Drew Mc Curdy

David Jackson is a financial advisor with Silverback Financial in Valley Springs, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He founded Silverback Financial in 2018 after seven years with Integral Investment Advisors. Silverback Financial provides portfolio management and financial advice to individuals, families, business owners, and various entities, offering both discretionary and non-discretionary management. The firm uses a combination of quantitative and qualitative analysis, modern portfolio theory, and technical charting to tailor asset allocations and investment strategies to client goals.

Ryan Shortridge is a financial advisor with APS Investment Management Group, holding a Series 66 designation and 20 years of industry experience. He has worked at LPL Financial since 2012 and has been associated with APS Associates since 2010. Shortridge also spends part of his time selling non-variable insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships supported by two advisors.

Kevin Kraft is a financial advisor with APS Investment Management Group and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, including 14 years at LPL Financial and 16 years with APS Associates. Outside of his advisory work, he is involved in fixed insurance products such as term, universal, whole life, disability income, and long-term care insurance. APS Investment Management Group serves individual and corporate clients, including high-net-worth individuals and employer plan sponsors, offering portfolio management through a firm-sponsored wrap fee program and pension consulting services. The firm manages approximately $171.5 million in discretionary assets across about 550 client relationships, utilizing a combination of fundamental and technical analysis with accounts reviewed at least quarterly.

David Ivan is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Empower Advisory Group and has previous experience at GWFS Equities, Inc and T. Rowe Price. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as certain IRA and retail brokerage clients. The firm’s integrated approach is closely tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

William Peterson is a financial advisor at Brookstone Capital Management LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Brookstone since 2008. Outside of advisory services, he is involved in life and health insurance sales, assists with enrollment in a prescription assistance program, and conducts occasional precious metal sales. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions.

Karen Dejong is a financial advisor at Osaic with 26 years of industry experience. She holds a Series 66 designation and has worked at firms including Securities America Advisors, Inc. and Foothill Securities, Inc. In addition to her advisory work, she owns and manages a commercial property that houses local businesses and nonprofits in San Andreas, CA. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base that includes individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a range of investment tools and platforms to deliver advisory and brokerage services through its extensive network of financial advisors.