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.

Paul Lieu is a financial advisor at Calton & Associates, Inc. with 31 years of industry experience. His prior employment includes roles at LPL Financial, J.P. Morgan Securities, Chase Investment Services, and Citigroup Global Markets. Outside of advisory work, he is involved in the manufactured and real estate sales industries as a licensed agent. Calton & Associates is a registered investment adviser, broker-dealer, and insurance agency serving individuals, retirement plans, trusts, estates, and business entities. The firm offers fee-based portfolio management and financial planning, utilizing multiple analytical approaches and third-party money managers to construct 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.

Kevin Luu is a financial advisor with Lifeworks Advisors, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Lifeworks Advisors since 2023, previously serving at Bright Advisers and Pih Investments. Lifeworks Advisors serves individuals, charitable organizations, trusts, estates, retirement plans, and businesses, providing wealth management, financial planning, and portfolio management through a mix of planning-based and risk-based investment approaches. The firm integrates tax and accounting services and uses a proprietary client portal and advanced analytic tools to support its advisory process.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

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.

John Benfanti Jr. is a financial advisor with Stonex Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. He has worked with StoneX Advisors Inc. since 2019 and previously was with Quest Capital Strategies, Inc. for six years. In addition to his advisory role, he is president and owner of Health Plus Insurance Agency, an insurance sales business he has led since 1990. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a network of independent advisors and an in-house Private Client Group. The firm employs a range of portfolio solutions and third-party money managers, supported by platforms such as Envestnet and Advyzon, and is part of the larger StoneX Group, which offers integrated clearing, custody, and lending services.

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.

Tony Yu is a CFP® and ChFC® professional with 26 years of industry experience, currently affiliated with M HOLDINGS SECURITIES, Inc. since 2015. He has held leadership roles including President of DSG Insurance Services, overseeing property, casualty, and various insurance products. Yu is also involved in nonprofit organizations such as the Asian Pacific CPA Association and the Taiwanese American Lawyers Association, serving in board positions. M HOLDINGS SECURITIES, Inc. serves individual and institutional clients nationwide through a broad offering of advisory and brokerage services, including investment management, retirement plan consulting, and insurance advisory. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing a range of managed account programs and sub-advisory relationships.

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.

Durendal Huynh is a financial advisor at Simplicity Wealth with a Series 65 designation. He has been active in the financial industry since 2019, with prior experience at First Financial Security, Inc., US Gateway Investment, and Wealth Advisory Now. Huynh is also involved with Rosamond 2006, LLC, and has been affiliated with the University of California since 2012. Simplicity Wealth serves a diverse client base including individual investors, retirement plans, corporate and institutional clients, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offering model portfolios that are continuously monitored and rebalanced, alongside technology and operational solutions for advisers.

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.

Lawrence Edwards Jr. is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has worked at firms including Experior Financial Group and Transamerica Financial Advisors. In addition to his financial advisory work, he is the owner-operator and barber at Body and Soul Hair Salon, a role he has maintained since 1997. Global View Capital Management provides investment advisory and financial planning services to individuals, trusts, corporations, and retirement plan participants. The firm emphasizes technical and quantitative analysis in its investment process and integrates proprietary research through its ownership of AdvisorGuide, LLC, supporting diversified managed account programs and retirement plan asset management.

Bruce Galbraith is an investment advisor representative at Siebert AdvisorNXT, LLC with 39 years of industry experience. He previously worked at Stockcross Financial Services, Inc. for 10 years and TD Ameritrade, Inc. for 3 years. Galbraith splits his time between Siebert AdvisorNXT and Muriel Siebert & Co., LLC, both under common ownership by Siebert Financial Corporation. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities through investment supervisory services and managed programs. The firm utilizes a web-based AdvisorNXT platform with Modern Portfolio Theory-based ETF/ETN allocations, access to third-party and independent managers, and offers both discretionary and non-discretionary portfolio management within a wrap-fee structure.

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.

Micheal Ono is a financial advisor with NWF Advisory Services Inc in La Mirada, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He previously worked at LPL Financial, LLC from 2006 to 2023 and currently serves on the board of South Hills Country Club, a tax-exempt nonprofit social and recreational organization. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of services including retirement plan consulting and trust and estate services. The firm employs an open-architecture wealth management platform that combines advisor-managed and third-party model portfolios with asset allocation tools, emphasizing strategic long-term investing alongside tactical strategies.

Hal Burns is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and related firms from 2015 to 2021 and currently operates Burns Tax & Wealth Management and Hal Burns & Associates, providing tax preparation and accounting services. Burns also provides investment advisory services through Verus Capital Partners, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory capabilities with non-advisory products such as insurance and lending services.