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 one year of industry experience. In addition to advising, Pelino has operated Kaisee's Bookkeeping Service since 2005. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $800 million for approximately 1,745 clients. The firm provides asset management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses using a range of investment vehicles and third-party managers.

Robert Clark is a financial advisor at Prosperitas Financial, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at PGT and Petersen International. Outside of his advisory role, he supports employee benefits brokers with individual insurance for executives. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides a range of services including asset management, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses.

Racquel Wilder is a financial advisor with Prosperitas Financial, LLC, holding one year of industry experience. She has managed her own business, Two Wilder Inc, since 2015. 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, financial planning, retirement plan consulting, and third-party adviser management for individuals, trusts, pension plans, and businesses, utilizing a diverse range of securities and third-party managers.

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 financial advisor at Prosperitas Financial, LLC with one year of industry experience. She holds a CPA designation and has operated her own CPA practice since 2014. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides a range of services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting for individuals, trusts, pension plans, and businesses.

Sean Denich is a financial advisor with Prosperitas Financial, LLC in Valencia, CA. He holds a Series 65 designation and has been with Prosperitas since 2026. His prior work experience includes roles in behavioral health and learning support organizations. Prosperitas Financial, LLC is a multi-team registered investment adviser managing over $812 million for approximately 1,745 clients. The firm provides asset management, portfolio management, financial planning, and consulting services for individuals, trusts, pension plans, and businesses, using a broad mix of securities and third-party money managers tailored to client objectives.

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 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 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 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.

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.

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.

Heidi Hershman is a financial advisor with HBW Advisory Services LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked with HBW Advisory Services since 2011 and previously held positions at Cetera and Cetera Wealth Services. Outside of her advisory role, she serves as president of the board at Ilan Ramon Day School, a private Jewish day school. HBW Advisory Services manages approximately $1.75 billion in client assets and offers discretionary and non-discretionary asset management, financial planning, and consulting 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 provides sub-advisory, co-advisor, and wrap-fee portfolio services.