Andrew Mc Farland is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior firms include Merrill and First Republic Investment Management, among others. Outside of his advisory role, he is involved in insurance sales and life insurance solutions through BKA Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services ranging from portfolio management to ERISA fiduciary services and a direct-to-consumer program called Starlight Portfolios.

Adam Horde is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network, Cabrillo Mortgage, and Monarch Retirement Group. He is a 16.5% owner/member of Monarch Retirement & Investments LLC, which facilitates securities, advisory, and insurance business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Richard Du Vernet is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at NPB Financial Group, LLC, Associated Planners Investment Advisory Inc., and PRUCO Securities, LLC. He also serves as an insurance agent for Prudential Financial, focusing on term life, whole life, and variable universal life policies. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs a combination of strategic asset allocation and manager selection across passive and active portfolios, offering financial planning, portfolio management, and retirement plan services through multiple platforms.

Troy Dueker is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PlanMember since 2000 and also serves on the board of Mary’s Shelter, a nonprofit supporting pregnant teens and their babies. Prior to and alongside his advisory role, he has been involved with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Michael Drabkin is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been associated with PlanMember Securities since 2003 and operates Highmark Group LLC, which provides financial advisory, consulting for school district retirement plans, and life insurance and annuity sales. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Brendan Corbett is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at D.M. Brenner, Inc. and has held positions at San Diego State University and Saddleback College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios utilizing a mix of low-cost ETFs, index funds, and other investment vehicles, complemented by educational content and integrated service lines.

Brett Clarke is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. His prior roles include positions at Next Financial Group, Inc., and National Planning Corporation. Clarke is also the sole owner of Clarke Financial Services, Inc., which provides tax preparation and bookkeeping services, and he offers notarization services to clients on a voluntary basis. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm provides financial planning, portfolio management, and retirement plan services through various platforms and employs a combination of active and passive investment strategies tailored to client risk profiles.

Robert Rainey is a financial advisor with Integrity Alliance, LLC and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, with prior roles at Lion Street Financial, VisionLink Corporate Insurance Services, and M HOLDINGS SECURITIES. Outside his advisory work, he is involved in consulting and owns several businesses related to compensation consulting and proprietary software for incentive plan management. Integrity Alliance operates as a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through a variety of platforms and investment approaches.

Lawrence Smith is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, he owns and operates a sales business called First Portfolio Financial. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, employing various analytical approaches and third-party resources.

Mark Yubeta is a Series 65 licensed advisor with five years of industry experience. He is currently with TLG Advisors, Inc. and has prior experience at Knights of Columbus Asset Advisors and Knights of Columbus Insurance. Outside of advisory services, he works as a Knights of Columbus Insurance Field Agent, selling life, long-term care, and disability insurance. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm offers investment supervisory services, portfolio management, and financial planning, with an investment approach focused on manager selection, ongoing monitoring, and diversified portfolios guided by fundamental analysis and Modern Portfolio Theory.

Saivaroon Diehl is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Penn Mutual Insurance Co. and Hornor, Townsend & Kent, Inc. since 1998. Outside of his advisory role, he is the proprietor of Saffron Financial, a life insurance brokerage serving multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a focus on tailored asset allocation and diversified investment strategies.

William Hall is a CFP® with 42 years of experience in the financial services industry. He is currently with J. W. Cole Advisors, Inc. and previously worked at Arbor Point Advisors and Securities America Advisors, Inc. He is also the CEO of William K. Hall, Inc., a bookkeeping and payroll business, and serves on the finance committee of the Mission Hospital Foundation. Additionally, he is an advisor and key opinion leader for Luminous Global Tech LLC, a company involved with breast cancer screening devices. 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 investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, employing both discretionary and non-discretionary strategies.

Chad Milling is a financial advisor with Planmember Securities Corporation, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been involved with Highmark Financial Solutions Group since 2010 and has worked in tax and financial services as well as with the Mccloskey Agency since 1994. In addition to his advisory role, he is active in insurance sales, focusing on long-term care. 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 employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, personalized planning, and participant services.

Amir Boghdady is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth relationships.

Jake Alexis is a financial advisor with Citigroup Global Markets holding a Series 66 credential and seven years of industry experience. His work history includes roles at Morgan Stanley and RBC Capital Markets, LLC, as well as periods devoted to full-time education. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory and execution services.

Barry Barbernell is a financial advisor with Integrity Alliance, LLC in San Clemente, CA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. His prior roles include positions at Triton Wealth Strategies, Lion Street Financial, Lion Street Advisors, and Summit Financial Group. He serves as a board member and treasurer for the San Clemente chapter of Christian Business Partners and is on the board of Kingdom of Priests, a Christian ministry with podcast and teaching activities. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment approaches and third-party platforms.

Chad Schiel is a Series 66-registered financial advisor with Independent Financial Group, LLC, where he has worked since 2012. He has 17 years of industry experience, including three years at Edward Jones prior to joining Independent Financial Group. Outside of his advisory role, Schiel owns Emergy Fly Fishing Specialties, a venture focused on fly fishing news, articles, speaking engagements, and custom retail. 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 range of portfolio management solutions and financial planning services, combining strategic asset allocation with both passive and active investment exposures.

Luke Mokma is a CFP®-certified financial advisor with six years of industry experience, currently with Stratos Wealth Partners, Ltd. He has held roles at multiple firms including LPL Financial, The Bishoff Financial Group, and Cambridge Investment Research. Mokma is the owner of Gooselinq LLC, a passive business venture. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutions, utilizing an open-architecture investment approach featuring both affiliated and third-party managers with discretionary and non-discretionary portfolio management.

Rochelle Sanchez is a financial advisor at Ameritas Advisory Services, LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at US Bancorp Advisors LLC and Union Bank. Sanchez is also involved in BOOM Planning / Canvas Financial, providing investment services and client advising. Ameritas Advisory Services, LLC offers investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, including model portfolios and third-party managers, supported by a corporate structure that includes affiliated broker-dealer and insurance entities.

Jesse Cox is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at LPL Financial and Financial Advisors Network, Inc. He is an officer and director of Cox Financial Planning, Inc., a business entity for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to 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 various platforms and employs a model-based approach combining active and passive strategies tailored to client risk profiles.