Marcus Mann

Ralph Williams Jr. is a CFP® professional with 49 years of experience in the financial industry. He is the principal and sole advisor at Sage Wealth Solutions, LLC. Prior to founding Sage Wealth Solutions, he worked for 17 years at Centaurus Financial, Inc. Outside of his advisory role, Ralph is involved in college admission and financial aid consulting through Sage College Planning and serves as the Director of Music at Lancaster United Methodist Church. Sage Wealth Solutions LLC provides portfolio management, investment analysis, and financial planning services to individuals, businesses, trusts, and high-net-worth clients. The firm’s investment approach incorporates multiple analytical methods and includes a formal process for recommending and monitoring third-party Outside Managers.

Troy Flowers is an advisor at Cash Flow Technologies with Series 63 and Series 65 credentials and one year of industry experience. He has worked at Legalzoom since 2007. Cash Flow Technologies specializes in discretionary portfolio management focused on covered option-selling strategies for institutional and pooled accounts. The firm also provides project-based advisory services such as financial plan development, portfolio reviews, and retirement plan analysis, offering both ongoing management and one-time or hourly consulting engagements.

Mayank Madhavani is a CFP® and PFS™ credentialed advisor with three years of experience at Neya Capital. He also serves as a manager and partner at Burkey Cox Evans & Bradford Accountancy Corp., a CPA firm. Prior to his current roles, he worked at KPMG, LLP for four years. Neya Capital provides financial planning and portfolio management services to individual investors and select institutional clients, including retirement plan sponsors and small charitable organizations. The firm emphasizes passive, diversified portfolios using low-cost index funds and ETFs, and offers tax-aware strategies, pension consulting, and client education.

Jazzmine Thomas is a financial advisor at Acrylic Financial, Inc. with five years of industry experience and holds a Series 65 designation. She is also a part owner of Top Shelf Financial LLC and maintains a life insurance license. Prior to her current roles, she worked at High Desert Medical Group and People Helping People. Acrylic Financial, Inc. provides portfolio management and financial planning services to individuals, including high-net-worth clients, other advisers, corporations, and pooled investment vehicles. The firm employs a combination of asset-allocation frameworks, active momentum models, and both fundamental and technical analysis to tailor investment programs to client goals and risk tolerance.

Norine Correa is a financial advisor with Navy Federal Investment Services, LLC, holding the ChFC® designation and Series 63 and 66 licenses. She has 15 years of industry experience, all within various entities affiliated with Navy Federal. Outside of her advisory role, she owns Mother of Millions, a life purpose and spiritual coaching business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union, individual investors, and trusts, providing portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and offers a variety of advisory platforms including wrap fee programs and automated ETF-based strategies.

Vicki Landry is a financial advisor with Encompass More Asset Management LLC in Lancaster, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. Her prior roles include positions at Transamerica Financial Advisors and Axianta Financial Partners. Landry also works as an insurance agent with AgencyFi. Encompass More Asset Management LLC primarily serves individual and high-net-worth clients, offering discretionary portfolio management through proprietary and third-party model portfolios, financial planning, and access to private placements. The firm employs a model-based investment approach combining quantitative, qualitative, and fundamental analysis.