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.

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 in Valencia, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Prosperitas, he held roles at Park Avenue Securities, Guardian Life Insurance Company, WestPac Wealth Partners, Merlin Financial Services, iO Acoustics, and Beverly Glen Deli. He acts as a power of attorney for his mother and is involved in insurance sales as an independent contractor. Prosperitas Financial is a multi-team registered investment adviser serving individuals, trusts, retirement plans, and corporate clients. The firm manages approximately $812 million and offers comprehensive portfolio management and financial planning using a mix 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 the Series 66 designation and has worked at firms including Morgan Stanley and LPL Financial. She is also involved in fixed insurance sales and operates Pierson Wealth Management and Clarity to Prosperity, both financial services businesses. RFG Advisory serves a broad client base including individual investors, high-net-worth clients, retirement plans, and institutional entities. The firm’s approach emphasizes discretionary portfolio management using model strategies, third-party platforms, and technology for retirement accounts, while also acting as sub-adviser to multiple ETFs and providing access to alternative investments.

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.

Matthew Francis is a financial advisor at HBW Advisory Services LLC with a Series 65 designation. He has no prior industry experience but has worked in media and video production, including as a video director for Bayside Church since 2021 and running Matty Fran Media since 2008. HBW Advisory Services manages approximately $1.75 billion in client assets and serves a diverse client base including individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and sub-advisers, and it offers institutional and intermediary services alongside retail client management.