Powell, WY Office

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.