Paul Cooper is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006 and is also the owner of Cooper Associates, a securities business he has operated since 1985. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

James Vukovich is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC since 2021. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Larry Rollins is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has one year of industry experience. In addition to his role at Transamerica, he has experience in mortgage origination and real estate brokerage, supervising two Realtors and providing broker price opinions. He is also involved in mortgage loan origination through Vintage Lending. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs available on discretionary and non-discretionary platforms.

Tyler Shumaker is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Centaurus Financial and Wells Fargo Clearing, among other firms. Outside of advisory services, Shumaker co-hosts a technology and communications podcast and is involved in real estate sales as well as estate planning coordination. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, utilizing a range of analytical approaches, and provides both discretionary and non-discretionary advisory services.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Sean Mccarty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2009 and has been associated with Diversified Investment Services since 2003. In addition to his advisory role, he has engaged in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Kevin Choi is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 11 years of industry experience and has worked at JTW Financial Services Inc and Independent Financial Group since 2015. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers, providing a range of discretionary and non-discretionary portfolio management options.

Amanda Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, with 17 years of industry experience. She previously worked with LPL Financial and operates Huston & Associates. Outside of advisory work, she sells handmade shirts and craft kits through a home-based business called Makersuite and The Sassy Co. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Dawson Halvorson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is affiliated with Vanguard University. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Anca Barbat is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also has involvement with Destiny Builders 9, LLC since 2016. Transamerica Financial Advisors serves individual investors, institutions, and high-net-worth clients through a combination of advisory and broker-dealer services, offering proprietary and third-party investment models with both discretionary and non-discretionary program options.

Nicholas Ellis is a financial advisor at Kestra Advisory with 42 years of industry experience. He previously spent 25 years at Centaurus Financial, Inc. In addition to his advisory role, Ellis is president of Ellis Advisory Group, where he prepares tax returns. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, and manager due diligence.

Robert Baytosh is a financial advisor with SPC in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2012. In addition to his advisory role, he is involved with Matles Wealth Management and is an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, combining discretionary and nondiscretionary management approaches while maintaining formal succession protocols and compliance controls.

Larry Eye is a financial advisor with PlanMember Securities Corporation who holds 56 years of industry experience. His career includes long tenures at Crown Capital Securities, L.P. and his own firm, Larry R. Eye & Co., which he has operated since 1965. Through Larry R. Eye & Co., he is involved in the sale and service of fixed annuities, life insurance, and long-term care insurance as an independent agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38). The firm employs a top-down strategic asset allocation approach and offers risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Arthur Castro is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2013. Outside of his advisory role, he serves as president of the Cowan Hills Homeowners Association board and works as a professional ski instructor and trainer during weekends and winter months. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Douglas Brown is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Eagle Strategies (NY Life), having joined in 2023, and has a long tenure with NYLIfe Securities Inc. and New York Life Insurance Company dating back to 1980. Outside of his advisory work, Brown serves on the board of the Relationship Research Foundation and volunteers with The Third Option, where he teaches communication and relationship skills. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Robert Gascon is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Hornor, Townsend & Kent, LLC for over 40 years, with a brief interval between 2019 and 2021, and has also been associated with Penn Mutual Life since 1983. Outside of his advisory role, he owns and operates a life insurance brokerage, Penn Equity & Insurance Services, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services delivered through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Jeffrey Yim is a financial advisor with Eagle Strategies (New York Life) based in Orange, California, holding a Series 66 license and three years of industry experience. He has served as an adjunct professor of philosophy at Concordia University Irvine since 2016 and holds a board officer position with Love Orange, a local organization that brings together faith, business, and city partners for community service. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients, with a focus on tailored solutions and primarily non-discretionary asset management.

Timothy Conway is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth since 2015. Outside of advisory work, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Cynthia Guerrero is a financial advisor at Rockefeller Capital Management with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through comprehensive wealth management and investment services.