Mark Petersen is a Series 66 licensed financial advisor with five years of industry experience, currently with Prosperitas Financial, LLC. He previously worked at NEXT Financial Group and spent 15 years with Petersen International Underwriters. Outside of advising, he is involved in marketing and graphic design through a separate business venture. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages diversified portfolios using a range of securities and employs a mix of fundamental, technical, sector, and cyclical analysis in its investment approach.

Scott Reiber is a financial advisor with Packerland Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has six years of industry experience. His work history includes roles at Concorde Investment Services, SCF Investment Advisors, and World Financial Group. Outside of advisory work, he is a senior agent and broker associate with Redfin Corporation, focusing on real estate brokerage. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors, offering financial planning, portfolio management, and advisory program access through various account management strategies and third-party arrangements. The firm is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer, managing over $900 million in client assets.

Robert Chacon is a financial advisor at Cooper McManus with 22 years of industry experience. He holds a Series 66 designation and has previously worked at Western International Securities, Inc., LPL Financial, and Cambridge Investment Research Inc. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by providing financial planning, discretionary portfolio management, retirement-plan consulting, and access to various investment programs. The firm employs a fundamentally driven investment process using a broad range of instruments and offers both standalone planning engagements and ongoing asset management relationships.

Todd Penrod is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with HBW Advisory Services since 2015 and has been affiliated with Cetera Advisor Networks LLC since 2017. Penrod also serves as a compliance officer within the HBW organization. HBW Advisory Services manages approximately $1.75 billion in client assets and provides a range of investment management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm employs a blended investment approach that includes tactical asset allocation and multi-manager diversification, and it serves a large client base with a notable emphasis on institutional and intermediary roles.

Eric Abrahamian is a financial advisor at Prosperitas Financial, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include work at Whole Foods and the Office of Congressman Mike Garcia. 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 range of investment instruments and analytical approaches.

Dulce Vazquez is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. She has been affiliated with Prosperitas Financial since 2023 and previously worked at Park Regency starting in 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across about 1,745 clients, offering asset management, financial planning, retirement consulting, and third-party adviser management using a variety of analytical approaches and individualized portfolio strategies.

Maryam Odom is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. Prior to joining Prosperitas in 2025, she worked for Poole Shaffery from 2016 to 2021 and has been associated with Odom Law Group, APLC since 2022. Prosperitas Financial is a multi-team registered investment adviser serving individuals, including high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million through 39 advisers and offers asset management, financial planning, retirement plan consulting, and third-party adviser management, employing a range of analytical approaches and individualized portfolio strategies.

Damon Simpson is a financial advisor with Mutual Advisors, LLC in Valencia, CA, holding Series 63 and Series 66 certifications and bringing 32 years of industry experience. His prior roles include positions at Mutual Securities, Inc., LPL Financial, Financial Security Management, Inc., and National Planning Corporation. Outside of his advisory work, he owns and operates a tax preparation business where he serves as COO and enrolled agent. Mutual Advisors, LLC serves a diverse client base that includes individual investors, trusts, retirement plan participants, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, using a combination of active and passive investment strategies tailored to clients’ objectives, and manages a substantial asset base across multiple sectors.

Glen Chester is a CFP® with 30 years of industry experience, currently serving as an advisor at Secure Asset Management, L.L.C. He has previously worked at SCF Investment Advisors, Inc. and SCF Securities, Inc. for nine years and has operated his own consulting business, Glen Chester & Associates, since 1994. Outside of financial advising, he provides consulting services on non-investment issues and computer/software matters. Secure Asset Management, L.L.C. serves individual clients, including non‑high-net-worth and high-net-worth households, offering personalized financial planning, discretionary investment management, and pension consulting for retirement plans. The firm employs a variety of investment strategies guided by written policies, using fundamental, technical, and cyclical analysis, and often incorporates third-party money managers and held-away account management.

Jorge Meza Jr. is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Meza Wealth Management, Cetera Wealth Services, and HBW Securities LLC, among others. Meza is also involved as a board member of the Santa Clarita Business Group, a local networking organization. HBW Advisory Services manages approximately $1.75 billion in client assets, providing asset management, financial planning, and consulting to individuals, families, charitable organizations, and institutional clients. The firm employs a blended investment approach using third-party money managers and sub-advisers, and offers a range of services including sub-advisory and wrap-fee portfolio options.

Jeffrey Eisenberg is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He has been with Prosperitas Financial since 2023 and also has a long-standing role at Southern Oaks Mortgage, Inc. since 2004. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million for about 1,745 clients, offering asset management, financial planning, and consulting services using a range of analytical approaches and investment vehicles.

Gary Clark is a CFA® charterholder with 37 years of industry experience. He is currently with Prosperitas Financial, LLC and was previously president of Clark Asset Management + Associates, Inc., where he worked for 35 years. Outside of his advisory work, he maintained analytical support activities through his prior firm. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages roughly $812 million across 39 advisers and employs a range of analytical approaches to build and monitor individualized portfolios.

Grant Moulton is a financial advisor at Prosperitas Financial, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Raymond James Financial Services and Edward Jones. Outside of his advisory role, he is involved with Blunt Wealth Services, where he provides financial planning support. 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, and financial planning using a range of investment vehicles and both fundamental and technical analytical approaches.

Erica Zaragoza is a CFP® with eight years of industry experience, currently serving as an advisor at Prosperitas Financial, LLC since 2025. Prior to joining Prosperitas, she worked at GWN Securities for seven years and was employed by the Tustin Unified School District for two years. She is also active as an insurance broker. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across 39 advisers, offering asset management and comprehensive financial planning supported by a mix of analytical approaches and selective use of third-party money managers.

Ryan Mittelman is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has one year of industry experience. He began his career at Prosperitas Financial in 2025 after completing his undergraduate education. Prosperitas Financial is a multi-team registered investment adviser with 39 advisers managing approximately $812 million for around 1,745 clients, including individuals, trusts, retirement plans, and corporate entities. The firm offers asset management, portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and maintaining regular portfolio monitoring and rebalancing.

Daniel Donihue is an investment adviser representative with Coppell Advisory Solutions LLC and holds a Series 65 designation. He has 18 years of industry experience and has worked with Virtue Capital Management, Fusion Investment Advisors, and Community National Estate Group. Outside of his advisory role, he operates a non-securities business focused on insurance products and mortgage-related case development. Coppell Advisory Solutions LLC serves individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses an open-architecture investment platform and combines internally developed asset allocation models with fundamental and technical analysis to implement tailored strategies.

Jared Markham is a financial advisor at RBC Securities, Inc. with six years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes roles at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Bank of America, Merrill, Citibank/Citigroup, and the Santa Fe Natural Tobacco Company. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, IRAs, and retirement plans through its wrap-fee investment advisory program. The firm integrates financial planning and portfolio management with a broad financial services group, including affiliated banking and trust entities.

Lucy Matsumoto is a financial advisor at Encompass More Asset Management LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors and Transformation Financial Inc. Outside of her advisory role, she operates a separate business entity, Lucy Matsumoto & Associates Inc., which manages commissions from her investment and life insurance activities. Encompass More Asset Management LLC provides discretionary portfolio management, financial planning, and retirement-platform model services primarily to individual and high-net-worth clients. The firm employs model-based strategies that combine proprietary models and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and certain digital-asset exposures.

Michael Difiore is a financial advisor at HBW Advisory Services LLC in Simi Valley, CA, holding a Series 65 designation. He has one year of industry experience, joining HBW Advisory Services in 2025 after roles at United Wholesale Lending, Wells Fargo, and JPMorgan Chase. HBW Advisory Services manages approximately $1.75 billion in assets, serving individuals, families, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary asset management, financial planning, and consulting. The firm uses a blended investment approach incorporating tactical asset allocation, fixed income, and multi-manager diversification, and it provides sub-advisory and co-advisory services along with an online wrap-fee portfolio through Betterment Institutional.

Andre Ramirez is a financial advisor at Concorde Asset Management, LLC with six years of industry experience. He holds a Series 66 credential and has worked at several firms including 1031 Securities Inc., SCF Investment Advisors, and World Financial Group. Outside of his advisory role, he serves as a referral agent for a student loan assistance service. Concorde Asset Management serves individual, high-net-worth, corporate, and retirement-plan clients by offering discretionary and non-discretionary portfolio management and tailored financial planning. The firm employs asset-allocation and model-based strategies across proprietary and third-party platforms and provides ERISA retirement-plan advisory services and participant advice.