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.

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 previously worked at CreativeOne Wealth, LLC, Polaris Financial, Inc., and Partnervest Advisory Services, LLC. Hu also serves as president of an independent insurance agency, where he provides life, annuity, and long-term care insurance services. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, employing a mix of passive and active investment strategies tailored to client objectives.

Mike Antashyan is a financial advisor with Kovack Advisors, Inc., holding a Series 66 license and bringing seven years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2024, he worked at Edward Jones from 2019 to 2024 and has a background in the industrial gases sector with Matheson Tri-Gas Inc. and Linde North American Gases. 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 broad client base including individuals, pension plans, charitable organizations, banks, and municipal entities, employing a risk-based investment approach supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

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 currently works at Perigon Wealth Management, LLC and previously held positions at Merrill and BNY Mellon NA. Perigon Wealth Management offers tailored investment advisory and wealth management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and banking institutions. The firm emphasizes individualized portfolio construction and ongoing oversight of sub-advisors and wrap-fee programs, with a distinctive focus on servicing banking and thrift institutions.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

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.

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 and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Horace Mann Investors and Horace Mann Companies. He serves as president of the Covina Valley Optimist Club, a nonprofit organization that provides youth sports scholarships, and is also a commissioner on the City of Covina Finance Advisory Commission. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients and offers both discretionary and non-discretionary portfolio management through various programs. The firm’s in-house Investment Management & Research team drives investment decisions using proprietary screening processes, and advisors may customize portfolios or select third-party managers depending on client needs.

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.

Shalen Stanley is a financial advisor at Packerland Brokerage Services, Inc. with 15 years of industry experience. He holds the Series 66 designation and has worked at firms including LPL Financial, Waddell & Reed Inc., and Top Flite Financial, Inc. In addition to his advisory role, Stanley is involved with Shalen Corporation, a business entity focused on tax preparation and real estate services. 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 solutions through various account management strategies and manages over $900 million in client assets.

Kenneth Yuen is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. Outside of his advisory role, Yuen is involved in insurance sales and provides training and support to licensed insurance agents. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by offering portfolio management, financial planning, and consulting services. The firm uses a variety of portfolio implementation platforms and supports multiple account structures, operating as part of the broader StoneX Group with integrated clearing, custody, and lending capabilities.

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.

Larry Olea is a financial advisor with RBC Securities, Inc. in Whittier, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with City National Securities, Inc. and City National Bank since 2004. RBC Securities, Inc. provides wealth management and brokerage services to individuals, trusts, estates, and retirement plans through a wrap-fee investment advisory program. The firm offers financial planning and portfolio management, leveraging an affiliated sub-advisor for asset allocation and investment implementation within an integrated financial services group.

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, currently serving as Operations Director. She is also a licensed insurance agent, dedicating a small portion of her time to insurance sales and implementation. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm integrates tax and accounting capabilities within its corporate group and employs a planning-based tranche approach combined with traditional risk models to manage portfolios using factor-based strategies, ETFs, and third-party managers.

Kevin Luu is a financial advisor at Lifeworks Advisors, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lifeworks Advisors and its predecessor Bright Advisers since 2017, as well as at Pih Investments, LLC. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses, offering discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with a traditional risk-based model and employs factor-based and smart-beta equity strategies, ETFs, options, and third-party managers, along with integrated tax and accounting capabilities through affiliated entities.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

Vince Festejo is a CFP® professional with two years of industry experience, currently with CreativeOne Securities, LLC. He has worked in financial services since 2018, including a role at IWM Financial focused on client relations and advisor support. Prior to his financial career, he spent five years in full-time education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

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.