Jonathan Whitmore is a CFP® and holds a Series 66 license with two years of industry experience. He is currently with The AmeriFlex Group and has worked at Cambridge Investment Research, OSAIC, SagePoint Financial, and Perfected Wealth Management. Prior to his financial services career, he was involved with Athletes in Action and Campus Crusade for Christ. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of advisory affiliates and utilizes multiple program platforms and custodial arrangements to deliver tailored investment strategies.

Robert Mitchell is a financial advisor at ON Investment Management CO with 42 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and VOYA Financial Advisors. Mitchell is also president of Mitchell Financial Solutions, where he is involved in insurance sales and agent training. ON Investment Management CO is a subsidiary of The O.N. Equity Sales Company that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, charitable organizations, and businesses. The firm offers a combination of discretionary and non-discretionary investment solutions, often integrating third-party investment programs.

Roy Edwards Van Muyen is a financial advisor at HBW Advisory Services LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at PNC Investments LLC, Bank of America, N.A., and Merrill. Van Muyen serves as a board member of the Corona Norco Family YMCA, where he participates in decisions regarding community services for the underprivileged. HBW Advisory Services manages approximately $1.75 billion in client assets and provides asset management, financial planning, and consulting to individuals, families, charitable organizations, businesses, and retirement plans. The firm uses a blended investment approach with third-party money managers and emphasizes model portfolios, multi-manager diversification, and operational efficiencies through AI tools.

Yannshyr Puu is a financial advisor at Packerland Brokerage Services, Inc. with 35 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has worked at Packerland since 2021, previously spending eight years at J K Financial. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors through financial planning, portfolio management, and advisory programs. The firm offers both discretionary and non-discretionary account management with access to firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform.

Michael Tran is a financial advisor at Advisor Share Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and previously worked at Portfolio Medics and LifePro Financial Services. Outside of advisory work, Mr. Tran is a software consultant for Soluteks Inc. and also sells insurance products, including annuities and life insurance, through LifePro Financial. Advisor Share Wealth Management, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, professional advisers, and retirement plans. The firm offers portfolio management, a web-based asset management platform, and access to third-party sub-advisers, alternative investments, and private investment options.

Scott Nishimura is a financial advisor with Continuum Advisory, LLC, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Osaic Wealth, Inc., Triad Advisors, and Transamerica Financial Advisors, Inc. Outside of his advisory work, he serves as a co-trustee for his elderly aunt’s family trust, managing her day-to-day financial needs. Continuum Advisory is an SEC-registered, multi-team investment adviser serving individuals, trusts, corporations, and retirement plans through independent advisors. The firm offers tailored financial planning and portfolio management, utilizing a variety of investment vehicles and institutional services, including retirement plan consulting and integrated tax and legal expertise.

Thomas Davis is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and encompassing 43 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he serves as a director on the board of the Chino Community Theatre and is president of the Chino Valley Republican Assembly. Kestra Private Wealth Services provides investment advisory through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets across nearly 20,000 client relationships. The firm offers a broad range of investment products and platforms, supporting both individual and institutional clients with discretionary and non-discretionary services.

Jesse Porter is a CFP® professional at Compound Planning, Inc. with 10 years of industry experience. He has worked previously at Five Oceans Advisors LLC, AdvicePeriod, LLC, and Axa Advisors, LLC. Compound Planning serves individuals, families, businesses, and retirement plans by offering discretionary portfolio management, financial planning, consulting, and a Turnkey Asset Management Program for financial intermediaries. The firm’s investment approach combines customized, risk-based model allocations with fundamental, technical, and modern portfolio theory analysis, utilizing low-cost ETFs, direct indexing, alternative strategies, and partnerships with third-party sub-advisors and technology providers.

Ryan Kennedy is a financial advisor with Advisory Services Network, holding Series 65 and Series 63 credentials and 12 years of industry experience. Prior to joining Advisory Services Network in 2022, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2016 to 2022. He is also licensed as an insurance agent, selling health insurance, life insurance, and fixed income annuities. Advisory Services Network provides investment advisory and planning services to individuals, families, corporations, and retirement plans through a network of independent advisers. The firm offers various portfolio management and consulting services, using a range of securities and third-party managers, and supports multiple engagement models including discretionary and non-discretionary management.

Billie Miles III is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at Simplicity Wealth and LifePro Asset Management, LLC. He is also a partner and co-founder of Milestone Financial & Insurance, where he serves as an insurance agent. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis.

Isaac Pineda is a financial advisor with Lifeworks Advisors, LLC in Orange, CA, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. His prior roles include positions at J.P. Morgan Securities, Centaurus Financial, and LPL Financial. Outside of advising, he is involved in innovation consulting focused on tax and exit planning. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with risk-based modeling and utilizes factor-based equity strategies, ETFs, hedged models, options, and third-party managers, while integrating tax and accounting capabilities through affiliated entities.

Guillermo Silesky is a financial advisor at Simplicity Wealth with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Secure Investment Management, Cambridge Investment Research, Cooper McManus, and MassMutual. Outside of his advisory role, he assists in the preparation of trusts and life insurance retirement planning through Tax Smart Investing & Planning. Simplicity Wealth serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering advisory services alongside a managed account platform and technology solutions for other advisors.

Rick Martinez is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. In addition to his advisory roles, Martinez holds an emergency 30-day teaching credential and is involved with the Alvord Unified School District. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies customized at the individual advisor representative level.

Kam Ho is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been associated with Royal Alliance since 2005. Outside of advisory work, he serves as a statutory agent for Wise Steward Insurance Services, assisting clients with insurance needs and policy delivery. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individuals, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by technology-driven investment processes and access to multiple custodial platforms.

Paul Seig is a CFP® professional with 44 years of industry experience, currently serving at Kovack Advisors, Inc. since 2022. He previously worked at Cetera Advisor Networks LLC for nine years. Outside of advising, he is a CPA and EA with his own practice and serves as treasurer for an RV club called Safari of Southern California. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base including individuals, corporations, and financial institutions nationwide. The firm emphasizes diversified asset-class exposure through mutual funds and ETFs, offers both discretionary and non-discretionary management, and provides financial planning and account aggregation services.

Charles Dinise is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Advisory Alpha since 2018 and previously at Foresters Equity from 2015 to 2018, alongside operating as an independent agent since 2009. Outside of his advisory role, he owns and operates Dinise Financial & Insurance Solutions, where he sells fixed insurance products and provides tax preparation services. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor and co-advisor for third-party RIAs, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a comprehensive menu of specialty investment options.

Bradley Shammas is a CFP®-certified financial advisor with 11 years of industry experience, currently affiliated with CreativeOne Securities, LLC. He has worked at CreativeOne Securities since 2016 and previously at Conaway and Conaway from 2010 to 2016. Shammas serves as president elect of the Financial Planning Association of Orange County and is involved in promoting financial literacy through educational workshops. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and businesses. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party managers, combining project-based planning with ongoing asset management through the CreativeOne Wealth platform.

Ronak Adani is a CFP®-certified financial advisor with seven years of industry experience. He has worked at Valmark Advisers, Valmark Securities, and L2 Financial since 2025, and previously at Charles Schwab and TD Ameritrade. Valmark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and periodic reviews.

Bei Wan is a financial advisor with Navy Federal Investment Services, LLC in Fullerton, CA, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Navy Federal in 2026, Bei worked at LPL Enterprise, The Prudential Insurance Company of America, Guardian Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Company. Bei also maintains a non-sponsored broker appointment with Guardian Insurance Company related to fixed products new business. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels. The firm utilizes third-party portfolio managers on the Envestnet platform and provides overlay services and a Private Wealth Consulting program for high-net-worth clients.

Carl Gottuso is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His career includes roles at Crown Capital Securities, Lp, Innovation Partners LLC, and his own practice, Carl V. Gottuso. Outside of advisory work, he is involved with CVG Financial Services, where he sells fixed indexed annuities and occasional life insurance policies. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm is noted for its emphasis on non-high-net-worth individuals and its combination of investment advisory services with insurance and risk management consulting.