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.

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.

Jana Ham is a financial advisor at The Wealth Consulting Group with 17 years of industry experience. She holds the Series 66 designation and has been with The Wealth Consulting Group and LPL Financial since 2014. 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, offering both direct management and access to third-party programs.

Lance Lienart is an advisor at Integrated Advisors Network LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, and Perigon Wealth Management. He is also licensed in insurance and spends approximately 10% of his time on related activities outside of investment management. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm provides portfolio management, financial planning, and consulting services using a combination of fundamental and quantitative approaches, often incorporating third-party managers and offering both discretionary and non-discretionary investment management.

Thomas Sherman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked with both firms since 2003. Outside of his advisory role, he serves as a trustee for the Lincoln Sherman Trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs using both proprietary and third-party model portfolios.

Misty Weltzien is a CFP® and ChFC® with 18 years of experience, currently serving at Primerica Advisors. Her career includes extensive work with Guardian Life Insurance Company and Park Avenue Securities. Outside of advising, she is an author working on a book about mental toughness and mindset, and she serves on the FINSECA Leadership and Career Development Community Advisory Board. She is also a shareholder in a mechanic shop owned by her husband. Primerica Advisors is part of a large enterprise serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and lending solutions, managing approximately $15 billion in assets with a network of nearly 2,000 advisors.

Jovanny Alvarez is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities and Westpac Wealth Partners. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, with a broad range of advisory, execution, and custody services.

Stephen Arnold is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He previously worked at SagePoint Financial for a decade before joining Kestra in 2023. Outside of advisory services, he owns a business focused on selling and servicing insurance clients. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets and serving large institutional investors including sovereign wealth funds.

Jordan Werner is a financial advisor with D.A. Davidson & Co. in La Quinta, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with D.A. Davidson & Co. since 1991. Outside of his advisory role, Werner is an owner of J&A Properties, involved in rental real estate in Lake Oswego, OR. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards.

Marcia Bloemendaal is a CFP® professional with 36 years of industry experience. She is currently with D.A. Davidson & Co., joining the firm in 2025 after 16 years at Raymond James & Associates. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.