Roslyn Clark is a financial advisor at Prosperitas Financial, LLC with two years of industry experience. She has been associated with Prosum since 2011. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across nearly 1,745 clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting using a range of investment strategies and analytical approaches.

Jeffrey Mccarty is a Series 65 licensed advisor with 12 years of industry experience, currently with Simplicity Wealth. His career includes roles at Prosperity & Legacy Wealth Management, Prestige Financial Advisors, and Virtue Capital Management, among others. Outside of financial advising, he assists veterans with filing compensation and pension claims through his accreditation with the U.S. Veterans Administration and also provides legal document preparation services via The Document People. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, and institutional investors, as well as other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering portfolio management and retirement plan services alongside a managed account platform supported by technology and operational solutions for advisers.

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 with Prosperitas Financial, LLC, holding a Series 66 designation and one year of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, WestPac Wealth Partners, and Merlin Financial Services. Outside of advising, he serves as a power of attorney for his mother. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across about 1,745 clients with services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting, employing a variety of analytical approaches and third-party managers.

Ralph Dexter is a financial advisor at Prosperitas Financial, LLC with 40 years of industry experience. He holds a Series 66 designation and has worked at firms including Centaurus Financial and RDD Wealth Management. Outside of financial advising, he owns and operates a small tax and accounting business. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across a range of investment strategies, employing analytical approaches such as fundamental, technical, sector, and cyclical analysis.

Audrey Pierson is a financial advisor at RFG Advisory, LLC with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley and Cetera Advisors. Pierson is also involved in life insurance sales through her business, Clarity to Prosperity. RFG Advisory serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm provides discretionary portfolio management, financial planning, retirement plan consulting, and access to alternative investments, employing a range of model strategies and third-party platforms.

Jeremy Leibowitz is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Prosperitas Financial, LLC, where he has been since 2023. His prior experience includes roles at GWN Securities, Inc. and Axa Advisors, LLC. Leibowitz also works as a consultant and financial planner advising clients on disability and long-term care insurance and participates as a Dave Ramsey SmartVestor Pro, offering financial planning and retirement guidance. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm manages diversified portfolios using stocks, bonds, ETFs, mutual funds, options, and structured instruments, employing various analytical approaches and third-party managers as needed.

Christopher Ingram is a financial advisor with Prosperitas Financial, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Next Financial Group Inc, Guardian Life, Woodbury Financial Services, Inc., and Morgan Stanley DW Inc. Ingram is also involved in tax planning through a planned partnership with an accounting firm and promotes nutritional supplements as a sponsored athlete. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across various asset classes using a mix of analytical approaches and offers comprehensive portfolio management and consulting services.

Howard Martinez is a financial advisor with Prosperitas Financial, LLC, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Morgan Stanley from 2006 to 2015, followed by nearly a decade at Kinecta Financial & Insurance Services and LPL Financial before joining Prosperitas in 2024. He has also participated as a research study contributor at Adler Weiner Research. Prosperitas Financial is a multi-team registered investment adviser serving individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm offers asset management, financial planning, retirement plan consulting, and other advisory services, managing approximately $812 million across about 1,745 clients. Its investment approach includes building individualized portfolios using various securities and analytical methods, with regular monitoring and rebalancing.

Jennifer Brown is a financial advisor at Prosperitas Financial, LLC with 21 years of industry experience. She holds a Series 66 designation and has previously worked at Brown Investment Management, GoTo Financial, Merrill, Banc of America Investment Services, Inc., and Morgan Stanley. In addition to her advisory role, she is the owner and CEO of a financial and technology startup, The Investor Card LLC. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate entities. The firm manages approximately $812 million across diverse portfolios, employing a blend of fundamental, technical, sector, and qualitative analyses while offering comprehensive portfolio management and consulting services.

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 licenses and nine years of industry experience. He has worked at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, and Dimensional Fund Advisors LP, among others. Outside of his advisory role, he plans to provide in-home support services to a disabled family member. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, managed accounts, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools, delivering primarily non-discretionary investment advisory services through a large network of representatives.

Jennifer Joseph is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her background includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and FM Global. Outside of her advisory work, she is involved with the United States Youth Volleyball League. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, offering tailored recommendations through multiple program types 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 18 years of industry experience. She holds a Series 65 credential and previously worked for 22 years at Churchill Management Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His career includes roles at Empower Retirement since 2019 and previous positions 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 services integrate with Empower’s recordkeeping and administrative platforms, offering 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.