Jerome Sullivan is a financial advisor with Commonwealth Financial Network and Causeway Strategic Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior experience includes nine years at Securities America Advisors and Securities America Inc. He is also the owner of Causeway Strategic Financial Advisors, a private entity facilitating securities, advisory, and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs, investment management, and practice-management support. The firm offers discretionary model portfolios and various program structures, supported by a substantial clearing and custody relationship with National Financial Services LLC.

Blaine Johnson is a financial advisor with Eagle Strategies (New York Life) in Roseville, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked at Eagle Strategies since 2021 and operates his own business, Blaine K. Johnson Financial and Insurance Services, since 2017. Johnson is also involved in insurance brokering for non-registered products and serves as a passive investor with NYLARC Holding Company, 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 advisors. The firm offers multiple advisory program types and emphasizes tailored recommendations, with the majority of assets managed on a non-discretionary basis.

Jason Alfonso is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Independent Financial since 2013 and with Central Pacific Mortgage since 1997. Outside of his advisory role, he operates as an independent insurance agent. 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 financial planning and portfolio management through various platforms and combines strategic asset allocation with multi-manager portfolios across passive and active investment exposures.

Joseph Natuzzi is a financial advisor with Eagle Strategies (NY Life) in Roseville, CA, holding Series 63 and Series 66 licenses and with 14 years of industry experience. He has worked at Eagle Strategies LLC since 2018 and has been associated with New York Life Insurance Company and Nylife Securities LLC since 2011 and 2012, respectively. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client and plan sponsor objectives, with a significant portion of its assets managed on a non-discretionary basis.

Christopher Packard is a financial advisor with Eagle Strategies (NY Life) in Auburn, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Eagle Strategies since 2007 and operates Packard Financial & Insurance Services, which brokers non-registered insurance products. Outside of his advisory work, he volunteers on the Streetscape History and Art Advisory Committee for the City of Auburn, coordinating tile nominations and placements in Central Square. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through multiple program types and manages most of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Mark Huchingson is a financial advisor with Principal Financial Services in Roseville, CA, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior roles include positions at Almond Valley Wealth Management, Ridge Point Financial Wealth Management and Insurance Solutions, and Principal Securities Inc. He is also the owner and president of entities used for marketing purposes in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Robert Mahnke is a financial advisor at Ameritas Advisory Services, LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Ameritas Advisory Services since 2021, while also serving as an affiliated advisor at InFocus Financial Strategies since 2016 and maintaining a role with Cenco Insurance Marketing Corp since 2002. Mahnke is licensed as an independent insurance agent, providing fixed insurance products including life, disability, long-term care, and annuities. Ameritas Advisory Services offers investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs, fee-based management of variable annuity and life subaccounts, and supports both discretionary and non-discretionary advisory relationships through a network of Investment Adviser Representatives.

Mark Sanders is a financial advisor with Principal Financial Services in Roseville, CA, holding ChFC® and Series 63 designations and bringing 41 years of industry experience. He has worked with Principal Securities Inc. since 2016 and has operated Sanders Financial Design & Insurance Solutions since 2014. Outside of his advisory role, he is involved in selling and servicing various health and life insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, and corporations. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions through both adviser and promoter arrangements.

Scott West is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has been involved with Ameritas Investment Corp since 2017. In addition to his advisory role, he operates InFocus Financial Strategies and provides seasonal gutter cleaning and holiday light hanging services for elderly neighbors. Ameritas Advisory Services, LLC delivers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by an Investment Committee and third-party partners for portfolio construction and monitoring.

John Pittman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes longstanding roles at Ameritas Investment Corp and Cenco Insurance Marketing Corp., where he is also licensed as an independent insurance agent specializing in fixed insurance products, estate planning, and business succession planning. He is the owner of Infocus Financial Strategies, LLC, which provides investment management and insurance services. Ameritas Advisory Services, LLC offers investment advisory and financial planning to individual investors, retirement plans, charitable organizations, and corporate clients. The firm supports clients through a range of managed account programs and uses third-party partners and multiple custodial platforms to deliver both discretionary and non-discretionary advisory services.

Glenn Raese is a financial advisor with Private Advisor Group, LLC, holding a ChFC® designation and Series 63 and 66 licenses. He has 30 years of industry experience, including 14 years at Principal Funds/Principal Asset Management and more recent roles at LPL Financial and Mariner Independent Advisor Network. Raese also provides investment advisory services through Mariner Independent Advisor Network, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting with a fiduciary‑based advisory model that integrates proprietary technology and third‑party managers.

Jeremy Miller is a financial advisor with Focus Advisor Solutions, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Focus Advisor Solutions since 2018 and previously spent two years at Loring Ward Securities Inc. He also serves as a regional director for Focus Partners Advisor Solutions, LLC, supporting independent financial advisors in leveraging Buckingham’s services. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers diversified mutual fund and ETF model portfolios, discretionary fixed-income management, and 3(38) retirement plan investment fiduciary services, managing approximately $41 billion in assets and serving over 33,000 clients.

Christian Ortez is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at LPL Financial, Mariner Independent Advisor Network, Waddell & Reed, Merrill, and Citigroup Global Markets. Outside of his advisory work, he has been involved in insurance services and business coaching through his own consulting firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with discretionary and non-discretionary portfolio management and financial planning. The firm employs a fiduciary model that integrates both proprietary and third-party investment strategies, utilizing multiple technology platforms to implement diversified asset allocation and portfolio management approaches.

Jim Mcelravy is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked with Independent Financial Group since 2010 and previously held positions at Chase Investment Services Corp. and Wamu Investments, Inc. Outside of his advisory role, he is a licensed California insurance agent and serves as an officer and director for an entity involved in creation and marketing development. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers a range of services such as financial planning, discretionary and non-discretionary portfolio management, and utilizes both firm- and third-party investment models tailored to client risk tolerances.

John Creech is a financial advisor with Valic Financial Advisors in Fresno, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Valic Financial Advisors since 1997 and also works with Agia. Outside of his advisory roles, he serves as Chair of the Associate Member Committee for the California Association of School Business Officials, a volunteer position supporting vendors working with California school districts. Valic Financial Advisors primarily serves U.S.-based 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-developed UMA models for portfolio construction.

Douglas Boring is a CFP® professional with 23 years of industry experience, currently affiliated with CWM, LLC in Roseville, CA. His prior roles include positions at Aspire Financial Planning, The Wealth Consulting Group, LPL Financial, and PRINCOR. Outside of advising, he serves as a board member for Pacific Unity Insurance Solutions and acts as trustee for a family generation-skipping trust. CWM, LLC is an SEC-registered investment adviser with over 600 advisors, serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm provides portfolio management, financial planning, sub-advisory, and retirement-plan services, utilizing discretionary model portfolios guided by an internal Investment Committee and a combination of fundamental and technical analysis.

David Bland is a financial advisor at D.A. Davidson & Co. with 43 years of industry experience. He has been with D.A. Davidson since 2013 and holds the Series 63 and Series 66 designations. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides various services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

William Sullivan II is a financial advisor at Valic Financial Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Valic Financial Advisors since 2007. He also has roles at AGIA, American General Life Insurance, and AIG Capital Services. Outside of his advisory work, he acts as an insurance agent offering non-securities insurance products. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm provides portfolio management, financial planning, and consulting services through a large network of advisors and implements discretionary unified managed accounts using Envestnet’s platform and third-party model managers.

Justin Ozeroff is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Valic Financial Advisors since 2012 and at Agia since 2022. Outside of his advisory work, he is involved as an agent in non-securities insurance products. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm manages approximately $29.2 billion through over 1,200 advisors, offering wrap programs, portfolio management, and financial planning services with a focus on discretionary unified managed accounts and model-based investment solutions.

John Chapman is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 designation and 13 years of industry experience. He has worked at Commonwealth Financial Network since 2023 and has operated his own consulting company, Chapman Private Client Services, since 2005, advising businesses and individuals on retirement planning, investments, life insurance, and annuities. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via model portfolios and managed accounts.