Carlos Zepeda

Thorne O Connell is a financial advisor at X Advisors, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at Cambridge Investment Research, Pomona College, Sallie Mae, and Pennsylvania State Employees Credit Union. X Advisors, LLC is a seven-advisor team managing approximately $190 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of wealth management and financial planning services, employing fundamental, technical, quantitative, and sector analysis to construct and continuously monitor diversified portfolios.

Alexander Koury is a financial advisor with X Advisors, LLC and holds Series 63 and Series 65 licenses. He has been working in the financial services industry since 2022 and also owns and manages a consulting firm focused on online media marketing. His prior work experience includes roles outside finance such as at Crunch Fitness and Texas Roadhouse. X Advisors, LLC is a seven-advisor team managing approximately $189.9 million for about 275 clients, including individuals, trusts, estates, business entities, and retirement plans. The firm offers a range of services including asset management, financial planning, and defined contribution plan consulting, using a variety of investment approaches and continuously monitoring portfolios to align with client goals.

Irene Timmons is a financial advisor at Monarch Wealth Strategies with 20 years of industry experience. She holds the Series 63 and Series 66 designations and has worked with Monarch Wealth Strategies since 2018, following a tenure at LPL Financial beginning in 2005. Monarch Wealth Strategies provides discretionary wealth management, financial planning, and investment consulting to affluent individuals, families, trusts, pension and profit-sharing plans, and brokerage customers. The firm focuses on clients with at least $750,000 in investible assets and employs a range of investment strategies including asset allocation, tax-loss harvesting, and use of mutual funds, ETFs, individual securities, and alternative instruments on a case-by-case basis.

Coleen Edwards is a financial advisor at Weinberger Asset Management, Inc with 34 years of industry experience. She holds a Series 63 designation and has worked at Robert K Hather and Wells Fargo Advisors prior to her current role. Weinberger Asset Management provides discretionary portfolio management and retirement-plan advisory services to individuals, pension and profit-sharing plans, charities, and business entities. The firm tailors portfolios based on individual goals and risk tolerance, employing a mix of fundamental, quantitative, technical, and modern portfolio theory analysis, and manages approximately $444 million in discretionary assets with a small advisory team.

Robert Ogden is a CFP® professional with 28 years of industry experience. He is currently with Golden State Wealth Management, LLC and has prior experience running Ogden Wealth Management & Planning Services, LLC, as well as providing CPA services. Ogden continues to maintain his CPA credentials alongside his financial advisory practice. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset 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, operating a multi-branch structure with several affiliated registered advisers.

David Ogden is a financial advisor at Golden State Wealth Management, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial, LLC since 2019. Prior to that, he operated Ogden Wealth Management & Planning Services, LLC and spent 17 years with the Santa Maria Joint Union High School District. Outside of finance, he is also a musician. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities by providing 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.