David Jackson is a financial advisor with Silverback Financial in Valley Springs, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He founded Silverback Financial in 2018 after seven years with Integral Investment Advisors. Silverback Financial provides portfolio management and financial advice to individuals, families, business owners, and various entities, offering both discretionary and non-discretionary management. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and technical charting to tailor asset allocations and investment strategies to client goals.

Drew Mc Curdy is a financial advisor at Desert Rose Capital Management, Inc. with two years of industry experience. He holds a Series 65 designation and has a background that includes roles at Aspen Creek Financial and Appreciation Financial. Outside of financial advising, he serves as an operations manager in the transportation industry. Desert Rose Capital Management provides investment advice and portfolio management to individuals, retirement plans, trusts, estates, and corporations. The firm employs a core investment approach that combines exchange-traded options with conservative income-producing assets to manage risk and pursue market appreciation, and it offers specialized services including sub-advisory roles and management of a pooled investment vehicle focused on permanent life insurance policies.

David Ivan is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previous experience at GWFS Equities, Inc and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Karen Dejong is a Series 66-credentialed financial advisor with 27 years of industry experience. She has worked at OSAIC since 2024 and previously held roles at Securities America Advisors, Inc. and Foothill Securities, Inc. Outside of advising, she owns and manages a commercial property with multiple tenants, including local businesses and nonprofits. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services through a broad advisor network, utilizing asset-allocation tools, risk assessments, and access to both proprietary and third-party investment platforms.

Robert Reed is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked with Cetera and its affiliates since 2003 and has been running Reed and Associates since 2013. In addition to his advisory work, he is involved in third-party administration client services and provides financial advice and wealth management through Behr & Associates. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over $256 billion in assets under management and a nationwide network of more than 10,000 advisors.