Michael Jackson is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2012. Outside of his advisory role, he runs a youth sports organization called Spokane Bison Baseball. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Sam Young is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been affiliated with Brokers International Financial Services, Nylife Securities, LLC, and New York Life Insurance Co. for over a decade. Outside of advising, he serves as head elder at Loma Linda Chinese Seventh Day Adventist Church and works as a principal consultant in IT, alongside his role as president and CEO of Sam Young Financial Services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of advisors managing approximately $5.4 billion in assets. The firm offers diversified investment management through discretionary accounts, model portfolios, and third-party sub-advisers, combining multiple allocation strategies with operational support unique among large advisory enterprises.

Cynthia Guerrero is a financial advisor at Rockefeller Capital Management with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through comprehensive wealth management and investment services.

Gregory Gower is a CFP® with 10 years of industry experience currently affiliated with Voya Financial Advisors, Inc., where he has worked since 2018. His prior experience includes roles at Advised Assets Group, LLC and GWFS Equities, Inc. Outside of advisory work, he is an Independent Insurance Agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through multiple program structures, with a preference for non-discretionary, recommendation-based advice.

Evan Doyel is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Catherine Mattingley is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked with Voya Financial Advisors since 2014. In addition to her advisory role, she is an independent insurance agent selling fixed insurance products and serves as the successor trustee of the Rita Mattingley Bond Family Trust. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and consulting services through various program structures that emphasize non-discretionary recommendations.

Anthony Vitulli is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with New York Life Insurance Company and its affiliated entities since 2005. Outside of advisory work, Vitulli is appointed with outside insurance carriers as an insurance broker through Gillett Financial & Insurance Services, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a broad range of client types including retirement plans and corporate investors.

Katherine Vander Veen is a financial advisor with Integrated Wealth Concepts LLC in Redlands, CA. She has been with Integrated Wealth Concepts since 2026. Prior to this, she has worked at Soren McAdam, LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using a combination of internally managed and third-party asset strategies.

Amber He is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She has worked at Citigroup since 2018 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is a partner in a food and boba drink shop, where she is involved in payroll and business planning. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Charlie Lowenberg is a financial advisor at Integrated Wealth Concepts LLC with one year of experience. He has worked at Soren McAdam LLP since 2002. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

Akshaya Sheth is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding the ChFC® designation and Series 63 and 65 licenses. Sheth has 36 years of industry experience, having worked with Eagle Securities LLC since 2008 and with New York Life Insurance Company and Nylife Securities LLC since 1989 and 1990, respectively. Outside of her advisory role, she serves as Chairman of the Board for the Hindu Society of Inland Empire and is a director at Om Foundation Inc., a charitable religious and cultural organization. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and works extensively with defined contribution and defined benefit plans, charitable organizations, and corporate clients, managing a significant portion of assets on a non-discretionary basis.

Ruben Gonzalez is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and portfolio oversight from Morningstar Investment Management to provide tailored asset allocation and retirement guidance across a large client base.

Jack Knight is a financial advisor with Eagle Strategies (NY Life) based in San Bernardino, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including over 28 years with Eagle Strategies and extensive tenure at New York Life Insurance Company and Nylife Securities LLC. Outside of advising, he owns a website serving military veterans to help them connect, and he serves on the board of a homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional sponsors, and corporate clients. The firm offers multiple program types and emphasizes tailoring advice to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Hjorth is a financial advisor with Eagle Strategies (New York Life) who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at BIGGR Wealth Strategies and Insurance Solutions, DH Financial & Insurance Services, and DH Financial Consulting Services. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Collins Jones is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works as an Uber driver on weekends and evenings. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports 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 and management.

Darren Gunnell is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding Series 63 and Series 66 licenses and with 15 years of industry experience. He has worked with Eagle Strategies LLC since 2018 and has been affiliated with Nylife Securities, LLC and New York Life Insurance Co since 2010 and 2009, respectively. Outside of advisory services, he is involved in insurance brokering for non-registered insurance products through outside carriers. Eagle Strategies serves a wide range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and fiduciary responsibilities, particularly for retirement investors.

Dennis Doyel is a financial advisor with D.A. Davidson & Co. in Claremont, CA, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers advisory solutions under fiduciary standards, including ERISA retirement plan services, comprehensive financial planning, and private wealth management for clients with over $20 million in net worth.

Eric McDermott is a financial advisor with Primerica Advisors in Claremont, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Guardian Life Insurance Co of America and Pacific Advisors. Outside of his advisory work, McDermott is involved in several entrepreneurial ventures, including managing partnerships in firms that provide financial insights platforms and business consulting services. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services including lending solutions and donor-advised funds.

Victor Storck is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Michael Sears is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked with firms including Global Financial Private Capital and currently leads Sears Wealth Management & Insurance Solutions. Sears is also the author of the book *Retire With Simplicity & Clarity: 10 Mindset Shifts Nurses Should Understand to Feel Confident About Their Financial Future*, which targets nurses approaching retirement. Additionally, he serves as a member and CEO of Clarity Tax Partners, LLC, providing tax strategies and planning services. AE Wealth Management delivers fee-based portfolio management, financial planning, and retirement plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and a range of investment strategies while supporting third-party RIAs through sub-advisory and model-licensing programs.