Kevin Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Webb serves on the board of directors for Habitat for Humanity Pomona Valley, a charitable organization focused on providing affordable housing. Thrivent Advisor Network, LLC offers investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, utilizing customized asset allocations that include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Mike Antashyan is a financial advisor with Kovack Advisors, Inc., holding a Series 66 license and bringing seven years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2024, he worked at Edward Jones from 2019 to 2024 and has a background in the industrial gases sector with Matheson Tri-Gas Inc. and Linde North American Gases. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a broad client base including individuals, pension plans, charitable organizations, banks, and municipal entities, employing a risk-based investment approach supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Patrick Miles is a Series 65-credentialed financial advisor with six years of industry experience. He has worked at multiple firms, including Signal Advisors Wealth, LLC, Triad Wealth Partners, and Safeguard Investment Advisory Group. In addition to his advisory roles, Miles owns and operates an independent insurance agency, Miles Investment and Insurance Services LLC, focusing on life insurance products and annuities. Signal Advisors Wealth, LLC operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis to manage discretionary strategies while allowing independent advisors to maintain client relationships.

Christina Hospedales is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has been affiliated with Kestra Private Wealth Services, Kestra Investment Services, and PSM Private Wealth Management since 2015. Outside of advisory duties, she is a notary and has served in various administrative and assistant roles within the investment industry. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves both individual and institutional clients, offering a broad range of investment products and platforms with discretionary and non-discretionary arrangements.

Jeremy Kovacs is a CFA® charterholder with seven years of industry experience. He currently works at Perigon Wealth Management, LLC and previously held positions at Merrill and BNY Mellon NA. Perigon Wealth Management offers tailored investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and banking institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs, with a distinctive focus on servicing banking and thrift institutions.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Phillip Anton is a financial advisor at Calton & Associates, Inc. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Calton & Associates since 2016. Outside of his advisory role, Anton works as a sports agent, facilitating introductions between coaches and athletes and serving as a point of contact. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, and access to third-party money managers. The firm provides multiple program structures and combines analytic approaches ranging from fundamental and technical analysis to covered-call strategies.

Leah Belfiore is a financial advisor with The AmeriFlex Group and holds Series 63 and Series 65 licenses. She has 15 years of industry experience, including 14 years at Great Pacific Securities. Belfiore serves as a volunteer board member for the Rancho Bel Air Property Owner's Association. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Kenneth Yuen is a financial advisor with StoneX Advisors Inc. in Industry, CA, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has worked with StoneX Securities and StoneX Advisors since 2019 and has a background that includes insurance sales dating back over two decades. Outside of his advisory role, he owns and manages Shine Vista LLC, which is involved in buying, selling, and managing rental properties. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and related consulting services through a combination of independent advisors and an in-house Private Client Group. The firm utilizes proprietary and third-party investment models and platforms to implement strategies tailored to client needs.

Timothy Redmond is a CFP® professional with 39 years of industry experience, currently affiliated with The AmeriFlex Group. He has held roles at multiple firms including Cambridge Investment Research, Sagepoint Financial, and Girard Securities. Outside of advisory work, he is involved as a managing member of a real estate entity, Chartwell Gardens, LLC. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via multiple managed account platforms and ongoing account monitoring.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

Kathleen Chou is a financial advisor at Lifeworks Advisors, LLC with one year of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Bright Advisers, LLC since 2010, currently serving as Operations Director. She is also a licensed insurance agent, dedicating a small portion of her time to insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with traditional risk models to manage portfolios using factor-based strategies, ETFs, and third-party managers.

Kevin Luu is a financial advisor at Lifeworks Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifeworks Advisors and its predecessor Bright Advisers since 2017, as well as at Pih Investments, LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with a traditional risk-based model and employs factor-based and smart-beta equity strategies, ETFs, options, and third-party managers, along with integrated tax and accounting capabilities through affiliated entities.

Raafat Iskander is a financial advisor with Calton & Associates, Inc., holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Calton & Associates since 2015. Outside of his advisory role, he owns Alexander Wealth Management, LLC, which provides tax filing services. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm’s investment recommendations are tailored to client goals and risk tolerance, utilizing multiple program structures and a range of analytic approaches.

Leah Pattison is a CFP® professional with six years of industry experience, currently serving as an advisor at The AmeriFlex Group. She has previously worked with firms including Cambridge Investment Research, Inc., OSAIC, and Woodbury Financial Services, Inc. Pattison is also involved as an agent with Summit Financial & Insurance Services. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Mario Uyboco is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at firms including LifePro Asset Management and VOYA Financial Advisors. In addition to his advisory roles, he serves as an adjunct professor at Cal Poly University, teaching supply chain management and internet web application development. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering model portfolios that are monitored and rebalanced regularly, alongside technology and operational services for advisers.

Tony Yu is a CFP® and ChFC® professional with 26 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2015. He has held leadership roles including President of DSG Insurance Services, overseeing property, casualty, and various insurance products. Yu is also involved in nonprofit organizations such as the Asian Pacific CPA Association and the Taiwanese American Lawyers Association, serving in board positions. M HOLDINGS SECURITIES, Inc. serves individual and institutional clients nationwide through a broad offering of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of managed account programs and sub-advisory relationships.

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.

Michael Roney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients. The firm offers coordinated wealth-management services and follows an investment approach focused on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team and committee.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.