Allyson Trantum is a CFP® professional with 28 years of experience in the financial industry. She is currently with J.W. Cole Advisors, Inc., where she has worked since 2018, following a two-year tenure at LPL Financial, LLC. Outside of her advisory role, she serves as Treasurer and board member for Rotary District 5330. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and multiple managed account solutions with investment decisions implemented on discretionary or non-discretionary bases.

Brent Engelhardt is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 16 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management for clients with over $20 million in net worth.

Nicole Albrecht is a financial advisor with NewEdge Advisors and holds a Series 66 credential. She has 20 years of industry experience with prior roles at HUB Investment Partners, Avantax, Rawdin-Baron Financial, and 1st Global entities. Outside of her advisory role, she serves as CEO of Albrecht's Elite Investments, LLC, focuses on business tax and financial strategies through Elite Tax Partners, Inc., and is involved in nonprofit and community organizations including Mission Hope and the Murrieta Wildomar Chamber of Commerce. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management and consulting services, utilizing both in-house and third-party managers across multiple program structures, supported by centralized due diligence and technology tools.

Sun Dinh is a financial advisor with PNC Wealth Management, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, CUSO Financial Services, Bank of America, and Merrill. PNC Wealth Management offers retail brokerage and advisory services through model-based investment programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and delegates portfolio management to approved strategists.

Rhonda Maxwell is a financial advisor at Stratos Wealth Partners, Ltd with 33 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2020. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios and employs a range of affiliated and third-party sub-advisors to implement customized investment strategies.

Tiffany Dugas is a CFP® professional with 20 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Valic Financial Advisors and Charles Schwab. She also owns mineral rights inherited from her family, which may generate royalty payments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Jadie Driscoll is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 registrations and bringing 12 years of industry experience. Prior to joining Valic in 2025, she worked at Cadaret Grant & Co., Inc., Cambridge Investment Research Advisors, Cambridge Investment Research, Inc., and Raymond James and Associates. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed portfolio models with discretionary management and optional tax and ESG overlay services.

Melissa Diaz is a financial advisor at Empower Advisory Group with two years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Bank of America. Outside of her advisory role, she owns Cali Bev Co., a mobile bartending service that caters private events. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with services for Empower Premier IRA and certain retail brokerage clients. The firm’s investment approach focuses on long-term portfolio returns and integrates closely with affiliated Empower platforms for recordkeeping and execution.

John Brown is a Series 66–licensed financial advisor with 18 years of industry experience. He is currently with Transamerica Retirement Advisors, LLC and has previously worked at firms including Raymond James & Associates, Hartford Funds, and Invesco Advisers. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight, and serves a large client base primarily with non-discretionary assets.

Daniel Ellington is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. His prior work includes six years at CitiBank and roles at Albertsons and A&M General Construction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and 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 activities as a swap dealer and futures commission merchant.

Anthony Valdez is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds a Series 66 designation and has worked at JPMorgan Securities LLC, Mr. Market Brewing Co, LPL Financial, LLC, and Empower Financial Services, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and certain retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focusing on long-term portfolio returns and annual rebalancing within the framework of Empower’s recordkeeping and administrative platforms.

Giuseppe Vitulli is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds Series 63 and Series 66 licenses. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Company, as well as work at University of California, San Diego and the Price Center Gameroom. 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 emphasizes tailored recommendations and manages a substantial majority of assets on a non-discretionary basis.

Arturo Aguilar is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 designations. Prior to joining Empower Advisory Group in 2025, he worked at GWFS Equities, PNC Bank, and BBVA subsidiaries. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and operates at a large scale with a high client-to-advisor ratio.

Citlalli Rojas is a financial advisor with Eagle Strategies (New York Life) based in Corona, CA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2016. Rojas serves on several local boards, including the La Sierra Council Greater Riverside Chambers of Commerce, the Greater Riverside Chambers of Commerce executive board, and the Riverside Community Hospital Board of Trustees. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.

Yazmin Valdez is a financial advisor with Empower Advisory Group in Murrieta, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, as well as six years at Briseno Tire & Towing before entering financial services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Steven Lebaron is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He has been affiliated with LeBaron Financial Group, Inc. and Independent Financial Group since 2006. Lebaron also provides estate planning services as an independent contractor with Anchor Legal, PC. 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 brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives.

Robert Britton is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the CFP®, CFA®, and Series 66 credentials and has previously worked at HUB Investment Partners, TCG Advisors, and Wheelerfrost Wealth Managers. Outside of his advisory role, he is involved in the management of the Vine House Bed & Breakfast in Temecula, California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a variety of portfolio management and consulting services and utilizes centralized due diligence and technology tools to support its multi-structured advisory programs.

Kalpnesh Patel is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Prudential Insurance Company of America and Accenture Inc. He is also involved with RH Benefits Insurance Services, Inc., where he works as an insurance agent focusing on Medicare, life insurance, and annuities. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to 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.

Britton Meland is a financial advisor with Transamerica Financial Advisors in Temecula, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has held positions at Celestar Corporation, Net Law, Bryant & Associates Certified Public Accountants, WealthWave, Lockhead Martin Corporation, and WFGIA. Outside of financial advising, he owns Meland Marine, LLC, a business involved in small boat handling, transportation, and maintenance. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services through proprietary model portfolios, third-party money managers, and both fee-based and commission-based products.

Ryan Trantum is a CFP® professional with six years of industry experience currently with J.W. Cole Advisors, Inc. He has worked at J.W. Cole since 2019 and has held various roles including positions outside of finance such as at Sycamore Academy and Welk Resorts. Outside of his advisory work, he serves as president of a Toastmasters public speaking club and holds leadership roles in local professional and nonprofit organizations. J.W. Cole Advisors operates a large network of independent advisers providing fee-based portfolio management, financial planning, and retirement services to individuals, high-net-worth clients, and institutions. The firm utilizes a combination of discretionary and non-discretionary account management strategies and offers access to digital advice platforms and third-party managers.