Peter Wang is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 35 years of industry experience. He has been associated with Royal Alliance Associates, Inc. since 2005. Outside of his advisory role, he serves as a statutory agent for WISE STEWARD CORPORATION, a fixed insurance sales business. NWF Advisory Services is an SEC-registered investment adviser managing approximately $6.4 billion in client assets through over 100 advisory representatives. The firm primarily serves individual and high-net-worth clients, offering diversified portfolio management and financial planning services through a technology-driven, open-architecture platform.

Gary Gray is a financial advisor with Vanderbilt Advisory Services, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. His career includes roles at Avantax Advisory Services and Cetera, and he operates GFS, Inc., providing tax preparation and accounting services as an IRS Enrolled Agent. Vanderbilt Advisory Services serves a diverse client base, including individuals, charitable organizations, trusts and estates, businesses, and retirement plans. The firm uses a strategic asset allocation approach with a combination of fundamental, technical, and charting analysis, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Horace Trueblood is a financial advisor with Private Management Group Inc in Orange, CA, holding a Series 63 designation and over 46 years of industry experience. He has been with Private Management Group since 1993 and has operated Trueblood & Associates and Trueblood & Associates Insurance Service for several decades. Outside of his advisory role, he owns an insurance sales and service business but is not actively engaged in new insurance sales. Private Management Group Inc provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across more than 3,200 client relationships. The firm uses a combination of long-term strategic and shorter-term tactical investment approaches, emphasizing fundamental analysis and absolute returns.

Kristoffer Fu is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Kestra Private Wealth Services, LLC. He previously worked at J.P. Morgan Securities for nine years before joining Kestra in 2021. Fu is also the founder and strategic business advisor of DayOne Strategic Advisers, where he consults with business owners on valuation and wealth gap strategies. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through a network of nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, corporations, and business entities. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, and retirement plan services, supporting advisors with multiple investment platforms and supervisory oversight.

Allen Taylor is a financial advisor with The AmeriFlex Group, holding a Series 66 designation and 19 years of industry experience. His work history includes roles at Cambridge Investment Research, Inc., Sagepoint Financial, Inc., Cetera Advisor Networks LLC, and Newcastle Financial Advisors. Taylor is also an independent insurance agent for various companies. 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 manager selection, and retirement plan consulting through a network of advisory affiliates and multiple program platforms.

Lauren Althaus is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Thrivent Advisor Network, LLC. She has held roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments, among others. Outside of her advisory work, she is involved in business development consulting and holds ownership interests in commercial properties. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning. The firm emphasizes customized investment strategies using low-cost diversified funds, individual securities, and alternative investments, supported by an integrated platform within the broader Thrivent Financial group.

Robert Mitchell is a financial advisor with On Investment Management CO in Placentia, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 42 years of industry experience, including roles at The O. N. Equity Sales Company, Ohio National Financial Services, VOYA Financial Advisors, and his own firm, Mitchell Financial Solutions, which focuses on insurance sales and agent training. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of advisory programs, combining third-party discretionary options with adviser-directed managed accounts, and serves clients through both discretionary and non-discretionary relationships.

Roy Edwards Van Muyen is a financial advisor at HBW Advisory Services LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments LLC, Bank of America, N.A., and Merrill. Van Muyen serves as a board member of the Corona Norco Family YMCA, where he participates in decisions regarding community services for the underprivileged. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes model portfolios, multi-manager diversification, and operational efficiencies through AI tools.

Travis Gibson is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is involved in fixed and fixed indexed annuities through independent agencies such as Secure Income Management and Broker's Choice of America. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, primarily operating on a non-discretionary basis while offering access to third-party managed accounts.

Thomas Davis is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 credentials and possessing 43 years of industry experience. His prior experience includes roles at Morgan Stanley Private Bank, National Association and Morgan Stanley Smith Barney. He serves on the board of the Chino Community Theatre and is president of the Chino Valley Republican Assembly. Kestra Private Wealth Services serves a diverse client base including individual investors, retirement plans, and institutional entities. The firm offers a range of services such as advisor-managed portfolios, financial planning, wrap-fee programs, and private fund placement, utilizing multiple advisory platforms and both discretionary and non-discretionary investment approaches.

Jesse Porter is a CFP® professional at Compound Planning, Inc. with 10 years of industry experience. He has worked previously at Five Oceans Advisors LLC, AdvicePeriod, LLC, and Axa Advisors, LLC. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, alternative strategies, and partnerships with third-party sub-advisors and technology providers.

Billie Miles III is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at Simplicity Wealth and LifePro Asset Management, LLC. He is also a partner and co-founder of Milestone Financial & Insurance, where he serves as an insurance agent. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis.

Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including TownSquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he is involved with McKell Partners, where he engages in fixed life and fixed annuities sales. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and related services, combining fundamental, technical, and modern portfolio theory in its investment approach.

Isaac Pineda is a financial advisor with Lifeworks Advisors, LLC in Orange, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he is involved in innovation consulting focused on tax and exit planning. 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 combines a planning-based tranche approach with risk-based modeling and utilizes factor-based equity strategies, ETFs, hedged models, options, and third-party managers, while integrating tax and accounting capabilities through affiliated entities.

Rick Martinez is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. In addition to his advisory roles, Martinez holds an emergency 30-day teaching credential and is involved with the Alvord Unified School District. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies customized at the individual advisor representative level.

Kam Ho is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Royal Alliance since 2005. Outside of advisory work, he serves as a statutory agent for Wise Steward Insurance Services, assisting clients with insurance needs and policy delivery. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Paul Seig is a CFP® professional with 44 years of industry experience, currently serving at Kovack Advisors, Inc. since 2022. He previously worked at Cetera Advisor Networks LLC for nine years. Outside of advising, he is a CPA and EA with his own practice and serves as treasurer for an RV club called Safari of Southern California. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers both discretionary and non-discretionary management, and provides financial planning and account aggregation services.

Mark Aleman is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Infinity Financial Services Advisory since 2020 and previously spent nine years at Woodbury Financial Services. Outside of his advisory role, he is involved in medical and Medicare health insurance sales through multiple agencies. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, integrating advisory services with affiliated broker-dealer and insurance activities.

Charles Dinise is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Advisory Alpha since 2018 and previously at Foresters Equity from 2015 to 2018, alongside operating as an independent agent since 2009. Outside of his advisory role, he owns and operates Dinise Financial & Insurance Solutions, where he sells fixed insurance products and provides tax preparation services. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor and co-advisor for third-party RIAs, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a comprehensive menu of specialty investment options.

Bradley Shammas is a CFP® professional with 10 years of experience in the financial services industry. He has worked with CreativeOne Securities, LLC (formerly Client One Securities, LLC) since 2016 and also has experience with Conaway and Conaway. Shammas serves as president elect of the Financial Planning Association of Orange County and is involved with the Association of Financial Consultants, promoting financial literacy through free educational workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers financial planning, portfolio management, and fiduciary services, employing a combination of project-based planning, fundamental and cyclical security analysis, and referrals to external managers through its proprietary CreativeOne Wealth platform.