Jeffrey Eisenberg is a financial advisor with Prosperitas Financial, LLC, holding three years of industry experience. Prior to joining Prosperitas, he has been involved with Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a $812 million asset base. The firm offers a range of services including asset and portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He joined Prosperitas Financial, LLC in 2024 after 35 years as president of Clark Asset Management + Associates, Inc., a firm providing analytical support among other activities. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm offers asset management, financial planning, retirement plan consulting, and other services for individuals, trusts, pension plans, and businesses, utilizing a range of investment strategies and third-party managers.

Grant Moulton is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at Raymond James Financial Services, Moulton Wealth Management, Belpointe Asset Management, and Key Bank. He is also affiliated with Blunt Wealth Services, where he works as a financial planning associate. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, portfolio management, financial planning, retirement plan consulting, and advisory services to individuals, trusts, pension plans, and businesses, using a diversified portfolio approach and engaging third-party money managers when appropriate.

Erica Zaragoza is a CFP® with seven years of industry experience. She is currently with Prosperitas Financial, LLC, where she has worked since 2025. Prior to this, she was with GWN Securities for seven years and also spent time at Tustin Unified School District. Outside of her advisory role, she is active as an insurance broker. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, using a range of securities and third-party managers tailored to client objectives.

Ryan Mittelman is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has one year of industry experience. Ryan joined Prosperitas Financial in 2025 following his undergraduate education. Prosperitas Financial, LLC is a multi-team registered investment adviser managing assets for a diverse client base, including individuals, trusts, pension plans, and businesses. The firm offers a range of services such as asset management, financial planning, retirement plan consulting, and third-party adviser management, using a variety of securities and strategies tailored to client objectives.

Daniel Donihue is an investment adviser representative with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 18 years of industry experience and has worked with Virtue Capital Management, Fusion Investment Advisors, and Community National Estate Group. Outside of his advisory role, he operates a non-securities business focused on insurance products and mortgage-related case development. 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 uses an open-architecture investment platform and combines internally developed asset allocation models with fundamental and technical analysis to implement tailored strategies.

Jared Markham is a financial advisor at RBC Securities, Inc. with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, Merrill, Citibank/Citigroup, and the Santa Fe Natural Tobacco Company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with a broad financial services group, including affiliated banking and trust entities.

Lucy Matsumoto is a financial advisor with Encompass More Asset Management LLC, holding Series 65 and Series 63 credentials and nine years of industry experience. Her prior roles include positions at Transamerica Financial Advisors, Inc., World Financial Group, Inc., and Axianta Financial Partners. She is also the owner of Lucy Matsumoto & Associates Inc., a business that manages commissions from her advisory and life insurance activities. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm uses model-based strategies incorporating proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

Andre Ramirez is a financial advisor at Concorde Asset Management, LLC with six years of industry experience. He holds a Series 66 credential and has worked at several firms including 1031 Securities Inc., SCF Investment Advisors, and World Financial Group. Outside of his advisory role, he serves as a referral agent for a student loan assistance service. Concorde Asset Management serves individual, high-net-worth, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs asset-allocation and model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory services and participant advice.

Kaisee Pelino is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. In addition to advising, Pelino has operated Kaisee's Bookkeeping Service since 2005. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses using a range of investment vehicles and third-party managers.

Robert Clark is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at PGT and Petersen International. Outside of his advisory role, he supports employee benefits brokers with individual insurance for executives. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides a range of services including asset management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Racquel Wilder is a financial advisor with Prosperitas Financial, LLC, holding one year of industry experience. She has managed her own business, Two Wilder Inc, since 2015. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses, utilizing a diverse range of securities and third-party managers.

Lois Gough Lopez is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Berthel Fisher since 2003 and also has experience with BFC Planning, Inc. Outside of her advisory role, Lopez is involved in fitness consulting, provides business training and workshops, writes fictional stories, and sells artwork through an online storefront. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets and offering a range of tailored investment management and consulting solutions.

Katherine Cooper is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She holds a CPA designation and has operated her own CPA practice since 2014. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides a range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Sean Denich is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has been with Prosperitas since 2026. His prior work experience includes roles in behavioral health and learning support organizations. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset management, portfolio management, financial planning, and consulting services for individuals, trusts, pension plans, and businesses, using a broad mix of securities and third-party money managers tailored to client objectives.

Bhagwati Mahendru is a financial advisor with Realta Investment Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. Mahendru serves as a board member for the nonprofit counseling organization Valley Family Center. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and utilizes a wide range of investment strategies across multiple asset classes, supported by its NOVA platform and third-party manager programs.

Steven Spare is a CFA® charterholder with eight years of industry experience. He is currently with Ashton Thomas Private Wealth and previously worked at Affinity Investment Advisors. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

Roslyn Clark is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She has been with Prosperitas Financial since 2024 and has also been involved with Prosum since 2011. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and financial institution consulting for individuals, trusts, pension plans, and businesses.

Jeffrey McCarty is a financial advisor with Simplicity Wealth and holds a Series 65 designation. He has 12 years of industry experience and has worked with firms including Prosperity & Legacy Wealth Management and Prestige Financial Advisors. Outside of his advisory roles, he assists veterans with filing compensation and pension claims and is involved in legal document preparation services through The Document People. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, alongside technology and operational services for other advisors.

Lawrence Zerg is a financial advisor at Zacks Investment Management, Inc. with 38 years of industry experience. He holds a Series 63 designation and has worked at Dean Witter Reynolds Inc., LBMZ Securities, Inc., and Zacks Investment Management since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.