Justin Dorado is a financial advisor with PNC Wealth Management in Riverside, CA, holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including the Portfolio Solutions Strategist Digital Offering, which features algorithm-driven model selection and discretionary management with mutual funds and ETFs.

Victoria Blackwell Rivas is a financial advisor with Commonwealth Financial Network holding Series 66 and Series 63 licenses and has seven years of industry experience. She has been with Commonwealth Financial Network since 2021 and has a background that includes roles at San Diego State University and TD Ameritrade Institutional. 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 over $210 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Raul Salazar Jr. is a financial advisor with Empower Advisory Group in Moreno Valley, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His work history includes roles at GWFS Equities, Inc. and J.P. Morgan Securities, as well as JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

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.

Steven Coute is a ChFC®-designated financial advisor with Transamerica Financial Advisors, based in Riverside, CA, and has 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience with other firms and business activities, including a leadership role as Unit Commander for the Chino Valley Young Marines, a nonprofit youth leadership organization. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

James Vukovich is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC since 2021. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Larry Rollins is a financial advisor with Transamerica Financial Advisors in Riverside, CA, holding Series 65 and Series 63 licenses and two years of industry experience. He has held roles in mortgage origination and real estate supervision, including managing licensed Realtors and offering broker price opinions. Outside of advisory services, he is involved in residential real estate brokerage and mortgage lending through affiliated businesses. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services with proprietary and third-party model portfolios, offering discretionary and non-discretionary management options.

Tiffany Dugas is a CFP® professional with over 21 years of experience in the financial services industry. She is currently with Empower Advisory Group and has previously worked at firms including Charles Schwab, Fidelity, and Valic Financial Advisors. Outside of financial advising, she is a mineral rights owner and may receive royalty payments from inherited oil and gas interests. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio outcomes and savings rates, delivered through a platform tied to Empower’s recordkeeping and administrative systems.

Bradly Stevens is a financial advisor at Farther with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Farther, Stevens worked at BAS Financial for 18 years. Outside of his advisory role, he is a certified personal trainer who independently trains individuals and small groups. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing and incorporates AI tools under internal review.

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.

Darren Gunnell is a financial advisor with Eagle Strategies (NY Life) in Riverside, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked with Eagle Strategies since 2018 and has been affiliated with New York Life Insurance Co. and Nylife Securities, LLC since 2009 and 2010, respectively. Outside of advisory services, he is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm operates a large network of affiliated advisors and emphasizes tailored solutions delivered through multiple program types, managing primarily non-discretionary assets under an integrated New York Life affiliate structure.

Veronica Gauthier is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. She has 10 years of industry experience and has worked with Transamerica Financial Advisors and affiliated firms since 2016. Outside of her advisory role, she manages the administrative and tax-related operations for an S corporation established with her husband. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a variety of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary investment programs.

Giuseppe Vitulli is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Eagle Strategies, he worked at NYLIFE Securities LLC and New York Life Insurance Company, and has experience in educational roles at the University of California, San Diego, and local schools. Eagle Strategies serves a diverse client base including individuals, institutions, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis through an integrated structure with New York Life affiliates.

Arturo Aguilar is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at GWFS Equities, PNC Bank, and BBVA affiliates. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Andrea Gilbert is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses. She has been in the financial industry since 2019 and previously operated Plums Cafe & Catering for nearly two decades. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Hermann Rojas is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co. since 2017, and spent eleven years at Enterprise Rent-A-Car Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis, including advisory services connected to insurance and annuity products.

Ian Ott is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and four years of industry experience. He co-owns Warmen & James Private Wealth, a private entity facilitating securities, advisory, and insurance business. Ott has worked at several firms, including Royal Alliance Associates and Mountain West Financial. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad platform including managed account programs, third-party asset manager access, retirement consulting, and custody services.

Jeffrey Beaulieu is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked with Eagle Strategies since 2016 and has maintained ongoing roles with New York Life and Nylife Securities since 1994. Outside of his advisory work, he is a motivational speaker, delivering personal messages on positivity at New York Life meetings. Eagle Strategies serves a diverse client base, including individuals, institutions, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and focuses primarily on non-discretionary asset management, operating within the integrated New York Life affiliate structure.