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.

Jamal Thompson is a financial advisor with Kestra Advisory in Burbank, CA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Kestra Advisory since 2020 and has also worked with Kestra Investment Services, LLC since 2014. He serves as a consultant for Domari Wealth Management, providing investment advice through an independent RIA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

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.

Mordechai Taylor is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 credential and previously worked at Avantax Planning Partners, Inc. for four years. He also has a long-standing role at Premier Accounting & Tax Services, Inc. since 2009. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, utilizing a process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

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.

Michael Dinardo is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is also the managing member of 3DX Partners, an insurance-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

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 licenses and bringing 39 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has worked in related Ameritas entities since 2011, including Ameritas Investment Corp and Ameritas Life Insurance Corp. Prior to joining Ameritas, he spent nine years at StanCorp Investment Advisers, Inc. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes various investment vehicles and program platforms to build diversified portfolios, supported by in-house models, third-party managers, and technology, while maintaining operational practices such as converting holdings to lower-cost mutual fund share classes.

Christopher Wisdom is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, and Dimensional Fund Advisors LP, among others. Outside of his advisory role, he plans to provide in-home support services to a disabled family member. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, managed accounts, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools, delivering primarily non-discretionary investment advisory services through a large network of representatives.

Jennifer Joseph is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her background includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and FM Global. Outside of her advisory work, she is involved with the United States Youth Volleyball League. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, offering tailored recommendations through multiple program types within an integrated New York Life affiliate structure.

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 credentials and bringing 42 years of industry experience. His prior work includes roles at National Planning Corporation, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he writes a weekly digest and is involved with tax preparation and accounting services through Primary Wealth Partners. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering financial planning, portfolio management, and retirement plan services. The firm employs a model-driven investment approach combining strategic asset allocation with both active and passive management.

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 at PlanMember Securities Corporation with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Onyx Wealth Management LLC, Legacy Financial Group, and operates a personal insurance products sales business. Outside of finance, he has experience as a digital asset specialist in retail and e-commerce graphic design. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual-fund portfolios ranging from conservative to aggressive, supported by education and support services for plan sponsors and participants.

Bryan Rentschler is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds the Series 66 designation and has previously worked at Exencial Wealth Advisors, LLC, Prudential Insurance Company of America, and Edward Jones. He is an equity partner with less than 5% ownership at Exencial Wealth Advisors. Savant Wealth Management provides comprehensive wealth management services to individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services including accounting, legal, and trust through affiliated entities.

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.

David Tracy is a CFP® and Series 66-registered advisor with 19 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, and Legacy Wealth Partners. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, emphasizing long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds. The firm also offers financial planning, family office services, employee benefit consulting, and access to a variety of investment vehicles.

Ilia Dalea is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Strategic Wealth Advisors Group, LPL Financial, D.A. Davidson & Co., Crowell, Weedon & Co., Citigroup Global Markets, and Charles Schwab. He also provides investment advisory services through Mariner Independent Advisor Network, an independent registered investment advisor firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a fiduciary-based advisory model, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions including proprietary and third-party platforms.

Sean Walker is a financial advisor at Carson Wealth with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera and Applied Financial Planning. Outside his advisory role, he owns aviation-related businesses focused on aircraft training, renting, and management, and participates in a financial radio show. Carson Wealth is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, employing an Investment Committee to construct and monitor model portfolios while offering tailored solutions and integrated technology for portfolio oversight and execution.

Marcelo Bernardo is a financial advisor with Carson Wealth based in Woodland Hills, CA, holding Series 63 and Series 65 licenses with 34 years of industry experience. His career includes roles at firms such as Citigroup Global Markets and LPL Financial, and he has been involved with The Money Guys radio show since 2008. He also sells fixed insurance products including life insurance, annuities, and long-term care. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, with investment strategies developed by an Investment Committee that combines fundamental and technical analysis and provides tailored solutions including custom indexing and access to alternative investments.