Prism Advisors, Inc.

Ryan Humbert is a CFP® professional with 11 years of experience in the financial services industry. He currently works at Prism Advisors, Inc., where he has been since 2018, and previously was employed at TDAmeritrade, Inc. from 2015 to 2018. Prism Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities with services such as asset management, financial planning, retirement plan consulting, and legacy asset management. The firm uses a combination of fundamental and sector analysis alongside strategic asset allocation, offering individualized portfolio management and a distinctive wrap fee program that includes the use of margin in managed accounts.

Diane Vanaman is a financial advisor at Prism Advisors, Inc. with 36 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network, LLC for 14 years before joining Personal Resources Investment & Strategic Management, Inc. in 2017. In addition to her advisory work, she is a notary public in the state of California. Prism Advisors serves individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities with a range of services such as asset management, financial planning, and retirement plan consulting. The firm’s investment approach integrates fundamental, qualitative, and sector analysis with strategic and tactical asset allocation, including the use of margin in managed accounts, and offers a broad array of planning and consulting services without formal account-opening requirements.

Stacey Snow is a CFP® professional with 20 years of industry experience. She is currently with Prism Advisors, Inc., where she has worked since 2017, following an 11-year tenure at Wells Fargo Advisors Financial Network LLC. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm uses a combination of fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and allowing margin use in managed accounts.

Justin Van Orden is a financial advisor at Prism Advisors, Inc. with two years of industry experience. He holds the Series 65 designation and has prior experience at Gingold & Company and EFE, Inc. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities with services including asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments, and it sponsors its own wrap fee program that allows the use of margin in managed accounts.

Mcginnis Mccoy is a financial advisor with Prism Advisors, Inc. in Studio City, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior work includes 14 years at Wells Fargo Advisors Financial Network, LLC and nine years at Personal Resources Investment and Strategic Management, Inc. Outside of advising, he serves as president of the 8-Ball Flying Club and is a board member of The Luv U Project, a charitable organization focused on mental health. Prism Advisors serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, financial planning, retirement plan consulting, and legacy asset management. The firm combines fundamental and sector analysis with strategic asset allocation across traditional and alternative investments and is notable for sponsoring its own wrap fee program and permitting margin use in managed accounts.