Richard Goldstein

FINANCIAL CLARITY, EDUCATION, AND PEACE OF MIND FOR WOMEN From one woman to another, I understand the unique challenges you face in having an empowered relationship with your money. I am here to help you navigate your finances, no matter what your stage of life. I CAN’T WAIT TO MEET YOU! Please schedule a complimentary, no-obligation first appointment. This gives us the chance to chat, get to know one another, and determine if my services are going to be a good fit for you You can reach me directly with an email to mnolte@imaginefinancialservices.com, give me a call at (760) 472-5155, or tap that big blue button to the left that reads "Contact Marianne Nolte". Best regards, Marianne M Nolte, CFP® Imagine Financial Services www.imaginefinancialservices.com Read Marianne's blog posts here: https://www.imaginefinancialservices.com/blog

Michael Robinson is a financial advisor at Narus Financial Partners, LLC with 13 years of industry experience. He has been with Narus Financial Partners, formerly Clearstone Capital Management, since 2014. Outside of advising, Robinson serves as an administrative officer for a family-owned insurance business, contributing to back office support and record keeping. Narus Financial Partners is an SEC-registered advisory firm that manages approximately $468 million for individuals, trusts, estates, and small businesses. The firm uses a combination of fundamental, qualitative, technical, and quantitative analysis alongside strategic and tactical asset allocation, offering discretionary portfolio management with the use of option strategies and margin borrowing.

Walter Ruddiman is a financial advisor with American Independent Securities Group, LLC, holding Series 63 and Series 65 registrations and bringing 29 years of industry experience. He has worked at American Independent Securities Group since 2005 and has been the owner of Ruddiman Insurance Agency Inc. since 1980, specializing in life and health insurance sales and service. American Independent Securities Group provides investment advisory and financial planning services to a diverse client base, including individual investors, pension plans, charitable organizations, and corporations. The firm offers tailored portfolio management and access to multiple custodial and advisory platforms, managing most assets on a non-discretionary basis while maintaining an affiliated FINRA broker-dealer.

Jaimi Dennehy is a financial advisor at Mercer Global Advisors Inc. with 15 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities Inc. and Cresset Asset Management, LLC. Dennehy serves as a board member of the Western Arizona Humane Society. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost index vehicles and multi-factor strategies, along with comprehensive financial and retirement planning services.

George Martell is a financial advisor at Centaurus Financial, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Crown Capital Securities, LP for 16 years. In addition to his advisory role, he is an agent for medical, dental, and employee ancillary insurance group plans, primarily serving 401(k) clients. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.

Brian Springberg is a financial advisor with OSAIC, holding CFP® and Series 63 credentials and bringing 30 years of industry experience. His prior roles include a decade at SagePoint Financial and over two decades at Springberg, Mcandrew Financial Services. He serves as a board member of LifePoint Hospital, advising on community health care needs. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm utilizes a comprehensive investment process combining risk tolerance assessments and portfolio optimization tools, supporting thousands of advisors and managing approximately $200 billion in assets.