Tomas Rodriguez

Kevin Riggs Apolinar is a financial advisor at Behavior Shift with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and currently serves as a Personal Financial Counselor for Magellan Federal. Outside of his advisory work, he is a part-owner of Good Finds Company, a retail business that sells curated merchandise at local market events. Behavior Shift provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a fee-only structure. The firm combines Modern Portfolio Theory with behavioral finance concepts and offers faith-based investment options, serving a client base that includes non-U.S. residents.

Dan Hassey is the sole advisor at Dan Hassey Investment Advisory in Banning, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at McIntosh Capital Advisors, Inc. from 2015 to 2023 before founding his independent advisory firm. Dan Hassey Investment Advisory provides discretionary investment management services exclusively to individual clients, focusing on retirees and those nearing retirement. The firm emphasizes safety and income through portfolios primarily composed of dividend-paying stocks, ETFs, and mutual funds, and employs a combination of top-down economic analysis, bottom-up valuation, detailed dividend assessment, and option strategies to manage income and risk.

Andrew Kotyuk is a financial advisor at Alpha Wealth Management, LLC in Hemet, CA, with 21 years of industry experience. He holds the Series 66 designation and has been with Alpha Wealth Management since 2011. Outside of his advisory work, Mr. Kotyuk is the owner of SoCal Propane, LLC, a propane retail company, and serves as CEO of several land development and consulting businesses. Alpha Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to construct and monitor portfolios that include stocks, bonds, ETFs, mutual funds, and other securities, and it uses margin borrowing and options strategies in separately managed accounts.

Ian Weeks is a CFP® and ChFC® with 16 years of experience in financial services. He is currently affiliated with LPL Financial and has prior experience at Northwestern Mutual and Prudential. Outside of his advisory role, he is involved in a small real estate rental business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Evan Loomis is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Level Financial Advisors, Inc. He previously operated his own consulting business, Loomis Financial Consulting, for eight years and worked at First Financial Consulting for four years. Level Financial Advisors is a fee-only firm that provides financial planning and investment management services to individuals, families, trusts, non-profits, and small-business retirement plans. The firm uses a diversified, asset-allocation approach with mutual funds and ETFs, incorporating tax-efficient portfolio management and participant education in its retirement-plan services.

Daniel Goodman is a financial advisor at Sequent Planning, LLC with 14 years of industry experience. He holds Series 63 and Series 65 designations and has worked at DEG Financial Services since 1997 and Futurity First Insurance Group since 2021. His current tenure at Sequent Planning spans multiple periods beginning in 2021. Sequent Planning, LLC is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and retirement plan sponsors. The firm manages approximately $394.7 million in assets through about 70 advisors and offers services such as discretionary asset management, comprehensive and limited-scope financial planning, and retirement plan consulting. Its investment approach centers on ETF-based strategic models called SmartRisk, and it provides regular investment newsletters and client educational programs free of charge.