Gary Levenstein is a financial advisor with Hightower Advisors, holding a Series 63 designation and 34 years of industry experience. His prior roles include positions at Lindbrook Capital, LLC and Jess S. Morgan & Co., Inc. Since 2022, he has served as a board observer for Endera Corp, a private company. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes proprietary research and a combination of affiliated and third-party managers. The firm serves pension plans, charitable organizations, corporations, trusts, and other financial institutions through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

William Muskat is a CFP® professional with over 41 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2009 and also operates Muskate Financial. Muskat serves as a trustee for a familial trust outside of his advisory work. Commonwealth Financial Network is a national registered investment adviser supporting approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides technology, compliance, and investment management support while allowing advisors discretion in portfolio construction and access to various model portfolios and program structures.

Pamela Philbrook is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Commonwealth since 2009 and concurrently at WM. Al Muskat CFP, Inc. since 1998. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and personalized investment solutions, while supporting affiliated advisors with operations, technology, and compliance.

Timothy Briody is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, New York Life, Edward Jones, Northwestern Mutual, and Quicken Loans, where he was employed for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management and serves a large client base with a focus on non-discretionary assets.

Robert Pondt is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and security pricing.

Karen Hall is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding a ChFC® designation and Series 63 license. She has 43 years of industry experience with a career spanning Eagle Strategies, Merit Financial & Insurance Solutions, and New York Life Insurance Company. Outside of her advisory work, she serves as a board member for the Conflict Resolution Institute, volunteering to mediate small claims court disputes. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with a substantial portion of assets managed on a non-discretionary basis.

Abigail Shek is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving Ultra High Net Worth clients. She provides foundational support across all phases of client service and relationship management, with a focus on multi-generational families. Abigail assists wealth creators, their children, and grandchildren in navigating critical life and legacy decisions. Abigail earned a Bachelor's Degree from the University of Missouri System and a Master’s Degree in Business Administration from Pepperdine University. She began her career with Merrill Lynch Wealth Management in 2018 and holds the Personal Investment Advisor (PIA) designation. Abigail lives in Chicago, IL, with her husband and two children.

Juan Viveros is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Voya, he worked at Planmember Securities Corporation and has experience in education and food service sectors. Voya Financial Advisors serves a broad mix of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm offers multiple program structures, including wrap programs and third-party money manager access, and operates with a preference for non-discretionary, recommendation-based client relationships.

Steven Glasberg is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Mariner Independent Advisor Network, D.A. Davidson & Co., and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions. The firm employs a fiduciary-based advisory model and utilizes various investment strategies delivered through a combination of proprietary platforms and third-party managers.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.

Alexander Lyskin Jr. is a CFP® professional with 34 years of industry experience, currently serving at Commonwealth Financial Network since 2016. His prior experience includes nearly 16 years with Transamerica Financial Advisors. Lyskin also owns Lyskin Financial Advisory, Inc., a private entity involved in securities, investment advisory, and insurance business operations. 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. The firm offers a broad range of managed-account programs, access to third-party asset managers, and a comprehensive adviser-support platform covering trading, reporting, and custody services.

John Manocchio is a CFP® with over 31 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and has held previous roles at Pacific Crest Wealth Planning and various insurance carriers. Outside of advising, he provides tax preparation services through his own practice in Camarillo, CA. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and hundreds of thousands of clients. The firm offers managed account programs, access to third-party asset managers, retirement consulting, and custody services, utilizing both internally managed portfolios and outsourced solutions.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Carlos Di Ponio is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where he has worked since 2020. He has eight years of industry experience and is also involved in film production as the manager of DaCha Film Company LLC and runs an entertainment production business under the name Jordan Charles. Additionally, he serves as CEO of an online tutoring platform called AllPro Tutors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various model portfolio programs and access to third-party money managers, operating as both a registered investment adviser and broker-dealer.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining VOYA in 2018, he worked at FIDELITY Brokerage Services LLC from 2014 to 2018. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Shane Cooper is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm’s investment approach combines in-house model portfolio construction and dynamic strategies with third-party manager access, supporting both advisor-led and firm-managed portfolios.

Marilyn Germann is a financial advisor with Planmember Securities Corporation and holds a Series 63 designation. She has 27 years of industry experience and has worked with firms including Easilamente, Legacy Financial Group, Aflac, and Irm Distributors, Inc. Outside of her advisory duties, she assists in the sales of t-shirts and water polo rules booklets at Easilamente. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process to manage risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Lucy Rojo is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at World Financial Group, INC. and leadership at Alliance Naturopathic Group, Inc., a naturopathic medicine clinic where she has been involved in patient consultation, management, and treatment planning since 2002. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

James Lang is a financial advisor at Independent Financial Group, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial and Ball & Company. Lang also owns J.D. Lang & Associates, a legal practice specializing in estate and tax planning, and serves as an officer and director of the Learned Preston Foundation. Independent Financial Group provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan services, utilizing both firm- and third-party investment models tailored to client risk profiles.

Spencer Miller is a Private Wealth Advisor and co-founder and senior partner of The Miller | Asher Group within Merrill Private Wealth Management. He focuses on meeting the comprehensive financial needs of current and former private business owners, their families, and uniquely successful individuals. Spencer leverages extensive ultra-high-net-worth resources across the firm to provide expertise in global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, philanthropic planning, and offers access to structured credit through Bank of America. His approach includes utilizing advanced value acceleration methods for businesses, assisting with business sales, mergers, acquisitions, ESOP strategies, and recapitalization services by implementing process-driven solutions tailored to evolving client needs. Spencer leads The Miller | Asher Group’s wealth management and client strategy committees and holds the Certified Private Wealth Advisor® (CPWA) designation from the Investments & Wealth Institute, taught in conjunction with the University of Chicago Booth School of Business, as well as the Certified Exit Planning Advisor (CEPA) designation. Spencer earned his bachelor's degree from the University of California system and completed an accredited certificate program at the University of Chicago. Outside of his professional work, he and his family reside in Agoura Hills, California. They actively support UCLA academics and athletics. Spencer’s personal interests include basketball, football, reading, soccer, swimming, traveling, and spending time with his family.