Valencia Jones is a CFP® with six years of industry experience, currently advising at Wealth Enhancement Advisory Services, LLC. Her background includes roles at Tapin/EY and Origin Financial, along with service at Magellan Federal / Armed Forces Service Corp. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

Vanessa Sainz is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various services such as retirement plan advisory, wrap fee programs, equity research, financial planning, and a private wealth program for high-net-worth clients.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness products. VALIC Financial Advisors primarily serves U.S.-domiciled 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, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tanja Shibley is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 66 designation and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Richard Fontana is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with Private Advisor Group since 2018 and previously with Independent Financial Partners and LPL Financial. Outside of his advisory role, he serves as secretary for Enhanced Sports Solutions, a company that designs and manufactures safety equipment for MLB umpires and catchers. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion for more than 135,000 clients, including individuals, trusts, estates, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing multiple investment strategies and third-party platforms to tailor solutions based on client objectives and risk tolerances.

Timothy Hacker is a financial advisor at Focus Advisor Solutions, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Strategic Partners, LLC and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a relatively small team of about 42 advisors.

Timothy Merwin is a CFP® with eight years of industry experience, currently advising at Voya Financial Advisors, Inc. He previously worked at Financial Management Network Inc, FMN Capital Corporation, and Aon Hewitt. Outside of his advisory role, he serves as a soccer referee for children's games on weekends. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting through a variety of program structures.

Michael Campopiano is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley & Co., Incorporated for 19 years before joining D.A. Davidson in 2021. He serves as chairman of the advisory board at the University of La Verne. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

David Hilton is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 38 years of industry experience, including 12 years with Voya. Outside of his advisory role, he works as a certified scuba diving tour guide at the Aquarium of the Pacific. Voya Financial Advisors, Inc. serves a broad mix of individual and institutional clients, providing financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, including non-discretionary advisory relationships and third-party money manager access.

Joe Marini is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 65 designations and has 26 years of industry experience. Marini has been with Voya Financial Advisors since 2015 and also works with Voya Retirement Advisors. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures with an emphasis on non-discretionary recommendations.

Lilia Hernandez is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America N.A., and J.P. Morgan Securities. 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 unique market roles, including research, security pricing, and derivatives services.

Laura Ayon is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc., JPMorgan Securities LLC, and JPMorgan Chase Bank NA. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a business selling jewelry and hair accessories. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Miguel Marin is a financial advisor with Empower Advisory Group in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work history includes roles at GWFS Equities, Inc., J.P. Morgan Securities, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Juan Medina Luna is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Wells Fargo and Centaurus Financial. Medina Luna is also involved in entrepreneurial ventures such as Asegure Su Legado, a consulting services firm. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm uses an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent investment advisors.

David Espinosa is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus since 2014. His prior experience includes roles with various insurance carriers and a long tenure at United Airlines. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management, with specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Scott Meinert is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also an agent at Agia, where he offers non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Gabriel Millar is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at D.A. Davidson since 2019, following roles at DewPoint Financial, Velox Clearing, LLC, and VeloX Securities Inc. Outside of his advisory role, he owns Cantitoe Road, LLC, a business that sells bicycle components and accessories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Ruth John is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and over 13 years of industry experience. She has a diverse work history that includes roles at Wealthwave, LSPN Pro, LLC, and Nationwide Student Loans. Outside of her advisory duties, she volunteers regularly at Abundant Living Family Church, assisting in the nursery to support families during services. Transamerica Financial Advisors serves a wide range of clients including individuals, high-net-worth clients, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, providing discretionary and non-discretionary investment program options.

La Tanya Harris is a financial advisor at Voya Financial Advisors, Inc. with 12 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Michaels and Advised Assets Group, LLC. Harris also serves as a part-time faculty member at Long Beach City College, where she teaches management courses to adult students. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm provides primarily non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

Andres Han is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and 14 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and has been affiliated with Schools First FCU since 2014, where he also serves in an advisory capacity. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, and corporations through a wide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research and model portfolios from various sources.