David Leighton is a financial advisor at Ascentis Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Arimathea, Golden State Asset Management, Golden State Equity Partners, LLC, Ameriprise Financial Services, Inc., and Unisys. Outside of Ascentis, he serves as Vice President of Diocesan Relations at Arimathea, providing advice to institutions and individuals using planned models. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, UMA programs, and third-party platforms. The firm focuses on constructing model portfolios and licensing investment methodologies rather than directly managing retail accounts.

James Goetz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has been with Golden State Wealth Management since 2016 and also has experience with LPL Financial. Outside of his advisory work, he is involved with Chapel of the Lakes Mortuary in an on-call capacity and is co-owner of Antoinette's School of Dance. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering services including asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily provides discretionary portfolio management and constructs tailored portfolios using various analytic approaches and third-party managers.

Scott Smith is a financial advisor with Golden State Wealth Management, LLC and holds a Series 66 designation. He has 25 years of industry experience, including prior roles at LPL Financial, LLC and Independent Financial Partners. Smith also operates Renaissance Wealth Management, an affiliated business related to his LPL activities. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and uses various analytic approaches alongside third-party managers and model portfolios.

Bradley Fallon is a financial advisor with Golden State Wealth Management, LLC and holds a Series 66 designation. He has 20 years of industry experience, including ten years with Golden State Wealth Management and twelve years with LPL Financial. Fallon serves as chairman of the School Site Council at Highland Elementary, a nonprofit board position. Golden State Wealth Management provides asset management, portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension and profit-sharing plans, and businesses. The firm emphasizes discretionary portfolio management and uses a variety of analytic approaches and third-party managers to construct tailored investment portfolios.

Kyle Emerson is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior affiliations include Independent Financial Partners and LPL Financial. Outside of financial advising, he has served as a golf coach for Cal State San Bernardino. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and utilizes various analytic approaches and third-party managers to construct tailored portfolios.

Mario Vasquez Jr. is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses, and has 18 years of industry experience. He has worked at LPL Financial and J.P. Morgan Securities prior to his current role. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, providing asset management, financial planning, and retirement plan consulting. The firm uses a variety of analytic approaches and offers discretionary portfolio management along with standalone planning or consulting engagements.

Travis Fago is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Golden State Wealth Management since 2018 and has also been affiliated with LPL Financial, LLC since 2012. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs tailored portfolio construction using various analytic approaches and may utilize third-party managers and model portfolios, providing primarily discretionary portfolio management.

Andrew Fiscina is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Golden State Wealth Management since 2016 and also maintains an affiliation with LPL Financial, which he joined in 2015. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm emphasizes discretionary portfolio management and employs a range of analytic approaches along with third-party managers and model portfolios.

David King is a financial advisor at Golden State Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Golden State Wealth Management since 2016 and LPL Financial since 2010. Outside of advisory work, he is involved in selling life insurance products and operates King Wealth Management, Inc. for accounting purposes. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm primarily offers discretionary portfolio management and employs various analytic approaches and third-party managers to construct tailored investment portfolios.

Robert Schulte is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 credential and six years of industry experience. He previously worked at Edward Jones and LPL Financial. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses by offering asset management, portfolio management, financial planning, and retirement plan consulting. The firm uses a variety of analytic approaches and third-party managers to construct tailored portfolios, primarily providing discretionary portfolio management.

Autourina Mains is a financial advisor with Eagle Strategies (New York Life) holding the Series 66 designation and one year of industry experience. She has worked at Eagle Strategies LLC and NYLIFE Securities LLC since 2025 and is also involved in academic roles at Post University and Sheridan College. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly for retirement investors.

Trevor Nelson is a financial advisor with GWN Securities Inc. holding Series 63 and Series 65 credentials and five years of industry experience. He has held positions at several firms including CoreCap Advisors, Capital Choice Financial Services, and Nelson Phipps, LLC. Outside of his advisory role, he is a deacon and coordinates the Dave Ramsey Financial Peace University class at New Life Church, which is offered to both members and non-members at no charge. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies asset allocation and Modern Portfolio Theory, with an emphasis on market-timing and momentum-based strategies within certain legacy programs.

Patricia Moulton is a financial advisor with Eagle Strategies (NY Life) based in Powell, Wyoming, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior affiliations include NYLife Securities LLC and New York Life Insurance Company, alongside roles at Mains Financial Wealth Strategies and Capital Edge Insurance & Financial Services. Outside of advising, she serves on the board of the nonprofit Celebrities for a Cause and holds an officer position with the Powell Medical Foundation. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kimberly Prentiss is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at OSAIC and Wells Fargo Clearing, with over a decade at Wells Fargo Bank NA. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide-ranging platform that includes financial planning, model portfolios, third-party asset management, and institutional programs.

Brooke Fink is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Outside her advisory role, she serves as secretary for Area 41 Outfitters, a recreational hunting business. 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 under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Travis Smith is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been affiliated with Linsco Private Ledger since 2005. Outside of his advisory work, he raises livestock on a small farm and is a member of the band Hurricane Mesa. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm provides a wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by various operational tools and a large network of over 22,800 advisors.