Jeffry Cole II

Brent Lowe is a financial advisor with Granite Wealth Advisors in Temecula, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at Granite Wealth Advisors since 2018 and previously spent eight years with Laurel Wealth Advisors, Inc. Granite Wealth Advisors serves individuals—including high-net-worth clients—trusts, estates, business entities, charitable organizations, and retirement plans. The firm constructs diversified, risk-based portfolios using mutual funds, ETFs, stocks, and bonds, offering both discretionary and non-discretionary portfolio management tailored to each client’s financial situation and objectives.

Scott Weber is a financial advisor with WealthLynk, Inc., holding a Series 66 designation and 19 years of industry experience. He previously worked at J.P. Morgan Securities LLC and Tollminder before joining WealthLynk. In addition to his advisory role, he is an independent insurance agent. WealthLynk provides ongoing portfolio management and financial planning to individual, high-net-worth, and charitable organization clients. The firm offers tailored, non-discretionary investment recommendations based on long-term strategies and multiple analytical methods, conducting at least quarterly account reviews and implementing trades only with client consent.

Nalin Bhatt is a financial advisor at Fireplace Financial Inc with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including SA Stone Investment Advisors Inc., Quest Capital Strategies, and Fireplace Financials and INS Services. Outside of advising, he owns and operates a bookkeeping and tax preparation business as a certified public accountant. Fireplace Financial serves individual clients by providing financial planning and access to third-party managed portfolios, combining professional accounting and tax services with licensed insurance activities. The firm typically operates on a non-discretionary basis and uses a multifaceted investment process drawing on behavioral, charting, cyclical, fundamental, and technical analysis.

Jared Fenlason is a financial advisor at The DR Team with six years of industry experience. He holds a Series 65 designation and has worked at Fenlason Financial Services Inc., CAC Planning and Insurance Services, Fenlason Group Inc., and Soberlink Inc. Fenlason Financial Services Inc., doing business as The DR Team, provides financial planning and investment consulting primarily to individuals in medical school, residency, and medical practice. The firm emphasizes a long-term investment approach focused on mutual funds and ETFs and offers educational seminars and workshops tailored to medical programs.

Rick Alvarado is a CFP® professional with 35 years of industry experience. He has been with Wealth One Advisors since 2000 and has also worked with LPL Financial (formerly Linsco/Private Ledger Corp.) since 1993. His practice includes providing financial planning services and occasional work related to fixed annuities. Wealth One Advisors offers financial planning and consulting services to individuals, high-net-worth households, and certain pension and profit-sharing plans. The firm does not manage client assets or accept custody, instead focusing on written financial plans and hourly consulting, using both fundamental and technical analysis to support long-term asset allocation and other strategies.

Darren Schuringa is a CFA® charterholder and the sole advisor at Yorkville Capital Management LLC, where he has worked since 2006. He has 20 years of industry experience. Yorkville Capital Management provides discretionary portfolio management and investment supervisory services to high-net-worth individuals and various institutional and household accounts. The firm employs proprietary risk models and asset-allocation algorithms, tactical hedging, and short selling as part of its risk-management strategy.