Miranda Gerda is a CFP® professional with eight years of industry experience, currently serving at Private Advisor Group, LLC. Her prior experience includes roles at Mariner Independent Advisor Network, LLC and Summit Wealth Management Group, Inc. She also held a position at LPL Financial, LLC for ten years. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad range of advisory programs and third-party asset managers.

Erik Dullenkopf is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner and managing member of Screaming Eagle Wealth Management, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, technology, compliance, and practice management, with advisors having discretion to construct client portfolios using various securities and insurance products.

Bryan Rentschler is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at Exencial Wealth Advisors, Prudential Insurance Company of America, and Edward Jones, among others. Bryan is an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains in-house legal, accounting, and trust service affiliates.

Kevin Boland is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities since 1996. Outside of his advisory role, he is a passive investor in oil and gas drilling with OAG Resources. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

Ilia Dalea is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial, LLC for over a decade and spent ten years at Strategic Wealth Advisors Group prior to joining Private Advisor Group. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms through a network of investment adviser representatives.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and 65 licenses and bringing 16 years of industry experience. He has worked at Independent Financial Group since 2012 and also serves as a business consultant and independent medical contractor. Outside of financial advising, Ruben provides consulting services utilizing his MBA and offers independent medical services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing a variety of advisory programs and third-party asset managers.

Zachary Bullard is a CFP® and Series 65-licensed advisor at Mariner with four years of industry experience. He previously worked at Pierson Wealth Management and One Capital Management. His background includes diverse roles extending from financial advising to periods focusing on travel. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, utilizing discretionary, customized portfolios supported by an internal team and third-party managers.

Jason Helble is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His work background includes roles at several companies such as Miller Equipment Company Inc. as a Safety Manager and positions at Net Law, California Compaction Corporation, and Arctic Slope Regional Corporation. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and corporations, offering advisory and broker‑dealer services through proprietary and third‑party model portfolios with both discretionary and non‑discretionary management options.

Mike Kilpatrick is a financial advisor with Centaurus Financial, Inc. in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Centaurus Financial since 2011. Kilpatrick Financial Group is noted as a non-investment-related branding activity. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management services, using various analysis methods and both discretionary and non-discretionary arrangements.

Russell Charvonia is a CFP® and ChFC® with 42 years of experience, currently serving as an advisor at Mariner. His background includes roles at Purshe Kaplan Sterling Investments, Channel Islands Financial Group, and Channel Islands Law Group, where he also practices as an estate planning attorney. Outside of finance, he is involved in mediation services, serves on the board of the Worldwide Civility Council, and has authored books, including a children's series. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, and retirement plan consulting. The firm’s approach combines discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration alongside unique administrative and financial wellness services.

Emily Reagan is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has held her current position since 2017 and also worked at California State University from 2015 to 2018. She holds a Series 66 designation. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

Michael Mcglashen is a financial advisor at Savant Wealth Management with 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years and Exencial Wealth Advisors, LLC for 6 years, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust services.

Tina Dickinson is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. She has been with Transamerica since 2012 and is involved in several outside activities, including serving as treasurer for WRS Global Technologies Inc and providing care services through 24 Hour Home Care, LLC. Additionally, she participates in financial education through the Heartland Institute of Financial Education. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with proprietary and third-party model portfolios, managing over $2 billion in assets across discretionary and non-discretionary accounts.

Ryan Badger is a financial advisor at Osaic Advisory Services, LLC with 17 years of industry experience. He holds a Series 66 designation and previously worked at Arbor Point Advisors and Securities America from 2016 to 2024. Outside of his advisory work, Badger is a member of the Rotary Club of Thousand Oaks. Osaic Advisory Services, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Jayne Mansfield is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. Her prior roles include positions at Kestra Advisory Services LLC and Kestra Investment Services LLC, as well as United Capital Financial Advisers, LLC and Girard Securities, Inc. She is based in Oxnard, California. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages about $212.7 billion in client assets. The firm provides a range of advisory services including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Nathan Cha is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at UBS Financial Services and Merrill. He previously worked at Illy coffee and Westmont College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with various investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

Sean Haney is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and swap dealer activities.

Mitchell Rosenberg is a financial advisor with Eagle Strategies (NY Life) in Thousand Oaks, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1986 and operates his own insurance brokerage firm, MDR Insurance and Financial Services, as well as Mahoney Financial Organization, LLC d/b/a MFO Insurance Solutions. Rosenberg serves as a board member of The Children's Hospital Advisory Board. Eagle Strategies serves individual and institutional clients through a wide range of advisory services, emphasizing tailored financial planning and retirement solutions. The firm manages a substantial asset base primarily on a non-discretionary basis and works extensively with corporate and charitable clients within the integrated New York Life affiliate network.

Jason Coles is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He has been with Centaurus since 2017 and previously worked at Financial West Group from 2011 to 2017. Outside of his advisory role, he is involved in life and term insurance sales and occasionally assists with trust account transactions for a family friend. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary approaches, employing a combination of fundamental and technical analysis.

Olaf Kinstler is a CFP® professional with five years of industry experience, currently affiliated with Transamerica Financial Advisors. His career includes roles at The Prudential Insurance Company of America, AXA Advisors, and World Financial Group, among others. He also engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.