Shane Hamashige is a CFP® professional with eight years of industry experience. He is currently affiliated with Osaic Advisory Services, LLC and has prior experience with Securities America Advisors and Arbor Point Advisors. He is also involved with Sabre Financial Services, LLC, which provides investment advice, financial planning, insurance, and corporate consulting. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and governmental entities. The firm offers a range of investment management and consulting services delivered through multiple program models and maintains custody arrangements primarily with Schwab and Fidelity.

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 11 years of industry experience. His career includes roles at C2 Financial Corp, Finance of America SBA Skyline Home Loan, and American Family Life Assurance Company, among others. Outside of advisory work, he is president of Coppa Law Group, where he practices law, and he provides real estate and mortgage consulting through The Financial Firm, Inc. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s investment approach primarily utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Vida Jatulis is a CFP® professional with seven years of industry experience, currently with Private Advisor Group, LLC. Her background includes roles at LPL Financial, Camber Wealth, and Mainstreet Financial Planning, among others. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to multiple advisory programs, third-party asset managers, and model portfolios supported by major strategists such as Fidelity and BlackRock.

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.

Miranda Gerda is a CFP® professional with eight years of industry experience, currently serving at Private Advisor Group, LLC. Her prior experience includes roles at Mariner Independent Advisor Network, LLC and Summit Wealth Management Group, Inc. She also held a position at LPL Financial, LLC for ten years. Private Advisor Group serves a diverse client base including individuals, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a broad range of advisory programs and third-party asset 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 credentials and 38 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Investment Corp and Ameritas Life Insurance Corp dating back to 2011 and 2012. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 a Series 66 designation and has worked previously at Exencial Wealth Advisors, Prudential Insurance Company of America, and Edward Jones, among others. Bryan is an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains in-house legal, accounting, and trust service affiliates.

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® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, Legacy Wealth Partners, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

Ilia Dalea is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at LPL Financial, LLC for over a decade and spent ten years at Strategic Wealth Advisors Group prior to joining Private Advisor Group. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, offering discretionary and non-discretionary portfolio management, financial planning, and retirement-plan consulting. The firm provides access to third-party asset managers and turnkey asset management platforms through a network of investment adviser representatives.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and 65 licenses and bringing 16 years of industry experience. He has worked at Independent Financial Group since 2012 and also serves as a business consultant and independent medical contractor. Outside of financial advising, Ruben provides consulting services utilizing his MBA and offers independent medical services. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing a variety of advisory programs and third-party asset managers.

Jason Helble is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. His work background includes roles at several companies such as Miller Equipment Company Inc. as a Safety Manager and positions at Net Law, California Compaction Corporation, and Arctic Slope Regional Corporation. Transamerica Financial Advisors serves a wide range of clients, including individual investors, retirement plans, trusts, and corporations, offering advisory and broker‑dealer services through proprietary and third‑party model portfolios with both discretionary and non‑discretionary management options.

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, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Pacific Summit Financial Inc. and self-employment through Legacy Financial. Outside of advising, he has been involved in real estate sales and insurance-related activities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering a range of participant investment options. The firm’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Mona Arabshahi is a financial advisor at Citigroup Global Markets with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Wells Fargo, UnionBanc Investment Services, and U.S. Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm integrates multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.