Ascentis Independent Advisors, LLC

Trevin Seskey is a financial advisor at Ascentis Independent Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Ascentis, he was associated with ORG Partners and has worked in various roles outside finance, including as a sales clerk at Vineyard Vines and a vehicle technician at MOCO Express. 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, third-party managers, and a Private Direct Investments program.

John Young is a financial advisor with Ascentis Independent Advisors, LLC in Boulder, CO, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior roles include positions at Raymond James Financial Services Advisors, Inc. and Dfd Partners. He is also the owner of John R. Young Capital Management Inc. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms, including a Private Direct Investments program for alternative investments.

William Byford is a financial advisor at Ascentis Independent Advisors, LLC in Las Cruces, NM, holding Series 63 and Series 65 licenses with 23 years of industry experience. He previously worked at Carter Bain Wealth Management for 15 years before joining Golden State Equity Partners, LLC, where he has been since 2021. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm incorporates asset allocation, fundamental and technical analysis, and utilizes sub-advisory arrangements and a Private Direct Investments program to manage client assets.

James Matt is a financial advisor at Ascentis Independent Advisors, LLC with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Golden State Equity Partners, Freedom Investment Management, Strada Wealth Advisors, and Pogson & Matt Wealth Management Group, among others. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management, financial planning, and access to private funds and alternative investments through its Private Direct Investments program.

Brian Tinker is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Ascentis Independent Advisors, LLC and has previously worked at firms including ORG Partners, Purshe Kaplan Sterling Investments, and United Planners' Financial Services. Outside of his advisory work, Tinker is involved in fundraising activities for American Martyrs grammar school and assists Medicare-eligible clients in selecting appropriate health coverage plans. 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, and access to third-party managers and alternative investments.

Colton Lightner is a CFP® with six years of industry experience, currently affiliated with Ascentis Independent Advisors, LLC. His prior experience includes roles at Golden State Equity Partners, Topwater Capital LLC, Four Pillars Financial Planning Group, and Raymond James Financial Services Advisors, Inc. Lightner serves as a volunteer director for The Road to Independence, Inc., a Florida nonprofit organization. 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, third-party managers, and a Private Direct Investments program.

Jeffrey Cismoski is a CFP® professional with 12 years of industry experience, currently with Ascentis Independent Advisors, LLC. His prior roles include positions at ORG Partners LLC, WealthShield Partners, LLC, Cresset Asset Management, LLC, and Evanston Investments Inc DBA Evanston Advisors. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs asset allocation, fundamental and technical analysis, and utilizes discretionary sub-advisory arrangements and co-advisory platforms, including a Private Direct Investments program for client access to private funds and alternative investments.

Jody Howard is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His prior roles include positions at ORG Partners, LLC, Sanders Morris Harris LLC, Wealthshield Partners, LLC, and Equitable Advisors, LLC. Outside of advisory services, he is an independent insurance agent selling fixed and variable insurance products. 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, third-party managers, and a Private Direct Investments program for alternative investments.

Dominic Messina is a financial advisor at Ascentis Independent Advisors, LLC with 14 years of industry experience. He holds the Series 66 designation and has previously worked at ORG Partners, WealthShield Partners, Cresset Asset Management, and Evanston Investments. Outside of financial advising, Messina owns MKS Custom Creations, a custom furniture business. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolio management and financial planning, utilizing a mix of asset allocation, fundamental and technical analysis, third-party managers, and a Private Direct Investments program.

Stephanie Hunter is a financial advisor at Ascentis Independent Advisors, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with firms including CETERA Advisor Networks LLC and ORG Partners. Hunter also maintains an insurance agent license through Benchmark Financial Advisors. Ascentis Independent Advisors serves individuals, trusts, retirement plans, and businesses by providing tailored investment advisory services, portfolio management, and financial planning. The firm utilizes a combination of asset allocation strategies, third-party managers, and a Private Direct Investments program to manage client portfolios.

Elizabeth De Muro is a financial advisor with Ascentis Independent Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Raymond James Financial Services and LPL Financial. Outside of her advisory work, she is an instructor at Huntington Beach Adult School. 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, and discretionary sub-advisory arrangements, including a Private Direct Investments program.

Sarah Brace is a financial advisor at Ascentis Independent Advisors, LLC with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at ORG Partners, LLC, Purshe Kaplan Sterling Investments, WealthShield Partners, United Planners' Financial Services, and Bridge Advisory. Outside of her advisory role, she volunteers at Huntington Hospital’s gift shop and is a notary public. 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, and incorporates third-party managers and alternative investments through discretionary sub-advisory and co-advisory arrangements.

Gina Rypkema is a CFP® with 24 years of industry experience, currently serving at Golden State Equity Partners since 2023. She previously worked at Ameriprise Financial Services, Inc. from 2002 to 2023. Outside of her advisory role, she is a board member and treasurer of the Walker Area Pregnancy Support Center. Ascentis Independent Advisors, LLC serves individuals, trusts, retirement plans, and businesses by providing tailored investment advisory services including portfolio management, financial planning, and retirement consulting. The firm employs a combination of asset allocation, fundamental and technical analysis, and uses sub-advisory platforms and a Private Direct Investments program to manage client portfolios.

James Newman is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Ascentis Independent Advisors, LLC. His prior experience includes roles at ORG Partners, Ameriprise Financial Services, and UBS. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management, financial planning, and access to private direct investments through its specialized programs and co-advisory platforms.

Julian Korber is a financial advisor at Ascentis Independent Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at RBC Capital Markets Corporation, City National Bank, Purshe Kaplan Sterling Investments, and ORG Partners, LLC. Outside of his advisory work, he serves as a board member of the Colorado Photographic Arts Center, a nonprofit arts and cultural organization. Ascentis Independent Advisors provides investment advisory services to individuals, trusts, retirement plans, and businesses, offering tailored portfolio management and financial planning. The firm employs a combination of asset allocation, fundamental and technical analysis, and utilizes sub-advisory and co-advisory platforms, including a Private Direct Investments program for alternative investments.