Enrico Cacciapuoti is a financial advisor at BFC Planning, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Berthel, Fisher & Company Financial Services, Inc., Kingswood Wealth Advisors, and First Heartland Capital Inc. He is also engaged in insurance sales as a side business. BFC Planning, Inc. provides financial planning, asset management, and referral-based outside money manager services to a diverse client base that includes individuals, corporations, pensions, trusts, and banks. The firm supports over 11,000 client relationships and manages approximately $3.8 billion in assets, offering fee flexibility and multiple program structures through a large network of independent advisers.

Hiroshi Mizutani is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and 24 years of industry experience. He previously worked for Western International Securities, Inc. for ten years before joining his current firm. Mizutani is also affiliated with Global Assets Advisory, LLC, where he serves as an investment advisor. International Assets Investment Management provides advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers and wrap programs to implement client strategies.

Thomas Meaglia is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, since 2013. Outside of advisory services, he dedicates a portion of his time to fixed insurance and annuities. Fusion Investment Advisors serves individuals, pensions, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis within an open-architecture platform.

Jennifer Ramos is an advisor at Signal Advisors Wealth, LLC with Series 65 and Series 63 licenses. She has experience working at multiple firms, including Arcadian Group LLC and SGS North America. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm offers portfolio management, access to models and third-party managers, and retirement plan consulting through a primarily top-down, tactical asset allocation approach.

Mike Antashyan is a financial advisor with Kovack Advisors, Inc., holding a Series 66 license and bringing seven years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2024, he worked at Edward Jones from 2019 to 2024 and has a background in the industrial gases sector with Matheson Tri-Gas Inc. and Linde North American Gases. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a broad client base including individuals, pension plans, charitable organizations, banks, and municipal entities, employing a risk-based investment approach supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Patrick Egan is a financial advisor with International Assets Investment Management, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Western International Securities, Inc., Global Assets Advisory, LLC, and Coordinated Wealth Management, LLC. He also practiced as a licensed tax preparer for 25 years. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent investment adviser representatives. The firm offers customized, long-term portfolio management using a range of investment vehicles and may engage third-party managers or wrap programs to suit client needs.

Carl Grande is a financial advisor with First Advisors National, LLC, holding a Series 65 credential and eight years of industry experience. He has worked at CG Financial, Allstate Insurance, National Life Group, and Farmers Insurance. He is also the CEO of CG Financial, an insurance and financial services firm based in Covina, CA. First Advisors National manages discretionary assets for individual clients, including high-net-worth households, offering investment management, third-party portfolio recommendations, and retirement plan consulting. The firm’s investment approach combines manager selection and monitoring with tactical and strategic allocation, supplemented by fundamental analysis of individual securities.

James Mayes is a financial advisor with Alexander Capital Wealth Management LLC in Azusa, CA, holding Series 63 and Series 66 designations and 17 years of industry experience. He previously worked at Western International Securities, Inc. and Financial West Group. Outside of finance, Mayes is a minister involved in ministry-related book sales, writing, and speaking engagements. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, primarily through wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis along with both long- and short-term trading strategies.

Kelly Dunnahoo is a financial advisor at Creativeone Wealth, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Change Path LLC and Cona Investment Advisors, LLC. In addition to his advisory work, he serves as president of Fruit Growers Laboratory, an environmental testing lab, where he manages operations and reviews analytical data. Creativeone Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individual, corporate, charitable, and RIA clients. The firm employs a mix of proprietary ETF-based core models, third-party managers, and option strategies, supporting tailored suitability assessments and regular portfolio rebalancing.

Richard Eddy Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He previously worked at CONA Investment Advisors, LLC from 2010 to 2018 and has been an independent insurance agent since 2005. Outside of advising, he provides business consulting for Cobblestone Applied Research & Evaluation Inc., focusing on leadership development and business process improvement, and serves as vice president of the Sierra La Verne Homeowners Association. Creativeone Wealth, LLC delivers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm employs a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Miles Bresee III is a financial advisor with GWN Securities Inc. in Glendora, CA, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. His prior roles include positions at Ameritas Investment Corp., Capital Choice Financial Services, and CCF Investments, Inc. Bresee serves as treasurer for the Pasadena Scottish Rite, a nonprofit organization, and holds a similar oversight role at Grace Church. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm supports a large network of advisors and employs a range of investment approaches, including legacy market-timing and momentum strategies.

Jennifer Morris Montes is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She has worked at Independent Financial Group and Professional Advisory Services since 2022. Outside of financial advising, she volunteers as an attorney providing legal services at The Law Offices of Hart, Mieras, Morris and assists with implementation and training on phone systems for VIP System Design, LLC. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of Investment Adviser Representatives and utilizes various advisory programs and third-party managers.

Amy Lilly is a financial advisor with D.A. Davidson & Co. in Claremont, CA, holding Series 63 and Series 66 credentials with 23 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary and ERISA standards, offering services such as retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

Isahi Medina is a financial advisor with Centaurus Financial, Inc. in Upland, CA, holding a Series 66 designation and bringing eight years of industry experience. Medina has been with Centaurus Financial since 2015 and is also affiliated with 1 ON1 Financial. Outside of advisory duties, Medina co-hosts a podcast focused on financial education and serves as an educator developing online courses covering budgeting, investing, retirement, and related topics. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services, employing various analytical approaches and providing both discretionary and non-discretionary arrangements.

Dingzhi Chen is a financial advisor with Eagle Strategies (New York Life) in Arcadia, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at NYLIFE Securities LLC since 2018 and New York Life Insurance Company since 2017, as well as employment with YYRC Financial Services beginning in 2025. Outside of his advisory work, he is involved in short-term rental property management in a non-investment capacity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customized recommendations, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christopher Koning is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Cetera, Ameriprise Financial Services, and Wells Fargo Advisors. Koning is also involved in insurance sales, focusing on fixed life and annuities products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, and a range of retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Eunice Kim is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2019. Her prior experience includes roles at Jackson Financial Management and Mason & Associates, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Peter Roulet is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 credential and has previously worked at Scholar Financial Advising, Thrivent Financial, and Kaiser Permanente. Outside of his advisory work, he has been involved with SojeeMaid and Aikoa Co. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of investment programs, managing a combination of in-house and third-party strategies through a dedicated Investment Management & Research team.

Daisy Wang is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. She has eight years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Co. Wang also brokers non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and focuses primarily on non-discretionary advisory relationships.

Chelsey Asef is a Series 66-licensed financial advisor at D.A. Davidson & Co. with one year of industry experience. Prior to joining D.A. Davidson, she held various roles in real estate and hospitality. Outside of her advisory work, she is a part-time bartender for a non-investment related business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.