Pete Puga

Theron Morgan is a financial advisor at Avidity Capital with eight years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and Morgan Wealth Management prior to his current role. Morgan is planning to establish an LLC for consulting services to other investment advisory firms. Avidity Capital is a solo independent registered investment adviser serving primarily individual clients and managing approximately $13.6 million across 58 accounts. The firm offers discretionary portfolio management, comprehensive financial planning, and a subscription-based planning service called the Avidity Journey, using a combination of cyclical, fundamental, modern portfolio theory, and quantitative analysis to inform investment decisions.

Joshua Dalafu is a financial advisor at MissionSquare Retirement with seven years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at firms including Trilogy Capital, LPL Financial Services, and Mosley Wealth Management. Outside of his advisory role, he coaches youth basketball, providing skills training and education to children aged 5 to 18. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. Guided Pathways features investment advice and model portfolios developed by Morningstar Investment Management and is delivered through multiple channels within MissionSquare-administered accounts.

Heather Bitner is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and seven years of industry experience. She has worked within various entities of the Navy Federal organization since 2014. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes managed advisory programs that incorporate third-party portfolio managers and supports layered investment solutions, including automated ETF portfolios and unified managed accounts.

Rebecca Jones is a Series 66-credentialed financial advisor at First Command Advisory Services with six years of industry experience. She has been with First Command since 2020, following roles at Bath and Body Works and veterinary clinics. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning services and various wrap-fee asset management programs that include model portfolios composed of mutual funds, ETFs, and third-party managed accounts.

Jerry Hallberg is a financial advisor at Citigroup Global Markets with 43 years of industry experience. He holds Series 63 and Series 65 designations and has been with the firm since 2016. Outside of his advisory work, he is a joint owner of a rental property in Tulare, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm utilizes multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and derivatives services.

Therese Tamagni is a Series 66-licensed financial advisor with 11 years of industry experience, currently with UBS Financial Services since 2014. She is based in Amona, CA. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, delivering advice supported by proprietary research and model-based asset allocations.