Michael Mercer is a financial advisor at IP Financial Advisory Services LLC with 48 years of industry experience. He has worked at Centaurus Financial, Inc. since 2007 and owns Mercer Tax and Financial Services, where he provides income tax preparation and insurance product sales. IP Financial Advisory Services primarily serves individual retail clients, focusing on customized portfolio management, financial planning, and retirement-plan consulting. The firm utilizes discretionary portfolio management and offers access to third-party investment advisors, emphasizing services for non-high-net-worth individuals.

Doris Chen is a financial advisor with Packerland Brokerage Services, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. She has worked at Packerland since 2018 and previously at Foresters Equity Services, Inc. and First Street Advisors. Outside of her advisory work, Chen is involved with First Street Advisors in providing insurance services, including life, health, long-term care, disability, annuities, and group employee benefits. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both discretionary and non-discretionary account management through various platforms, including Hilltop/Envestnet, and combines brokerage and advisory services under a dual registration.

Jesus Sunga is a financial advisor at Wedbush Securities Inc. in Irvine, CA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Wedbush Securities since 2013. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients. The firm offers a range of brokerage and SEC-registered investment advisory services, including wealth management, fixed income, commodities, securities lending, capital markets, and prime services.

Youstina Iskander is a financial advisor at Calton & Associates, Inc. with eight years of industry experience. She holds the Series 66 designation and has worked at Calton & Associates since 2016, as well as Alexander Wealth Management since 2015. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers a variety of program structures and investment approaches tailored to client goals, risk tolerance, and liquidity needs, operating with both advisory and broker-dealer capabilities.

Jeremy Logeot is a ChFC® credentialed financial advisor at First Advisors National, LLC with one year of experience at the firm and over 12 years in the financial services industry. Prior to joining First Advisors National, he worked at Transamerica Financial Advisors, Inc. and World Financial Group, INC. from 2013 to 2025. First Advisors National provides investment management, asset allocation advice, and retirement plan consulting primarily to individual clients, including ERISA plan participants. The firm utilizes third-party money managers and supplements portfolios with advice on equities, ETFs, and mutual funds, managing approximately $506.8 million in discretionary assets.

Daniel Estrada is a financial advisor at Merit Financial Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Purshe Kaplan Sterling Investments, Fisher Investments, NYLife Securities LLC, New York Life Insurance Company, and Equitable Advisors. Outside of his advisory role, he is involved in digital content creation through video editing and production. Merit Financial Advisors is a multi-team registered investment adviser with over 260 advisors serving more than 20,000 clients across 66 offices. The firm focuses on long-term, diversified portfolio management supported by an internal Investment Management team and offers a range of wealth-management services including financial planning, retirement plan advice, and employee financial-wellness programs.

Kelly Dunnahoo is a financial advisor at Creativeone Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Change Path LLC and Cona Investment Advisors, LLC. In addition to his advisory work, he serves as president of Fruit Growers Laboratory, an environmental testing lab, where he manages operations and reviews analytical data. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

James Chu is a financial advisor at Virtue Capital Management, LLC with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Transamerica Financial Advisors, Waddell & Reed, and World Financial Group. Outside of finance, he was involved with Wonderland Design Inc. for over two decades. Virtue Capital Management serves individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and qualified plans. The firm uses active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to tailor portfolios to clients’ objectives and risk tolerances.

Thomas Kang is a financial advisor at Wedbush Securities Inc. with 10 years of industry experience. He has been with Wedbush Securities since 2015 and holds the Series 66 designation. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Max Seeget is a CFA® charterholder and holds a Series 66 license with 10 years of industry experience. He has worked at Wedbush Securities Inc. since 2014. Wedbush Securities serves individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, advanced clearing, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account solutions alongside commission-based brokerage arrangements.

Robert Soriano is a financial advisor at MissionSquare Retirement with six years of industry experience and holds a Series 66 designation. Prior to joining MissionSquare in 2022, he worked at Edward Jones from 2019 to 2022 and has held various roles in education and other sectors. Outside of his advisory role, he manages rental apartment properties as an onsite manager. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans, providing plan administration, recordkeeping, education, and advisory services. The firm offers personalized investment advice through its Guided Pathways program, utilizing models and portfolios developed by Morningstar Investment Management and supported by a multi-team advisory structure.

Terence Welsh is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. His prior experience includes roles at Wedbush Securities dating back to 2017 and at D.A. Davidson & Co. from 2015 to 2017. Wedbush Securities serves a diverse range of clients, including individuals, high-net-worth investors, foundations, and institutions. The firm offers brokerage and SEC-registered investment advisory services, managing approximately $5.68 billion in assets, and provides a mix of managed account solutions alongside commission-based brokerage and capital markets services.

Richard Eddy Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at CONA Investment Advisors, LLC from 2010 to 2018 and has been an independent insurance agent since 2005. Outside of advising, he provides business consulting for Cobblestone Applied Research & Evaluation Inc., focusing on leadership development and business process improvement, and serves as vice president of the Sierra La Verne Homeowners Association. Creativeone Wealth, LLC delivers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

James Kennally is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Wedbush Morgan Securities since 2002. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered investment advisory services across multiple asset classes. The firm combines broker-dealer, capital markets, custody, clearing, and prime services with managed account solutions and commission-based brokerage arrangements.

Jack Balestrieri is a Series 66 licensed advisor at Wedbush Securities Inc. with two years of industry experience. Prior to joining Wedbush, he worked at First Trust Portfolios L.P. and First Trust Advisors L.P. He also has experience outside the financial sector, including a role at Caddie Now. Wedbush Securities serves a diverse client base, offering brokerage and SEC-registered investment advisory services across wealth management, fixed income, commodities, securities lending, capital markets, and prime services. The firm manages approximately $5.68 billion in regulatory assets and provides a range of managed account programs alongside commission-based brokerage arrangements.

Miguel Corral Jr. is a financial advisor with OSAIC Institutions, Inc. based in Whittier, CA. He holds a Series 63 designation and has 31 years of industry experience. His prior roles include positions at Infinex Investments, Inc. and Banc of California. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans with a range of advisory and brokerage services. The firm offers customized financial planning, ERISA plan services, and access to alternative investments, delivering advice primarily through a network of investment adviser representatives who utilize a mix of fundamental and technical analysis.

Roberto Groag is a financial advisor at TIAA-CREF with 20 years of industry experience. He holds the Series 66 and Series 63 designations and has been with TIAA-CREF since 2007. Outside of his advisory role, he is a co-owner of a real estate LLC with his brother. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected through TIAA-administered employer retirement plans. The firm offers both point-in-time financial planning and ongoing discretionary portfolio management, with a fiduciary standard applied to its advisory services.

Brian Yip is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and four years of industry experience. He has held roles at Transamerica Financial Advisors since 2026 and also works as an accountant for Green Dot Public Schools and as a business development coordinator for Advantec Consulting Engineers. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services with proprietary and third-party investment models. The firm operates as both a registered broker-dealer and RIA, providing a range of fee-based and commission-based products.

Miles Bresee III is a financial advisor with GWN Securities Inc. in Glendora, CA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Investment Corp., Capital Choice Financial Services, and CCF Investments, Inc. Bresee serves as treasurer for the Pasadena Scottish Rite, a nonprofit organization, and holds a similar oversight role at Grace Church. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment approaches, including legacy market-timing and momentum strategies.

Jennifer Morris Montes is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Independent Financial Group and Professional Advisory Services since 2022. Outside of financial advising, she volunteers as an attorney providing legal services at The Law Offices of Hart, Mieras, Morris and assists with implementation and training on phone systems for VIP System Design, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and utilizes various advisory programs and third-party managers.