James Miller is a financial advisor with Citigroup Global Markets in Newbury Park, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Outside of his advisory role, he is a certified scuba instructor providing open water and specialty scuba instruction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Rosemarie Robinson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Kestra Advisory since 2019 and has worked with Kestra Investment Services, LLC since 2006. Outside of her advisory role, she is involved in insurance through Roth & Robinson Insurance Services Inc. and serves as trustee for the Terrence & Rosemarie Robinson Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Joan Holmes is a financial advisor with CWM, LLC who holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior roles include positions at Cetera Wealth Services, LPL Financial, Applied Financial Planning, and Girard Securities. She also serves as a notary public providing complimentary services to clients. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, sub-advisory solutions, and retirement-plan programs.

Kevin Tolsma is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory. He previously worked at SagePoint Financial for ten years. Outside of his financial advisory role, he is the Camarillo Area Director for Young Life, a faith-based ministry focused on teenagers in his community. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms with access to complex investment products.

Gene Coppa is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His career includes roles at C2 Financial Corp, Finance of America SBA Skyline Home Loan, and American Family Life Assurance Company, among others. Outside of advisory work, he is president of Coppa Law Group, where he practices law, and he provides real estate and mortgage consulting through The Financial Firm, Inc. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, retirement plans, trusts, estates, and charitable organizations. The firm’s investment approach primarily utilizes model portfolios and third-party managers, delivering services through multiple platforms such as Transamerica ONE, TFA365 Advisory Program, and Transamerica ALPHA.

Akop Kara Simonyan is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has been with Citibank since 2014. Outside of his advisory role, he is a member of JT SCOTT LLC, where he manages residential property expenses and rent collection. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies through discretionary and non-discretionary approaches. The firm combines institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Jackleen Sawiris is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She also owns and operates Duffy Kruspodin LLP, a tax preparation and accounting firm. 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, and family office services, employing customized portfolios with a primarily long-term investment approach.

Michael Hess is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he consults on entertainment projects for his wife's company, King's Daughter Inc. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies across discretionary and non-discretionary accounts.

Alexandria Franco is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has four years of industry experience and has been with United Planners since 2018. In addition to her advisory role, she is a life-only insurance agent and is involved in tax preparation and accounting through associated firms in Thousand Oaks, CA. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, corporations, trusts, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a range of advisory and brokerage services using multiple custodians and third-party managers.

Andrew Selu is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors and Fidelity in various advisory roles. Outside of his advisory work, he is co-owner of an e-commerce business with his wife focused on home decor and other items. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsorship, and family office solutions, employing diverse investment strategies and maintaining an affiliated accounting subsidiary.

Salleh Beitollahi is a CFP® professional at PlanMember Securities Corporation with six years of industry experience. He has held roles at Legacy Financial Group, Calmont Insurance Services, and other financial and real estate-related firms. Outside of advisory work, he is also active as a real estate sales agent and broker. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, seminars, and personalized retirement planning.

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.

Bradley Bronk is a financial advisor at Commonwealth Financial Network with 20 years of industry experience. He holds the Series 63 and Series 66 credentials and has been with Commonwealth since 2009. Outside of his advisory role, he is involved in fixed insurance sales at his branch location. 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 roughly $212.7 billion in client assets. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Barry Newman is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Investment Corp and Ameritas Life Insurance Corp dating back to 2011 and 2012. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

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 licenses and bringing 41 years of industry experience. He has worked at Independent Financial Group since 2017 and previously at National Planning Corporation from 2014 to 2017. Patton is also involved in writing a weekly financial digest and holds ownership interests in tax and accounting services through Primary Wealth Partners. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that serves individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, utilizing multiple advisory programs and third-party asset managers to meet client investment profiles.

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.

Blake Douvros is a financial advisor with PlanMember Securities Corporation in Agoura Hills, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked concurrently with Legacy Financial Group and operates a self-employed insurance sales practice. Outside of finance, Blake has experience as a Digital Asset Specialist in retail and e-commerce graphic design with Guitar Center, Inc. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a risk-based mutual fund portfolio approach ranging from conservative to aggressive.

Bryan Rentschler is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at Exencial Wealth Advisors, Prudential Insurance Company of America, and Edward Jones, among others. Bryan is an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains in-house legal, accounting, and trust service affiliates.

Kevin Boland is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities since 1996. Outside of his advisory role, he is a passive investor in oil and gas drilling with OAG Resources. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.