Richard Jones is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at HBW Advisory Services since 2010 and previously was affiliated with CETERA Advisor Networks LLC and HBW Securities LLC. Outside of his advisory role, Jones serves as treasurer for the Gator Wrestling Club and is involved in athletic endorsements. HBW Advisory Services manages approximately $1.75 billion in client assets, serving individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach that incorporates tactical asset allocation and multi-manager diversification, with a notable client servicing model that supports a high client load per advisor and includes institutional and intermediary services such as sub-advisory arrangements and retirement-plan subscription offerings.

Donald Blauner is a financial advisor at Prosperitas Financial, LLC with 39 years of industry experience. He has worked at Prosperitas Financial since 2024 and previously spent 25 years at Crown Capital Securities, L.P. Blauner also operates Blauner Financial, a business through which he sells fixed annuities and long-term care products. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million using a combination of individual securities, third-party managers, and various analytical approaches.

Barry Horowitz is a financial advisor at Wealth Management with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wealth Management since 2018. Prior to that, he held roles at HD Vest Insurance Agency Inc and related entities from 2011 to 2018. Horowitz is also president of Barry I. Horowitz, CPA, A Professional Corp., which provides tax preparation, accounting, payroll, bookkeeping, and software consulting services. Wealth Management advises individuals, high-net-worth clients, and institutional clients, offering discretionary asset management, fiduciary services, and financial planning. The firm employs broadly diversified, passively managed portfolios focused on cost minimization and uses a long-term, buy-and-hold investment approach.

Ethan Alvarez is a financial advisor at Prosperitas Financial, LLC with a Series 65 designation and one year of industry experience. Prior to joining Prosperitas, he held positions at San Diego State University and Santa Monica College and worked briefly at several other organizations. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million through individualized portfolios using a range of investment instruments and employs a combination of analytical approaches to portfolio management.

Young Rah is a financial advisor at Concorde Asset Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Prudential and Ameritas. Rah is also president of EMP Financial Network, Inc., where he manages office operations. Concorde Asset Management serves individual, corporate, and retirement-plan clients, offering a range of portfolio management and financial planning services. The firm builds customized portfolios using both proprietary and third-party model strategies and provides ERISA retirement-plan advisory services.

Venkata Janga is a financial advisor at HBW Advisory Services LLC with one year of industry experience. He holds a Series 65 credential and has prior work experience with Chargeback 360, Shock Media Group, and EZ 2 Technologies Inc. Outside of his advisory role, he serves as president of Chargeback 360 and is a governor overseeing the endowment at California State University Fullerton. HBW Advisory Services manages approximately $1.75 billion in client assets and provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using tactical asset allocation and multi-manager diversification, and offers services including sub-advisory arrangements and an online wrap-fee portfolio option through Betterment Institutional.

Kieran Wong is a financial advisor at Prosperitas Financial, LLC with seven years of industry experience. He holds the Series 66 designation and has worked in advisory roles at Prosperitas Financial since 2021 and NEXT Financial Group since 2018, in addition to operating Kieran Consulting from 2011 to 2021. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 39 advisers and offers asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing a mix of analytical approaches and third-party managers to build and monitor individualized portfolios.

Elizabeth Donihue is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 credential and one year of industry experience. Her prior work includes roles at Sand Canyon Country Club and American Lifestyle Financial & Insurance. Outside of advising, she is involved in music as a singer, songwriter, and performer, earning some residual income. Coppell Advisory Solutions LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plan participants, trusts, estates, charitable organizations, and businesses. The firm manages over $1.1 billion in client assets and employs a broad investment approach using both fundamental and technical analysis across a wide range of asset types.

Telma Provencio is a financial advisor at HBW Advisory Services LLC with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2021. Her prior experience includes roles at Cetera Advisor Networks LLC and HBW Securities LLC. She is also licensed as an insurance agent, selling life, disability, annuities, and long-term care products. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach, using third-party money managers and model portfolios, and serves a large client base through retail, charitable, and institutional relationships.

Nicholas Lentini is a financial advisor at Continuum Advisory, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including OSAIC, Triad Advisors, and Signator Investors, Inc. In addition to his advisory role, he has owned and operated Lentini Financial Advisory since 1996 and serves as an instructor at College of the Canyons. Continuum Advisory serves individual and institutional clients with financial planning, consulting, and discretionary portfolio management. The firm utilizes mutual funds, ETPs, individual securities, model portfolios, and third-party managers, and offers retirement plan consulting including ERISA fiduciary services.

Amy Fontinelle is a financial advisor at Core Planning with over 20 years of experience in the industry. She holds a Series 65 designation and has been associated with her own practice since 2006 before joining Core Planning in 2026. Core Planning offers fee-only financial planning, wealth management, and portfolio management services primarily to individual and high-net-worth clients, as well as ERISA 3(21) advisory services for qualified retirement plans. The firm uses third-party model portfolios and automated rebalancing tools to tailor investment strategies based on client objectives, risk tolerance, and time horizons.

Byron Alvarado is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. Prior to joining Prosperitas in 2024, he worked at firms including Oneamerica Securities and American United Life. He is also CEO and agent of FWDTHINK Insurance & Alt Solutions, where he focuses on fixed insurance products and life settlements. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, employing a range of analytical approaches to build individualized portfolios and offering comprehensive wealth management and consulting services.

Kami Molin is a financial advisor at Mission Wealth Management, LP with over 25 years of experience. She holds a Series 63 designation and operates the Kami L. Molin Corporation, a tax and accounting services business. She has also been associated with HBW Securities LLC since 2010. Mission Wealth Management is a multi-team SEC-registered advisory firm serving affluent individuals, families, and institutional clients. The firm provides customized, long-term wealth management and financial planning services using a range of investment options and typically manages client accounts on a discretionary basis.

Mc Eathren Herrera is a financial advisor at Prosperitas Financial, LLC with a Series 65 credential and three years of industry experience. Prior to joining Prosperitas in 2023, Herrera worked for the University of California, Santa Cruz Athletics & Recreation department from 2018 to 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages portfolios using a variety of investment vehicles and analytical approaches, and it is notable for disclosing predecessor performance and certain operational policies not commonly found among similar firms.

Shea Weiner is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Northwestern Mutual. Shea completed his undergraduate education in 2025. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and consulting services using a combination of individual securities, third-party managers, and various analytical approaches.

James Lopes is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His career includes roles at Cetera Advisor Networks and HBW Securities, alongside managing Lopes Financial Services since 2007. Lopes is also involved in estate planning services, referring clients for trust and estate document preparation. HBW Advisory Services manages approximately $1.75 billion in assets and serves a diverse client base including individuals, families, charitable organizations, and retirement plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and is notable for its high client-to-advisor ratio and its institutional and intermediary service offerings.

Dillon Determan is a Series 65-licensed financial advisor at HBW Advisory Services LLC with one year of industry experience. Prior to his advisory role, he has worked in the restaurant industry, including as a server at Ruths Chris Steakhouse since 2021. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and sub-advisers, and it serves a large client base across retail and institutional segments.

Jerry Citarella is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Next Financial Group Inc, Guardian Life, and Ameritas Investment Company, LLC. He is also the owner of Infinity Wealth Management, through which he provides securities and investment advisory services. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across 1,745 clients and offers services including asset management, financial planning, retirement plan consulting, and third-party adviser management, utilizing a mix of analytical approaches and individualized portfolio construction.

Joseph Bonanno is a financial advisor at HBW Advisory Services LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HBW Advisory Services since 2015. In addition to his advisory role, he owns and operates a web application development business. HBW Advisory Services manages approximately $1.75 billion in assets and serves individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach using third-party money managers and emphasizes multi-manager diversification, offering a high client load per advisor and a mix of retail, charitable, and institutional clients.

Satenik Nshanyan is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has worked with LPL Financial and Securities America before joining Verus Capital Partners, where she has been an advisor since 2017. Outside of her advisory role, she is involved in a caregiver business and serves as a caretaker in a non-investment capacity. Verus Capital Partners is a fee-based investment advisory firm serving individuals, high-net-worth clients, trusts, pension plans, and estates. The firm combines fundamental and technical analysis to create customized portfolios, employs tactical adjustments and selective hedging, and provides ongoing account monitoring through multiple institutional platforms.