Roxanna Holguin

Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.

James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.

Gregory Enloe is an investment advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining NWF, he worked at Osaic Wealth, Royal Alliance Associates, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he owns and operates Enloe Academy, where he runs water polo clinics and coaches, and currently serves as a water polo coach at Cuesta College. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed and third-party model portfolios with strategic long-term and tactical investment approaches.

Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Sandra Esqueda is a financial advisor with LPL Financial in Hanford, CA, holding a Series 66 designation and 15 years of industry experience. Her prior experience includes roles at JP Morgan Securities LLC and JPMorgan Chase Bank, N.A., where she worked for six years. Outside of advisory work, she is a commissioned notary in Clovis, CA. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and a large network of investment adviser representatives.

Oscar Ocana is a financial advisor at J.P. Morgan Securities with Series 63 and Series 66 credentials and three years of industry experience. He has been with J.P. Morgan Securities since 2022 and also holds a long-term association with Jpmorgan Chase Bank, N.A. since 2017. Prior to his current role, his work history includes positions at Foothill Packing Inc and Missing Hole Donut Shop. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.