James Miller is a financial advisor with Citigroup Global Markets in Newbury Park, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Outside of his advisory role, he is a certified scuba instructor providing open water and specialty scuba instruction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Kevin Tolsma is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory. He previously worked at SagePoint Financial for ten years. Outside of his financial advisory role, he is the Camarillo Area Director for Young Life, a faith-based ministry focused on teenagers in his community. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms with access to complex investment products.

Gene Coppa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at C2 Financial Corp, Finance of America SBA Skyline Home Loan, and American Family Life Assurance Company (AFLAC). Outside of advising, he is also president of Coppa Law Group, where he practices law, and The Financial Firm, Inc., a real estate and mortgage consulting business. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides a range of advisory and broker-dealer services through proprietary and third-party model portfolios, with options for both discretionary and non-discretionary management.

Vida Jatulis is a CFP® professional with seven years of industry experience, currently affiliated with Private Advisor Group, LLC. Her work history includes roles at Mainstreet Financial Planning, Summit Financial Consultants, and Camber Wealth. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, employing a fiduciary-based advisory model that incorporates third-party managers and diverse investment strategies.

Alexandria Franco is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has four years of industry experience and has been with United Planners since 2018. In addition to her advisory role, she is a life-only insurance agent and is involved in tax preparation and accounting through associated firms in Thousand Oaks, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services using multiple custodians and third-party managers.

Carole Meitler is a financial advisor at Savant Wealth Management in Thousand Oaks, CA, holding PFS™ and Series 65 credentials with six years of industry experience. Her prior experience includes seven years at Cedarstone Advisors and nine years as a homemaker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management, financial planning, and family office services. The firm combines an evidence-based, model-driven investment approach with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

Miranda Gerda is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Private Advisor Group, LLC since 2026 and previously served at Mariner Independent Advisor Network, LLC and Summit Wealth Management Group, Inc. Her background also includes a role at LPL Financial, LLC. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.

Salleh Beitollahi is a CFP® professional at PlanMember Securities Corporation with six years of industry experience. He has held roles at Legacy Financial Group, Calmont Insurance Services, and other financial and real estate-related firms. Outside of advisory work, he is also active as a real estate sales agent and broker. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, seminars, and personalized retirement planning.

Bradley Bronk is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Commonwealth since 2009. Outside of his advisory role, he is involved in fixed insurance sales at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Barry Newman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked in related Ameritas entities since 2011, including Ameritas Investment Corp and Ameritas Life Insurance Corp. Prior to joining Ameritas, he spent nine years at StanCorp Investment Advisers, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various investment vehicles and program platforms to build diversified portfolios, supported by in-house models, third-party managers, and technology, while maintaining operational practices such as converting holdings to lower-cost mutual fund share classes.

Blake Douvros is a financial advisor at PlanMember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Onyx Wealth Management LLC, Legacy Financial Group, and operates a personal insurance products sales business. Outside of finance, he has experience as a digital asset specialist in retail and e-commerce graphic design. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual-fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Bryan Rentschler is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC, Prudential Insurance Company of America, and Edward Jones. He is an equity partner with less than 5% ownership at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services including accounting, legal, and trust through affiliated entities.

Kevin Boland is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities since 1996. Outside of his advisory role, he is a passive investor in oil and gas drilling with OAG Resources. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

David Tracy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, and Legacy Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds. The firm also offers financial planning, family office services, employee benefit consulting, and access to a variety of investment vehicles.

Ilia Dalea is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, LPL Financial, D.A. Davidson & Co., Crowell, Weedon & Co., Citigroup Global Markets, and Charles Schwab. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Independent Financial Group since 2012 and also maintains roles as a business consultant and an independent medical contractor. Ruben provides health and life insurance services alongside his advisory work. Independent Financial Group, LLC delivers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client strategies using both firm- and third-party models.

Mike Kilpatrick is a financial advisor with Centaurus Financial, Inc. in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Centaurus Financial since 2011. Kilpatrick Financial Group is noted as a non-investment-related branding activity. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management services, using various analysis methods and both discretionary and non-discretionary arrangements.

Arman Vafi is a financial advisor with PlanMember Securities Corporation in Agoura Hills, CA, holding Series 65 and Series 63 licenses with seven years of industry experience. He has operated as an independent agent since 2005 and has worked with firms including Pacific Summit Financial Inc. and Legacy Financial. Outside of his advisory roles, he is also involved in real estate sales and insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering a range of participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios from conservative to aggressive.

Mona Arabshahi is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at U.S. Bancorp Investments, U.S. Bank, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight processes, combining large institutional scale with specialized market roles.

Michael Mcglashen is a financial advisor at Savant Wealth Management with 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years and Exencial Wealth Advisors, LLC for 6 years, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust services.