James Hu is a CFP® professional with 23 years of industry experience. He is currently with Mutual Advisors, LLC and has prior experience at CreativeOne Wealth, Polaris Financial, Partnervest Advisory Services, and Equitable Advisors. He is also an independent insurance agent servicing life, annuity, and long-term care insurance policies through Polaris Financial. Mutual Advisors, LLC serves a diverse client base including individual investors, trusts, retirement plans, and institutional investors. The firm provides both discretionary and non-discretionary advisory services, employing a mix of active and passive strategies tailored to client objectives, and manages approximately $9.45 billion across 154 advisors.

Kevin Webb is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently with Thrivent Advisor Network, LLC and has previously worked at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments, Inc. Outside of his advisory role, Webb serves as a board member 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, and retirement plans, with a focus on constructing long-term, diversified portfolios using a range of investment vehicles including mutual funds, ETFs, and alternative investments. The firm supports both discretionary and non-discretionary management and integrates affiliated insurance and financial services products.

Mike Antashyan is a financial advisor at Kovack Advisors, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Matheson Tri-Gas Inc. Antashyan also owns Antashyan Wealth Management, a financial services business based in Upland, CA. 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 diverse client base including individuals, pension plans, charitable organizations, banks, and government entities, providing portfolio management, financial planning, and advisory services using both proprietary and third-party investment models.

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 is currently with Perigon Wealth Management, LLC and previously worked at Merrill, BNY Mellon NA, and Wells Fargo Investments. Perigon Wealth Management provides customized investment advisory and wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, charitable organizations, and banking or thrift institutions. The firm emphasizes individualized portfolio construction and regular reviews, and it uniquely serves banking and thrift institutions while managing and overseeing wrap-fee programs and sub-advisor relationships.

David Daley is a financial advisor at Forefront with four years of industry experience. He holds a Series 66 designation and has previously worked at Daley Financial Planning LLC, End Pro Services, and several other firms. Outside of advisory work, Daley is involved in marketing for the financial industry through his role with N2 Content Marketing. Forefront Wealth Partners is a team-based SEC-registered advisor serving individual clients, business owners, and corporate clients. The firm offers discretionary investment management, comprehensive financial planning, and estate-planning coordination, utilizing a multi-advisor structure and third-party managers to create customized portfolios.

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.

Lawrence Lo is a financial advisor at Sowell Management with one year of industry experience. He holds a Series 65 designation and has worked at Sowell Management since 2025. Prior to this, he was Vice President of Global Business Development at Rayliant Investment Research, where he worked since 2017 and also serves as President of Rayliant Wealth. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with discretionary and non-discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs multiple management styles and offers model portfolios, third-party manager selection, unified managed account solutions, and the ability to manage held-away accounts.

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.

Salvador Flores Chatfield is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and 11 years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies before joining Capital Analysts and Lincoln Investment in 2023. Flores Chatfield serves as President of the Covina Valley Optimist Club, a nonprofit focused on youth sports scholarships, and is a commissioner on the City of Covina Finance Advisory Commission. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors, combining discretionary management by an in-house research team with advisor- and third-party-managed solutions.

Luis Espinoza is a financial advisor at IP Financial Advisory Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including First Financial Equity Corporation and Espinoza Private Wealth Management, the latter being his own branding name for investment business. Outside of advisory work, he serves on the Board of Directors for the Desert Recreational District. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a broad range of financial and insurance consulting services.

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.

Raymond Prospero is a financial advisor at Mariner Independent with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior work includes ten years at Merrill Lynch and two years at AdvicePeriod, LLC. He serves on the boards of Lifestream and Circle City Rotary. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm delivers services through independent advisers on the Mariner platform, offering portfolio management, access to model portfolios and third-party managers, as well as specialized planning and tax engagements.

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.

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, serving as Operations Director. In addition to her advisory role, she is a licensed insurance agent involved in insurance sales and implementation. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management. The firm employs a planning-based or risk-based investment approach using model strategies that include factor-based equity, ETFs, and hedged models, and integrates tax and accounting services alongside insurance offerings through affiliated entities.

Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.

Robert Oda is a financial advisor with Global View Capital Management LLC and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, including a long tenure at Kaiser Permanente and roles in clinical laboratory science alongside his advisory work. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm’s investment approach centers on technical and quantitative analysis applied to ETFs and mutual funds, utilizing proprietary research from its wholly owned affiliate, AdvisorGuide, LLC.

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.