Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Ryan Kennedy is a financial advisor with Advisory Services Network, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, as well as Transamerica Financial Advisors. Since August 2023, he has also been licensed as an insurance agent, focusing on health insurance, life insurance, and fixed income annuities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a large network of independent advisors. The firm offers flexible engagement types and employs a range of investment strategies, including portfolio management, financial planning, and third-party manager selection.

Hiroshi Mizutani is a financial advisor at International Assets Investment Management, LLC with 24 years of industry experience. His prior roles include positions at Merrill, Western International Securities, Inc., and Citigroup Global Markets. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent representatives. The firm focuses on customized, long-term portfolio construction using a variety of investment vehicles and offers both discretionary and non-discretionary management along with financial planning and access to third-party wrap and manager programs.

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.

Rick Martinez is a CFP® professional with 11 years of industry experience, currently serving at Ausdal Financial Partners, Inc. He has previously worked at firms including Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. Outside of advising, Martinez holds a teaching credential and works with the Alvord Unified School District. Ausdal Financial Partners serves a broad client base including individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion for over 16,000 clients. The firm offers customized investment strategies developed at the advisor level and a range of services including financial planning, separately managed accounts, and retirement-plan advisory.

Kam Ho is a financial advisor with NWF Advisory Services Inc in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been affiliated with Royal Alliance since 2005. Outside of his advisory role, he serves as a statutory agent for Wise Steward Insurance Services, where he assists clients with insurance needs and policy administration. NWF Advisory Services manages approximately $6.4 billion in client assets through a network of over 100 advisors, primarily serving individual and high-net-worth clients. The firm uses an open-architecture, technology-driven platform to offer portfolio management, financial planning, and retirement consulting services.

Paul Seig is a CFP® with 44 years of industry experience, currently serving at Kovack Advisors, Inc. since 2022. He previously worked at Cetera Advisor Networks LLC and Cetera Wealth Services, LLC for over two decades. Outside of his advisory role, he manages a CPA practice and serves as treasurer for a local RV club. 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, and government entities, utilizing a comprehensive investment approach supported by Envestnet technology and both internal and third-party portfolio management solutions.

Thomas Meaglia is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, since 2013. Outside of advisory services, he dedicates a portion of his time to fixed insurance and annuities. Fusion Investment Advisors serves individuals, pensions, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis within an open-architecture platform.

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 11 years of industry experience. He has worked at CreativeOne Securities, LLC since 2016 and is also affiliated with IWM Financial, Inc. Outside of his advisory role, he 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 education workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, offering a range of services including discretionary portfolio management, retirement-plan fiduciary services, and access to third-party manager programs.

Carl Gottuso is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes roles at Crown Capital Securities, Lp, Innovation Partners LLC, and his own practice, Carl V. Gottuso. Outside of advisory work, he is involved with CVG Financial Services, where he sells fixed indexed annuities and occasional life insurance policies. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm is noted for its emphasis on non-high-net-worth individuals and its combination of investment advisory services with insurance and risk management consulting.

Robert Birgen is a CFP® and PFS™ with 39 years of experience in financial advising. He currently works at Merit Financial Advisors and previously held roles at LPL Financial, Stanislawski & Harrison Wealth Management, Abridge Partners, and operated Birgen Asset Management. Outside of his financial career, he owns and produces a Christian Catholic podcast called BobtheLector. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services, including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Jennifer Ramos is a financial advisor at Signal Advisors Wealth, LLC with Series 63 and Series 65 licenses. She has prior work experience in various roles at Arcadian Group LLC, SGS North America, Evoqua Water Technologies, and Waco Filters. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment advisor representatives, and their retail clients. The firm manages discretionary strategies using a top-down, tactical asset allocation process supplemented by fundamental, quantitative, and technical analysis.

Shiow Yun Wu is a financial advisor at Packerland Brokerage Services, Inc. with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including CETERA Advisor Networks LLC, Voya Financial Advisors, Inc., and Royal Alliance Associates, INC. Outside of her advisory role, Wu is also engaged in insurance sales as an independent contractor. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access through various firm-managed and third-party platforms. The firm offers both discretionary and non-discretionary account management with routine client reviews and employs a mix of separately managed accounts, model portfolios, and automated rebalancing tools.

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.

Hung Sam is a financial advisor with Kovack Advisors, Inc. in Orange, CA, holding a Series 66 designation and 13 years of industry experience. His work history includes roles at Kovack Securities, Wells Fargo Clearing, Wells Fargo Advisors, and Merrill. Outside of his advisory role, he serves as president of Capital Gains Financial Services and Capital Gains Tax Advisory, which provides tax preparation and accounting services. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, employing a risk-tolerance-driven investment approach that uses both internally created models and third-party managers.

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.