Brooke Fink

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.

Conrad Travassos is a financial advisor with Golden State Wealth Management, LLC holding a Series 66 designation. He has been in the industry since 2024 and has experience working with LPL Financial and PEEK Wealth. Outside of advising, he has experience in the food service industry and has supported administrative functions at Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

James Goetz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Golden State Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Goetz is involved with Chapel of the Lakes Mortuary as on-call mortuary staff and is co-owner of Antoinette's School of Dance. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance, operating a multi-branch structure with several affiliated registered advisers.

John Nahas is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with firms including Golden State Asset Management, Golden State Equity Partners, and LPL Financial. Outside of his advisory role, he serves as co-trustee of the John and Jennifer Nahas Trust. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, sub-advisory relationships, and a Private Direct Investments program.

Patrick Jeffs Catone is a financial advisor with Redwood Investment Group, Inc. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Golden State Asset Management, LLC, Golden State Equity Partners, LLC, and LPL Financial LLC. Redwood Investment Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit sharing plans, and business clients. The firm employs a range of investment strategies and analytical methods, serving clients with portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for accredited investors.

Scott Smith is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Golden State Wealth Management since 2018 and has prior experience at LPL Financial, LLC and Independent Financial Partners. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.