Yusi Zhang is a CFP® professional with one year of experience, currently serving at Infinity Financial Services Advisory. Prior roles include work with World Financial Group and Inspire Clean Energy. Outside of investment advising, Zhang is also an independent insurance agent with World Financial Group. Infinity Financial Services Advisory is a multi-advisor firm managing approximately $174 million for around 642 clients. The firm serves individual and high-net-worth clients with services including portfolio management, financial planning, and pension consulting, employing a multi-method investment approach that incorporates technical, fundamental, and quantitative analyses.

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.

Raymond Prospero is a financial advisor at Mariner Independent with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior work includes ten years at Merrill Lynch and two years at AdvicePeriod, LLC. He serves on the boards of Lifestream and Circle City Rotary. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm delivers services through independent advisers on the Mariner platform, offering portfolio management, access to model portfolios and third-party managers, as well as specialized planning and tax engagements.

Desiree Lasiewski is a CFP® professional with eight years of industry experience. She currently works at Kovack Advisors, Inc. and Kovack Securities, Inc., having joined in 2026. Prior to that, she spent eight years with OSAIC and also worked at Royal Alliance Associates and City of Hope/Beckman Research Institute. Lasiewski is licensed to sell fixed annuities and life insurance through a sole proprietorship. 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 diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and governmental entities, employing a risk-based investment process supported by Envestnet and utilizing both internal and third-party portfolio management solutions.

Tammy Lee is a CFP® with 19 years of industry experience currently serving at Arax Advisory Partners. Her prior experience includes roles at U.S. Capital Wealth Advisors, Alpha Cubed Investments, and Penniall and Associates. She is also the managing member of RIA Strategic Implementation and Execution, a firm focused on providing operations and strategy consultation for RIAs. Arax Advisory Partners offers wealth management and advisory services to individual and high-net-worth clients, family offices, institutions, and businesses. The firm manages portfolios on a fiduciary basis using in-house teams and independent managers, and its platform is notable for its scale, recent consolidations, and a diversified revenue model including insurance and private fund advisory services.

Thomas Steele is a financial advisor with Gradient Advisors, LLC in Riverside, CA, holding a Series 65 designation and bringing eight years of industry experience. He has previously worked at Jack Keeter & Associates and has over 30 years with Wealth Preservation Concepts. Outside of Gradient Advisors, he is involved in executive services for small business owners through WPC Executive Services Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, using a largely non-discretionary model with tools such as the Color of Money Risk Analysis to tailor client portfolios.

Sherry Taylor is a financial advisor at The AmeriFlex Group with 19 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Cambridge Investment Research, Sagepoint Financial, and Cetera Advisor Networks. Outside of her advisory role, she has been involved in insurance, benefits, and human resources as a sole proprietor. 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, third-party money manager selection, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Dana Kiley is a financial advisor with Vanderbilt Advisory Services, holding the Series 66 designation and bringing 24 years of industry experience. Prior to joining Vanderbilt Advisory Services, Kiley spent a decade at Spire Wealth Management. Outside of this role, Kiley is a principal and advisor at Chamberlain Group, where he manages day-to-day operations. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm provides portfolio management and financial planning services, emphasizing strategic asset allocation and employing fundamental, technical, and charting analysis tailored to client objectives.

Vince Festejo is a CFP® professional with three years of industry experience, currently with CreativeOne Securities, LLC. He has previously worked at IWM Financial for eight years and spent five years in full-time education. At IWM Financial, he has held a role involving client relations and advisor support. CreativeOne Securities, LLC is a multi-advisor registered investment adviser that serves individuals, retirement plans, trusts, charitable organizations, and business entities. The firm combines project-based planning with ongoing asset management, utilizing a proprietary advisory platform and offers a range of fiduciary and portfolio management services.

Mao Chang Wang is a Series 65 registered financial advisor with Sequent Planning, LLC, based in Irvine, CA, with four years of industry experience. Prior to joining Sequent Planning, he worked at Sierra Wealth Group and Gradient Advisors. Outside of advisory services, he co-owns a firearm parts wholesale and distribution business. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives.

Leah Pattison is a CFP® professional with six years of industry experience, currently serving as an advisor at The AmeriFlex Group. She has previously worked with firms including Cambridge Investment Research, Inc., OSAIC, and Woodbury Financial Services, Inc. Pattison is also involved as an agent with Summit Financial & Insurance Services. The AmeriFlex Group is an SEC-registered investment adviser that serves individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, and retirement plan consulting, delivering customized strategies via model asset allocations and discretionary or non-discretionary manager relationships.

Cameron Jalbert is a financial advisor at Vanderbilt Advisory Services with 13 years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Vanderbilt, he worked at Chatterton & Associates and Spire Wealth Management. He serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services provides portfolio management and financial planning to a diverse client base, including individuals, charitable organizations, trusts, businesses, and retirement plans. The firm combines strategic asset allocation with fundamental and technical analysis and is noted for its integration with retirement plan and benefits firms.

Jody Pierce is a financial advisor with Vanderbilt Advisory Services in Anaheim, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Vanderbilt, Pierce worked at Avantax Advisory Services and Cetera Wealth Services. Outside of advising, Pierce is an IRS Enrolled Agent providing tax preparation and accounting services through GFS, Inc. Vanderbilt Advisory Services serves a diverse client base including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering discretionary and non-discretionary management, proprietary models, and third-party sub-advisor access.

Chad Neault is a CFA® charterholder with one year of industry experience, currently serving as a financial advisor at Vanderbilt Advisory Services. Prior to joining the firm, he worked for the Chamberlain Group for nine years and spent one year providing independent consulting services. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and access to various financial planning and consulting services, with an investment approach that combines fundamental, technical, and charting analysis tailored to client objectives.

Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked extensively within the Navy Federal corporate structure since 2013, including various roles across Navy Federal Investment Services, Navy Federal Financial Group, and Navy Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs featuring third-party portfolio managers on the Envestnet platform, delivering a range of solutions including unified managed accounts, strategist portfolios, and digital automated ETF portfolios.

Michael Morera is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked at Virtue Capital since 2015 and previously was with Regal Advisory Services, Inc. from 2007 to 2015. Outside of advisory work, Morera is the owner of Beach Cities Tax Service and teaches financial literacy at Financial Education Jr Business School. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches, supported by an investment committee, and operates a multi-team model of investment adviser representatives and independent partners.

Alexander Lee is a financial advisor with ValMark Advisers, Inc., holding a Series 66 designation and 18 years of industry experience. He has been with ValMark Advisers since 2017 and has previously worked with Valmark Securities, Inc. and The O'Neill Company, Inc. since 2010 and 2007 respectively. Lee is also managing partner of L2 Financial, Inc., where he oversees business strategy and management. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies, with client accounts monitored and managed through proprietary and third-party platforms.

Michael Roney is a CFP® with 13 years of industry experience, currently serving at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Outside of his advisory role, he and his wife own and manage rental properties on a limited, passive basis. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, employer-sponsored retirement plans, ESOPs, and institutional clients. The firm employs a long-term, diversified asset allocation approach with centrally managed portfolios and supports both discretionary and non-discretionary accounts through a network of investment adviser representatives.

Enrico Tolson is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill and Axa Advisors. Tolson has also worked as an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model that provides ongoing monitoring, reporting, and client education.

Juan Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Investacorp Advisory Services Inc, Securities America Advisors, and Brookstreet Securities Corporation. Outside of his advisory role, he conducts mortgage assistance workshops to educate individuals on state programs related to unemployment benefits. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension and profit-sharing plans, charitable organizations, banks, and municipal clients, employing a combination of internally created models and third-party managers to manage portfolios across multiple custodians and execution venues.