Sam Farhoumand is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Strategic Investors Group, Inc. since 2021 and has been associated with PlanMember Securities Corporation and Legacy Financial since 2017. Farhoumand also serves as a power of attorney and temporary company officer for a family-owned marketing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach to managing mutual fund portfolios and offers education and support services including personalized retirement planning and participant-level investment options.

Mitchell Rosenberg is a financial advisor with Eagle Strategies (NY Life) in Thousand Oaks, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1986 and operates his own insurance brokerage firm, MDR Insurance and Financial Services, as well as Mahoney Financial Organization, LLC d/b/a MFO Insurance Solutions. Rosenberg serves as a board member of The Children's Hospital Advisory Board. Eagle Strategies serves individual and institutional clients through a wide range of advisory services, emphasizing tailored financial planning and retirement solutions. The firm manages a substantial asset base primarily on a non-discretionary basis and works extensively with corporate and charitable clients within the integrated New York Life affiliate network.

Jason Coles is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He has been with Centaurus since 2017 and previously worked at Financial West Group from 2011 to 2017. Outside of his advisory role, he is involved in life and term insurance sales and occasionally assists with trust account transactions for a family friend. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary approaches, employing a combination of fundamental and technical analysis.

Olaf Kinstler is a CFP® professional with five years of industry experience, currently affiliated with Transamerica Financial Advisors. His career includes roles at The Prudential Insurance Company of America, AXA Advisors, and World Financial Group, among others. He also engages in the sale of insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers across multiple program platforms to deliver its services.

Michael Jacoby is a financial advisor at PlanMember Securities Corporation with 5 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2020. In addition to his advisory roles, Jacoby is involved in the hospitality industry as a server at Saddle Peak Lodge. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach to managing unitized, risk-based mutual-fund portfolios and offers educational support including seminars and personalized retirement planning.

Patricia Kappen is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Centaurus Financial in 2018, she worked at Western International Securities, Financial West Group, and has been the owner of San Juan Financial since 2005, where she provides accounting and tax preparation services, including representing clients before the IRS. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm utilizes a variety of investment approaches through its CLASSIC Plus platform and provides both discretionary and non-discretionary portfolio management.

Jacqueline Roman is a financial advisor with Transamerica Financial Advisors in Thousand Oaks, CA. She holds Series 63 and Series 65 licenses and has six years of industry experience. Her career includes roles at Brown & Brown Insurance Services and entrepreneurial ventures such as ownership of Jacqueline Roman and involvement with Inheritguard, LLC. She also volunteers with Horizon Baptist Church. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Raul Palma is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at Charles Schwab & Co. Inc. for over a decade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach focuses on globally diversified, risk-appropriate portfolios using multi-factor tilts and low-cost index vehicles, along with a range of implementation options and coordinated financial planning services.

Richard Norkin is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial and Western International Securities. Outside of advisory services, he operates a sole proprietorship focused on insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a range of clients including large institutional investors and offers multiple management platforms supported by due diligence processes.

Stephanie Storey is a financial advisor with Transamerica Financial Advisors in Thousand Oaks, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked in various roles including real estate sales at Pinnacle Estate Property Inc. and as a notary public for over 25 years. Storey also operates a sole proprietorship for tax purposes. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios and a range of insurance and brokerage products.

Ron Hertzberg is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017. Prior to that, he was with JP Morgan Securities LLC from 2013 to 2017. Outside of his advisory role, he is the owner and CEO of RH15 Enterprises, a business focused on buying and selling sports memorabilia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and has a unique combination of large institutional scale and specialized market roles.

Max Campos is a financial advisor at Creative Planning with nine years of industry experience. He previously worked at SageView Advisory Group and Summit Financial Consultants. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Scott Anderholt is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and eighteen years of industry experience. He is affiliated with Hudson Financial Services and The Legacy Group, entities through which he has provided investment and retirement services since 2008 and 2012, respectively. Anderholt serves as a volunteer board member of The Louis Zamperini Foundation, a nonprofit organization focused on assisting children in need. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment process utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive, supported by educational and support services for plan sponsors and participants.

Francisco Galan is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 credentials and bringing 20 years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at HSBC Bank USA and HSBC Securities from 2015 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard for its registered investment adviser services.

Gregory Nostrant is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. He has two years of industry experience and concurrently manages digital marketing roles at Gooding & Company and Nostrant Marketing. Prior to joining PlanMember, he worked at several firms including the Wilshire Law Firm and Alley Group. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Ali Salazar is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing and A C Stern Business Consulting. He is based in Thousand Oaks, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including acting as a swap dealer and futures commission merchant.

Victoria Arndt is a ChFC®-designated advisor with 22 years of industry experience, currently with Mercer Global Advisors Inc. in Thousand Oaks, CA. She previously worked for Eagleson Arndt Financial Advisors for 26 years. She is also licensed as a life, health, and accident insurance broker with various insurance companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and financial planning services. Their investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and alternative investment options alongside educational content and integrated service lines.

Ryan Cartaino is a financial advisor with Transamerica Financial Advisors based in Thousand Oaks, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior roles include positions at Wfgia and NK Developments. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm combines advisory and broker-dealer services, offering proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Colin Kilpatrick is a CFP® with 16 years of industry experience and has been with Centaurus Financial, Inc. since 2016. He holds a Series 66 license and operates in Camarillo, CA. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, including specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Jay Brewer is a financial advisor with Stratos Wealth Partners, Ltd., holding over four years of industry experience. He has worked with Shuster Advisory Group, LLC, Eq Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and Brewer & Tominaga CPAS LLP, with career history spanning back to 1986. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model offering both discretionary and non-discretionary portfolio management through customized portfolios and model allocations, utilizing an open-architecture approach with multiple third-party platforms and managers.