Ross Hunt

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.

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.

Glenn Cunningham is a CFP® with 25 years of industry experience and the sole advisor at GC Asset Management, which he founded in 2011. Prior to this, he founded and serves as president of Airoptions Aviation, LLC, a private air charter business. He also holds a leadership role as an action officer in the U.S. Marine Corps focused on military training support. GC Asset Management provides discretionary investment management and financial planning services primarily to individual and high-net-worth clients. The firm employs a proprietary investment strategy that combines fundamental, technical, and market analysis, incorporating options, margin, and concentrated positions as part of active portfolio management and hedging.

Karen Corcoran is the principal of Corcoran Wealth Management LLC in Temecula, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Secure Investment Management, LLC and J.D. Mellberg Financial, LLC. In addition to her advisory role, she operates an insurance agency. Corcoran Wealth Management LLC provides discretionary asset management, financial planning, and consulting services primarily to individual and high-net-worth clients. The firm employs a range of analytical approaches to tailor portfolios to client goals and also refers clients to third-party managers, monitoring their performance and conducting periodic reviews.

Roland Ortiz is a financial advisor at Athena Wealth Management in Murrieta, CA, holding a Series 66 designation with seven years of industry experience. He previously worked at Merrill Lynch and Bank of America and operates as an independent insurance agent offering life, disability, and fixed annuity insurance products. Athena Wealth Management provides financial planning, investment consultation, and management services to individuals, trusts, estates, charitable organizations, and small businesses. The firm employs a Modern Portfolio Theory-based investment approach focused on low-cost, diversified allocations using ETFs and index funds, with an emphasis on cost control and tax efficiency.