Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2022, following prior roles at Guggenheim Securities and Wedbush Securities Inc. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a range of discretionary and non-discretionary investment services including strategic asset allocation, manager selection, and retirement consulting, while maintaining custody of client assets as a qualified custodian.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked at Independent Financial Group since 2012 and also maintains roles as a business consultant and an independent medical contractor. Ruben provides health and life insurance services alongside his advisory work. Independent Financial Group, LLC delivers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a mix of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to develop client strategies using both firm- and third-party models.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Jonathan Gonshor is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 63 designation and has been with Oppenheimer since 2014. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers various programs that include asset management, consulting, and retirement services, managing both discretionary and non-discretionary portfolios across equity, balanced, and fixed-income strategies.

Peter Lauer III is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Robert Pessell is a CFP® with 40 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory, where he has worked since 2016. His prior experience includes long-term roles with Kestra Investment Services, Pacific Mutual, and Financial Management Services, Inc. He is also the sole owner and president of Pessell Financial & Insurance Services, Inc., and serves on the management committee of FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.

Arman Vafi is a financial advisor with PlanMember Securities Corporation in Agoura Hills, CA, holding Series 65 and Series 63 licenses with seven years of industry experience. He has operated as an independent agent since 2005 and has worked with firms including Pacific Summit Financial Inc. and Legacy Financial. Outside of his advisory roles, he is also involved in real estate sales and insurance services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) and offering a range of participant-level investment options. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios from conservative to aggressive.

Jamshid Seleh is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and three years of industry experience. His prior work includes roles at Transamerica Financial Advisors, Inc. and WFGIA. Outside of advising, he works as a real estate agent with Keller Williams Realty and provides caregiving services for his mother. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser that serves mass-affluent and high-net-worth individuals through discretionary portfolio management and retirement consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with client goals and risk tolerances.

Mona Arabshahi is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 16 years of industry experience. Her career includes roles at U.S. Bancorp Investments, U.S. Bank, Unionbanc Investment Services, MUFG Union Bank, and Wells Fargo Clearing. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with rigorous manager selection and oversight processes, combining large institutional scale with specialized market roles.

Michael Mcglashen is a financial advisor at Savant Wealth Management with 23 years of industry experience. He previously worked at Bucks County Financial Planning Group, Inc. for 11 years and Exencial Wealth Advisors, LLC for 6 years, where he remains an equity partner. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, retirement plan consulting, and family office services. The firm employs an investment approach that combines evidence-based asset allocation with actively managed strategies, supported by in-house accounting, legal, and trust services.

Ryan Badger is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 credential and 17 years of industry experience. He has previously worked with Arbor Point Advisors and Securities America Advisors. Outside of his advisory role, Badger is a member of the Rotary Club of Thousand Oaks. Osaic Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, pension plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of services such as representative-managed programs, third-party manager solutions, retirement plan consulting, and access to alternative investments, combining fundamental and technical analysis with multiple investment strategies.

Shawn Abrahamse is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealing and futures commission merchant activities.

Andrea Graham is a Series 66-licensed financial advisor with 24 years of industry experience, currently affiliated with Carson Wealth. Her prior experience includes roles at Cetera Wealth Services, LPL Financial, Applied Financial Planning, Stifel, and Ameriprise. She also holds a role as an insurance agent specializing in life and long-term care insurance. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with more than 650 advisors and overseeing approximately $50.6 billion in assets. The firm provides discretionary asset management, financial planning, retirement plan services, and sub-advisory relationships, supported by an Investment Committee that manages model portfolios and offers tailored solutions, including alternative investments and custom indexing.

Sam Farhoumand is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Strategic Investors Group, Inc. since 2021 and has been associated with PlanMember Securities Corporation and Legacy Financial since 2017. Farhoumand also serves as a power of attorney and temporary company officer for a family-owned marketing company. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach to managing mutual fund portfolios and offers education and support services including personalized retirement planning and participant-level investment options.

Mitchell Rosenberg is a financial advisor with Eagle Strategies (NY Life) in Thousand Oaks, CA, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1986 and operates his own insurance brokerage firm, MDR Insurance and Financial Services, as well as Mahoney Financial Organization, LLC d/b/a MFO Insurance Solutions. Rosenberg serves as a board member of The Children's Hospital Advisory Board. Eagle Strategies serves individual and institutional clients through a wide range of advisory services, emphasizing tailored financial planning and retirement solutions. The firm manages a substantial asset base primarily on a non-discretionary basis and works extensively with corporate and charitable clients within the integrated New York Life affiliate network.

Jason Coles is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He has been with Centaurus since 2017 and previously worked at Financial West Group from 2011 to 2017. Outside of his advisory role, he is involved in life and term insurance sales and occasionally assists with trust account transactions for a family friend. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary approaches, employing a combination of fundamental and technical analysis.

Michael Jacoby is a financial advisor at PlanMember Securities Corporation with 5 years of industry experience. He holds Series 63 and Series 65 designations and has worked at PlanMember since 2020. In addition to his advisory roles, Jacoby is involved in the hospitality industry as a server at Saddle Peak Lodge. 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 employs a top-down strategic asset allocation approach to managing unitized, risk-based mutual-fund portfolios and offers educational support including seminars and personalized retirement planning.

Patricia Kappen is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Prior to joining Centaurus Financial in 2018, she worked at Western International Securities, Financial West Group, and has been the owner of San Juan Financial since 2005, where she provides accounting and tax preparation services, including representing clients before the IRS. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm utilizes a variety of investment approaches through its CLASSIC Plus platform and provides both discretionary and non-discretionary portfolio management.

Cenovio Melendez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. Melendez is based in North Hollywood, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market functions alongside large-scale institutional capabilities.

Gary Madvin is an investment advisor with Kestra Advisory, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has held positions at multiple firms, including Kestra Investment Services and Financial Network Investment Corporation. Outside of advisory work, he is an author and co-wrote a published book with his cousin. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, serving clients that include large institutional investors and sovereign wealth funds.