investment advice.

Daniel Goodman is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 designations. He has 15 years of industry experience and has worked at firms including DEG Financial Services and Futurity First Insurance Group. His current tenure at Sequent Planning spans multiple periods since 2021. Sequent Planning, LLC serves individuals, high-net-worth clients, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations.

Portia Jackson is a CFP® and holds a Series 66 license, with three years of industry experience. She joined Facet in 2023 and previously worked at PricewaterhouseCoopers and Jackson Ventures Inc. for a combined nine years. Facet serves individual members across a broad range of wealth levels by offering tiered, subscription-based financial planning and implementation services. The firm employs a holistic planning approach called Total Financial Life Resources (TFLR) and emphasizes technology-driven, discretionary investment management primarily using ETFs.

Russell Smith is a CFP® and ChFC® with 42 years of industry experience. He is currently with Regal Investment Advisors LLC and has held roles at Regulus Financial Group, Cetera, and Torimax Financial Group, where he serves as President and CEO. Outside of his advisory work, he leads Torimax Financial Group, a company involved in the sale of fixed deferred and immediate annuities. Regal Investment Advisors LLC, doing business as LionShare, provides discretionary investment management services primarily to independent investment adviser representatives and other registered advisers. The firm offers a range of proprietary and third-party model portfolios covering various asset classes, with advisors selecting allocations and granting Regal discretionary authority to implement strategies on client accounts.

Steven Vasquez is a financial advisor with Navy Federal Investment Services, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, retirement-plan fiduciary services, and an automated ETF-based Digital Investor product. The firm utilizes third-party portfolio managers on platforms like Envestnet and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Jason Lund is a financial advisor at CreativeOne Securities, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with CreativeOne Securities since 2015. Lund also operates Lund Financial Insurance Services, focusing on fixed and fixed indexed annuities and life insurance, and serves as a board member of Team Koral Reef, an educational nonprofit for freshwater swimmers. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

Christopher Quandt is a financial advisor at Savvy with three years of industry experience. He holds Series 65 and Series 63 designations. His prior roles include positions at Raymond James Financial Services Advisors, True Harvest Wealth Management, and Kereti Tuioti. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers tailored investment plans using a primarily index-based, long-term approach supplemented by active equity portfolios and tax-aware direct indexing, and integrates third-party sub-advisers and fintech tools into its strategies.

Abigail Miller is a financial advisor at Impact Partnership Wealth, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Walker Capital Preservation Group. Outside of her advisory work, she owns a car sharing and rental business. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a combination of third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays, offering discretionary and non-discretionary portfolio solutions.

Catherine Deel is an investment advisor representative at NWF Advisory Services Inc with 13 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including Principal Securities Inc and MD Brown Financial. Outside of advising, she owns and competes in equine events for prize money and provides tax preparation services during tax season. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in assets for primarily individual and high-net-worth clients. The firm utilizes an open-architecture, technology-driven platform to offer customizable portfolio management and financial planning through various advisory programs.

Dale Curtis is a financial advisor at HBW Advisory Services LLC in Temecula, CA, holding a Series 65 designation with 14 years of industry experience. He has been with HBW Advisory Services since 2016. Curtis is also involved with WealthFort, INC., a financial planning and wealth management business. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, and businesses. The firm employs a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, and it offers a range of services including sub-advisory arrangements and retirement-plan subscription services.

Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked exclusively within the Navy Federal organizations since 2013, including Navy Federal Credit Union and various Navy Federal Investment and Financial Group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, employing third-party portfolio managers and providing overlay services and a Private Wealth Consulting program for clients with $1,000,000 or more.