Michael Mortenson is a CFP® with 14 years of industry experience, currently serving as Executive Vice President and Senior Financial Advisor at Keystone Private Wealth. His prior roles include positions at Purshe Kaplan Sterling Investments, Cypress Wealth Services, and World Equity Group. Mortenson is also involved with HOA Invest, a firm providing software solutions for homeowners associations related to investment recommendations. Keystone Private Wealth manages approximately $861 million for high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, utilizing a range of securities and occasionally employing derivatives and borrowing strategies within separately managed accounts.

Jeremy Ofseyer is a financial advisor at FLC Capital Advisors with 12 years of industry experience. He has been associated with FLC Capital Advisors since 2013 and also operates the Law Office of Jeremy J. Ofseyer. Outside of his advisory and legal work, he is the sole owner and managing member of 7400H LLC, which manages a commercial property that partially leases office space to his firm. FLC Capital Advisors serves individual and high-net-worth investors, trusts, retirement plans, and business entities by providing discretionary and non-discretionary asset management, financial planning, and investment consulting. The firm manages approximately $710 million in client assets with a focus on fiduciary duties, client-specific asset allocation, and risk tolerance, utilizing a mix of equities, fixed income, mutual funds, ETFs, and third-party managers.

Kelli Cox is a financial advisor at Keystone Private Wealth with two years of industry experience. She has worked at Keystone since 2023 and has prior experience with CGC Accountants & Advisors and Godecke Clarke. Cox is also the owner of CGC - Mroz Accounts & Advisors, a tax and accounting business in Palm Desert, CA. Keystone Private Wealth is an SEC-registered advisory firm managing approximately $861 million for high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors. The firm offers customized investment management, financial planning, and retirement-plan consulting, utilizing mutual funds, ETFs, individual equities, fixed income, and alternative investments, with an investment approach that balances long-term strategies and tactical trading to meet client objectives.

Penny Salamida is a financial advisor at Cypress Wealth Services, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including M.S. Howells & Co and PURSHE KAPLAN STERLING INVESTMENTS, Inc. She serves as a nominated board member for Variety-The Children’s Charity of the Desert. Cypress Wealth Services manages approximately $1.34 billion on a discretionary basis for about 825 clients, offering customized investment management, comprehensive financial planning, and retirement plan consulting primarily to high net worth individuals, families, trusts, estates, and businesses. The firm employs a fundamental research approach with a long-term orientation and may incorporate diverse investment products including mutual funds, ETFs, alternative investments, and cryptocurrency.

Edward Woolery is a financial advisor with DST Wealth Management LLC in Indian Wells, CA, holding Series 63 and Series 65 licenses and bringing six years of experience with the firm. He has been involved in estate planning since 2013 and has operated independently since 1985. Outside of financial advising, he is a licensed real estate broker actively engaged in real estate brokerage activities. DST Wealth Management serves individual and high-net-worth clients, including trusts, estates, and retirement accounts, offering portfolio management, third-party manager selection, and access to alternative private investments. The firm also provides estate and tax planning services and employs a range of investment strategies, including both discretionary and non-discretionary management.

Benjamin Rinkey is a financial advisor at Illumination Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Illumination Wealth Management since 2014, following a period at Ben Rinkey & Associates, LLP. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, providing comprehensive Financial Life Management through financial planning and investment management. The firm uses client-specific investment policies and strategic asset allocation models with tactical adjustments, monitoring portfolios regularly with an emphasis on long-term allocation.

Salvatore Bommarito is affiliated with Keystone Private Wealth in Palm Desert, CA. He has over 20 years of experience as an attorney, operating the Law Offices of Salvatore Bommarito since 2003, and joined Keystone Private Wealth in 2026. Keystone Private Wealth is a registered advisory firm managing approximately $861 million with a team of 13 advisors. The firm serves high-net-worth individuals, families, trusts, estates, businesses, and retirement plan sponsors, offering customized investment management, financial planning, and retirement-plan consulting.

Michael Harrington is a financial advisor with Altus Wealth Group, LLC in Palm Desert, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. Prior to joining Altus Wealth Group in 2017, he worked at Morgan Stanley Smith Barney from 1998 to 2017. He is also the owner of MH Wealth Management, through which he provides financial advisory services. Altus Wealth Group is a seven-advisor team managing approximately $620 million in regulatory assets, serving individuals, families, trusts, estates, and institutions. The firm follows a risk-first investment process using managed-volatility portfolios and explicit risk budgets, combining active and passive strategies across various securities, with quarterly portfolio reviews and third-party manager due diligence.

David Wilson is a financial advisor at KCD Financial, Inc. in Green Bay, WI, holding Series 63 and Series 65 credentials with 34 years of industry experience. He has worked at KCD Financial since 2012 and has also been associated with Mutual Trust Asset Management and Mutual Trust Company of America Securities since 2023. Outside of his advisory work, he performs as a bass guitarist, vocalist, and band member in a local cover band with occasional gigs. KCD Financial, Inc. is a registered investment adviser and broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm manages approximately $182.6 million in assets and employs a variety of analytical and investment strategies, offering both discretionary and non-discretionary advisory relationships along with access to third-party management platforms.

Michael Moore is a financial advisor at Pure Financial Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Crestline Capital, LLC for 17 years. Moore is based in Indian Wells, CA. Pure Financial Advisors provides financial planning and portfolio management services primarily for individual and high-net-worth clients, as well as trusts, estates, charitable organizations, and pension and profit-sharing plans. The firm employs a planning-centered investment approach with an Investment Committee overseeing portfolios that incorporate tax-aware techniques and specialized strategies.

Robert Melino is a CFP® professional affiliated with The Wealth Consulting Group, bringing 37 years of industry experience. His prior roles include positions at LPL Financial and National Planning Corporation. Outside of his advisory work, he serves as treasurer of the Italian Heritage Club, a social organization. The Wealth Consulting Group is an enterprise firm serving a diverse client base including individuals, corporate plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers a range of services from portfolio management to fiduciary support, with notable integration of legal-service pathways and comprehensive advisory resources.

Nila Tatum is a financial advisor with The Wealth Consulting Group, holding the ChFC® designation and Series 63 and 65 licenses. She has 31 years of industry experience, including roles at National Planning Corporation and LPL Financial. Tatum is based in Palm Desert, CA. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment process combining multiple analytical approaches and offers fiduciary services and integration with legal-service pathways.

Kenneth Bobadilla is a financial advisor at Savvy with 11 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Savvy in 2025, he worked at Mercer Global Advisors, Inc. for four years and at Epstein and White Financial LLC and Epstein and White Retirement Income Solutions, LLC for a combined seven years. Bobadilla is also an insurance agent with Burdt and Luchetti Insurance Group, where he offers health insurance to individuals and businesses. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm delivers customized investment plans primarily using an index-based, long-term approach, supplemented by active equity portfolios and tax-aware direct indexing, supported by third-party sub-advisers and fintech platforms.

Gloria Franz is a CFP® professional with over 33 years of experience in the financial services industry. She is currently an advisor at The Wealth Consulting Group and has previously worked with National Planning Corporation. Outside of advising, she serves on the governing board of JFK Hospital and is a planning commissioner for the City of Indio. The Wealth Consulting Group offers wealth management, portfolio management, and financial planning services to a diverse client base, including individuals, corporations, charities, and trusts. The firm employs a tailored investment process combining multiple analytical approaches and integrates legal-service pathways through attorney affiliations and referrals.

Benjamin English is a financial advisor at United Capital Financial Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Goldman Sachs Personal Financial Management and Wells Fargo in various roles. United Capital Financial Advisors provides financial planning and investment management services nationally to individuals, corporations, retirement plans, charitable organizations, and institutional clients. The firm manages accounts primarily on a discretionary basis using asset-allocation models and offers portfolio customization, technology tools, and access to both internal and third-party investment strategies.

Matthew Fromm is a financial advisor with Ausdal Financial Partners, Inc. in La Quinta, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. He previously worked at LPL Financial, LLC for 16 years before joining Ausdal Financial Partners in 2018. Outside of his advisory role, Fromm serves as secretary and treasurer of the Barrymore Homeowners Association board. Ausdal Financial Partners manages approximately $2.13 billion in client assets through a network of 152 advisors, offering investment advisory programs, retirement plan services, and financial planning to individuals, trusts, corporations, pension plans, and charitable organizations. The firm combines advisory, brokerage, and insurance services, delivering investment strategies through various account types and custodial platforms.

William Wilson is a financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Belpointe since 2020 and SC Capital Advisors since 2015. Outside of his advisory role, Wilson serves as a high school football official and works seasonally as a food and beverage distributor at music festivals. Belpointe serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios that combine internal and third-party strategies tailored to client objectives.

Steven Ferger is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with CGN Advisors, LLC since 2015 and has also worked as a self-employed professional since 1999. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset allocation strategies and tax-aware investment vehicles, frequently utilizing institutional third-party managers and conducting regular portfolio reviews.

Neal Wilson is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at WCG Wealth Advisors, LLC since 2018 and previously at LPL Financial and National Planning Corporation. The Wealth Consulting Group provides fee-based wealth management, portfolio management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, corporate and plan sponsors, charities, trusts, and estates. The firm employs a tailored investment approach combining fundamental, technical, macroeconomic, and quantitative analysis, and integrates legal-service pathways alongside its advisory offerings.

Carol Pipitone is a financial advisor with Brookwood Investment Group, holding a Series 66 designation and 25 years of industry experience. She has worked at Brookwood Investment Group since 2023 and has been affiliated with Belpointe Asset Management since 2016. Outside of her advisory roles, she serves as an ambassador for ShelterBox USA, a nonprofit disaster relief organization, and is a board director for the Desert Winds Freedom Band, a nonprofit orchestra. Brookwood Investment Group serves individual investors, businesses, and employer-sponsored retirement plans by providing portfolio management, financial planning, and retirement plan advisory services. The firm customizes portfolios using a combination of passive, active, and tactical strategies tailored to client objectives and maintains multiple affiliated businesses and platform relationships to support its service offerings.