David Wilson is a financial advisor with KCD Financial, Inc., holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at KCD Financial since 2012 and previously at Mutual Trust Asset Management and Mutual Trust Company of America Securities. Outside of his advisory role, he performs as a bass guitarist, vocalist, and musician in a local cover band. KCD Financial, Inc. is a multi-team registered investment adviser and broker-dealer with 38 advisors managing approximately $202 million in regulatory assets. The firm serves individuals, corporate pension and profit-sharing plans, and charitable organizations, offering asset management, financial planning, and portfolio appraisal services while utilizing third-party management programs.

Ryan Berkowitz is a financial advisor at Infinity Financial Services Advisory with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms including Forthright Capital Partners and Secure Investment Management. Berkowitz is also involved with Forthright Capital Partners, LLC, where he solicits individual life insurance and fixed annuity products. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for about 642 clients. The firm provides portfolio management, financial planning, adviser selection, and pension consulting services, employing a multi-method investment approach that includes both long- and short-term trading styles with the use of complex products and options.

Michael Moore is a financial advisor with Pure Financial Advisors, LLC, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include tenure at Crestline Capital, LLC for 17 years and Morgan Stanley DW Inc. for one year. Pure Financial Advisors, LLC manages approximately $11 billion in assets for individual and high-net-worth clients, providing comprehensive financial planning and discretionary portfolio management. The firm emphasizes a financial-planning-centered approach based on academic frameworks and offers specialized services such as pension consulting and donor-advised fund management.

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.

Douglas Galloway is a financial advisor with Wedbush Securities Inc. in Palm Desert, CA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Morgan Stanley, Merrill, and Citigroup Global Markets. Outside of finance, he is active as a piano player in a local rock and roll band. Wedbush Securities serves individual, high-net-worth, and institutional clients through a combination of investment advisory and broker-dealer services. The firm offers a range of solutions including wealth management, fixed income, commodities, and capital markets services, with portfolio strategies tailored to client objectives and risk profiles.

Scott Mullen is a financial advisor with Belpointe Asset Management LLC in Rancho Mirage, CA, holding Series 63 and Series 65 licenses and 12 years of industry experience. He previously worked at National Wealth Partners, LLC and Avant Global, LLC. In addition to his advisory role, Mullen teaches novice investors how to build diversified ETF portfolios through his instructional activity at TheMullen6 & Co. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios with a range of passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.

Michele Pemberton is a financial advisor with The Wealth Consulting Group in Rancho Mirage, CA, holding Series 63 and Series 65 licenses and possessing 37 years of industry experience. She has worked at WCG Wealth Advisors, LLC and LPL Financial since 2017, and previously at World Equity Group from 2010 to 2017. Outside of advisory services, she is a business owner of AOK Partners in Indian Wells, 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 that integrates multiple analytical approaches and offers both direct management and access to third-party programs, with additional services including fiduciary support and legal-service integration.

Richard Marek is a Series 66-registered advisor with Capital Analysts, based in Rancho Mirage, CA, and has 15 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Ameriprise Financial Services, Bank of America, and Merrill Lynch. He is also an insurance agent, providing life, long-term care, disability, and fixed annuity products tailored to client needs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management utilizing a proprietary mutual fund screening process.

Erik Jensen is a CFP® with 36 years of industry experience, currently serving at United Capital Financial Advisors. His prior roles include positions at Cetera Advisor Networks LLC, Girard Securities, Jensen Wealth Advisors, and LPL Financial. He is a trustee of a real estate trust, managing property-related activities outside of his advisory work. United Capital Financial Advisors offers financial planning and investment management services nationally to individuals, corporations, retirement plans, and institutional clients. The firm employs discretionary portfolio management with customizable asset-allocation models and provides access to alternative investments, third-party managers, and client-facing technology platforms.

Dylan Brennan is a financial advisor with NWF Advisory Services Inc and holds the Series 63 and Series 65 designations. He has 23 years of industry experience and has previously worked with Avantax Investment Services, Avantax Advisory Services, and Avantax Insurance Agency. Outside of his advisory role, he owns Brennan & Company, a tax preparation and accounting business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through a network of over 100 advisors. The firm primarily serves individual and high-net-worth clients, offering portfolio management, model portfolio programs, financial planning, and retirement consulting via a technology-driven, open-architecture platform.

Craig Mcbarnes is a financial advisor at The Wealth Consulting Group with 13 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Intrepid Financial Planning Group. His practice is based in Palm Desert, CA. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm uses a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering both active and passive solutions alongside legal and implementation support through licensed attorneys.