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 Series 65-credentialed advisor with four years of industry experience. He is currently with Vision Investment Advisors, LLC and has previously worked at Divergent Capital Asset Management and Clarity Capital Partners. Katzelis is also a branch manager at High Ridge Futures LLC. Vision Investment Advisors provides discretionary and non-discretionary portfolio management to individuals, family offices, and institutional clients. The firm utilizes a growth-oriented large-cap equity strategy combined with option-based programs and allocates to third-party managers for managed futures, serving a broad range of portfolios.

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 with Bulman Wealth Group in Temecula, CA, holding a Series 65 license and two years of industry experience. She previously worked at Dubots Capital Management for four years and National Merchants Association for two years. Hernandez is also licensed as an insurance agent and is involved in insurance sales through BWG Insurance Agency. Bulman Wealth Group serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans by offering comprehensive financial planning, discretionary portfolio management, and estate-planning assistance. The firm employs various analytical approaches to tailor investment portfolios and maintains an active role in insurance distribution as part of its 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 eight years of industry experience, currently serving at Team Wealth & Tax Advisors in Temecula, CA. He has previously worked at TEAM FINANCIAL GROUP, LLC and AE Wealth Management, LLC. Team Wealth & Tax Advisors provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, trusts, and business entities, employing a client-centered investment strategy that incorporates tax considerations and utilizes AI-enabled operational tools.

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® professional with 43 years of industry experience. He is currently with NWF Advisory Services Inc and has held prior roles at Principal Securities Inc and Principal Life Insurance Company, among others. Outside of his advisory work, he has been a high school basketball coach since 2010 and has provided tax preparation services since 1997. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, and retirement plan consulting 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.

Andrew Evans is a Series 65-credentialed financial advisor with Modern Wealth Management, LLC, where he has worked since 2025. He has three years of industry experience and previously served for over a decade as a sergeant with the City of Orange Police Department, where he continues to hold a supervisory role. Outside of advising, Evans supervises field personnel, evaluates employee performance, and responds to public safety incidents. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets across about 94 advisors. The firm provides investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, with a focus that includes a Public Safety Financial Division serving municipal and public safety plan participants.

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® with three years of industry experience, currently advising at Facet since 2023. Her prior experience includes roles at PricewaterhouseCoopers and Merrill, as well as founding Jackson Ventures Inc. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients across a wide range of financial topics. The firm serves both non-high-net-worth and high-net-worth households using a technology-driven approach and a flat subscription fee model.

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 12 years of industry experience. His prior career includes roles at Wells Fargo Clearing and Wells Fargo Bank LLC spanning over two decades. Navy Federal Investment Services serves members of Navy Federal Credit Union along with individual, trust, and institutional clients, providing portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm emphasizes managed advisory programs using third-party portfolio managers on the Envestnet platform, supported by an investment committee that conducts due diligence and regular reviews.

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 served at CreativeOne Securities and its predecessor since 2015. In addition, he operates Lund Financial Management, a firm involved in the sales and service of fixed and fixed indexed annuities and life insurance products. Lund serves as a board member of Team Koral Reef, an educational nonprofit focused on 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 managers through its proprietary advisory platform.

Christopher Quandt is a financial advisor at Savvy with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Kereti Tuioti and Kimsa Total Wealth. Savvy provides investment and financial planning services to individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations. The firm uses a primarily index-based, long-term approach complemented by active equity portfolios and tax-aware direct indexing, integrating third-party sub-advisers and fintech tools to deliver customized investment solutions.

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 at NWF Advisory Services Inc with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with firms such as Principal Securities Inc and MD Brown Financial. Outside of advising, she owns and competes with a horse in equine events where prize money is awarded. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm serves mostly individual and high-net-worth clients using a technology-driven, open-architecture platform offering portfolio management, model portfolios, unified managed accounts, and financial planning services.

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.