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.

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.

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.

Kevin Landen is a financial advisor with Valic Financial Advisors, holding Series 63, Series 65, and Series 66 licenses and possessing 18 years of industry experience. He has worked at VALIC Financial Advisors since 2015 and is also involved with Agia as an insurance agent. Outside of advising, he has been associated with Thornton Winery since 2007 and works as a real estate agent with EXP Realty of Southern California, focusing on family and friends' property transactions. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models and operating with a large advisor base.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Daniel Oropeza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Sergio Godinez is a financial advisor at J.P. Morgan Securities with 22 years of industry experience and holds a Series 66 designation. He has been with J.P. Morgan Securities since 2012 and concurrently with JPMorgan Chase Bank, NA since 2010. Outside of his advisory role, he has served for a decade as a football official with the Southern California Collegiate Football Officials. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Megan Shoemake is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMORGAN Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Kyle Grout is a financial advisor at Edelman Financial Engines with one year of industry experience. He holds a Series 65 designation and has prior experience at Ruggieri Financial and Capital Insight Partners LLC. Before entering the financial industry, he served four years in the United States Marine Corps and attended Arizona State University. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios, offers sub-advisory services, and supports a large client base through both advisor-led and online platforms.

Robert Brood is a CFP® professional with 32 years of industry experience, currently affiliated with LPL Financial. He previously worked at Cetera and CETERA Financial Specialists LLC for over two decades. In addition to his advisory role, he has been involved with Brood and Seibert CPA's, a tax preparation and accounting firm, since 1997. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering various investment solutions supported by an in-house research team.

Darren Canada is a CFP® with 36 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with Raymond James since 1999 and also owns TC Financial LLC, a support company for his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary advisory services, working collaboratively with clients to develop tailored financial plans and investment recommendations.

Steven Amacher is a financial advisor with Merrill and holds a Series 66 designation. He has been in the financial services industry since 2025, with prior experience at NYLIFE Securities LLC and New York Life Insurance Company. Before entering the financial sector, he worked with IBEW Local 47 for 15 years. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by offering a range of managed account programs, discretionary portfolio management, and brokerage services. The firm integrates investment management with Bank of America affiliates and emphasizes manager selection, tax-efficient strategies, and a broad suite of investment solutions.