Andrew Labas is a CFP® professional with 23 years of experience in the financial services industry. He is currently with Ignite Planners LLC and has held prior roles at StoneX Securities Inc, Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory work, Labas serves on several nonprofit boards including a church board of deacons, the Corinth Gas and Water Board, and the Economic Development Commission, and he owns a private plane rental business. Ignite Planners serves a diverse client base that includes individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers tailored investment portfolios combining individual securities and derivatives, discretionary asset management, financial planning, and advisory services for private pooled funds, employing strategies such as volatility-responsive overlays and tax-efficient rebalancing.

Dustin Watts is a CFP® professional with seven years of industry experience. He is currently with Team Wealth & Tax Advisors and has prior experience at TEAM FINANCIAL GROUP, LLC and AE Wealth Management, LLC. Before entering financial advising, he worked at Chase Bank for four years. Team Wealth & Tax Advisors serves individuals, high-net-worth clients, trusts, and business entities, providing discretionary asset management, financial planning, and consulting. The firm employs a customized, goal-based investment process called the SmartChoice Wealth Strategy and integrates tax planning through its affiliated CPA.

Joel Kelner is a financial advisor with T&T Capital Management, holding a Series 65 designation and 12 years of industry experience. He has been with T&T Capital Management since 2013 and also operates Vatreni Inc, where he works as a loan officer and realtor. T&T Capital Management provides discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate accounts, focusing on portfolio construction, implementation, and ongoing supervision with a long-term, deep-value, and focused investment approach.

Hunter Jefcoat is a financial advisor at Ignite Planners LLC with a Series 65 designation and three years of industry experience. He has worked previously at Zavation Medical Products and M6 Capital Management. Jefcoat is based in San Clemente, CA. Ignite Planners serves a broad range of clients, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with a mix of public and private investments and offers discretionary asset management, financial planning, and advisory services to private funds.

Nicholas Lemus is a CFP® and CFA® credentialed advisor at Summit Wealth and Retirement Partners with one year of industry experience. He has worked at Summit Wealth and Retirement Partners, Great Pacific Securities, and MUFG Union Bank. Prior to his financial industry career, he was employed at Chapman University. Summit Wealth and Retirement Partners is a team of seven professionals managing approximately $978 million in client assets for individuals, business entities, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and pension consulting, typically implementing risk-based, diversified portfolios using no-load mutual funds and ETFs alongside fundamental analysis.

Dominick Zizzo is a financial advisor with Ignite Planners LLC in San Clemente, CA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked at firms including Prestige Wealthwide LLC, Stonex Securities Inc., Cetera Advisor Networks LLC, and Girard Securities, Inc. Outside of his advisory role, he owns DZ Tax Solutions, providing tax preparation and bookkeeping services to individuals and small businesses in his community. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, and sovereign wealth funds. The firm offers discretionary asset management, financial planning, and consulting, utilizing a volatility-responsive strategy that incorporates stocks, bonds, ETFs, options, and private investments tailored to client objectives and risk tolerances.

Chace Adams is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Ignite Planners LLC and has previously worked at Prestige Wealthwide, Foresight Wealth Management, Purshe Kaplan Sterling Investments, and Girard Securities. Adams also owns Proactive Tax, a tax preparation business. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm offers discretionary asset management, financial planning, and consulting, with portfolios tailored to client objectives using a range of public and private investments and a volatility-responsive strategy.

Brandon Garva is a financial advisor with JRS Investments and Wealth Preservation, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He previously worked at Principal Securities Inc, Principal Life Insurance Company, and Mass Mutual. Outside of his advisory role, he is involved in promoting live electronic music events through United By Bass LLC and provides mobile notary services via his ownership of Garva LLC. JRS Investments and Wealth Preservation, LLC provides discretionary portfolio management to individuals, trusts, and small business entities, employing a fundamental investment approach with macro-economic review to build customized portfolios based on client goals and risk tolerance.

Kwintone Houberg Lawton is a financial advisor at Ignite Planners LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors and Girard Securities, Inc. He is also the owner of a marketing organization, Nexus Obligatus Business Services. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, and sovereign wealth funds, offering tailored portfolios that utilize stocks, bonds, ETFs, options, and private investments with an emphasis on volatility-responsive strategies and tax-efficient management.

Ronald Hada is a CFP® with 27 years of industry experience and currently serves as an advisor at Ignite Planners LLC. He has prior experience at Foresight CPA Group, Foresight Wealth Management, and First Allied Advisory Services. Outside of advisory work, he is actively involved as a CPA and partner at multiple CPA firms and holds leadership roles in related business ventures. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm manages tailored portfolios using various public and private investments and employs strategies such as a volatility-responsive VEGA approach with derivative overlays and tax-efficient asset management.

Jena Schuster is a financial advisor with Ignite Planners LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Her career includes roles at Stonex Securities Inc., Cetera Advisor Networks LLC, Rincon Pacific Management, Inc., and Girard Securities Inc. She is also the Chief Investment Officer of SB Wealth, a financial services firm she owns. Ignite Planners LLC serves a diverse client base, including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm offers discretionary asset management, financial planning, and consulting services, employing a volatility-responsive investment strategy that incorporates individual securities and derivatives tailored to client objectives and risk tolerances.

Wesley Haynes is a financial advisor with Ignite Planners LLC based in San Clemente, CA. He holds a Series 65 designation and has two years of industry experience. Prior to joining Ignite Planners, Wesley worked at Cooley & Labas Financial Advisors from 2022 to 2023 and has additional financial background spanning from 2013 to 2022. Ignite Planners serves a diverse client base including individuals, high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a tailored investment approach using a range of public and private instruments, incorporates a volatility-responsive VEGA strategy, and offers discretionary asset management alongside consulting and held-away account management.

Jacob Allred is a financial advisor at Ignite Planners LLC with two years of industry experience. Prior to joining Ignite Planners, he worked at Foresight Wealth Management for five years and served a four-year LDS Mission. He also serves as Advisor and Chief Client Service Officer at Atlas Investment Management, where he is involved in offering life insurance products. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors. The firm employs a tailored investment approach using a mix of stocks, bonds, ETFs, options, and private investments, and offers discretionary asset management, financial planning, and advisory services for private funds.

Bryan Sonderby is a financial advisor at Dark Horse Advisors LLC with nine years of industry experience. He holds a Series 65 designation and has worked at several firms including DFPG Investments, Inc. and The Crestwell Group, where he is also an independent insurance agent and business consultant offering services such as exit planning and various types of insurance. Dark Horse Advisors LLC serves individual and high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and retirement plan advisory services. The firm employs a broad range of investment strategies and is affiliated with an accounting practice, offering integrated advice and uncommon subscription-style fee arrangements.

Jordan Allred is a financial advisor at Ignite Planners LLC with one year of industry experience. Prior to joining Ignite Planners, he worked for the Church of Jesus Christ of Latter-Day Saints and spent seven years in education. He holds a Series 65 designation. Ignite Planners serves a diverse client base including individual and high-net-worth investors, trusts, retirement plans, sovereign wealth funds, and accredited investors in private pooled vehicles. The firm employs a volatility-responsive VEGA strategy with tailored portfolios combining stocks, bonds, ETFs, options, and other investments, and offers discretionary asset management, financial planning, and advisory services to private funds.

Eric Lin is a financial advisor at Investment Research Corporation with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at SA Stone Wealth Management Inc., Quest Capital Strategies, and LPL Financial, among others. Outside of advisory roles, he is involved with Sky Vision Insurance, where he refers insurance products and writes life insurance contracts. Investment Research Corporation provides investment supervisory services, portfolio management, and financial planning to individual and institutional clients. The firm employs a fundamental approach to security analysis and offers both discretionary and non-discretionary management, serving a broad range of asset types and maintaining affiliations with a broker-dealer connected to an investment company.

Michael Brown is a CFP®-certified financial advisor with over 43 years of industry experience. He is associated with NWF Advisory Services Inc and has held roles at Principal Securities Inc, Principal Life Insurance Company, and operates his own firm, MD Brown Financial. Outside of advisory work, he has coached high school basketball since 2010 and provides tax preparation services. NWF Advisory Services Inc is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through more than 100 advisory representatives. The firm serves primarily individual and high-net-worth clients, offering portfolio management, model portfolios, unified managed accounts, and financial planning via a technology-driven, open-architecture platform.

Ivan Thornberry is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. His prior roles include positions at Armor Financial, Grow With Me, CREATIVE BENEFITS, Inc., American Wealth Associates, Client One Securities, LLC, and he is also engaged as an insurance agent with Hubler Insurance Services. Thornberry provides insurance and annuity solutions and offers non-legal administrative support for estate planning through his ownership role at Armor Financial. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis along with model portfolios and asymmetric rebalancing, and utilizes third-party sub-advisers and custodians to provide tailored investment advice.

Laura Bevill is a financial advisor at Shelton Capital Management with Series 63 and Series 66 credentials and six years of industry experience. She previously worked at SVB Capital and Advent Capital Management and has held multiple roles with Apollo-affiliated entities since 2016. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals through various mandate structures. The firm employs an active, discipline-specific approach integrating fundamental, technical, and quantitative analysis, and incorporates ESG screening and data-science tools in its investment processes.

Daniel Goodman is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 designations. He has 15 years of industry experience and has worked at firms including DEG Financial Services and Futurity First Insurance Group. His current tenure at Sequent Planning spans multiple periods since 2021. Sequent Planning, LLC serves individuals, high-net-worth clients, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations.