Jason Golembeski is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Painter, Smith and Amberg Inc. for six years and was involved with Hangar 24 Brewery LLC for seven years. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and third-party platforms.

John Marvin is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes 20 years at LPL Financial and eight years at Raymond James Financial Services. Outside of advising, he is the owner of Citrus Wealth Management and serves as a co-trustee of a family trust. Ascentis Independent Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension plans, and business entities. The firm utilizes a blend of discretionary management, third-party managers, and platform solutions, including private direct investments, with portfolios monitored and adjusted to client objectives.

Eberardo Mariscal is a financial advisor with John Hancock Personal Financial Services, LLC, holding a Series 66 credential and 19 years of industry experience. He has worked with Manulife Asset Management (US) LLC since 2012 and with John Hancock entities since 2009. Outside of his advisory role, he is a social media influencer on TikTok, where he advertises products and creates content related to music. John Hancock Personal Financial Services provides financial planning and consultative services to individuals, trusts, estates, non-profits, and business entities, covering both non-high-net-worth and high-net-worth clients. The firm utilizes third-party financial planning software to deliver generally framed recommendations, with implementation decisions made by clients, and operates an Emergency Savings program through Apex Clearing.

Reginald Jackson is a CFP® with 42 years of industry experience, currently affiliated with OSAIC. He has worked with NWF Advisory Services and operates his own advisory practice. Jackson serves as a board member for two nonprofit organizations, The Unforgetables Foundation and Living Systems Health. OSAIC is a large financial services firm serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio management tools and offers a wide range of investment options through its extensive network of advisors.

Christopher Palmer is a financial advisor with Prospera Financial Services, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include tenures at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Outside of advisory work, he is involved in managing and selling a family ranch through a closely held corporation and owns a farm animal business in Texas. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Kyle Smith is a financial advisor at Prospera Financial Services, Inc. holding Series 63 and Series 65 licenses. He has been with Prospera since 2024 and has prior experience at Interac and Farmers Insurance. Prospera Financial Services, Inc. is a multi-team firm with over 270 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Larry Etzweiler is a financial advisor with Eagle Strategies (NY Life) based in Redlands, CA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. He has been affiliated with Fox Financial and Insurance Services since 2009 and has longstanding relationships with Nylife Securities Inc. and New York Life Insurance Co. since the late 1970s. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and works extensively with insurance and annuity products within an integrated New York Life affiliate structure.

Lisa Lee is an investment advisor representative at TLG Advisors, Inc. with three years of industry experience. She previously worked at The Leaders Group Inc and Transamerica Financial Advisors, Inc. Ms. Lee also owns Elite Global Lending Inc, a mortgage lending business serving residential and commercial clients. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing portfolio monitoring, employing fundamental analysis and Modern Portfolio Theory, and offers both advisory and digital investment programs.

John Barba is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at VOYA since 2014 and has been affiliated with Teachers Financial Services since 1999. Outside of his advisory roles, he operates as an independent insurance agent, specializing in the sale of fixed insurance products and servicing existing annuity clients. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies, offering both non-discretionary and limited discretionary management options.

Vincent Alvarez is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has worked at Voya Financial Advisors since 2017 and previously spent six years with Valic Financial Advisors. Outside of his financial advisory role, Alvarez serves as a pastor at The Bridge Church, where he conducts Sunday services and leads Bible study sessions. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers comprehensive financial planning and portfolio management services through a broad network of advisors, utilizing both affiliated and unaffiliated investment products with a focus on investment policy statements, model allocations, and technology-enabled tools.

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.

George Peterson is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 34 years of industry experience. He has been with VOYA Financial and its affiliated entities since 2003. Outside of advisory work, he is also an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, utilizing both in-house and third-party investment strategies.

Jason Lewis is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has also been affiliated with Soren McAdam LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Alexis Hundley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated, Alexis has worked at Soren McAdam LLP since 2005. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Ted Baker is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner in 2026, he worked in research and clinical roles at Charles River Laboratories, the San Francisco Research Institute, and Icon Clinical Research, following six years at Target. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers across various asset classes and also provides integrated tax and accounting capabilities uncommon for a firm of its size.

Liliana Fahel is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Voya since 2017 and previously spent a year with GWFS Equities, Inc. Outside of finance, she has been involved in the tobacco retail business through Cubano Cigars and Tobacco since 2010. Voya Financial Advisors, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, unified managed accounts, and access to third-party money managers, utilizing a mix of in-house and external strategists along with technology-driven tools to implement investment recommendations.

Austen Karr is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Raymond James Financial Services for 11 years. Outside of advising, he is involved in ownership and management of residential real estate through multiple LLCs. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, and access to multiple management platforms.

Michele Medugno is a financial advisor with Voya Financial Advisors, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Voya Financial Advisors since 2014 and has worked at Teaque Financial Insurance Services, Inc. since 2002. Outside of advisory work, she operates as an independent insurance agent focused on fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory with an investment approach combining in-house and external strategists, model portfolios, and technology tools, primarily emphasizing client-approved, non-discretionary management.

Daniel Garcia is a financial advisor at VOYA Financial Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, Bank of America, and Merrill. He is involved in financial literacy education, presenting to schools using FINRA-approved materials. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes both in-house and external strategies, technology-enabled tools, and a range of investment products to support client relationships, with a primary focus on non-discretionary management.

Justin Morin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Securities, JP Morgan Chase Bank, and Wells Fargo, with his current tenure at Citigroup beginning in 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a scale and structure that includes in-house research, swap dealer activities, and specialized lending solutions.