Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 credentials and six years of industry experience. He has worked exclusively within the Navy Federal organizations since 2013, including Navy Federal Credit Union and various Navy Federal Investment and Financial Group entities. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients. The firm offers financial planning, retirement-plan fiduciary services, and portfolio management through advisory programs and brokerage channels, employing third-party portfolio managers and providing overlay services and a Private Wealth Consulting program for clients with $1,000,000 or more.

Reese Kitchen is a financial advisor at AlphaStar Capital Management with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at BD Financial Group and held positions at Target and Petco. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies utilizing a range of investment vehicles and third-party portfolio technology.

Tiberiu Negulescu is a financial advisor at Silver Oak Securities, Incorporated with 25 years of industry experience. He holds Series 63 and Series 66 designations and has been with Silver Oak Securities since 2007. Outside his advisory work, he is involved in life insurance sales through a part-time business and operates an eBay store. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a large network of financial professionals. The firm offers a range of advisory programs and emphasizes discretionary investment management tailored to client objectives and risk tolerances.

Damon Friedman is a CFP® professional with 13 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2021 and previously spent five years with an independent financial group. Outside of advising, he is a co-owner of Caliber Pacific Construction, a general contracting business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Victoria Blackwell Rivas is a financial advisor with Commonwealth Financial Network, holding Series 66 and Series 63 registrations and seven years of industry experience. She has worked at Commonwealth since 2021 and has held roles at San Diego State University and TD Ameritrade Institutional since 2018. 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 about $212.7 billion in client assets. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Richard Olson is a financial advisor at Integrity Alliance, LLC with 17 years of industry experience. He holds the Series 66 designation and previously worked at H. Beck, Inc. for nine years before joining Integrity Alliance in 2020. Outside of his advisory role, Olson operates an independent insurance agency focused on fixed insurance products. Integrity Alliance serves individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm offers asset management, financial planning, retirement consulting, and access to third-party manager programs, employing a range of portfolio management approaches across various investment vehicles.

Reginald Stewart is a financial advisor with Planmember Securities Corporation, bringing 37 years of industry experience. He has worked with Syncis since 2015 and has been involved in substitute teaching since 2013. In addition to his advisory role, he is active in insurance education and sales, focusing on products such as life insurance and annuities through Syncis. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Sergey Lyubyatinskiy is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and AXA Advisors. Outside of his advisory role, he is also involved in fixed insurance and annuity business as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based methods.

Brent Engelhardt is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 16 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management for clients with over $20 million in net worth.

Sun Dinh is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, CUSO Financial Services, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and delegates portfolio management to approved strategists.

Rhonda Maxwell is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2020. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios and employs a range of affiliated and third-party sub-advisors to implement customized investment strategies.

Eldon Gutierrez is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and spent nine years with Enterprise Holdings before entering the financial services sector. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach utilizes algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Tiffany Dugas is a CFP® professional with 20 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Valic Financial Advisors and Charles Schwab. She also owns mineral rights inherited from her family, which may generate royalty payments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Jadie Driscoll is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. Prior to joining Valic in 2025, she worked at Cadaret Grant & Co., Inc., Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Raymond James and Associates. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models with discretionary management and optional tax and ESG overlay services.

Melissa Diaz is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Bank of America. Outside of her advisory role, she owns Cali Bev Co., a mobile bartending service that caters private events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates closely with affiliated Empower platforms for recordkeeping and execution.

John Brown is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has previously worked at firms including Raymond James & Associates, Hartford Funds, and Invesco Advisers. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and serves a large client base primarily with non-discretionary assets.

Anthony Valdez is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC, Mr. Market Brewing Co, LPL Financial, LLC, and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the framework of Empower’s recordkeeping and administrative platforms.

Arturo Aguilar is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, PNC Bank, and BBVA subsidiaries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and operates at a large scale with a high client-to-advisor ratio.

Yazmin Valdez is a financial advisor with Empower Advisory Group in Murrieta, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as six years at Briseno Tire & Towing before entering financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Steven Lebaron is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with LeBaron Financial Group, Inc. and Independent Financial Group since 2006. Lebaron also provides estate planning services as an independent contractor with Anchor Legal, PC. 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.