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.

Jonathon Webster is a financial advisor with Trustmont Advisory Group, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. His prior firms include Stifel Nicolaus & Co Inc, Wells Fargo Clearing, and Aegis Capital Corp. Trustmont Advisory Group, Inc. serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term investment approach, drawing on various public research sources and offers discretionary portfolio management alongside other financial services.

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.

Richard Matcham is a financial advisor with United Capital Financial Advisors in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at United Capital since 2017 and previously spent five years at LPL Financial. United Capital Financial Advisors provides financial planning and investment management services nationally to a diverse client base, including individuals, corporations, retirement plans, and charitable organizations. The firm employs discretionary portfolio management using asset-allocation models, offers portfolio customization for ESG and faith-based preferences, and supports clients with technology and reporting tools.

Phillip Niblo is a CFP® professional with nine years of industry experience, currently serving at Advisory Services Network. His prior roles include positions at Bank of America, Merrill, Raymond James & Associates, and SECURITIES AMERICA, among others. He holds leadership roles with the Desert Estate Planning Council and serves as a commissioner for the City of La Quinta, reviewing municipal investment policies. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisors. The firm offers customized portfolio management and financial planning services, utilizing diverse investment strategies and both discretionary and non-discretionary account management.

Dana Crosby is a CFP® and CFA® with 12 years of experience in the financial industry. She currently works at Belpointe Asset Management LLC and has also been affiliated with Sc Capital Advisors since 2011. Outside of her advisory role, she serves as a high school football official. Belpointe Asset Management 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 and a range of investment strategies tailored to client objectives and risk tolerance.

Craig Cassidy is a financial advisor at Royal Fund Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Royal Fund Management since 2013 and Aegis Wealth Management since 2021. Cassidy is also the owner and broker of Financial Vision & Financial Services, where he is involved in commission-based insurance sales. Royal Fund Management serves individuals, corporations, pension and profit-sharing plans, and charitable organizations, providing portfolio management, financial planning, and pension consulting. The firm uses a range of investment strategies based on fundamental, technical, and cyclical analysis and offers access to select non-traded REITs and a cash-alternative program alongside regular portfolio monitoring.

Curtis Green is a financial advisor at Cornerstone Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones before joining Cornerstone in 2016. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis with ongoing account supervision and offers various LPL-sponsored advisory programs.

Brady Schmidt is a CERTIFIED FINANCIAL PLANNER™ at AdvisorNet Wealth Partners with 21 years of industry experience. He has been associated with AdvisorNet Wealth Partners since 2012 and also works with Cetera and Aligned Wealth Planning Group. His other business activities include selling fixed life, disability, annuities, and long-term care insurance. AdvisorNet Wealth Partners provides investment management, financial planning, retirement plan consulting, and related advisory services to individuals, trusts, corporations, and qualified plans. The firm employs diversified portfolio construction using equities, fixed income, mutual funds, and ETFs, and offers both discretionary and non-discretionary management options.

Gregory Baldwin is a financial advisor with PKS Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has held roles at Matrix Insurance & Benefits Solutions, Inc., PKS Advisory Services, LLC, Purshe Kaplan Sterling Investments, and Matrix Wealth Management, Inc. Outside of his advisory work, he serves as president of Matrix Insurance & Business Solutions, Inc., which provides personal and business insurance products. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolio allocations based on risk tolerance and objectives, employing a mix of mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Eric Schoonover is a financial advisor with Altitude Capital Management LLC, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at J.P. Morgan Securities, Liberty Wealth Management, and New York Life. He is also active as an insurance agent with Secure Income Management in Tucson, Arizona. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, managing $103.6 million in discretionary assets through a multi-team structure.

Darren Crow is a financial advisor at Gateway Wealth Partners, LLC with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including LPL Financial, Bank of America, Merrill, and Waddell & Reed. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans with financial planning, consulting, and wealth management services. The firm employs a mix of low-cost, diversified mutual funds and ETFs, supplemented by individual securities and independent managers, using both fundamental and technical analysis.

Kimberly Safoyan is a financial advisor with The Wealth Consulting Group, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. Her previous roles include positions at NATIONAL PLANNING CORPORATION and LPL Financial. Outside her advisory work, she is involved in private protection and security services through several local businesses. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual, corporate, retirement plan, and trust clients. The firm combines fundamental, technical, macroeconomic, and quantitative analysis to tailor investment strategies, offering a mix of active and passive management, model portfolios, and algorithmic Guided Wealth Portfolios with tax optimization features.

Michael Stewart is a financial advisor with Wedbush Securities Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. He previously worked at Wells Fargo Clearing and Prudential Equity Group, LLC before joining Wedbush Securities in 2006. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk tolerances.

Rick Stein is a financial advisor at Belpointe Asset Management LLC with 24 years of industry experience. He holds a Series 65 designation and has worked at Belpointe since 2020, following 19 years at SC Capital Advisors. Belpointe Asset Management 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, employing customized portfolio strategies that range from passive to tactical approaches tailored to client objectives and risk tolerance.

Maria Kiner is a financial advisor at The Wealth Consulting Group with 18 years of industry experience. She holds the CFP® designation and Series 65 license. Maria also operates The Kiner Group, a sole proprietorship through which she manages personal investments and works part-time as a practicing CPA. 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 both direct management and access to third-party manager-of-manager programs.