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.

Sean Lehmann is a financial advisor with The Sullivan Group in Menifee, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Capital Investment Management, LLC, doing business as The Sullivan Group, since 2009 and also has a role at Purshe Kaplan Sterling Investments. Outside of financial advising, he provides professional pilot services on an occasional basis. The Sullivan Group offers discretionary investment management and planning services to individuals, trusts, retirement plans, and other entities. The firm creates customized investment plans using fundamental, technical, and cyclical analysis, and its portfolios may include a range of asset types, including third-party manager engagements and IPO participation when appropriate.

Scott Buchanan is a financial advisor with Royal American Financial Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Royal American Financial Advisors since 2005 and also works with Royal American Insurance Services, LLC, where he sells insurance products alongside his advisory services. Royal American Financial Advisors serves individuals, trusts, estates, qualified accounts, high-net-worth investors, and business owners, managing approximately $99.4 million across 182 client relationships. The firm employs a model-portfolio approach using ETFs and no-load mutual funds, emphasizing asset allocation, diversification, and disciplined rebalancing, and offers investor education and coaching programs as well as access to insurance products through its affiliated agency.

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.

Ryan Buchanan is a financial advisor with Royal American Financial Advisors, LLC, holding a Series 65 designation and four years of industry experience. Prior to joining the firm, he worked with California State Parks for seven years and has been involved in education for over a decade. He is also licensed to sell insurance products through Royal American Insurance. Royal American Financial Advisors serves individuals, trusts, estates, qualified accounts, high-net-worth investors, and business owners, managing approximately $99.4 million across about 182 client relationships. The firm employs a model-portfolio approach using ETFs and no-load mutual funds, emphasizes asset allocation and diversification, and offers investor education and coaching programs alongside traditional portfolio management and financial planning services.

Elton Johnson Jr. is a financial advisor with AmeriVet Securities, Inc., holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has worked at AmeriVet Securities since 1993, including a role at AmeriVet Securities - RIA, LLC from 2020 to 2021. Outside of his advisory work, he serves as President and CEO of Executive Command Group, Inc., a private investigative services firm, and is a director of Veteran Ventures Capital, LLC, which provides venture capital to veteran-owned companies. AmeriVet Securities, Inc. primarily serves pooled vehicles and institutional mandates, offering pension consulting and traditional portfolio management services. The firm operates with a small advisory footprint and maintains an affiliated broker-dealer relationship.

Allison Peterson is a financial advisor at The Sullivan Group with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at The Sullivan Group since 2009. In addition to her advisory role, she serves as a Senior Administrative Assistant for the City of Dana Point’s Planning Department. The Sullivan Group provides discretionary investment management and planning services to individuals, trusts, retirement plans, and other entities. The firm offers customized investment plans using fundamental, technical, and cyclical analysis and may engage third-party managers or participate in IPOs when appropriate.

Adele Canetti is a financial advisor at American Money Management, LLC with 20 years of industry experience. She holds the Series 66 designation and has been with American Money Management since 2008. Outside of her advisory work, she owns and operates Dollar Book Fair, a used bookstore in Buena Park, California. American Money Management provides discretionary portfolio management to individuals, pension plans, trusts, corporations, and other entities, offering tailored asset-allocation strategies managed by an investment committee. The firm integrates fundamental, cyclical, economic, and technical analysis, and includes alternative investments where appropriate.

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.

Portia Jackson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Facet with two years of industry experience. Her prior work includes roles at PricewaterhouseCoopers and Jackson Ventures Inc. Facet serves individual members across a broad range of net worth levels through subscription-based financial planning, combining investment management with membership. The firm uses technology-driven, model-based asset allocation primarily with ETFs and offers a flat subscription pricing model that includes investment management.

Reese Kitchen is a financial advisor at AlphaStar Capital Management with a Series 65 credential and one year of industry experience. Prior to joining the financial industry, Reese worked at Target and Petco. AlphaStar Capital Management is a registered investment adviser managing approximately $1.84 billion for a diverse client base including individuals, trusts, estates, small businesses, and pension plans. The firm offers both model and custom investment strategies using strategic asset allocation and quantitative analysis, and provides a range of portfolio management and consulting services.

Damon Friedman is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2021. Prior to that, he worked at an independent financial group from 2016 to 2021. Outside of his advisory role, he is a co-owner of Caliber Pacific Construction, a general contracting business. Commonwealth Financial Network supports a national network of advisors by providing operations, trading, technology, investment management, compliance, and practice-management services. The firm offers a variety of advisory programs and solutions, including discretionary model portfolios and personalized investment options.

Victoria Blackwell Rivas is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and seven years of industry experience. Her career includes roles at TD Ameritrade Institutional and academic positions at San Diego State University and Spelman College. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their clients with advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and operational support while allowing affiliated advisors discretion in portfolio construction.

Raul Salazar Jr. is a financial advisor with Empower Advisory Group in Moreno Valley, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His work history includes roles at GWFS Equities, Inc. and J.P. Morgan Securities, as well as JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Sergey Lyubyatinskiy is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and AXA Advisors. Outside of his advisory role, he is also involved in fixed insurance and annuity business as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based methods.

Eldon Gutierrez is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and spent nine years with Enterprise Holdings before entering the financial services sector. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach utilizes algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Tiffany Dugas is a CFP® professional with 20 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Valic Financial Advisors and Charles Schwab. She also owns mineral rights inherited from her family, which may generate royalty payments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.