David Leighton is a financial advisor at Ascentis Asset Management, LLC with 13 years of industry experience. He holds the Series 66 designation and has held roles at Arimathea, Golden State Asset Management, Golden State Equity Partners, LLC, Ameriprise Financial Services, Inc., and Unisys. Outside of Ascentis, he serves as Vice President of Diocesan Relations at Arimathea, providing advice to institutions and individuals using planned models. Ascentis Asset Management provides investment strategy and portfolio modeling services to other investment advisers, UMA programs, and third-party platforms. The firm focuses on constructing model portfolios and licensing investment methodologies rather than directly managing retail accounts.

Conrad Travassos is a financial advisor with Golden State Wealth Management, LLC holding a Series 66 designation. He has been in the industry since 2024 and has experience working with LPL Financial and PEEK Wealth. Outside of advising, he has experience in the food service industry and has supported administrative functions at Golden State Wealth Management. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

James Goetz is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He has been with Golden State Wealth Management since 2016 and also maintains an affiliation with LPL Financial. Outside of his advisory role, Goetz is involved with Chapel of the Lakes Mortuary as on-call mortuary staff and is co-owner of Antoinette's School of Dance. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance, operating a multi-branch structure with several affiliated registered advisers.

John Nahas is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has worked with firms including Golden State Asset Management, Golden State Equity Partners, and LPL Financial. Outside of his advisory role, he serves as co-trustee of the John and Jennifer Nahas Trust. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, sub-advisory relationships, and a Private Direct Investments program.

Patrick Jeffs Catone is a financial advisor with Redwood Investment Group, Inc. He holds a Series 66 designation and has 15 years of industry experience. His work history includes roles at Golden State Asset Management, LLC, Golden State Equity Partners, LLC, and LPL Financial LLC. Redwood Investment Group, Inc. provides discretionary portfolio management and financial planning services to individuals, trusts, pension and profit sharing plans, and business clients. The firm employs a range of investment strategies and analytical methods, serving clients with portfolios that may include ETFs, mutual funds, individual securities, and alternative investments for accredited investors.

Scott Smith is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and 24 years of industry experience. He has worked with Golden State Wealth Management since 2018 and has prior experience at LPL Financial, LLC and Independent Financial Partners. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Daniel Catone is a financial advisor with Ascentis Asset Management, LLC, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at multiple firms including Golden State Asset Management, Golden State Wealth Management, LPL Financial, and Redwood Investment Group. Outside of his advisory roles, he is involved in several entrepreneurial ventures including co-founding Golden State Insurance Services, LLC and owning businesses such as ACD Logistics, LLC and Venture Company Mining, LLC. Ascentis Asset Management provides investment strategy and portfolio modeling services primarily to other investment advisers, UMA programs, and third-party platforms. The firm develops model portfolios using a blend of charting, fundamental, quantitative, and technical analysis, focusing on mutual funds, real estate funds, equities, fixed income, ETFs, and non-U.S. securities.

Bradley Fallon is a financial advisor with Golden State Wealth Management, LLC, holding a Series 66 designation and 19 years of industry experience. He has been with Golden State Wealth Management since 2015 and is based in Powell, Wyoming. Outside of his advisory role, Fallon serves as chairman of the School Site Council at Highland Elementary, a nonprofit board position. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Kyle Emerson is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Golden State Wealth Management since 2018 and previously at Independent Financial Partners and LPL Financial. Outside of his advisory work, he has served as a golf coach at Cal State San Bernardino. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities, offering discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and provides tailored advice based on client objectives and risk tolerance.

Mario Vasquez is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. His prior work includes positions at J.P. Morgan Securities LLC and LPL Financial, LLC. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Matthew Catone is a financial advisor with Ascentis Independent Advisors, LLC in Dallas, TX, holding a Series 65 designation and five years of industry experience. His prior roles include positions at Golden State Wealth Management, Golden State Equity Partners, and Arimathea. Before entering the financial advisory field, he worked for the Los Angeles Times for 15 years. Ascentis Independent Advisors offers investment advisory services to individuals, trusts, retirement plans, and businesses. The firm provides tailored portfolio management and financial planning, utilizing asset allocation, fundamental and technical analysis, and access to third-party managers and alternative investments through its Private Direct Investments program.

Travis Fago is a financial advisor at Golden State Wealth Management, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Golden State Wealth Management since 2018, previously affiliated with LPL Financial and Independent Financial Partners. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Andrew Fiscina is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Golden State Wealth Management since 2016 and has concurrently worked at LPL Financial, LLC since 2015. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities through discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a variety of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

David King is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Golden State Wealth Management since 2014 and has also worked with LPL Financial since 2010. Outside of advisory work, he has been involved in selling life insurance products and operates King Wealth Management, Inc. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a range of analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Ashley Curiel is a CFP® with 19 years of experience in financial advisory services. She has been with Golden State Wealth Management, LLC since 2017 and previously worked at LPL Financial, CUSO Financial Services, and Redwood Credit Union. Curiel is also involved in managing Sparks Curiel LLC, a non-investment-related business entity. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Robert Schulte is a financial advisor with Golden State Wealth Management, LLC and holds a Series 66 designation. He has six years of industry experience, including prior roles at Edward Jones and LPL Financial LLC. Golden State Wealth Management serves individuals, trusts, retirement plans, and business entities with discretionary asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs various analytical approaches and offers tailored advice based on client objectives and risk tolerance.

Zachary Miller is a financial advisor at Arimathea with one year of industry experience. He holds the Series 66 designation and has worked at several firms including LPL Financial LLC, Golden State Wealth Management, and RBC Capital Markets, LLC. Outside of advising, he works part-time as a rideshare driver for Uber. Arimathea serves individuals, trusts, pension and profit-sharing plans, and corporate clients with asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates Catholic social teaching into its investment screening and offers tailored portfolios through its digital advisory platform, PuriFi, which includes both digital-only and advisor-access tiers.

Trevor Nelson is a financial advisor with GWN Securities Inc., holding Series 63 and Series 65 credentials and five years of industry experience. His prior roles include positions at CoreCap Advisors, Capital Choice Financial Services, and Nelson Phipps, LLC. Outside of advisory work, he serves as a deacon and coordinates the Dave Ramsey Financial Peace University class at New Life Church, where he also participates on the benevolence committee. GWN Securities provides advisory and brokerage services to individuals, corporate clients, and retirement-plan participants through a network of approximately 446 advisors. The firm offers discretionary portfolio management and access to various managed-account programs, typically implementing client strategies via model portfolios and third-party sub-advisers.

Patricia Moulton is a financial advisor with Eagle Strategies (NY Life) based in Powell, Wyoming, holding Series 63 and Series 66 licenses with nine years of industry experience. She has worked at multiple firms, including New York Life Insurance Company and NYLife Securities LLC since 2015, and currently operates under Mains Financial Wealth Strategies and Capital Edge Insurance & Financial Services. Outside of her advisory work, she serves on the board of Celebrities for a Cause, a nonprofit that organizes annual fundraising events, and holds a volunteer officer role with the Powell Medical Foundation. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, managing over $25 billion in regulatory assets as of the end of 2024.

Kimberly Prentiss is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and previously worked at OSAIC and Wells Fargo in various capacities. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Brooke Fink is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017. Outside her advisory role, she serves as secretary for Area 41 Outfitters, a recreational hunting business. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of financial advisors and branch offices, offering a range of advisory programs and affiliated investment products under a fiduciary standard.

Travis Smith is a financial advisor with LPL Financial in Powell, Wyoming, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been associated with Linsco Private Ledger since 2005. Outside of his advisory work, he raises livestock on a small farm and participates as a band member in Hurricane Mesa. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a broad range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.