Stephan Miskjian is a CFP® and CFA® with 17 years of industry experience, currently serving at Creative Planning. His prior roles include positions at Pensionmark Financial Group and kPlans Investment Services. He volunteers on the Investment Committee for the International School of Los Angeles Burbank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Hugh Roberts is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2012. He has held prior positions at Capital Analysts Incorporated and Osaic FA, Inc. Roberts is involved in family business succession planning through his roles at the Family Business Resource Center and his own firm, H. B. Roberts Company, and is also an author on topics related to family businesses. He serves as secretary for the Melton Leadership Foundation, focusing on executive coaching activities. 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, retirement plan advice, and a range of managed portfolio programs, employing strategic and tactical investment approaches supported by an Investment Management & Research team.

Mordechai Taylor is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 credential and previously worked at Avantax Planning Partners, Inc. for four years. He also has a long-standing role at Premier Accounting & Tax Services, Inc. since 2009. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, utilizing a process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Alexander Nikolenko is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has worked at Zey Financial Group Inc. since 2015 and The Leaders Group, Inc. since 2011. Outside of his advisory role, he is involved in multiple insurance-related businesses focusing on traditional life, long-term care, and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Michael Dinardo is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is also the managing member of 3DX Partners, an insurance-related business involved in relationship management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Brian Haubenstock is a ChFC® credentialed financial advisor with 43 years of industry experience. He has been with Lincoln Investment since 2012, previously working 14 years at Cincinnati Analysts, Inc. He serves as President of the Center for Insurance Research and is Chairman of the Board at the Behavioral Diabetes Institute, nonprofit organizations focused on research and healthcare. 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 a range of financial planning and retirement plan advisory services, employing a blend of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Christopher Wisdom is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 credentials and nine years of industry experience. His background includes prior roles at Eaton Vance Distributors, Inc. and Parametric Portfolio Associates. Outside of his advisory work, he plans to provide in-home support services for a disabled adult through the Los Angeles County Department of Public Social Services. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting. The firm provides advice primarily through non-discretionary programs and maintains dual registration as both an SEC-registered investment adviser and a broker-dealer.

David Levine is a financial advisor with Lincoln Investment and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including seven years each at GLP Investment Services and GLP and Associates before joining Lincoln Investment in 2019. Outside of his advisory role, he assists his son in launching and managing a small e-commerce clothing business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages both in-house and third-party investment strategies using strategic and tactical approaches.

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 JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and Miramontes Capital. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and Managed Account program, alongside commission-based brokerage and other non-discretionary services.

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 credentials and bringing 42 years of industry experience. His prior work includes roles at National Planning Corporation, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he writes a weekly digest and is involved with tax preparation and accounting services through Primary Wealth Partners. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering financial planning, portfolio management, and retirement plan services. The firm employs a model-driven investment approach combining strategic asset allocation with both active and passive management.

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.

David Tracy is a CFP® with 19 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior work includes roles at The Colony Group, LLC, M. S. HOWELLS & Co., Triad Advisors, Inc., Legacy Wealth Partners, and Commonwealth Financial Network. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients by providing wealth management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

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 at CWM, LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Cetera Wealth Services. He participates in a radio show called The Money Guys and is involved in businesses related to expense management and financial services. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, retirement-plan services, and employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

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 is also CEO and owner of Scripps Tax & Financial Group, where he provides tax consultation and planning services. Additionally, he works as a life insurance agent involved in 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 a range of financial planning and investment management services, utilizing a mix of strategic and tactical approaches supported by an in-house Investment Management & Research team.

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.