Mathew Duvall is a financial advisor at Duvall Wealth Management LLC with four years of industry experience. He holds a Series 66 designation and previously worked at Transamerica Financial Advisors, Inc. In addition to his advisory role, Duvall teaches math at Mt. San Antonio College and Bonita Unified School District. Duvall Wealth Management provides investment advisory and financial planning services to individual clients, managing approximately $1.25 million across about 27 accounts. The firm offers portfolio management with written investment policy statements, standalone financial plans, and advisory services for employer-sponsored retirement plans, utilizing a long-term trading approach based on fundamental analysis, modern portfolio theory, and quantitative methods.

Michael Carizzi is a financial advisor at Omnikey Investment Advisors with two years of industry experience. He holds a Series 65 designation and has worked as a professor at the Los Angeles Community College District since 2010, where he develops curricula and delivers course material. Omnikey Investment Advisors is a fee-only, single-advisor firm that provides comprehensive financial planning to individuals, high-net-worth clients, and businesses. The firm emphasizes education and real estate-focused planning through seminars, a Real Estate Investing Club, and tailored financial plans without discretionary portfolio management.

Phillip Gorian is a financial advisor with Gorian Investments in San Bernardino, CA, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Wilshire Capital Group, Oaktree Brokerage, Unitedhealthcare, and other firms. Gorian Investments provides securities investment advisory services to higher-income professionals, businesses, and select institutional clients, including pension plans. The firm employs a conservative, long-term buy-and-hold strategy focused on blue-chip equities and investment-grade bonds, managing approximately $26 million across about 25 client relationships with primarily non-discretionary accounts.

Kaylee Bjarnason is a financial advisor at An Exceptional Life Financial, LLC with a Series 65 credential and two years of industry experience. She has worked at Teach Plan Retire, AEL Wealth Management, and One Pacific Financial Strategies. Outside of advising, she owns a business selling products related to spiritual healing and also works as a personal shopper. An Exceptional Life Financial, LLC is a fiduciary advisory team managing approximately $218 million in client assets, serving individuals, families, small businesses, and educational institutions. The firm employs a combination of passive and active investment strategies tailored to clients’ goals and risk tolerances and offers comprehensive services including financial planning, investment management, tax preparation support, and employee benefit plan consulting.

Crystal Kozlak is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Brooklyn FI, LLC with one year of industry experience. She previously worked at Falcon Wealth Planning, Inc. and Falcon Wealth Planning. Prior to her financial advisory roles, she was involved with nonprofit organizations including The Humane League and Animal Place. Brooklyn FI, LLC serves individual and high-net-worth clients by offering discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach focused on index funds, tax efficiency, and the use of outside managers, managing approximately $341 million in discretionary assets.

Charles Painter II is a financial advisor at Prospera Financial Services, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Painter, Smith & Gorian, Inc. for 40 years before joining Prospera and Painter, Smith and Amberg Inc. in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering investment advisory and financial planning services through various platforms and customizable portfolio strategies.

Jeffrey Amberg is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Painter, Smith & Gorian Inc. for 26 years. Outside of his advisory role, he serves as a board member and finance committee member for Immanuel Baptist Church. Prospera Financial Services, Inc. is an enterprise-scale advisory firm and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering diversified investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Manuel Beltran Zuniga is a financial advisor with Missionsquare Retirement, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of finance, he is an equal owner of Las Altenitas, an ice cream shop in Rialto, CA, where he assists with weekend operations. Missionsquare Retirement serves state and local government employers and public sector employees by administering deferred compensation and qualified retirement plans. The firm offers plan administration, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

Kallie Rawson is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Painter, Smith and Gorian Inc. for 12 years before joining Prospera in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with customizable portfolio construction and ongoing oversight.

David Smith is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Prospera, he worked for Painter, Smith & Gorian, Inc. for nearly three decades. He serves as a board member of the East Valley Water District. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management.

Jason Golembeski is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Painter, Smith and Amberg Inc for six years and Hangar 24 Brewery LLC for seven years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Calvin Wu is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 designations and has worked at Citigroup since 2022, following six years at HSBC Bank USA. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including swap dealing and futures commission services.

John Barba is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at VOYA since 2014 and has been associated with Teachers Financial Services since 1999. Outside of his advisory roles, he operates as an independent insurance agent, focusing on the sale of fixed insurance products and servicing exiting annuity clients. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs combining model portfolios and manager-driven sleeves, with a significant emphasis on non-discretionary assets alongside discretionary offerings.

Vincent Alvarez is a financial advisor with Voya Financial Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Voya in 2017, he worked at Valic Financial Advisors from 2011 to 2017. Outside of his advisory role, Alvarez serves as a pastor at The Bridge Church, where he leads Sunday services and Bible study sessions. Voya Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs, third-party money manager accounts, workplace education, and plan-sponsor consulting, delivering investment guidance through a combination of model portfolios and manager-driven sleeves across discretionary and non-discretionary arrangements.

George Peterson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Voya Financial and its affiliated firms since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of model portfolio and manager-driven investment programs, combining advisory services with an active broker-dealer distribution model and a broad affiliate network.

Liliana Fahel is a financial advisor at VOYA Financial Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at VOYA since 2017. Prior to that, she was with GWFS Equities, Inc. and Allstate Insurance Co. She also owns Cubano Cigars and Tobacco, a business she has operated since 2010. VOYA Financial Advisors provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model supported by an extensive affiliate ecosystem.

Michele Medugno is a financial advisor with VOYA Financial Advisors, Inc. in La Mesa, CA, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. She has been with VOYA Financial Advisors since 2014 and also operates as an independent insurance agent, selling fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers adviser-led programs combining model portfolios and manager-driven sleeves, supporting both discretionary and predominantly non-discretionary investment management.

Daniel Garcia is a financial advisor with VOYA Financial Advisors, Inc., holding a Series 66 designation and 13 years of industry experience. Prior to joining VOYA in 2018, he worked at Edward Jones and Bank of America. He is involved in financial literacy education, presenting approved materials to schools in collaboration with teachers. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, and corporations. The firm utilizes a combination of model portfolios and manager-driven strategies, providing both discretionary and predominantly non-discretionary investment options.

Salli Wells is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 40 years of industry experience. Prior to joining Voya Financial Partners in 2014, she worked in the financial services sector. In addition to her advisory role, she operates as an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of adviser-led programs and combines an advisory platform with an active broker-dealer distribution model.

Sam Young is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked with Brokers International Financial Services, Nylife Securities, LLC, and New York Life Insurance Co. alongside his current role. Outside of advising, Sam serves as Head Elder at Loma Linda Chinese Seventh Day Adventist Church and is involved in IT consulting through SEAPAC Innovations. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers continuous asset management, financial planning, and retirement plan consulting, employing various portfolio management approaches and utilizing multiple custodial platforms and program sponsors.