Stuart Arakelian is a financial advisor at The Wealth Consulting Group with 36 years of industry experience. He holds a Series 65 credential and has worked previously at LPL Financial and Mariner Independent Advisor Network. The Wealth Consulting Group is an SEC-registered wealth management firm serving individual clients, corporate clients, retirement plans, and trusts. The firm employs a combination of active and passive investment strategies, model portfolios, and algorithmic advisory services, offering tailored investment approaches supported by legal and implementation resources.

Kathleen Fereday is a financial advisor at Prosperity Wealth Management, Inc. with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Prosperity Wealth Management since 2020. Prior to that, she was associated with Fortune Financial Services, Inc. and has provided independent recruiting services to financial advisors through Advisor Consulting since 2017. Prosperity Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, offering asset management, financial planning, and consulting. The firm manages approximately $442 million for about 1,600 clients and emphasizes tailored portfolio supervision with quarterly reviews, employing multiple methods of analysis and conducting due diligence on third-party managers.

Matthew De Pretis is affiliated with Legacy Wealth Management, LLC and holds over 27 years of experience at DePretis CPAs, Inc., a firm he has been with since 1999. He currently has no industry experience listed as a financial advisor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies across a broad investment menu and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.

Michael Lambrecht is a financial advisor at Savvy with 35 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Farther Finance Advisors, Iwc Asset Management, LLC, and Integrated Wealth Counsel, LLC. Savvy provides investment and financial planning services to individuals, trusts and estates, businesses, ERISA plan sponsors, and charitable organizations. The firm offers customized investment plans that typically follow a primarily index-based, long-term approach, incorporating active equity portfolios, direct indexing, and tax-aware strategies, supported by third-party sub-advisers and fintech tools.

Darrell Szymanski is a financial advisor with Advisors Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at The Pacific Financial Group, Inc. for 16 years before joining Advisors Capital Management in 2025. Advisors Capital Management serves a diverse client base, including individuals, employee benefit plans, and clients of unaffiliated broker-dealers and RIAs, providing discretionary portfolio management through customized private accounts, model strategies, and a self-directed brokerage solution for qualified retirement plans. The firm combines top-down macro analysis with bottom-up security selection across various asset classes and manages over $8 billion in discretionary assets, primarily acting as an outsourced sub-advisor.

Bonnie Bakalar is a financial advisor at Sepio Capital, LP with 27 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Merrill from 2005 to 2017 before joining Sepio Capital in 2017. Sepio Capital primarily serves high-net-worth individuals, families, trusts, estates, and institutional clients, offering discretionary portfolio management, financial planning, retirement plan advisory, and sub-advisory services. The firm employs a combination of proprietary strategies and allocations to independent managers, using fundamental analysis with a generally long-term orientation while allowing for shorter-term trading to meet client needs.

Nikolaus Kazarian is a financial advisor with The Wealth Consulting Group in San Ramon, CA, holding the Series 66 designation and two years of industry experience. His prior experience includes roles at Mariner Independent and LPL Financial LLC, as well as a background in marketing at Pereira and O'dell and Swirl Mcgarry Bowen. The Wealth Consulting Group is an SEC-registered firm serving individual, corporate, retirement plan, and trust clients through discretionary portfolio management, financial planning, and consulting. The firm employs a combination of fundamental, technical, macroeconomic, and quantitative analysis to tailor strategies across active and passive investments, model portfolios, and algorithm-driven offerings, supported by legal and implementation resources and partnerships with major custodial platforms.

Catherine Mendoza is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2019. Mendoza also owns and operates a bookkeeping and accounting business and serves as director of a small business capital referral service. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and retirement education, using quantitative models and an active, model-driven investment approach primarily focused on mutual funds and ETFs.

Alexander Izmailov is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Mariner Independent, LPL Financial, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Izmailov is involved in several entrepreneurial and independent advisory activities alongside his primary role. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through both discretionary and non-discretionary programs. The firm provides access to third-party asset managers, turnkey asset management platforms, and internally managed model portfolios supported by well-known strategists and technology providers.

Christopher Riel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with firms including Golden Gate Wealth and Tax Partners, Riel Financial, and David White & Associates, where he is a partner. In addition to his advisory roles, he is licensed as an independent insurance agent for selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Ronald Mack is a financial advisor with Eagle Strategies (NY Life) based in San Ramon, CA. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. He has worked with Eagle Strategies since 2011 and is also affiliated with NYLIFE Securities LLC and New York Life Insurance Co since 2009. Eagle Strategies serves a broad client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Justin Patellaro is a CFP®, CFA®, and Series 66 credentialed advisor with six years of industry experience. He is currently with Money Concepts Capital Corp and has previously worked at firms including Sequoia Financial Group, Eide Bailly Advisors, and Consilium Wealth Management. Outside of financial advising, he holds an active real estate license in Arizona and California but is not currently practicing. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies through discretionary and non-discretionary programs, supported by third-party managers and platforms such as Envestnet.

Evelyn Liu is a financial advisor with Transamerica Financial Advisors in Fremont, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica since 2012 and is also involved with Matrix Insurance Agency and Athenian Realty, where she conducts real estate sales. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering fee-based advisory programs and commission-based insurance and brokerage products. The firm utilizes proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Jiyan Hu is a financial advisor with Citigroup Global Markets in Fremont, CA, holding a Series 66 designation and 14 years of industry experience. Prior to joining Citigroup in 2017, Hu worked at HSBC Bank USA, N.A. for one year. Outside of advisory work, Hu has involvement as a landlord in a joint rental property ownership. Citigroup Global Markets serves a broad client base including workplace, high-net-worth, and ultra-high-net-worth segments, offering multi-asset and multi-manager investment programs through both discretionary and non-discretionary approaches. The firm combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant, supporting a wide array of advisory and execution services.

David Zook is a financial advisor at Ameritas Advisory Services, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Ameritas Advisory Services since 2021. Prior to this, he has been associated with Ameritas Life Insurance, Ameritas Investment Corp, and David White & Associates, where he is also licensed as an independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, financial planning, and retirement-plan advisory services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a focus on both discretionary and non-discretionary advice.

Trinh Tuyen Tran is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 registrations and bringing 11 years of industry experience. In addition to his advisory role, he is an independent optometrist working on a contract basis and teaches financial education through the Hartland Institute of Financial Education. Tran has been with Transamerica Financial Advisors since 2015 and has prior experience with World Financial Group. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing over $2 billion in assets under management as of late 2025.

Brett Agnew is a CFP® with 27 years of industry experience, currently serving at Hightower Advisors since 2026. He previously worked at Journey Strategic Wealth LLC and Northwestern Mutual Wealth Management Company among other firms. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach emphasizes manager selection and multi-manager solutions, incorporating both affiliated and third-party managers along with proprietary research and varied investment options.

Bradley Tarter is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has worked at Ameritas and its affiliated entities since 2006 and is a senior partner at David White & Associates, where he is also licensed to sell fixed insurance products. Ameritas Advisory Services provides fee-based investment management, financial planning, and retirement-plan advisory services to individuals, corporations, and institutional clients. The firm offers both discretionary and non-discretionary programs utilizing a combination of in-house model portfolios and third-party managers, with a platform integrated closely with Ameritas affiliates.

Kate Keller is a CFP® with nine years of industry experience, currently serving as a financial advisor at Mariner since 2024. She previously worked at Blakely Financial Services, Inc. and LPL Financial, LLC. Keller retains a nominal share ownership in Blakely Financial Services, which she is in the process of surrendering. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, with notable tax and accounting integration uncommon for firms of its size.

Jack Perry is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, where he has worked since 2023. He has three years of industry experience and is based in Livermore, CA. Outside of his advisory role, he is involved with Health Professionals Insurance Services, providing dental students and graduates discounted disability insurance through Guardian Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and institutional clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and employs a range of proprietary and third-party model portfolios.