Southland Equity Partners, LLC.

June Chin is a financial advisor at Southland Equity Partners, LLC with 30 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Outside of her advisory role, she is involved in mortgage brokerage activities as an assistant manager at Portico Mortgage. Southland Equity Partners, LLC serves individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, access to unaffiliated portfolio managers, and retirement plan consulting. The firm employs both fundamental and technical analysis to create customized, primarily discretionary portfolios.

Richard Rebello is a financial advisor with Southland Equity Partners, LLC. He holds a Series 66 designation and has 25 years of industry experience. His prior work includes roles at OSAIC since 2023, GRP Wealth Strategies Group since 2006, and Fsc Securities from 2006 to 2023. He serves as a board member of St. Rose Catholic School, overseeing its profit and loss. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to build customized portfolios, managing nearly $900 million in discretionary assets as of year-end 2025.

Christopher Salyer is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His prior firms include Osaic Wealth, Inc. and FSC Securities Corporation. Outside of advising, he is managing partner of South Holston Ventures, LLC, and maintains an active law license while not practicing actively. He also participates in the Association of Financial Educators, providing free financial education to various organizations. Southland Equity Partners, LLC advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Betsy Sullivan is a financial advisor with Southland Equity Partners, LLC, holding 42 years of industry experience. She has previously worked at FSC Securities Corporation and OSAIC, and has operated her own business, Betsy A Sullivan, Inc., since 1997. In addition to advising, she is involved in selling life, health, and employee benefits insurance through her company. Southland Equity Partners serves individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm combines fundamental and technical analysis to create customized portfolios, managing nearly $900 million in discretionary assets across more than 2,700 accounts.

Eric Taylor is an investment advisor at Southland Equity Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for nine years at FSC Securities Corporation. Taylor also provides life, health, and long-term care insurance coverage through his sole proprietorship and Cornerstone Wealth Management. Southland Equity Partners serves individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses by offering financial planning, direct asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios, managing nearly $900 million in discretionary assets as of December 2025.

Peter Krussel is a financial advisor with Southland Equity Partners, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Southland Equity Partners since 2011 and previously at FSC Securities Corporation. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to manage mostly discretionary portfolios, with access to third-party portfolio managers and institutional custodians.

Raymond Bolin is an investment advisor with Southland Equity Partners, LLC, holding 24 years of industry experience. He previously worked at FSC Securities Corporation for 20 years before joining Southland Equity Partners in 2021. Outside of his advisory role, Bolin is involved in mortgage lending and life insurance through American Premier Financial Services and is an owner of Madison & Logan, Ltd. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, asset management, portfolio manager selection, and retirement plan consulting. The firm manages approximately $891 million in discretionary assets and employs a combination of fundamental and technical analysis to create customized portfolios.

Thomas Ebner Jr. is an advisor at Southland Equity Partners, LLC, holding a Series 63 designation with 38 years of industry experience. He worked at FSC Securities Corporation for 26 years before joining OSAIC in 2023. Outside of his advisory role, he owns and operates an insurance business providing services to clients. Southland Equity Partners advises individuals, pension plans, and businesses by offering financial planning, asset management, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Alan Crosby is a CFP®-certified financial advisor with 15 years of industry experience. He is currently with Southland Equity Partners, LLC and previously worked at Osaic Wealth, Inc. and FSC Securities. Outside of his advisory role, he is a member of Brave Cycling Company LLC, which designs and sells premium cycling apparel and accessories. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, offering financial planning, direct asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized, mainly discretionary portfolios.

Dennis Jackson is a financial advisor at Southland Equity Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Osaic Wealth, Inc., FSC Securities Corporation, and has operated D&J Jackson & Associates, Inc. since 2003. Outside of financial advising, he teaches massage therapy and compassionate communication and is a fine art photographer. Southland Equity Partners advises individuals, including high-net-worth clients, pension and profit-sharing plans, and businesses. The firm offers financial planning, direct asset management, and retirement plan consulting, using a combination of fundamental and technical analysis to manage mostly discretionary portfolios.

Rick Healy is a CFP® with 43 years of industry experience, currently serving at Southland Equity Partners, LLC since 2024. He previously worked at Osaic Wealth, Inc. and FSC Securities Corporation. Healy is co-president of the Amador Flyfishers club, a local community organization. Southland Equity Partners advises individuals, pension and profit-sharing plans, and businesses, providing financial planning, direct asset management, and retirement plan consulting. The firm employs a mix of fundamental and technical analysis to manage mostly discretionary portfolios and evaluates third-party managers for specific asset classes.

Robert Wood III is a CFP® with 40 years of industry experience, currently serving at Southland Equity Partners, LLC, where he has worked since 2016. His prior roles include positions at FSC Securities Corporation and Raymond James Financial Services. Outside of his advisory work, he owns Wood Asset Management, focusing on investment advice and portfolio management. Southland Equity Partners advises individuals, pension plans, and businesses, employing a combination of fundamental and technical analysis to create customized portfolios. The firm manages nearly $900 million in discretionary assets across more than 2,700 accounts, offering both direct management and third-party manager selection.

Brian Thomas is a financial advisor at Southland Equity Partners, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Southland Equity Partners since 2014, following prior roles at FSC Securities Corporation and UBS Financial Services. Thomas is also the owner of Fair Winds Wealth Management, providing investment advisory services independently. Southland Equity Partners serves individuals, pension plans, and businesses with financial planning, asset management, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios and manages nearly $900 million in discretionary assets.

Erich Castillo is a financial advisor with Southland Equity Partners, LLC, holding the ChFC® designation and Series 63 license, and has 29 years of industry experience. He has worked with FSC Securities Corporation, VOYA Financial Advisors, Inc., and Ameriprise prior to joining Southland Equity Partners in 2014. Outside of his advisory role, Castillo serves as the head lacrosse coach at Douglass High School and is a board member of The Well of Lexington, a nonprofit supporting women affected by sex trafficking. Southland Equity Partners advises individuals—including high-net-worth clients—pension and profit-sharing plans, and businesses by providing financial planning, direct asset management, portfolio manager selection, and retirement plan consulting. The firm uses a combination of fundamental and technical analysis to create customized portfolios tailored to client needs.

Larry Gunstream is a financial advisor at Osaic Wealth, Inc. with 44 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at FSC Securities Corporation for 32 years. In addition to his advisory role, he operates a sole proprietorship as an insurance agent and provides portfolio review and technical analysis services through Southland Equity Partners LLC. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset-allocation planning, and portfolio optimization, offering a wide range of investment products and access to multiple custodial platforms.