Joseph Manglona is a financial advisor with Buck Wealth Strategies, LLC in Pleasanton, CA, holding a Series 66 license and two years of industry experience. His prior roles include positions at Madison Avenue Securities and Thrivent Financial. Buck Wealth Strategies serves individuals, trusts, and employer-sponsored retirement plans with discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm employs a top-down macro investment approach, incorporates third-party financial-planning tools, and is notable for its use of options strategies and selection of outside money managers to implement portfolios.

Matthew Dublin is a CFA® charterholder with eight years of industry experience. He is currently an advisor at True North Advisors, LLC, where he has worked since 2025. Prior to this, he spent seven years at Blue Investment Partners LLC and two years at Aptigon Capital, Citadel LLC. True North Advisors is a multi-team registered investment adviser managing approximately $5.4 billion in assets. The firm serves very high net worth and ultra-high net worth individuals, corporate pension and profit-sharing plans, trusts, estates, foundations, and other business entities, offering comprehensive financial planning, portfolio management, and wealth advisory services with a value-oriented investment approach across multiple asset classes.

David McWilliams is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has been with Mutual/United of Omaha since 2000. In addition to his advisory role, he is an insurance agent specializing in life, health, and annuities. Mutual of Omaha Investor Services, Inc. offers advisory services to individuals, corporations, and qualified retirement plans, providing financial planning, managed account programs, and retirement plan consulting. The firm works with third-party money managers and employs a multi-channel platform approach, integrating advisory, brokerage, and insurance services within the Mutual of Omaha group.

William Fisher is a financial advisor with Consolidated Portfolio Review Corp, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He previously worked at KMS Financial Services, Inc. and Vanderbilt Securities, LLC. Outside of advisory work, he is the owner and CEO of AgroXtracts, a hemp CBD manufacturing company. Consolidated Portfolio Review provides investment management and financial planning services to individual and institutional clients through a multi-advisor platform. The firm offers tailored, advisor-driven investment strategies that combine strategic asset allocation with fundamental and technical analysis across various securities.

Donald Edgren is a financial advisor at Sepio Capital, LP with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Sepio Capital since 2017, following a nine-year tenure at Merrill Lynch. Sepio Capital is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, charitable organizations, businesses, and institutional investors. The firm employs a primarily long-term, fundamentals-driven investment approach using a mix of proprietary strategies and independent managers, managing approximately $4.46 billion in client assets as of December 31, 2025.

Christopher Johnson is a CFP® professional with 17 years of experience in financial advisory services. He has been associated with LPL Financial since 2016 and currently works with The Wealth Consulting Group. His background includes involvement with the Mariner Independent Advisor Network and several other investment-related business activities. The Wealth Consulting Group is an SEC-registered wealth management firm serving individuals, corporate clients, retirement plans, and trusts. The firm offers discretionary portfolio management, financial planning, and access to third-party money managers, utilizing a mix of active and passive strategies with both fundamental and quantitative analysis.

Juan Carlos Galvez is a financial advisor at Encompass More Asset Management LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various roles across insurance, freight, and financial services firms. Encompass More Asset Management LLC provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm utilizes model-based strategies combining proprietary and third-party sub-advisers, offering a range of investment options including equities, fixed income, mutual funds, ETFs, private placements, and digital-asset related exposures.

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 10 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Horter Investment Management, LLC. Outside of her advisory role, she owns and operates a financial accounting and bookkeeping business and serves as director of a company that connects small business owners with capital lenders. Virtue Capital Management, LLC is a multi-team registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm employs a mix of tactical, strategic, and dynamic investment approaches and offers portfolio management, financial planning, third-party due diligence, and sub-advisory services.

Kathleen Kovar is a financial advisor at Cetera Planning Partners with 23 years of industry experience. She holds the PFS™ and Series 66 credentials and has an extensive background including roles at Avantax and 1st Global Advisors. Outside of her advisory work, she owns a small hobby vineyard where she produces wine for family and friends and occasionally sells excess grapes. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and specialized services such as Social Security optimization and tax planning. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by integration into the larger Cetera network and a range of affiliated resources.

Alexander Izmailov is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes positions at Mariner Independent, LPL Financial, Insight Wealth Strategies, Mutual Securities, and Lincoln Financial Advisors. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple investment strategies and technology platforms.

Christopher Riel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked with multiple firms, including Golden Gate Wealth and Tax Partners and Riel Financial, where he provides financial planning services. Outside of advisory roles, he is a licensed independent insurance agent selling fixed insurance products. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, while maintaining affiliations with broker-dealer and insurance entities.

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.