Gregory Nostrant is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. He has two years of industry experience and concurrently manages digital marketing roles at Gooding & Company and Nostrant Marketing. Prior to joining PlanMember, he worked at several firms including the Wilshire Law Firm and Alley Group. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Chad Weber is a financial advisor with TIAA-CREF who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has been with TIAA and TIAA-CREF since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

Victoria Arndt is a ChFC®-designated advisor with 22 years of industry experience, currently with Mercer Global Advisors Inc. in Thousand Oaks, CA. She previously worked for Eagleson Arndt Financial Advisors for 26 years. She is also licensed as a life, health, and accident insurance broker with various insurance companies. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with a range of investment advisory and financial planning services. Their investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, index funds, and alternative investment options alongside educational content and integrated service lines.

Nathan Afshin is a CFP® professional with eight years of experience in the financial industry. He is currently an advisor at Citigroup Global Markets, having joined the firm in 2024. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2024, Edward Jones from 2017 to 2018, and Bank of America from 2013 to 2017. 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 employs multi-asset, multi-manager strategies and maintains unique market roles such as operating as a swap dealer and futures commission merchant.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Scott Lam is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with Kestra Advisory since 2016 and also has roles at Kestra Investment Services and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional clients and plan sponsors, offering services such as fiduciary consulting, plan design, and advisor-managed accounts. The firm manages approximately $79.8 billion in assets and serves a range of clients, including sovereign wealth funds.

Matthew Hetrick is a CFP® and CFA® with 22 years of experience in the financial services industry. He has been with Kestra Advisory since 2016 and is also a minority partner and wealth advisor at Insight Wealth Advisors LLC, a registered representative business affiliated with Kestra Investment Services. Outside of his advisory work, he serves as secretary and a member of the board of directors for the Woodland Hills Sunrise Baseball Little League. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services including fiduciary consulting, plan design, investment advice, and employee education. The firm manages approximately $79.8 billion in assets and serves a wide range of clients, including large institutional investors and sovereign wealth funds.

Andrew Perceleanu is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citigroup since 2017, following a one-year tenure at Xceed Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and regulatory merchant functions.

Robert Nieto Jr. is a financial advisor at Osaic Institutions, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Infinex Investments, Inc., Financial Partners Credit Union, LPL Financial, and SagePoint Financial. Nieto also has involvement with AmeriEstate Legal Plan, a prepaid legal business. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, including discretionary and non-discretionary management, financial planning, ERISA plan services, and access to alternative investments and lending solutions.

Jay Brewer is a financial advisor with Stratos Wealth Partners, Ltd, based in Westlake Village, CA, with 4 years of industry experience. He has worked at Shuster Advisory Group, LLC, Eq Financial Consultants, Inc., The Equitable Life Assurance Society of the United States, and Brewer & Tominaga CPAS LLP. Stratos Wealth Partners provides advisory services to a broad client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports advisor-managed and model-based portfolios with active monitoring and asset allocation across multiple custodians.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

Tamara Stein is a financial advisor with Hightower Advisors in Encino, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2015. Stein also has an administrative services role with Feinberg Stein Financial Services, LLC, which supports her registered investment advisory practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of portfolio management and financial planning services supported by proprietary research and operational tools.

Gabriella Ressler is a financial advisor with Sanctuary Advisors, LLC in Westlake Village, CA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. She previously worked at Merrill, Bank of America, N.A., Unionbanc Investment Services, and MUFG Union Bank. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management solutions, financial planning, and retirement plan consulting, utilizing various analytical approaches and acting as a fiduciary under written advisory agreements.

Miguel Jacobo is a financial advisor at D.A. Davidson & Co. with six years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Partners Federal Credit Union, JPMorgan Chase Bank, Ameriprise Financial Services, Kinecta Federal Credit Union, Wells Fargo Bank, and Learn4Life. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, and operates under fiduciary standards defined by the Advisers Act and ERISA.

Donna Feder is affiliated with Integrated Wealth Concepts LLC and holds a partner role at Duffy Kruspodin LLP, a CPA firm. She has been with Duffy Kruspodin LLP since 2007 and joined Integrated Wealth Concepts in 2025. Her dual involvement includes non-investment-related CPA activities and serving as an investment advisor representative. Integrated Wealth Concepts LLC 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, employing a long-term investment approach with customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Anthony Motamedi is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with PlanMember since 2002 and has been president of Legacy Financial Group, Inc., where he sells fixed annuities and life insurance products, since 2003. He is also a general partner of Sylvan Property LLC. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach is centered on strategic asset allocation and managing risk-based mutual fund portfolios, supported by education and personalized planning services.

Neil Elmouchi is a financial advisor with Creative Planning, holding the ChFC® designation and Series 63 and 65 licenses, and has 44 years of industry experience. He previously worked at Summit Financial Consultants, Cetera Wealth Services, and Triad Advisors. Outside of his advisory role, he is the author of *The Wise Investor* and owns an online video game development company called Nogo Studios. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional accounts. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and selective private market exposure.

Lynze Douvros is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and having six years of industry experience. She has worked at Legacy Financial Group, Inc. and PlanMember Securities Corporation since 2019, and has operated her own insurance sales business under the name Lynze Hostetter since 2015. 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’s investment approach centers on a top-down strategic asset allocation framework, offering risk-based mutual fund portfolios and a range of educational and support services to plan sponsors and participants.

Steven Sansone is a financial advisor with Empower Advisory Group in Canyon Country, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Empower Retirement since 2019 and previously at Pensionmark Financial Group, LLC and kPlans Investment Services from 2016 to 2019. 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. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms, offering both single “point-in-time” financial plans and optional managed account solutions.

Gary Wei is a financial advisor with Citigroup Global Markets in Valencia, CA, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and provides specialized solutions for high-net-worth and institutional clients.