Michael Campopiano is a financial advisor at D.A. Davidson & Co. with 25 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. Outside of advising, 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 individual investors, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Alexander Hugues is a financial advisor with Planmember Securities Corporation, holding Series 65 and Series 63 licenses and possessing 48 years of industry experience. He has been with Planmember since 2012 and has operated A.R. Huguez & Associates, a financial and insurance sales service, since 1982. Hugues also functions as an independent insurance agent under the same business name. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant education, and support. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios tailored from conservative to aggressive.

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 previously at DewPoint Financial, Velox Clearing, LLC, and VeloX Securities Inc. Outside of his advisory role, he owns and operates a business selling bicycle components and accessories. 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 such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Scott Carlin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. He has worked at PlanMember since 2018 and previously spent 24 years with Legend Equities Corporation, among other roles. Carlin also owns and operates Carlin Insurance Agency, a business focused on insurance sales and services. PlanMember provides retirement-plan advisory services to employers and participants, serving as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

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.

Kenneth Gallagher is a CFP® with 24 years of industry experience, currently serving at Commonwealth Financial Network. He previously worked at Northwestern Mutual in various roles from 2002 to 2024 before joining Duthie & Gallagher Wealth Management. Outside of his advisory work, he serves as a trustee for a family trust that manages residential real estate investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Benjamin Wada is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 licenses and 25 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists and LPL Financial. He is also an insurance agent with SB Group, Inc. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Douglas Eaton is a financial advisor with Morgan Stanley, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its financial planning services.

Huan Bin Lee is a financial advisor with Morgan Stanley, holding a Series 66 designation and 26 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2021, and previously at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2021. Morgan Stanley Wealth Management provides a range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

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.

Amanda Smithberg Urban is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Mike Mc Coy is a financial advisor with Ameriprise who holds a Series 63 designation and has 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Arturo Centeno is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is also a rental property owner. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis and combines large institutional advisory operations with additional market-facing registrations and functions.

Camden Miller is a financial advisor with Ameriprise in San Dimas, CA, holding Series 65 and Series 63 licenses and three years of industry experience. Prior to joining Ameriprise, he worked at The Prudential Insurance Company of America, Pruco Securities LLC, and Optimize Financial, Inc. He also has experience outside finance, including work at Klean-Sweep Parking Lot Service, Inc. and Handel's Ice Cream. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning advice focused on income reliability and tax-efficient withdrawal strategies.

Casey Reyna is a financial advisor with LPL Financial, holding a Series 66 designation and beginning their advisory career in 2025. Prior to joining LPL Financial, Reyna's work experience includes roles at FedEx Ground and the University of California, Santa Barbara. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory and brokerage services, including financial planning and retirement plan consulting, supported by model portfolios and research.

Kyle Bacskai is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Northwestern Mutual, Mora Financial, and EssilorLuxottica. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.