Samantha Mokma is a CFP® with seven years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. She has previously worked at LPL Financial LLC, OSAIC, Cambridge Investment Research, Inc., and The Bishoff Financial Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base, including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions through an IAR-driven model with an open-architecture investment approach.

Laurel Packham is a financial advisor with Eagle Strategies (NY Life) based in Oceanside, CA. She holds a Series 66 designation and has 23 years of industry experience. Laurel has been affiliated with Eagle Strategies and New York Life since 2013 and 2014, respectively. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Brendan Archibald is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Mercer Global Advisors Inc. He previously worked at Personal Capital Advisors, Empower Advisory Group, E*Trade, and Morgan Stanley. Mercer Global Advisors provides investment advisory, financial, tax, retirement, and estate planning services to individuals, families, small business owners, plan sponsors, foundations, and non-profits. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified portfolios, utilizing low-cost ETFs, index funds, separate account managers, and other strategies, along with educational content and specialized client services.

William Blanke Jr. is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hightower Securities, LLC since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

Madison Evans is a financial advisor at Hightower Advisors in San Juan Capistrano, CA, with two years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, Madison worked at Hightower Securities, LLC and has had diverse experience including positions at Orange Theory Fitness and Agri-Stor Companies. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Adriana Beltran Romeo is a Series 66-licensed financial advisor with six years of industry experience. She currently works at TLG Advisors, Inc. and has previously held roles at firms including Simplicity Investments, Lincoln, Ascensus, and TD Ameritrade. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm emphasizes manager selection and portfolio diversification using fundamental analysis and Modern Portfolio Theory, offering both traditional advisory services and a digital investment program called Starlight Portfolios.

Nesrin Guner Mann is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Independent Financial Group, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using various platforms and third-party asset managers, employing a mix of passive and active investment strategies across different risk profiles.

Gabrielle Velazquez is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and has one year of industry experience. Prior to joining PlanMember, she worked at Grant Thornton and has been involved with the San Clemente United Soccer Club. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, offering education and support services to plan sponsors and participants.

Megan Johnson is a CFP®-certified financial advisor with 14 years of industry experience. She currently works at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously spent ten years at Commonwealth Financial Network. Johnson is a 16.5% owner of Monarch Retirement Group, an operating company involved in securities, advisory, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms with discretionary trading capabilities, serving assets totaling approximately $79.8 billion.

Grant Prescott is a CFP® professional with six years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wedbush Securities, Inc. and Ernst & Young. Outside of his advisory role, Prescott serves as an officer and director of Prescott Real Estate Services Inc., which provides real estate sales and property management services. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a combination of proprietary and third-party models, employing both passive and active investment strategies tailored to client risk tolerance.

Deanna Williamson is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with J.W. Cole Advisors and its affiliated firm since 2013. Outside of her advisory role, she owns and operates Williamson Financial Investments and Planning, providing investment management and retirement consulting services since 2005. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and multiple managed account solutions, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis as well as algorithmic allocations.

Arnold Adkins is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66, 65, and 63 designations. His prior work includes roles at Advised Assets Group, GWFS Equities, Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual, and Ameriprise. Outside of finance, he is a co-owner of an independent film production company, Viscape Arts. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Keith Trezek is a financial advisor with Independent Financial Group, LLC and holds Series 63, Series 65, and Series 66 licenses. He has 33 years of industry experience, including prior roles at Woodbury Financial Services Inc and Crown Capital Securities, L.P. In addition to his advisory work, he serves as an independent contractor in insurance outside of his firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

Paul Avila is a financial advisor at J. W. Cole Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC, and Independent Financial Group prior to joining J.W. Cole Advisors. He is also involved in fixed and health insurance activities. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and multiple managed account solutions.

Christopher Vizzi is a CFP® with 20 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. He is also the owner of Cool School Photography, a business he has operated since 2005. Vizzi holds positions on several nonprofit and community boards, including The Lift Foundation and the Terramour Homeowners Association Board of Directors. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm offers a range of portfolio management solutions and employs a model-driven approach combining active and passive strategies tailored to client risk profiles.

Roy Satterthwaite is a financial advisor at Farther with six years of industry experience. He holds a Series 65 designation and previously worked at AutoRABIT, Inc. and Forrester. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.

Ryan Maroney is a financial advisor at Creative Planning with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2018, he worked at Anchor Capital Management Group Inc and Financial Management Network, Inc. Maroney serves as the unpaid director of finance for James House Orphanage and occasionally works as a music director or worship pastor at various nonprofit churches. He also owns a 40% stake in Realty Wealth Solutions, a realty services firm. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets, employing a financial planning-led investment process that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, while offering integrated retirement plan services and affiliated non-investment businesses such as legal and trust services.

Theodore Fern is a financial advisor at Focus Partners Wealth, LLC with 41 years of industry experience. He holds a Series 65 designation and worked at Churchill Management Group for 29 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Michael Carbone is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Churchill Management Group and Fisher Investments. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Peter Prescott is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 66 licenses. He has 40 years of industry experience, including positions at Cetera Wealth Services, LLC and Spelman & Co., Inc. Outside of his advisory role, Prescott is a licensed California insurance agent, a CPA with a sole proprietorship focused on tax planning and preparation, and serves as a board member for a homeowners association and the nonprofit organization Pier Pride. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a variety of portfolio management and financial planning services using a combination of firm- and third-party models, with an emphasis on strategic asset allocation and ongoing portfolio monitoring.