Steven Ferger is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with CGN Advisors, LLC since 2015 and has also worked as a self-employed professional since 1999. CGN Advisors provides financial planning, investment consultation, and portfolio supervisory services to a diverse client base that includes individuals, trusts, businesses, pension plans, and charitable organizations. The firm employs a variety of asset allocation strategies and tax-aware investment vehicles, frequently utilizing institutional third-party managers and conducting regular portfolio reviews.

Curtis Green is a financial advisor at Cornerstone Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Edward Jones before joining Cornerstone in 2016. Cornerstone Wealth Management serves a diverse client base including individuals, high-net-worth clients, corporations, and retirement plans, providing asset management, financial planning, and retirement consulting. The firm employs a blend of fundamental, quantitative, and qualitative analysis with ongoing account supervision and offers various LPL-sponsored advisory programs.

Gregory Baldwin is a financial advisor with PKS Advisory Services, LLC, holding a Series 63 designation and bringing 39 years of industry experience. He has held roles at Matrix Insurance & Benefits Solutions, Inc., PKS Advisory Services, LLC, Purshe Kaplan Sterling Investments, and Matrix Wealth Management, Inc. Outside of his advisory work, he serves as president of Matrix Insurance & Business Solutions, Inc., which provides personal and business insurance products. PKS Advisory Services, LLC offers financial planning, consulting, and investment management to individuals, trusts, estates, and business entities, managing approximately $905 million in assets for over 4,400 clients. The firm customizes portfolio allocations based on risk tolerance and objectives, employing a mix of mutual funds, ETFs, independent managers, and individual securities, with regular account reviews.

Misty Porter is a CFP® professional with 22 years of experience in the financial industry. She is currently with Ascentis Independent Advisors, LLC and has previously worked at Golden State Equity Partners, LLC and Citigroup Global Markets. Ascentis Independent Advisors serves individuals, trusts, estates, pension and profit-sharing plans, and business entities by providing asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm utilizes a combination of discretionary management, third-party managers, and platform solutions, including a Private Direct Investments program, to tailor investment advice to client objectives.

Garren Mayer is a financial advisor with PlanMember Securities Corporation in Palm Springs, CA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with PlanMember since 2002 and is also involved with Sound Financial Group, where he engages in the sale of fixed annuities. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering a range of risk-based mutual fund portfolios managed through a strategic asset allocation process. The firm also offers education and support services, including seminars and personalized retirement planning.

Kent Alston is a financial advisor with Independent Financial Group, LLC, holding 42 years of industry experience. He has worked at Independent Financial Group since 2022 and previously spent eight years with NPB Financial Group. Additionally, he owns Arden Tax Service, a tax preparation and accounting firm he has operated since 1985. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers a range of portfolio management and financial planning services using both firm and third-party models, balancing active and passive investment strategies across various risk profiles.

Timothy Schoeffler is a CFP® with 43 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2010 and previously held a role at WealthPort, LLC. Schoeffler is also the owner of Colfield Financial Services, Inc., a private entity established for tax purposes. 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 discretionary model portfolios and various customized investment solutions.

Scott Bryant is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, The Prudential Insurance Co. of America, and TD Ameritrade Investment Management, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

David Ransom is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with J.P. Morgan Securities since 2012. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision-making authority.

Neimia Pineda is a Wealth Management Advisor at Merrill Lynch Wealth Management. In her role, she collaborates closely with clients and their families to develop personalized wealth management plans that align with their unique ambitions and priorities. Her approach emphasizes transparency and simplicity in navigating the complexities of investing, with a focus on supporting clients through key financial milestones including education funding, retirement planning, and long-term wealth preservation. With expertise spanning college education planning, corporate and employee benefits, institutional investment consulting, and divorce transition planning, Neimia serves a diverse clientele including business owners, corporate executives, professionals, families, and institutional plan sponsors. She holds multiple professional designations including Certified 401(k) Professional (CKP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), and Chartered Retirement Plans Specialist (CRPS). Neimia earned her Bachelor's degree from Florida International University and is fluent in both Spanish and English. Neimia is actively involved in several professional and community organizations such as the ASPPA Benefits Council of Atlanta, Pension Education Council of Atlanta, United Way, and Big Brother Big Sister. Outside of her professional work, she enjoys cooking, dancing, golfing, horseback riding, tennis, and spending time with her family.

Kenneth Powers is a financial advisor with UBS Financial Services in Palm Springs, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 1995. UBS Financial Services Inc. serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans to clients’ goals and risk tolerances.

Matthew Pliss is a financial advisor at OSAIC with four years of industry experience. He holds the Series 66 designation and previously worked at FSC Securities Corporation and IDEMIA. Outside of advisory work, he operates an IT services business for small businesses and works as a tax preparer. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning and managed accounts. The firm employs a variety of asset-allocation tools and supports third-party money managers and wrap programs.

Richard Rarick III is a financial advisor at OSAIC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with FSC Securities Corporation and his own firm, Rarick & Associates. Outside of his advisory work, he serves as a board member of Joshua Springs Calvary Chapel and vice president of the Five Two Foundation, both nonprofit organizations. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to third-party money managers and wrap programs. The firm utilizes asset allocation tools and automated rebalancing to manage diversified portfolios on both discretionary and non-discretionary bases.

Jennifer Pyle Suafo'a is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Prior to joining J.P. Morgan Securities and JPMorgan Chase Bank in 2024, she worked eight years at Wells Fargo Clearing and Wells Fargo Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm integrates an ESG eligibility framework and offers a range of approved funds and strategies, operating within the larger J.P. Morgan broker-dealer and banking organization.

Kent Matsumoto is a financial advisor with Fidelity Investments, holding a Series 66 designation and 21 years of industry experience. His prior work includes roles at CITIGROUP and U.S. Bancorp Investments, Inc. He is currently based in Palm Springs, CA. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, as well as registered investment companies. The firm employs a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction, and it serves as an advisor to multiple registered funds and model portfolio platforms.

Byron Hancock is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with LPL Financial since 1995. In addition to his advisory work, he is involved in managing non-variable insurance products through Hancock Partners Insurance Services, Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms.

Azucena Hinojosa Diosdado is a financial advisor at Primerica Advisors with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica since 2008. In addition to advisory work, she is a registered tax preparer and engages in related services outside of securities trading hours. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Kenneth Bigler is a financial advisor with Edward Jones in Tempe, AZ, holding Series 63 and Series 66 credentials and over 30 years of industry experience. Prior to joining Edward Jones in 2018, he worked at MUFG Union Bank and Charles Schwab. Outside of finance, he owns a massage and healing business serving family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and separately managed accounts. The firm operates nationally with a large advisor network and offers tax-efficient services and affiliated investment products.

Alexa Lawson is a financial advisor at Edward Jones with 18 years of industry experience. She has been with Edward Jones since 2007 and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets under management.

Brian Williams is a financial advisor with Edward Jones in Palm Springs, CA, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory work, Brian serves as President Elect of Essential Pregnancy Services and is a Member at Large of the Omaha Hearing School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions and operates under a fiduciary standard with a nationwide network of approximately 23,701 financial advisors.