Evan Chung is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 65 licenses and 14 years of industry experience. His prior experience includes roles at LPL Financial, Wescom Financial Services, Raymond James Financial, Cantella & Co., and J.P. Morgan Securities. Navy Federal Investment Services serves members of Navy Federal Credit Union and other clients, offering portfolio management, financial planning, and retirement-plan fiduciary services primarily through managed advisory programs that utilize third-party portfolio managers.

Thane McCready is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Perennial Financial Services since 2017. He has also been affiliated with LPL Financial since 2005. Outside of his advisory roles, he operates Perennial Legacy Insurance Solutions, focusing on non-variable insurance. Perennial Financial Services provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning, utilizing multiple platform relationships and third-party managers to tailor portfolios across various securities while combining ERISA retirement plan consulting with licensed insurance activities.

Blake Naylor is a CFP® and holds a Series 66 license with three years of industry experience. He is currently with Pure Financial Advisors, LLC and previously worked at Wealth Coast, MST Financial, and Northwestern Mutual Life Insurance Company. Prior to his advisory career, he worked in other fields including a nearly decade-long tenure at Wurstkuche. Pure Financial Advisors, LLC is a multi-team registered investment adviser managing approximately $11.05 billion in assets for individual and high-net-worth clients. The firm offers comprehensive financial planning and discretionary portfolio management with a financial-planning-centered approach based on academic frameworks.

Jennifer Ann Ly is a financial advisor with Portfolio Medics, LLC, holding a Series 66 designation and 20 years of industry experience. She previously worked at LifePro Asset Management, Transamerica Financial Advisors, and World Financial Group. In addition to her advisory role, she is involved in insurance services through Premier Group Insurance, Inc. and Premier 360 Insurance & Financial Solutions. Portfolio Medics provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, small businesses, retirement plans, and charitable organizations. The firm offers customized portfolios using diversified mutual funds, ETFs, individual stocks and bonds, and incorporates fundamental, technical, and cyclical analysis in its investment approach.

David Shilling is a financial advisor with Altitude Capital Management LLC in Westminster, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Altitude Capital Management since 2025 and previously operated Shilling Investments since 2019. Outside of his advisory role, he is also involved in insurance sales and mortgage brokerage through Whitney & Associates and West Capital Lending. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is individualized based on client goals and risk tolerance, employing various strategies to maintain long-term purchasing power.

Eric Papacosta is a financial advisor at Asset Allocation Strategies, LLC with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with GLP Investment Services and GLP and Associates since 2013, where he is also active in life insurance and fixed/index annuity sales. He joined Asset Allocation Strategies in 2023. Asset Allocation Strategies provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individual investors, plan sponsors, and trustees. The firm’s investment process emphasizes strategic asset allocation using quantitative techniques and implements portfolios through model strategies, ETFs, and third-party managers.

Steven Murphy is a CFP® with four years of industry experience, currently advising at Root Financial Partners. His prior roles include positions at USA Financial Securities and Sterling Wealth Partners. He has also worked in community and educational settings in Whittier, CA. Root Financial Partners provides investment management and financial planning to individual clients, trusts, estates, small businesses, and retirement-plan relationships. The firm emphasizes diversified, passive investment strategies tailored to client objectives and also offers educational programs and paid online academies for financial education.

Erik Johnson is an investment adviser representative at Virtue Capital Management, LLC with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked with several firms including Primerica Financial Services and Lifemark Securities Corp. In addition to his advisory role, he is an independent insurance agent and has a role as director of sales and operations at Infinite Insurance & Financial Services. Virtue Capital Management, LLC serves individuals, trusts, estates, charitable organizations, corporations, and retirement plans with customized portfolio management, financial planning, and consulting services. The firm employs a multi-team model and integrates tactical, strategic, and dynamic investment approaches, supported by due diligence from an investment committee.

Angela Rosario is a financial advisor with Kovack Advisors, Inc. in Santa Ana, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Kovack Advisors and its affiliated securities firm since 2015 and has been associated with APEX Financial Services Group since 2012. Outside of her advisory role, she presents mortgage assistance workshops aimed at individuals facing layoffs. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors managing over $6 billion in client assets. The firm serves a diverse client base that includes individuals, pension and profit-sharing plans, charitable organizations, banks, and government entities, utilizing a combination of internally developed models and third-party managers to provide portfolio management and financial planning services.

Jason Lynn is a financial advisor with ValMark Advisers, Inc. in Santa Ana, CA, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has been with ValMark Advisers since 2018 and also affiliated with Valmark Securities and The O'Neill Company. Outside of his advisory role, Lynn volunteers as a youth baseball coach and serves in various volunteer community roles, including treasurer for a high school baseball booster club and a board member for a homeowners association. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach through model portfolios and asset allocation, with implementation via mutual funds, ETFs, and separate-account managers, supported by ongoing monitoring and periodic client reviews.

Benjamin Morgan is a financial advisor with Packerland Brokerage Services, Inc. He holds a Series 66 designation and has seven years of industry experience. Prior to joining Packerland in 2022, he worked at The O.N. Equity Sales Company and Ohio National. Morgan also owns Merlin Financial Services, which provides online training courses for financial professionals covering business skills and communication. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory solutions, including firm-managed portfolios, third-party co-advisory arrangements, and automated rebalancing tools, managing approximately $909 million in client assets.

Bruce Galbraith is a financial advisor at Siebert AdvisorNXT, LLC with six years of industry experience. He holds a Series 66 designation and has worked with firms including Muriel Siebert & Co., Wells Fargo Clearing, JPMorgan Chase Bank, and J.P. Morgan Securities. Siebert AdvisorNXT serves individuals, high-net-worth clients, families, trusts, and business entities, offering investment supervisory services and managed programs through a web-based platform. The firm employs Modern Portfolio Theory and risk-tolerance questionnaires to create ETF/ETN-based portfolios, incorporating fundamental and technical strategies with options for discretionary or non-discretionary engagement.

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 at several firms including Purshe Kaplan Sterling Investments, Fisher Investments, and New York Life. Outside of his advisory work, he is also a digital creator involved in video editing and production through a personal project with Google Adsense. Merit Financial Group is a multi-team SEC-registered advisory firm serving individual investors, high-net-worth clients, retirement plans, ESOPs, and other institutional clients. The firm offers asset management, financial planning, and retirement plan consulting with a long-term, diversified investment approach managed by an internal team and supported by various third-party managers and sub-advisers.

Douglas Gahn is a Series 65-licensed advisor at Simplicity Wealth with four years of industry experience. He previously worked at LifePro Asset Management, LLC, and has owned Silver Summit Financial since 2015, where he is involved in insurance and annuity sales. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional investors. The firm uses a fund-of-funds approach with ETFs, mutual funds, and individual securities, offering model portfolios monitored and rebalanced regularly, along with technology and operational support to other advisers through its managed account platform.

Daniel Campbell is a CFP® with 15 years of industry experience, currently affiliated with The AmeriFlex Group in Fullerton, CA. He has worked at Cambridge Investment Research, Inc., OSAIC, Sagepoint Financial, Inc., and the Independent Financial Group. Campbell is also president of DC Wealth Advisors, Inc. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates and investment adviser representatives. The firm offers portfolio management, financial planning, third-party money manager selection, and retirement plan consulting, delivering customized strategies through model asset allocations and discretionary or non-discretionary manager relationships.

Miguel Corral Jr. is a financial advisor at OSAIC Institutions, Inc. with 32 years of industry experience. He holds the Series 63 designation and has worked at Infinex Investments, Inc., Banc of California, Essex National Securities, LLC, and LPL Financial. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments through a hybrid adviser/broker-dealer structure that combines firm supervision with delegation of investment management to its representatives.

Kevin Leon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior experience includes roles at National Planning Corporation and Trilogy Capital, Inc. Outside of his advisory work, he serves as a high school kicking coach at Orange Lutheran High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, and delivers tailored client relationships across a range of financial planning and consulting services.

Jacqueline Fiata is a financial advisor at Citigroup Global Markets with nine years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Bank, Park Avenue Securities, Guardian Life Insurance, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with both discretionary and non-discretionary programs, supported by in-house research and specialized market roles.

Kimberly An is a financial advisor at Independent Financial Group, LLC with a Series 66 designation and two years of industry experience. She has been with Independent Financial Group since 2015. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with active and passive investment exposures across different risk profiles.