Jody Pierce is a financial advisor with Vanderbilt Advisory Services in Anaheim, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Vanderbilt, Pierce worked at Avantax Advisory Services and Cetera Wealth Services. Outside of advising, Pierce is an IRS Enrolled Agent providing tax preparation and accounting services through GFS, Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary management, proprietary models, and third-party sub-advisor access.

Jaye Ferguson is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Sovran Advisors, Ferguson worked at Charles Schwab & Co., Inc. and First Allied Securities, Inc., among other firms. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing financial planning and portfolio management through various program types. The firm employs both active and passive investment strategies and offers access to multiple custodial platforms and third-party managers.

Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked extensively within the Navy Federal corporate structure since 2013, including various roles across Navy Federal Investment Services, Navy Federal Financial Group, and Navy Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs featuring third-party portfolio managers on the Envestnet platform, delivering a range of solutions including unified managed accounts, strategist portfolios, and digital automated ETF portfolios.

Enrico Tolson is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill and Axa Advisors. Tolson has also worked as an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model that provides ongoing monitoring, reporting, and client education.

Blake Isaeff is a financial advisor with Golden State Wealth Management, LLC in Riverside, CA, holding Series 65 and Series 63 registrations. He has six years of industry experience and has been with Golden State Wealth Management since 2018. His prior work includes roles at Renaissance Wealth Management, LPL Financial, Canyon Crest Country Club, and the University of California, Riverside. Golden State Wealth Management serves individual, trust, pension, and business clients with asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to tailor portfolios.

Hal Burns is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and related firms from 2015 to 2021 and currently operates Burns Tax & Wealth Management and Hal Burns & Associates, providing tax preparation and accounting services. Burns also provides investment advisory services through Verus Capital Partners, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory capabilities with non-advisory products such as insurance and lending services.

Zelalem Girma is a financial advisor at Realta Investment Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, LPL Financial, and NewEdge Advisors LLC. Outside of finance, he operates a bakery-related business during non-trading hours. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a tailored investment approach using asset allocation across various asset classes and offers services including portfolio management, retirement-plan consulting, and estate planning.

Robert Osgood is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and eight years of industry experience. He has worked with several entities affiliated with Thrivent since 2018 and previously with Purshe Kaplan Sterling Investments. Outside of advisory work, he serves as Treasurer and Secretary of IEFC, LLC, overseeing its finances and strategic direction. Thrivent Advisor Network, LLC provides discretionary and non-discretionary investment advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm typically constructs long-term, diversified portfolios using low-cost mutual funds and ETFs, while offering access to independent managers and model portfolios.

Gary Graham is a financial advisor with Calton & Associates, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior experience includes roles at Wedbush Securities Inc., Crowell, Weedon & Co., Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advisory services, he serves as a referral closer for American Alternative Assets, assisting with the purchase of physical precious metals. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a combination of advisory, brokerage, and insurance services through its dually registered representatives.

Michael Mercer is a financial advisor with IP Financial Advisory Services LLC, holding 49 years of industry experience. He has worked at Centaurus Financial, Inc. for 17 years and has operated Mercer Tax and Financial Services since 1997, which provides income tax preparation and insurance product sales. Mercer is based in Upland, CA. IP Financial Advisory Services LLC primarily serves individual retail clients and offers portfolio management, financial planning, consulting, and access to third-party investment managers. The firm focuses on non-high-net-worth retail investors and retirement plan participants, using a variety of analytical approaches and providing specialized advisory services including actuarial and insurance consulting.

Melanie Blakney is a Series 65-licensed financial advisor with eight years of industry experience. She currently works at McAdam LLC, where she has been since 2024. Her prior roles include positions at Pacific Wealth Management, LLC, Holstrom, Block and Parke, and Breckinridge Capital Advisors, Inc. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a multi-advisor platform providing financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis and a range of investment strategies tailored to clients’ risk tolerance and objectives.

Jeremy Logeot is a ChFC® credentialed financial advisor at First Advisors National, LLC with one year of experience at the firm and over 12 years in the financial services industry. Prior to joining First Advisors National, he worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. from 2013 to 2025. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Scott Stephan is a financial advisor with Portside Wealth Group, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Townsquare Capital LLC, DFPG Investments, INC, and Allegis Investment Services. Outside of advising, he is president of Forethought Medical Resources, LLC, a company that distributes medical instruments and supplies for surgery. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, using a combination of fundamental, technical, and modern portfolio theory in its investment approach.

Jacob Pathe is a Series 66 licensed financial advisor with Citigroup Global Markets, where he has worked since 2007. He has 22 years of industry experience. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Peter Lupone is a CFP® professional with 37 years of industry experience, currently serving at Valic Financial Advisors since 2010. He also holds Series 63 and Series 65 licenses and has been associated with Agia since 2022, where he is involved in non-securities insurance 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, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Kimberly An is a financial advisor at Independent Financial Group, LLC with a Series 66 designation and two years of industry experience. She has been with Independent Financial Group since 2015. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with active and passive investment exposures across different risk profiles.

Leng Lo is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 66 credential. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Robert Arensberg is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Eagle Strategies (NY Life) since 2014 and has held concurrent roles with NYLife Securities LLC and New York Life Insurance since 2007. His activities include insurance brokering through various companies for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, mostly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Thomas Elsea is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has eight years of industry experience. He has worked at Transamerica Financial Advisors and Wfgia since 2018. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through a variety of proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Christian Schank is a financial advisor with Integrated Wealth Concepts LLC in Riverside, CA, holding one year of industry experience. He is also the owner and practicing attorney at the Law Offices of Christian Schank & Associates, APC, a role he has maintained since 2003. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach alongside customized portfolio construction.