Pamela Plick is a CFP® professional with 17 years of industry experience, operating through her independent firm, Pamela Plick Wealth Management LLC, in Palm Desert, CA. She has been the sole advisor at her firm since 2011. Outside of her advisory work, she provides financial counseling for military personnel and offers money coaching focused on educational purposes. Her firm advises individual clients with fee-only portfolio management and financial planning services, primarily on a non-discretionary basis. The firm builds customized portfolios using asset allocation and fundamental analysis and also offers educational seminars and workshops alongside one-on-one services.

Haddon Libby is a financial advisor at Winslow Drake, Inc. with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Winslow Drake since 2017, following prior roles at Calton & Associates, Inc. and Sharekitchen. Libby served as president of the Cathedral City Chamber of Commerce in 2020 and contributes as a writer for a local weekly newspaper. Winslow Drake is a fee-only investment adviser serving under 100 clients with approximately $63.2 million in assets under management. The firm offers discretionary portfolio management, financial planning, and retirement-plan advisory services, focusing on individualized portfolios with a multi-year buy-and-hold strategy supplemented by tactical trades and AI-supported research.

Robert Piano is a financial advisor at Stoke Capital in Rancho Mirage, CA, holding CFP® and CFA® designations with 30 years of industry experience. He has been with Stoke Capital since 1995. Stoke Capital provides investment supervisory services and consulting to individual clients, including both non-high-net-worth and high-net-worth individuals. The firm emphasizes Modern Portfolio Theory and strategic asset allocation, using academic research and global diversification to manage long-term, buy-and-hold portfolios with periodic rebalancing, and employs option strategies to address tax and liquidity considerations.

Nolan Saini is a CFP® with 10 years of industry experience, currently serving as the sole advisor at Desert Financial Planning since 2017. He previously worked at Ameriprise Financial Services and Global View Capital Management. Outside of his advisory role, Nolan provides educational tutoring to students ranging from elementary to college level. Desert Financial Planning is an independent firm offering fee-based investment management and comprehensive financial planning to individual investors, plan sponsors, trusts, estates, and charitable organizations. The firm employs a tactical allocation strategy and provides qualified retirement plan consulting, including fiduciary services under ERISA.

Lucian Lobelkarimi is a financial advisor at Luke Capital with nine years of industry experience. He holds a Series 65 designation and has worked at firms including Pfs Investments Inc. and Magis Capital Management LLC. In addition to his advisory work, he has been involved with College of the Desert since 2015. Luke Capital is an independent registered investment adviser serving individual investors with portfolio management, investment advice, retirement planning, and financial planning. The firm employs a value-oriented, largely passive investment approach using individual stocks, ETFs, and selective options strategies, and also provides life insurance advice through an affiliation with Primerica.

Craig Misuradze is a financial advisor at Agewise Financial Inc. with 19 years of industry experience. He holds a Series 65 credential and has worked at Horter Investment Management, LLC, and Agewise Financial since 1999. He is also the author of a book, audio book, and companion workbook focused on retirement, which he markets through Simpleretirementbook.com. Agewise Financial Inc. advises individual clients with discretionary asset management and standalone financial planning services. The firm constructs portfolios using fundamental, technical, charting, and cyclical analysis tailored to each client’s goals and risk tolerance, and it occasionally employs third-party sub-advisors.

Anthony Mancini is the sole advisor at Anthony J. Mancini, I.A., an independent firm based in Palm Springs, CA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience, with a long tenure at Stuart Securities Corp since 2004. Anthony J. Mancini, I.A. provides discretionary investment supervisory services primarily to individual clients, along with pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm employs a combination of charting, fundamental, technical, and cyclical analysis and conducts monthly portfolio reviews.

David Rae is a CFP® professional with 23 years of industry experience, currently serving as the sole advisor at DRM Wealth Management in Palm Springs, CA. His career includes roles at Trilogy Capital Inc and Trilogy Financial Services, as well as National Planning Corporation. DRM Wealth Management is a state-registered investment adviser serving individual, charitable, and business clients with a focus on passive investment management through diversified, asset-class weighted portfolios using index mutual funds and ETFs. The firm offers discretionary portfolio management, third-party manager oversight, and various financial planning options.

Christian Choi is a CFP® with 17 years of industry experience and is the sole advisor at ReLion Assets Management, LLC in Rancho Mirage, CA. He has led ReLion since 2016 and also owns Christian Choi Insurance Services, where he spends a portion of his time providing insurance sales and services. ReLion Assets Management offers discretionary portfolio management and fixed-fee financial planning to individuals, high-net-worth clients, and select corporate/business clients. The firm combines fundamental and technical analysis in its investment approach and provides regular reviews and written financial plans tailored to client objectives.

Jeffrey Kamys is a financial advisor at Inherent Wealth Fund, LLC with five years of industry experience. He holds a Series 65 designation and has previously worked at Baseline Investments. Outside of his advisory role, he owns and operates Inherent, Inc., a design, branding, and web services business. Inherent Wealth Fund provides discretionary portfolio management primarily focused on equities and exchange-traded funds for individual and business clients. The firm prepares individualized Investment Policy Statements and employs a combination of fundamental and technical analysis along with various trading strategies tailored to clients’ goals and risk tolerances.

Robert Machado is a CFP® professional with 12 years of industry experience. He has been with Compass Rose Financial Planning, Inc. since 2007. Compass Rose Financial Planning & Investment Management is a fee-only advisory firm serving individuals and families with bundled financial planning, asset allocation, and portfolio monitoring. The firm employs a goals-based planning process aligned with CFP standards and uses non-discretionary investment management focused on low-cost mutual funds and ETFs.

Halle Carter is a financial advisor at MacLean Capital Advisors, LLC with a Series 65 designation and experience beginning in 2024. Prior to joining the firm, she worked in education and at UC Davis C-STEM for a combined nine years. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting primarily to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies, including long-term holdings, short-term trading, options writing, and margin transactions, managing accounts on a discretionary basis with documented client risk tolerances.

James Eckley is an investment advisor representative at Hardworking Capital Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Cetera Advisor Networks, Girard Securities, KIPP Financial Group, and NPB Financial Group. In addition to his advisory work, Eckley is involved in life insurance sales and sells life settlements through a separate business. Hardworking Capital Advisors serves high-net-worth individuals, charitable organizations, and businesses by providing discretionary investment management, financial planning, and pension consulting. The firm employs a suitability-driven process using model portfolios and third-party managers, and it may incorporate derivatives and options strategies in client accounts.

Laine Rinker is a CFP® professional with 18 years of industry experience, currently serving at Arkenstone Financial, LLC since 2011. She also operates Rinker Financial, a mortgage business providing first and second trust deed loans. Arkenstone Financial, LLC serves individual clients, including high-net-worth households, and employer retirement plans by offering asset management, financial planning, and retirement plan consulting. The firm manages approximately $97 million in client assets and utilizes a discretionary investment approach tailored to client objectives through a mix of investment vehicles.

Brette Maclean is a financial advisor at MacLean Capital Advisors, LLC with 17 years of industry experience. She holds a Series 66 designation and has worked at Purshe Kaplan Sterling Investments and MacLean Capital Advisors since 2011. Brette is also involved in independent insurance sales for various carriers. MacLean Capital Advisors provides discretionary portfolio management, financial planning, and retirement plan consulting to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a range of investment strategies including long-term holdings, short-term trading, options writing, and margin transactions, typically managing accounts on a discretionary basis aligned with documented client risk tolerances.

Ronald Bernstein is a financial advisor with Prism Planning Partners in Rancho Mirage, CA, holding CFP®, PFS™, and Series 66 credentials and bringing 20 years of industry experience. Before joining Prism in 2018, he worked at firms including Alera Investment Advisors, Gcg Financial, GCG INS Brokerage, Securian Financial Services, and Minnesota Life Insurance. He serves as Secretary of the Executive Board of Trustees and is a member of the Audit Committee for the National Multiple Sclerosis Society in Chicago. Prism Planning Partners provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm employs a Modern Portfolio Theory-based investment approach focused on passive asset-class exposure and utilizes no-load mutual funds, ETFs, and model portfolios from Focus Partners Advisor Solutions.

James Estes is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 16 years of industry experience. He has worked at Desert Wealth Management LLC since 2018 and previously spent seven years at Alpha Wealth Management, LLC. Outside of his advisory role, he held a position with FINRA for nearly two decades and has been affiliated with California State University. Desert Wealth Management is a fee-only investment adviser serving primarily individual and high-net-worth clients. The firm employs an academic investment approach that combines macroeconomic and fundamental security analysis to guide asset allocation and investment selection, managing accounts on a discretionary basis for a small client base.

Marc Boracchia is a financial advisor at Boracchia Wiviott Wealth Partners LLC with 11 years of industry experience. He has held roles at Northwestern Mutual Life Insurance Company and has been with his current firm since 2017. Outside of his advisory work, he is engaged as a consultant and angel investor in several entities. Boracchia Wiviott Wealth Partners serves individual clients, including high-net-worth households, as well as institutional clients such as pension and employee benefit plans. The firm offers portfolio management, financial planning, pension consulting, and a subscription-based investment research service that informs its client strategies.

Lee Eckel is a CFP® professional with 24 years of industry experience. He is the principal advisor at Eckel Financial Advisors in Palm Desert, CA, where he has worked since 1995. Eckel Financial Advisors provides discretionary portfolio management primarily for individual investors, trusts, pension plans, and family investment entities. The firm employs a strategic allocation approach using fundamental, economic, and technical analysis, incorporates risk-management techniques such as tax-aware management and position sizing, and offers personalized service with a willingness to use leverage in client accounts.

Mark Hayek is a Series 63-licensed financial advisor with over 31 years of industry experience. He has worked at M Premier Partners since 2017 and has held positions at Purshe Kaplan Sterling Investments and Integrated Wealth Management, Inc. He also serves as a Successor Trustee in a non-investment-related capacity. M Premier Partners provides portfolio management and retirement plan consulting to individuals, high-net-worth clients, trusts, and business entities. The firm employs a blend of fundamental and technical analysis, third-party manager due diligence, and multi-asset allocation strategies, and it is notable for its use of borrowing within separately managed accounts.