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.

Antonio De Frank is a financial advisor at Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has one year of industry experience, beginning his career at Prosperitas Financial in 2025. Prior to entering the financial industry, he completed his undergraduate education from 2019 to 2023. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a 39-advisor team managing over $812 million in assets. The firm provides a range of services including asset management, financial and retirement plan consulting, and third-party adviser management, utilizing diversified portfolios and ongoing rebalancing to meet client objectives.

Ryder Bendrat is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience spanning various roles, including positions at Thelma's Cafe and Jerry Citarella Presents. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with 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, using diverse portfolios and ongoing monitoring to align investments with client goals.

Mark Petersen is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 license and five years of industry experience. He previously worked at NEXT Financial Group and Petersen International Underwriters. Outside of advising, he is involved in a marketing and graphic design business, Intensify Marketing LLC. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through 39 advisors. The firm provides asset management, financial planning, retirement plan consulting, and third-party adviser services to individuals, trusts, pension plans, and businesses, utilizing a range of securities and ongoing portfolio monitoring.

Scott Reiber is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes roles at Concorde Investment Services, SCF Investment Advisors, and World Financial Group. Outside of advisory work, he is a senior agent and broker associate with Redfin Corporation, focusing on real estate brokerage. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various account management strategies and third-party arrangements. The firm is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC with a Series 65 designation and two years of industry experience. His background includes roles at Whole Foods, the Office of Congressman Mike Garcia, and Legacy Cristian Academy. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients, offering services including asset management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Dulce Vazquez is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. She has been with Prosperitas Financial since 2023 and has a concurrent role at Park Regency dating back to 2005. 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 third-party adviser management for individuals, trusts, pension plans, and businesses.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She has previously worked at Poole Shaffery for five years and currently maintains a legal practice with Odom Law Group, APLC. 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, retirement plan consulting, and financial institution services for individuals, trusts, pension plans, and businesses, utilizing a range of securities and third-party money managers to align portfolios with client objectives.

Damon Simpson is a financial advisor with Mutual Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His career includes roles at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of advising, he is a tax preparer and owner of a tax preparation business, where he also serves as COO. Mutual Advisors, LLC is an SEC-registered firm managing approximately $6.75 billion through 123 advisors, serving individuals, high-net-worth clients, institutions, trusts, and retirement plans. The firm offers a range of services including asset management, financial consulting, and ERISA plan advisory, utilizing a combination of passive and active investment strategies tailored to client objectives.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

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.

Jamilah Mc Cluney is a financial advisor at Brookwood Investment Group with four years of industry experience and holds a Series 65 credential. She has worked at multiple firms including Redwood Private Wealth LLC, Redwood Tax Specialists, and Black Wealth Financial, LLC. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans, providing portfolio management, financial planning, and retirement plan advisory services. The firm employs a range of investment strategies tailored to client objectives and operates a network of proprietary partner offices alongside several affiliated businesses.

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.