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Cheryl B

Series 66

Ridgecrest, CA

Elevated Capital Advisors, LLC

Cheryl Battung is a financial advisor at Elevated Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at several firms including Cetera Investment Advisers LLC and Summit Financial Group Inc. Outside of her advisory work, she is involved in cosmetic sales as a Mary Kay consultant and works as a food delivery driver for DoorDash. Elevated Capital Advisors, LLC serves a diverse client base including individuals, trusts, estates, retirement plans, and corporations by providing investment management and financial planning services. The firm employs a combination of fundamental, technical, and quantitative analysis alongside strategic and tactical asset allocation, delivering services through a network of independent advisors.

Tax-loss harvesting Wealth management
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Jennifer V

ChFC®, Series 63

Ridgecrest, CA

SPC

Jennifer Vargas is a financial advisor at SPC with 27 years of industry experience. She holds the ChFC® and Series 63 designations. Jennifer is also the owner of Q4 Insurance & Financial Services, Inc., where she has been involved for over two decades, and she provides notary public services in California. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and retirement plan services through a network of over 460 advisers, employing strategies that include discretionary management with regular monitoring and rebalancing.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Suzan H

Series 63, Series 66

Ridgecrest, CA

Edward Jones

Suzan Halsey is a financial advisor at Edward Jones with 25 years of industry experience. She has been with Edward Jones since 2007 and holds the Series 63 and Series 66 designations. Outside of her advisory role, she is involved in real estate activities, including owning and fixing up properties for sale. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies through a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Alice H

Series 66

Ridgecrest, CA

Edward Jones

Alice Hibbs is a financial advisor at Edward Jones with two years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2023, following a prior tenure at the same firm from 2002 to 2023. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Multi-generational wealth transfer General retirement planning Retired Founder/Business Owner Executive
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Justin B

CFP®, Series 66

Ridgecrest, CA

Edward Jones

Justin Brough is a CFP®-designated financial advisor with nine years of industry experience, currently with Edward Jones since 2017. Prior to joining Edward Jones, he worked at Nalco Water and was involved with Animal-World.Com for six years. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,000 financial advisors.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Startup equity planning Wealth management Business ownership considerations Founder/Business Owner
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