Marina Rodriguez is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She previously worked at Morgan Stanley Smith Barney for 16 years. Outside of her advisory role, she leases a commercial building in Orosi, California. Prospera Financial Services is a multi-team firm with 271 advisors overseeing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Susan Tackett is a financial advisor at Concorde Asset Management, LLC with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including SCF Investment Advisors, Inc. and H. Beck, Inc. Outside of her advisory role, she serves on the boards of Kings Art Center and CASA of Kings County, a nonprofit supporting children involved in the court system, and is active in the Rotary Club of Hanford. Concorde Asset Management serves individual, high-net-worth, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset managers. The firm builds customized portfolios using model-based strategies and serves as an overlay manager, with operational support from multiple technology providers and a focus on ERISA retirement-plan advisory services.

Ashley Gibson is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and having six years of industry experience. Her prior work includes roles at NYLIFE Securities LLC and New York Life Insurance Co., as well as ownership of IronRose Financial and Insurance Services. She is also a board member of Networking for Women, an organization providing networking services for women. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach centers on a top-down strategic asset allocation framework combined with risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Rebecca Jones is a Series 66-credentialed financial advisor at First Command Advisory Services with six years of industry experience. She has been with First Command since 2020, following roles at Bath and Body Works and veterinary clinics. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning services and various wrap-fee asset management programs that include model portfolios composed of mutual funds, ETFs, and third-party managed accounts.

Seng Saechao is a financial advisor with Focus Advisor Solutions, LLC, holding a Series 66 designation and 19 years of industry experience. His prior work includes roles at Buckingham Strategic Partners, LLC, Foreside Financial Services, LLC, and several other firms between 2014 and 2018. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors and their clients. The firm offers systematically invested mutual fund and ETF model portfolios, discretionary fixed-income management, and retirement plan fiduciary services, combining enterprise scale with a relatively small advisor base.

Brenna Bonillas is a financial advisor at Ameritas Advisory Services, LLC with three years of industry experience. She holds a Series 66 credential and has worked at Ameritas entities, Harvest Wealth Group, LPL Financial, and various other firms. Outside of advisory roles, she is involved with First Sierra Insurance Services, where she assists with Medicare review and applications. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a network of Investment Adviser Representatives. The firm offers a variety of managed account programs and consulting services, supporting client portfolios with internal and third-party resources.

James Shaffer is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes 14 years at Allstate in various financial services roles and a long tenure with Genworth Life Insurance Company. He occasionally handles servicing for legacy insurance business outside his advisory role. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and management.

Mihai Petrascu is a financial advisor with PlanMember Securities Corporation, holding a Series 66 credential and 13 years of industry experience. He has previously worked at Cetera and is also involved with Pine, Pedroncelli, & Aguilar, Inc., where he serves as a senior staff accountant providing tax preparation and business consulting services. Additionally, he operates as an independent insurance agent offering life and annuity product recommendations. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering risk-based mutual fund portfolios ranging from conservative to aggressive. The firm supports plan sponsors and participants through education, personalized planning, and separation counseling.

Brent Robinson is a Series 66 licensed advisor at Money Concepts Capital Corp with 12 years of industry experience. He has been with Money Concepts since 2014 and previously worked at Sheraton Hotels for a decade. Outside of his advisory role, he owns BR Tax Planners, a CPA and tax preparation business. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a mix of model portfolios, adviser-designed portfolios, and third-party sub-advisers, serving approximately 14,700 clients through discretionary and non-discretionary account structures.

David Ediger is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. His prior roles include positions at Eagle Strategies (NY Life) and New York Life Insurance Co. Outside of his advisory work, he serves as president of Bendicion A Las Naciones, Inc., an organization that provides leadership and family values conferences. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides a range of managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a comprehensive platform and multiple third-party partnerships.

Arthur Eggman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and with 27 years of industry experience. His prior roles include positions at Transamerica Financial Advisors, Inc., Investment Advisors International, Inc., and other financial services firms. He is involved with All Into Life, a platform focused on debt elimination using whole life insurance products, and provides referral services for independent legal services related to wills and trusts. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm emphasizes personalized client strategies using both firm- and third-party models, combining active and passive investment approaches within a multi-manager framework.

Elizabeth Jacques is a financial advisor at Ameritas Advisory Services, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at firms including J.P. Morgan Securities and Morgan Stanley. Outside of finance, she owns Elizabeth Jacques Photography and is involved in retail sales of artisanal home goods through Manor & Market. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and integrates multiple custodial platforms while employing third-party tools and an investment committee to support portfolio management.

Michael Young is a financial advisor with Ameritas Advisory Services, LLC, holding one year of industry experience. He has a background in business operations as president of two companies: 20/20 Employee Benefits, which sells group health insurance and Medicare plans, and Artletic Apparel, a manufacturer of running and cycling apparel. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients, offering a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts.

Donald Kaplan is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 28 years of industry experience. He has been with Commonwealth since 2014 and has maintained a concurrent career as a self-employed CPA since 1991. Outside of his advisory role, Kaplan serves as secretary, treasurer, and co-owner of a family citrus farm through Mirizzi Farms Inc. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including custom portfolio solutions, third-party asset manager access, and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to its affiliated advisors.

Breck Limas is a Series 66-licensed financial advisor with Money Concepts Capital Corp in Tulare, CA, with two years of industry experience. He also works as a CPA at BR Tax Planners, focusing on tax preparation. Prior to his current roles, he held positions at Fresno State, 4 Creeks Engineering, College of the Sequoias, and the Lower Tule Irrigation District. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and investment strategies, serving approximately 14,700 clients through its integrated broker-dealer and insurance structure.

Eric Stevens is a financial advisor at Ameritas Advisory Services, LLC with 13 years of industry experience. He holds a Series 66 credential and has worked with several firms, including Harvest Wealth Group and Canvas Financial. Stevens is also licensed as an independent insurance agent, providing fixed insurance products and assisting in financial planning and investment services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and corporate clients. The firm provides a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by multiple custodial platforms and third-party tools.

Philip Slater is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked with firms including Bank of America, Merrill, and JP Morgan Chase Bank. Slater is also involved with Harvest Wealth Group, focusing on financial planning and investment advice. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners.

David Biggs is a financial advisor with Ameritas Advisory Services, LLC, holding Series 66 and Series 63 licenses and having one year of industry experience. He has worked at several firms including Harvest Wealth Group, Bank of America, Merrill, Northwestern Mutual, and Lowe’s, where he also has a role helping reorganize the lawn and garden department and assisting customers. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and fee-based management of variable annuity and life insurance subaccounts, supported by a network of Investment Adviser Representatives and third-party resources.

Federico Avendano is a CFP® professional with 10 years of industry experience, currently with Mercer Global Advisors Inc. He has held various roles at Mercer since 2020 and previously worked at Mutual Securities, Inc., Argosy Wealth Management, and Cetera Advisor Networks. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and employs a range of implementation options including ETFs, mutual funds, and separate accounts.