Roslyn Clark is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. She has been with Prosperitas Financial since 2024 and has also been involved with Prosum since 2011. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and financial institution consulting for individuals, trusts, pension plans, and businesses.

Jeffrey McCarty is a financial advisor with Simplicity Wealth and holds a Series 65 designation. He has 12 years of industry experience and has worked with firms including Prosperity & Legacy Wealth Management and Prestige Financial Advisors. Outside of his advisory roles, he assists veterans with filing compensation and pension claims and is involved in legal document preparation services through The Document People. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, alongside technology and operational services for other advisors.

Lawrence Zerg is a financial advisor at Zacks Investment Management, Inc. with 38 years of industry experience. He holds a Series 63 designation and has worked at Dean Witter Reynolds Inc., LBMZ Securities, Inc., and Zacks Investment Management since 2006. Zacks Investment Management provides discretionary portfolio management to a diverse client base, including individuals, trusts, retirement plans, and institutional investors. The firm employs a quantitative and qualitative investment process driven by proprietary models and serves both direct clients and third-party advisers through a range of strategies and investment vehicles.

Mark Gustafson is a financial advisor at Prosperitas Financial, LLC with one year of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, WestPac Wealth Partners, Merlin Financial Services, and iO Acoustics. Gustafson also serves as a power of attorney for his mother and works as an independent insurance agent. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, portfolio management, financial planning, retirement plan consulting, and other advisory services to individuals, trusts, pension plans, and businesses, using a range of securities and third-party managers when appropriate.

Ralph Dexter is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and over 40 years of industry experience. His prior roles include positions at Centaurus Financial INC. and RDD Wealth Management, as well as ownership of Dexter & Associates, a tax and accounting business. He manages client portfolios and performs stock research as part of his advisory work. Prosperitas Financial, LLC is a multi-team registered investment adviser serving approximately 1,745 clients with a team of 39 advisors. The firm provides comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, employing diverse investment strategies including individual securities, third-party money managers, and ongoing portfolio monitoring.

Audrey Pierson is a financial advisor with RFG Advisory, LLC, holding a Series 66 designation and 26 years of industry experience. She has worked with firms including Cetera and LPL Financial and has owned Pierson Wealth Management since 2006. In addition to investment advisory, she is involved in life insurance sales through Clarity to Prosperity. RFG Advisory is a multi-team registered investment adviser serving over 17,000 clients with approximately $8 billion in assets under management. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of active and passive investment strategies with a focus on risk management.

Jeremy Leibowitz is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Prosperitas Financial, LLC since 2023. He previously worked at GWN SECURITIES, Inc. and Axa Advisors, LLC. Leibowitz is involved in financial planning activities outside of traditional investment advice, including consulting on disability insurance, advising on long-term care insurance, and providing referrals for estate planning services. He is also a member of the Dave Ramsey SmartVestor program. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm offers asset management, comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, utilizing a wide range of securities and third-party money managers with ongoing monitoring aligned to client objectives.

Christopher Ingram is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Next Financial Group Inc since 2007 and joined Prosperitas Financial in 2021. Ingram is involved in several business activities including managing his own investment advisory firm, Ingram Financial Solutions, and acting as an agent for fixed insurance products and mortgage sales. He is also a sponsored athlete promoting vitamin and supplement products. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a team of 39 advisors. The firm provides asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and financial institution consulting for individuals, trusts, pension plans, and businesses, using a variety of investment vehicles with ongoing monitoring and rebalancing.

Howard Martinez is a financial advisor at Prosperitas Financial, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Kinecta Financial & Insurance Services, LLC and LPL Financial, LLC for nine years. Martinez has also participated as a research study participant outside of his advisory duties. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients through a 39-advisor team. The firm provides asset management, financial planning, retirement plan consulting, and services for individuals, trusts, pension plans, and businesses, employing a diversified investment approach with ongoing portfolio monitoring and third-party manager integration when appropriate.

Jennifer Brown is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. She holds a Series 66 designation and has been with Prosperitas since 2022, alongside managing Brown Investment Management since 2015. Brown is also the owner and CEO of The Investor Card LLC, a financial and technology startup, and maintains a licensed insurance agency focusing on life and health insurance. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients through a 39-advisor team. The firm provides comprehensive portfolio management, financial planning, and consulting services to individuals, trusts, pension plans, and businesses, utilizing a range of investment vehicles and third-party managers tailored to client objectives.

Ryan Weichman is a CFP® and CFA® credentialed advisor with nine years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked in multiple roles since 2015, with prior experience at Hill Island Financial, LLC and Ameriprise Financial Services, Inc. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach featuring globally diversified, risk-appropriate portfolios and offers a range of implementation options including ETFs, mutual funds, separate accounts, and direct indexing.

Christopher Wisdom is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. His background includes prior roles at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Outside of his advisory work, he plans to provide in-home support services for a disabled adult through the Los Angeles County Department of Public Social Services. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains dual registration as both an SEC-registered investment adviser and a broker-dealer.

Jennifer Joseph is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Her background includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and FM Global. She is also involved with the United States Youth Volleyball League. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shawn Abrahamse is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealing and futures commission merchant activities.

Andrea Rhinehart is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. She holds a Series 65 designation and has worked at Churchill Management Group since 2003. Rhinehart joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.

Christina Sisson is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Principal since 2002. In addition to her advisory role, she serves as a bank officer supporting Principal’s retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Andrew Perceleanu is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citigroup since 2017, following a one-year tenure at Xceed Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and regulatory merchant functions.

Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual 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, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Steven Sansone is a financial advisor with Empower Advisory Group in Canyon Country, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Empower Retirement since 2019 and previously at Pensionmark Financial Group, LLC and kPlans Investment Services from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms, offering both single “point-in-time” financial plans and optional managed account solutions.

Gary Wei is a financial advisor with Citigroup Global Markets in Valencia, CA, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and provides specialized solutions for high-net-worth and institutional clients.