We are a boutique broker-dealer that services independent registered representatives and registered investment advisors with branch locations throughout the country. Client assets are held through Pershing LLC as custodian, a leader in the global financial industry, based in Jersey City, New Jersey. Member FINRA/SIPC

Lighthouse Financial Services, Inc. is a Registered Investment Advisor with the Securities and Exchange Commission. Registration does not imply a certain level of skill or training. Past performance may not be indicative of future results. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. We believe that investment management and wealth management are equally important to high net worth investors. These components for financial success are integrally connected and should be analyzed with the understanding that long-term success depends on how well we manage both components. Because of this, our clients experience a level of personal attention and interaction that is unparalleled by any of the big box brokerages on Wall Street. We have guided our clients through successes and adversities, up and down market cycles, while at the same time applying our time-tested investment decision process that emphasizes strategic asset allocations for each phase of the investment business cycle. Simply put, we actively seek to grow and protect your wealth over the long run. Our team of knowledgeable specialists will work with you to achieve your financial goals.

Wealth Planning Group (WPG) was established in 2006 by Karl Dimler and Robert Engel to provide access to financial planning to a wide range of clients. While the organization is relatively new, Karl and Rob have a long-standing relationship working together for over 20 years. Building their businesses together, Karl and Rob worked closely together in partnership while at a national financial planning firm. Recognizing the demands of their clients’ needs, they decided to transition their business to a fee based model with an Independent firm. Karl and Robert are now backed by LPL Financial. Securities offered through LPL Financial, Member FINRA/SIPC FINRA.org / SIPC.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.WealthPlanOC.com

• Analyzed financial information to forecast business, industry, and economic conditions, for use in making investment decisions. • Gathered and analyzed company and individual financial statements. • Interpreted and summarized data describing current and long-term trends in investment risks and economic influences pertinent to investments. • Prepared and Presented Quarterly Performance Reports for clients and analyzed current holdings in annuities and other various accounts. • Prepared Portfolio Analysis and recommendations for current and potential clients. • Managed client requests for investment accounts; IRA, IND, 401k, PSP, DBP, and Trusts. Practice served clients and individuals with assets totaling more than $50 million. • Played integral role in hiring, training, supervising, and managing two assistants.

Christopher B. Johnson focuses his practice on the areas of trusts, wills, estate planning, probate and trust litigation and elder law. He is based in Pasadena but serves clients throughout Southern California. Prior to establishing his own practice, he was a Senior Vice President and Senior Trust Officer with U.S. Trust, serving Southern California high net worth and ultra high net worth families in their wealth transfer planning and with trust services. Before U.S. Trust, he was a founding member of the Arroyo Law Group, Russakow | Ryan | Johnson, and his own estate planning and probate practice in Pasadena, as well as a civil litigation lawyer for the Law Office of Errol Berk in Ventura. He has appeared on NBC-TV news and radio programs to discuss estate planning and probate issues and is a frequent speaker to attorneys and community groups, and has just been named to MyLawCLE’s advisory board. He is a member of the Trusts & Estates sections of the Los Angeles County and Pasadena Bar Associations, the City of Hope Music and Entertainment Industry Committee and the board of the Cancer Support Community – Pasadena. He is a 1994 graduate of Pepperdine University School of Law in Malibu, California. He was a Dean’s Scholar, and an extern at the legal department of Toyota Motor Sales, U.S.A., and for the Honorable Barry Russell, Judge of the U.S. Bankruptcy Court and Bankruptcy Appellate Panel. He graduated with a Bachelor of Arts in Communications from Wheaton College in 1991. He is admitted to practice in all California state courts and the United States District Court, Central District. He is also the proud father of two sons and enjoys biking, tennis, traveling and architecture appreciation in his spare time. He is a Southern California native, having grown up in Arcadia and Palm Springs, and is the third generation of his family to work in estate planning.

Compass Rose Financial Planning & Investment Management is the only Fee-Only Financial Planning Practice in the Palm Springs / Coachella Valley region. We specialize in helping you "Chart Your Future"​ financial success. Simply by contacting us, (760) 322-5200, we can schedule with you a free consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. You don't need to be a millionaire to benefit from financial planning. We help good people, just like you, to maximize the assets you have. Minimum Asset Requirement: $250,000 Contact us to start planning your journey today!

At Vosberg Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using our Total Retirement Roadmap process, to help you address your financial needs and concerns.

We don't just sell insurance; we sell peace of mind.

Raymond Wesley Wealth Management is an independent financial services firm serving individuals throughout Southern California. Our team includes Accredited Investment Fiduciary Designees (AIF) who offer unbiased financial advice. Working largely with individuals and business owners, we enjoy focusing 100% of our attention on our clients to collaborate on their financial plan. We strive to provide white glove service while helping them pursue their goals in a way that is fun and personal. Our firm also specializes in retirement plan consulting, working with executives and plan sponsors to create defined contribution plans, defined benefit plans, and group health insurance plans that address their company’s unique goals. Raymond Wesley Wealth Management serves clients in Irvine, Newport Beach, Mission Viejo, Costa Mesa, Long Beach, Fullerton Orange, Tustin, Santa Ana, Laguna Beach, Laguna Niguel, San Juan, San Clemente, Pasadena and North San Diego County. Financial Consultants of Raymond Wesley Wealth Management are registered representatives with, and securities and advisory services offered through, LPL Financial, a registered investment advisor, Member SIPC www.sipc.org. • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit www.raymondwesley.com