Daniel Lopez is a financial advisor with Eagle Strategies (NY Life) based in Thousand Oaks, CA. He holds a Series 66 designation and has seven years of experience in the financial services industry. His prior experience includes roles at Ameriprise Financial Services, MDR Insurance & Financial Services, and NYLIFE Securities LLC. Eagle Strategies serves a wide range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through multiple program types and manages a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Timothy Warren is a financial advisor with Private Advisor Group, LLC in Camarillo, CA, holding a Series 66 designation and over 26 years of industry experience. His career includes roles at firms such as LPL Financial, Avantax, Cetera, and 1st Global Advisors. He is also a licensed CPA providing tax preparation and accounting services through his own practice. Private Advisor Group serves a wide range of clients, including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to both proprietary and third-party asset management programs, supported by a network of investment adviser representatives who tailor strategies to client objectives.

Laura Elmore is a financial advisor at Transamerica Financial Advisors with 12 years of industry experience. She holds the Series 63 and Series 65 designations and has worked in various roles including estate planning support at Inheritguard LLC and insurance services at Gallagher. Outside of advising, she is also a classroom teacher with the Moorpark Unified School District. Transamerica Financial Advisors serves a broad client base, offering advisory and broker-dealer services with a mix of proprietary and third-party model portfolios. The firm manages both discretionary and non-discretionary accounts and operates as both a registered broker-dealer and registered investment adviser.

Julie Lee is a financial advisor with Eagle Strategies (NY Life) based in Calabasas, CA, holding a Series 63 designation and 35 years of industry experience. She has been with Eagle Strategies since 1994 and Nylife Securities Inc. since 1993, and has a total of 50 years in the financial services industry including time at Bankers Life Nebraska. Her other business activities include brokering non-registered investment-related insurance products through outside insurance carriers. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the vast majority of assets on a non-discretionary basis while maintaining fiduciary responsibilities to retirement investors.

William Fuentes is a financial advisor at Centaurus Financial, Inc. with 41 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus Financial since 2019 and previously at Questar Capital from 2016 to 2018. Outside of his advisory role, he is involved in assisting clients with term life insurance products and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts.

Garrett Patton is a financial advisor at Creative Planning with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at firms including Fisher Investments, Personal Capital Advisors Corporation, and Northwestern Mutual. Patton is based in Westlake Village, CA. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach with an emphasis on low-cost indexing and long-term strategies, managing approximately $295.6 billion in client assets across its extensive advisor network.

Sharon Stepenosky is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at Merrill, Morgan Stanley, and Morgan Stanley Private Bank. She serves as a board member for the El Encanto Homeowners Association in Calabasas, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, estates, and charitable organizations. The firm supports over 400 independent advisor representatives who employ various investment approaches and manage accounts on discretionary or non-discretionary bases.

Abraham Galvez is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked in financial advisory roles since 2023. Outside of finance, he is co-owner and accountant of NewHorizonsDMS, LLC, a digital marketing and accounting business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation process with risk-based mutual fund portfolios and offers education, personalized planning, and support services to plan sponsors and participants.

Dennis Salem is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2012. He is based in Newbury Park, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles including in-house research and futures commission merchant operations.

Gary Levenstein is a financial advisor with Hightower Advisors, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Lindbrook Capital, LLC and Jess S. Morgan & Co., Inc. Since 2022, he has served as a board observer for Endera Corp, a private company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a combination of affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

William Muskat is a CFP® professional with over 41 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2009 and also operates Muskate Financial. Muskat serves as a trustee for a familial trust outside of his advisory work. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides technology, compliance, and investment management support while allowing advisors discretion in portfolio construction and access to various model portfolios and program structures.

Pamela Philbrook is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Commonwealth since 2009 and concurrently at WM. Al Muskat CFP, Inc. since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Robert Pondt is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and security pricing.

Karen Hall is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding a ChFC® designation and Series 63 license. She has 43 years of industry experience with a career spanning Eagle Strategies, Merit Financial & Insurance Solutions, and New York Life Insurance Company. Outside of her advisory work, she serves as a board member for the Conflict Resolution Institute, volunteering to mediate small claims court disputes. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with a substantial portion of assets managed on a non-discretionary basis.

Abigail Shek is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving Ultra High Net Worth clients. She provides foundational support across all phases of client service and relationship management, with a focus on multi-generational families. Abigail assists wealth creators, their children, and grandchildren in navigating critical life and legacy decisions. Abigail earned a Bachelor's Degree from the University of Missouri System and a Master’s Degree in Business Administration from Pepperdine University. She began her career with Merrill Lynch Wealth Management in 2018 and holds the Personal Investment Advisor (PIA) designation. Abigail lives in Chicago, IL, with her husband and two children.

Juan Viveros is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Voya, he worked at Planmember Securities Corporation and has experience in education and food service sectors. Voya Financial Advisors serves a broad mix of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm offers multiple program structures, including wrap programs and third-party money manager access, and operates with a preference for non-discretionary, recommendation-based client relationships.

Steven Glasberg is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 39 years of industry experience, including prior roles at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and turnkey asset management platforms through its network of investment adviser representatives.

Alexander Lyskin Jr. is a CFP®-certified financial advisor with 33 years of industry experience, currently affiliated with Commonwealth Financial Network since 2016. He operates Lyskin Financial Advisory, Inc., a private entity for securities, investment advisory, and fixed insurance sales. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining VOYA in 2018, he worked at FIDELITY Brokerage Services LLC from 2014 to 2018. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.