Erin Mansell is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at Creative Planning since 2022. Prior to joining Creative Planning, she worked for eight years at Goldman Sachs Personal Financial Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and centralized investment infrastructure.

William Mitchell is a financial advisor with NewEdge Advisors in San Diego, CA, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Goldman Sachs Personal Financial Management and Bank of New York Mellon Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a broad range of services including portfolio management, financial planning, and retirement consulting, using various program structures and technology tools to support advisor and client needs.

Kenneth Winter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter and Ameritas-affiliated firms since 2006. Winter is also an officer of the Kenneth & Donielle Winter Family Foundation, a private family foundation engaged in charitable grant-making. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and financial planning services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms and leveraging third-party technology and managers.

Benjamin Duggan is a financial advisor with Empower Advisory Group in Escondido, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Berkley Capital Management and Key Investment Services LLC. 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 retail brokerage account holders, delivering services through an integrated model tied to Empower’s recordkeeping and administrative platforms.

Rosa Lasnover is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also associated with Wfgia since 2001. Outside of her advisory role, she is an investor in W&J Operations LLC, a company involved in transporting legal merchandise within the United States. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach, supported by multiple program platforms and an advisor network managing approximately $1.7 billion in regulatory assets under management.

John Wolff is a financial advisor with Eagle Strategies (NY Life) in Escondido, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His career includes long-term service with Eagle Strategies and New York Life Insurance Company since 1997, alongside operating Lens Financial & Insurance Solutions. Outside of advisory work, he is the owner of Terebinth Ventures Inc., a mobile application focused on theology study. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Anny Kadomatsu is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked at Principal Life Insurance since 2021, following prior roles at Cetera and First Allied Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and military personnel stationed abroad. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through various advisory and promoter arrangements.

Kavita Rajaratnam is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked in real estate sales with multiple firms, including Big Block Realty, Realty One Group San Diego, and currently HKT Cal Inc and REAL Broker. In addition to her advisory role, she is involved in online estate planning through Net Law Group Inc. Transamerica Financial Advisors, LLC serves a broad client base that includes individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach, delivering services through various platforms such as Transamerica ONE and TFA365, with regulatory assets under management around $1.7 billion.

Margaret Mazzella is a financial advisor at Bankers Life Advisory Services, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Bankers Life Securities since 2018. In addition to her advisory role, she serves as a Branch Sales Manager at Bankers Life & Casualty, where she manages a team of agents and is involved in hiring and training. Mazzella is also an officer and shareholder of PB Roma's Inc., a corporation related to a now-closed restaurant. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide investment decisions.

Long Nguyen is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Citigroup in 2023, he worked at Fidelity Brokerage Services and Aston Carter. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and maintains large institutional scale alongside unique market roles such as security-based swap dealing and futures commission merchant activities.

David Delarosa is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Ameritas firms since 2008 and is also involved with Martinez Agency and Martinez & Winter, focusing on fixed insurance products. He operates a sole proprietorship, DeLaRosa Plan Administration, providing retirement plan informational return preparation. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides asset management and consulting through a variety of program platforms and integrates model portfolios, mutual funds, ETFs, and individual securities.

Anthony Pavia is a financial advisor at PlanMember Securities Corporation with 35 years of industry experience. He holds a Series 63 designation and has previously worked at Gwn Securities Inc. and operated his own firms, including Pavia Financial Services, Inc. and RetireWell Capital Management. Outside of his advisory roles, he is involved in residential loan brokerage through Pavia Financial Services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Jarrod Hendricks is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes roles at Jerome C. Price and operating his own firms such as Hendricks Financial and Jb Hendo. He is involved in estate planning referrals through affiliated entities like Inherit Guard and LSPN Pro. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm delivers advice through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Dominic Ramdin is a financial advisor at GWN Securities Inc. with a Series 66 designation and less than one year of industry experience. His prior work includes roles at Next Membranes, Northrop Grumman Corporation, and the University of California, Los Angeles. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes investment strategies that include market-timing and momentum-based approaches.

Duane Knopke is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He worked at LPL Financial for 11 years before joining Independent Financial Group in 2009. Knopke also operates an independent insurance business focused on life, health, disability insurance, and fixed annuities. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, corporations, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm- and third-party models to tailor strategies based on client risk profiles.

Michael Gallion is a CFP® and Series 66-licensed financial advisor with 19 years of industry experience. He is currently with Osaic Advisory Services, LLC and previously worked at Arbor Point Advisors and One Degree Advisors, Inc. Gallion also teaches financial planning and investing courses at a local adult school. Osaic Advisory Services, LLC is an SEC-registered enterprise adviser serving a wide range of clients, including individuals, retirement plans, corporations, charitable entities, and sovereign wealth funds, offering diversified investment programs and consulting services.

Victor Hernandez is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and beginning his advisory career in 2026. He has worked in various capacities within the mortgage and banking sectors prior to joining Integrity Alliance. Hernandez is also involved as a business owner in several investment-related entities. Integrity Alliance serves a broad client base including individual investors and business entities, offering portfolio management, financial planning, and both wrap and non-wrap programs through a large network of over 300 advisors managing approximately $5.4 billion in assets. The firm employs diverse investment approaches and provides extensive operational support, distinguishing itself as both an SEC-registered investment adviser and broker-dealer.

Taylor Jones is a financial advisor with Independent Financial Partners, holding Series 65 and Series 66 licenses and over 20 years of industry experience. His career includes roles at Triad Advisors, OneDigital Investment Advisors LLC, LPL Financial, and previous tenure at Independent Financial Partners. Jones owns a non-investment related business called Jones Advisor. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving tens of thousands of clients and is notable for its formal retirement-plan advisory and pension consulting capabilities.

Zhaoxia Tan is a CFP® professional with 18 years of experience, currently affiliated with Transamerica Financial Advisors. She has held roles at NetLaw, Function Academy, and ZEIDERS Enterprises, and has also worked as a math teacher at Sunny Hills High School. In addition to her advisory work, she teaches and tutors high school and college students in mathematics, including financial mathematics. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Lenka Holman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 credentials and has 22 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held roles at WFG Direct, NetLaw Inc., Aflac Insurance Agency, and Life Worth Living. Outside of her advisory work, she is involved in professional speaking through Life Worth Living. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, employer-sponsored plans, trusts, and other entities with approximately $1.7 billion in regulatory assets under management.