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.

Christopher Wisdom is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 66 licenses and has nine years of industry experience. Prior to joining Voya Financial Advisors, he worked at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Outside of his advisory work, he plans to provide in-home supportive services to a disabled adult through a county-funded program. Voya Financial Advisors, Inc. serves a diverse client base including individual investors, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting through various program structures, primarily providing non-discretionary advice that clients approve before execution.

David Levine is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at GLP Investment Services and GLP and Associates from 2012 to 2019. Outside of advisory work, he supports his son’s college business venture by providing guidance on managing the eCommerce apparel company Third Coast Love LLC. Lincoln Investment serves individual and institutional clients, including educators and participants in 403(b) and 457(b) plans, offering financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs. The firm employs both strategic and dynamic investment approaches, managing over $22 billion in advisory assets as of 2025.

Jennifer Joseph is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA, holding Series 65 and Series 63 licenses and five years of industry experience. Her background includes roles with NYLIFE Securities LLC, New York Life Insurance Company, and FM Global. She is also involved with the United States Youth Volleyball League. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Kang Lee is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Republic Securities Company, LLC, JP Morgan Chase Bank, N.A., and Miramontes Capital, LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, and offers investment advisory programs alongside brokerage and insurance services. The firm provides a digital advisory program partnered with SigFig and a Managed Account program, operating also as a broker-dealer and insurance agency.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Independent Financial Group since 2017 and previously at National Planning Corporation from 2014 to 2017. Patton is also involved in writing a weekly financial digest and holds ownership interests in tax and accounting services through Primary Wealth Partners. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to meet client investment profiles.

Diana Sawiris is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.

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.

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.

Sean Walker is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, LPL Financial, and Applied Financial Planning. Outside his advisory role, he owns aviation-related businesses involving aircraft training and management and participates in a financial radio show called The Money Guys. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis with a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Marcelo Bernardo is a financial advisor with CWM, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, and managing his own firms such as MB10 LLC and Applied Financial Planning. Bernardo also participates in a radio show called The Money Guys and is licensed as an insurance agent selling life, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios overseen by an in-house Investment Committee and incorporating a mix of fundamental and technical analysis along with third-party sub-advisors and customization tools.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Guggenheim Securities and Wedbush Securities Inc. prior to joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program, encompassing strategic and tactical asset allocation across multiple asset classes, with both discretionary and non-discretionary management.

Sean Rodriguez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Valic Financial Advisors since 2011 and also works with Agia in a non-securities insurance capacity. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, wrap programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options for portfolio customization.

John Gergurich is a financial advisor with Lincoln Investment, holding a Series 66 designation and 19 years of industry experience. He has been with Lincoln Investment since 2012 and also serves as CEO and owner of Scripps Tax & Financial Group, providing tax consultation and planning. In addition, he works as a life insurance agent, focusing on life insurance planning and case implementation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisor- and firm-managed portfolio programs, employing both strategic and tactical investment approaches.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Jonathan Gonshor is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014 and holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services that incorporate strategic and tactical asset allocation, manager selection, and a range of investment products tailored to client objectives.

Peter Lauer III is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Robert Pessell is a CFP® with 40 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory, where he has worked since 2016. His prior experience includes long-term roles with Kestra Investment Services, Pacific Mutual, and Financial Management Services, Inc. He is also the sole owner and president of Pessell Financial & Insurance Services, Inc., and serves on the management committee of FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

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.