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.

Lisa Gilmore is a financial advisor at HBW Advisory Services LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with HBW Advisory Services since 2021, following prior roles at HBW Partners, Cetera Advisor Networks LLC, and HBW Securities LLC. HBW Advisory Services manages approximately $1.75 billion in assets, providing asset management, financial planning, and consulting services to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach incorporating tactical asset allocation, fixed income, and multi-manager diversification, and offers sub-advisory, co-advisor, and online wrap-fee portfolio services.

Chad Francis is a financial advisor at HBW Advisory Services LLC with eight years of industry experience. He holds a Series 65 designation and has worked at HBW Advisory Services since 2018, following seven years at Gordon Biersch. Outside of his advisory role, Francis serves as president of Thrive Stewardship Financial Advisors, Inc., where he provides notary public and trust services, and he assists clients with revocable living trusts through Encorestate Plans on a non-compensated basis. HBW Advisory Services manages approximately $1.75 billion in assets and offers discretionary and non-discretionary asset management, financial planning, and consulting to a diverse client base including individuals, families, charitable organizations, and institutional plans. The firm employs a blended investment approach using third-party money managers and model portfolios, and it is notable for its high client load per advisor and its combination of retail, charitable, and institutional services.

Tyson Kunst is a financial advisor with HBW Advisory Services LLC in Simi Valley, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He previously worked at Steel Peak Wealth Management, LLC before joining HBW in 2018. Kunst also serves as an insurance advisor with Income Planning Associates, where he recommends annuities and insurance products for planning purposes. HBW Advisory Services manages approximately $1.75 billion in client assets, offering asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm utilizes a blended investment approach with third-party managers, emphasizes multi-manager diversification and downside protection, and serves a large client base across retail, institutional, and intermediary segments.

Kaisee Pelino is a financial advisor at Prosperitas Financial, LLC with two years of industry experience. In addition to advising, Kaisee has operated Kaisee's Bookkeeping Service since 2005. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across a range of investment strategies, employing analytical approaches such as fundamental and technical analysis to build and monitor individualized portfolios.

Robert Clark is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He holds the Series 65 designation and has prior experience at PGT and Petersen International. Clark also supports employee benefits brokers by providing individual insurance solutions for executives. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients, managing approximately $812 million across diverse portfolios using a combination of analytical approaches and third-party money managers.

Racquel Wilder is a financial advisor with Prosperitas Financial, LLC in Valencia, CA, holding one year of industry experience. She has been involved with Two Wilder Inc. since 2015. Prosperitas Financial is a multi-team registered investment adviser managing approximately $812 million for around 1,745 clients, including individuals, high-net-worth clients, trusts, retirement plans, and corporate entities. The firm offers a range of services including asset management and financial planning, using a variety of analytical approaches and individualized portfolio construction.

Lois Gough Lopez is a financial advisor with Berthel, Fisher & Company Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has worked at Berthel Fisher since 2003 and also has experience with BFC Planning, Inc. Outside of her advisory role, Lopez is involved in fitness consulting, provides business training and workshops, writes fictional stories, and sells artwork through an online storefront. Berthel Fisher & Company Financial Services provides investment advisory and financial planning services primarily to individual and high-net-worth clients, managing approximately $906 million in client assets and offering a range of tailored investment management and consulting solutions.

Katherine Cooper is a CPA and financial advisor at Prosperitas Financial, LLC with one year of experience at the firm and over a decade of experience as a certified public accountant. She has been operating her own CPA practice since 2014. Prosperitas Financial is a multi-team registered investment adviser with 39 advisors managing approximately $812 million for individuals, trusts, retirement plans, and corporate entities. The firm offers a wide range of services including asset management and financial planning, employing a mix of analytical approaches and individualized portfolio strategies.

Sean Denich is a financial advisor at Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has been with Prosperitas since 2026. Prior to joining the firm, he worked in behavioral health and education-related roles. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million across various asset classes using a combination of analytical approaches and may engage third-party money managers to implement client strategies.

Bhagwati Mahendru is a financial advisor with Realta Investment Advisors, Inc. and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at Cetera Advisors LLC and First Allied Advisory Services. Mahendru serves as a board member for the nonprofit counseling organization Valley Family Center. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm emphasizes individualized advice and utilizes a wide range of investment strategies across multiple asset classes, supported by its NOVA platform and third-party manager programs.

Kyra King is a financial advisor at HBW Advisory Services LLC with seven years of industry experience. She holds a Series 65 credential and has held positions at HBW Advisory Services since 2019, with prior experience at Starbucks and Cornerstone. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm emphasizes a blended investment approach using third-party money managers and model portfolios, serving a diverse client base through retail, charitable, and institutional relationships.

Steven Spare is a CFA® charterholder with eight years of industry experience. He is currently with Ashton Thomas Private Wealth and previously worked at Affinity Investment Advisors. Ashton Thomas Private Wealth serves individual and institutional clients, including high-net-worth households, trusts, estates, retirement plans, and charitable entities. The firm offers discretionary portfolio management, financial planning, family office services, and fiduciary consulting, utilizing a range of investment strategies and operating the Amplify Platform for program management and model design.

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 additional experience with Prosum dating back to 2011. 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 services including asset management, comprehensive portfolio management, financial planning, retirement plan consulting, and third-party adviser management.

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.