David Rae

Pamela Plick is a CFP® professional with 17 years of industry experience, operating through her independent firm, Pamela Plick Wealth Management LLC, in Palm Desert, CA. She has been the sole advisor at her firm since 2011. Outside of her advisory work, she provides financial counseling for military personnel and offers money coaching focused on educational purposes. Her firm advises individual clients with fee-only portfolio management and financial planning services, primarily on a non-discretionary basis. The firm builds customized portfolios using asset allocation and fundamental analysis and also offers educational seminars and workshops alongside one-on-one services.

Haddon Libby is a financial advisor at Winslow Drake, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Winslow Drake since 2017, following prior roles at Calton & Associates, Inc. and Sharekitchen. Libby served as president of the Cathedral City Chamber of Commerce in 2020 and contributes as a writer for a local weekly newspaper. Winslow Drake is a fee-only investment adviser serving under 100 clients with approximately $63.2 million in assets under management. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, focusing on individualized portfolios with a multi-year buy-and-hold strategy supplemented by tactical trades and AI-supported research.

Robert Piano is a financial advisor at Stoke Capital in Rancho Mirage, CA, holding CFP® and CFA® designations with 30 years of industry experience. He has been with Stoke Capital since 1995. Stoke Capital provides investment supervisory services and consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes Modern Portfolio Theory and strategic asset allocation, using academic research and global diversification to manage long-term, buy-and-hold portfolios with periodic rebalancing, and employs option strategies to address tax and liquidity considerations.

Nolan Saini is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Desert Financial Planning since 2017. He previously worked at Ameriprise Financial Services and Global View Capital Management. Outside of his advisory role, Nolan provides educational tutoring to students ranging from elementary to college level. Desert Financial Planning is an independent firm offering fee-based investment management and comprehensive financial planning to individual investors, plan sponsors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy and provides qualified retirement plan consulting, including fiduciary services under ERISA.

Lucian Lobelkarimi is a financial advisor at Luke Capital with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Pfs Investments Inc. and Magis Capital Management LLC. In addition to his advisory work, he has been involved with College of the Desert since 2015. Luke Capital is an independent registered investment adviser serving individual investors with portfolio management, investment advice, retirement planning, and financial planning. The firm employs a value-oriented, largely passive investment approach using individual stocks, ETFs, and selective options strategies, and also provides life insurance advice through an affiliation with Primerica.

Craig Misuradze is a financial advisor at Agewise Financial Inc. with 19 years of industry experience. He holds a Series 65 credential and has worked at Horter Investment Management, LLC, and Agewise Financial since 1999. He is also the author of a book, audio book, and companion workbook focused on retirement, which he markets through Simpleretirementbook.com. Agewise Financial Inc. advises individual clients with discretionary asset management and standalone financial planning services. The firm constructs portfolios using fundamental, technical, charting, and cyclical analysis tailored to each client’s goals and risk tolerance, and it occasionally employs third-party sub-advisors.