James Vukovich is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC since 2021. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Larry Rollins is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has one year of industry experience. In addition to his role at Transamerica, he has experience in mortgage origination and real estate brokerage, supervising two Realtors and providing broker price opinions. He is also involved in mortgage loan origination through Vintage Lending. 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 with a range of proprietary and third-party investment programs available on discretionary and non-discretionary platforms.

Tyler Shumaker is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Centaurus Financial and Wells Fargo Clearing, among other firms. Outside of advisory services, Shumaker co-hosts a technology and communications podcast and is involved in real estate sales as well as estate planning coordination. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, utilizing a range of analytical approaches, and provides both discretionary and non-discretionary advisory services.

Sean Mccarty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2009 and has been associated with Diversified Investment Services since 2003. In addition to his advisory role, he has engaged in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Salli Wells is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having 41 years of industry experience. She has been with Voya Financial Partners since 2014. Outside of her advisory role, she is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based arrangements.

Larry Eye is a financial advisor with PlanMember Securities Corporation who holds 56 years of industry experience. His career includes long tenures at Crown Capital Securities, L.P. and his own firm, Larry R. Eye & Co., which he has operated since 1965. Through Larry R. Eye & Co., he is involved in the sale and service of fixed annuities, life insurance, and long-term care insurance as an independent agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38). The firm employs a top-down strategic asset allocation approach and offers risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Timothy Conway is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth since 2015. Outside of advisory work, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Cynthia Guerrero is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at notable firms including Wells Fargo Clearing and UBS Financial Services. Guerrero has been with Rockefeller Financial LLC since 2023 and Rockefeller Capital Management since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Gregory Gower is a CFP® with 10 years of industry experience, currently with Voya Financial Advisors, Inc. since 2018. He previously worked at Advised Assets Group, LLC and GWFS Equities, Inc. Gower is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, and institutions, offering financial planning, portfolio management, and consulting services. The firm provides advice mainly through recommendation-based, non-discretionary relationships across multiple program structures.

Catherine Mattingley is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, Mattingley operates as an independent insurance agent specializing in fixed insurance products and serves as the successor trustee of the Rita Mattingley Bond Family Trust. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

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.

Milos Vrzic is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Signature Resources Capital Management for six years. Vrzic is a co-owner of Tranquility Wealth Management, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of investment options and consulting services.

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.

Melissa Diaz is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Bank of America. Outside of her advisory role, she owns Cali Bev Co., a mobile bartending service that caters private events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates closely with affiliated Empower platforms for recordkeeping and execution.