Jacob Driver is a financial advisor at Concorde Asset Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Compass, Pacific Sotheby's Realty, and RE/Max. Outside of his advisory role, Driver serves as Vice President of Investments at 1031 Capital Solutions and is a licensed real estate broker. Concorde Asset Management provides discretionary and non-discretionary investment management, financial planning, and access to third-party asset management programs for a diverse client base, including individuals, corporate and charitable clients, and retirement plans. The firm emphasizes individualized asset allocation and model-based portfolio construction, offering a range of investment products and ERISA-compliant advisory services.

Khoa Hoang is a financial advisor at Kingsview Wealth Management, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked for Edward Jones from 2010 to 2024. Kingsview Wealth Management is a multi-advisor, SEC-registered firm serving individuals, retirement plans, registered investment companies, endowments, trusts, and state or municipal clients. The firm offers financial planning and wealth management through a combination of internal portfolio management and third-party strategies, including access to alternative investments and proprietary ETFs.

Jason Mcmurtry is a financial advisor at Concorde Asset Management, LLC with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including DFPG Investments, Inc and Steadfast Companies. Outside of his advisory work, he owns a boat chartering business and an apparel company. Concorde Asset Management serves individual, corporate, and retirement-plan clients by providing discretionary and non-discretionary portfolio management, financial planning, and ERISA retirement-plan advisory services. The firm builds individualized portfolios using proprietary and third-party model strategies and offers overlay management with discretionary trading and allocation.

Jamie Lima is a CFP® with 20 years of industry experience currently serving as a Wealth Advisor at SAX Wealth Advisors, LLC. He previously founded and served as President and Chief Compliance Officer of Woodson Wealth Management. Lima is also CEO and co-founder of SecureSplit Inc., a software company focused on divorce financial planning tools. SAX Wealth Advisors provides investment management and comprehensive financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, evidence-based asset allocation strategy using primarily low-cost passive funds and supplements portfolios with customized fixed-income ladders and third-party sub-advisers.

Robert O'Carroll is a financial advisor at J. W. Cole Advisors, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with J. W. Cole Advisors since 2013. Outside of his advisory work, he serves as a member of the San Marcos Lutheran Church Endowment Committee and as treasurer for the nonprofit Cancer for College. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

James Galante is a financial advisor with Kestra Advisory and holds a Series 66 designation. He has 25 years of industry experience, including 12 years at Commonwealth Financial Network prior to joining Kestra Advisory in 2025. Outside of his advisory role, he is involved in several registered representative activities through Kestra Investment Services and is a member of Monarch Retirement & Investment LLC and Monarch Retirement Group. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a range of institutional and individual clients. The firm offers services such as fiduciary consulting, plan design, employee education, and utilizes multiple management platforms and third-party solutions to support its clients.

Paul Sung is a financial advisor with Citigroup Global Markets, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Bank of America, Merrill, and JPMorgan Securities. Sung also has experience owning and managing a rental property business. Citigroup Global Markets serves individual and institutional clients across private banking and wealth management segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer services. The firm operates at large institutional scale with unique market roles such as swap dealing and futures commission merchant activities.

Mark Erwin is a financial advisor with Kestra Advisory in Fallbrook, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including a 19-year tenure at Commonwealth Financial Network and ownership of Erwin Financial. Outside of his advisory roles, he engages in advocacy and education on TTR amyloidosis through public speaking activities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and utilizes multiple management platforms, serving some of the largest institutional investors including sovereign wealth funds.

James Buchanan is a financial advisor with PNC Wealth Management and holds Series 63, 65, and 66 licenses. He has nine years of industry experience, including roles at Fisher Investments Canada, Morgan Stanley, and J.P. Morgan Securities. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that uses algorithm-driven risk assessment and implements investment strategies via mutual funds and ETFs.

Jacob Lynch is a CFP® professional with one year of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at Pacifica del Mar, Inc. and California State University San Marcos, and has experience in the food service industry with 7 Mile Kitchen and Buca Di Beppo. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing comprehensive investment advisory, financial, tax, retirement, and estate planning services. The firm utilizes a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios implemented through a variety of low-cost and specialized investment options.

Dennis Lindeman is a CFP® professional with 36 years of industry experience, currently serving at Independent Financial Group, LLC since 2007. Prior to that, he worked for Brookstreet Securities Corporation for nine years. He is also a board member of Smiles, a nonprofit organization in Fallbrook, CA. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm utilizes both firm- and third-party models to develop client strategies, combining strategic asset allocation with multi-manager portfolios across passive and active exposures.

Randy Helfond is a CPA affiliated with Concurrent Investment Advisors, LLC, where he has been since 2025. He has 30 years of experience running Randy G. Helfond, CPA. Concurrent Investment Advisors, LLC is an SEC-registered, multi-team advisory firm that serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers wealth and investment management, financial planning, and retirement plan advisory services through a network of approximately 286 advisors.

Shelley Reeves is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and 29 years of industry experience. She has previously worked at firms including LPL Financial, Independent Financial Group, Morgan Stanley, and Wells Fargo Investments. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and managed account solutions through a fiduciary-based advisory model that incorporates third-party strategists and a variety of investment methodologies.

Michael Lambrix is a financial advisor with Kestra Advisory in Fallbrook, CA, holding a Series 66 credential and bringing 25 years of industry experience. He previously worked for Commonwealth Financial Network for 12 years before joining Kestra Advisory and Kestra Investment Services, LLC in 2025. Outside of his advisory role, Lambrix is the owner of Monarch Retirement Group, where he manages strategic operations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including fiduciary consulting, plan-level investment advice, and employee education, supporting recommended investments with due diligence on performance, fees, and process.

Adriana Beltran Romeo is a Series 66-licensed financial advisor with six years of industry experience. She currently works at TLG Advisors, Inc. and has previously held roles at firms including Simplicity Investments, Lincoln, Ascensus, and TD Ameritrade. TLG Advisors, Inc. serves a diverse client base ranging from individuals and high-net-worth clients to institutional investors. The firm emphasizes manager selection and portfolio diversification using fundamental analysis and Modern Portfolio Theory, offering both traditional advisory services and a digital investment program called Starlight Portfolios.

Megan Johnson is a CFP®-certified financial advisor with 14 years of industry experience. She currently works at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously spent ten years at Commonwealth Financial Network. Johnson is a 16.5% owner of Monarch Retirement Group, an operating company involved in securities, advisory, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms with discretionary trading capabilities, serving assets totaling approximately $79.8 billion.

Kent Colwell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as RSM US Wealth Management, Labrum Wealth Management, and Edward Jones. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Deanna Williamson is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with J.W. Cole Advisors and its affiliated firm since 2013. Outside of her advisory role, she owns and operates Williamson Financial Investments and Planning, providing investment management and retirement consulting services since 2005. 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 representatives. The firm offers portfolio management, fee-based financial planning, and multiple managed account solutions, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis as well as algorithmic allocations.

Jacqueline Jackman Cunningham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has longstanding affiliations with Ameritas Life Insurance Corp, Hawkeye Brokerage Center, and Ameritas Investment Corp, each for over two decades. Cunningham is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by various program platforms and third-party technology.

Matthew Cairo is a CFP® professional currently affiliated with J. W. Cole Advisors, Inc. He has two years of industry experience, including prior roles at Bifrost Financial Planners and Blankinship & Foster, LLC Fiduciary Financial Advisors. In addition to his advisory work, he manages a financial planning DBA, O'Carroll Financial Planning, and serves as a successor trustee and power of attorney for multiple family members. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a range of discretionary and non-discretionary strategies incorporating fundamental and technical analysis.