Jason Lewis is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has also been affiliated with Soren McAdam LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Alexis Hundley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated, Alexis has worked at Soren McAdam LLP since 2005. Integrated Wealth Concepts 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Ted Baker is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner in 2026, he worked in research and clinical roles at Charles River Laboratories, the San Francisco Research Institute, and Icon Clinical Research, following six years at Target. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers across various asset classes and also provides integrated tax and accounting capabilities uncommon for a firm of its size.

Liliana Fahel is a financial advisor with Voya Financial Advisors, Inc. in Redlands, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Voya since 2017 and previously at GWFS Equities, Inc. for one year. Outside of her advisory role, she has been involved with Cubano Cigars and Tobacco for over a decade and acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse range of clients, including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary relationships and operates as both an SEC-registered investment adviser and broker-dealer with multiple program structures and affiliated offerings.

Austen Karr is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services from 2015 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services that include fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Michele Medugno is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Voya since 2014 and has also worked at Teaque Financial Insurance Services, Inc. since 2002. Outside of her advisory role, she operates as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

Daniel Garcia is a financial advisor at VOYA Financial Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones and Bank of America, N.A. Since 2022, he has participated in financial literacy education by presenting to schools through the Securities Industry and Financial Markets Association. VOYA Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers a variety of financial planning and investment management services, emphasizing non-discretionary, recommendation-based advice delivered through multiple program structures.

Justin Morin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Securities, JP Morgan Chase Bank, and Wells Fargo, with his current tenure at Citigroup beginning in 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a scale and structure that includes in-house research, swap dealer activities, and specialized lending solutions.

Salli Wells is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and having 41 years of industry experience. She has been with Voya Financial Partners since 2014. Outside of her advisory role, she is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides a variety of services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, primarily through non-discretionary, recommendation-based arrangements.

Hien Huynh is a financial advisor at PlanMember Securities Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Parsonex Securities and Parsonex Insurance Agency. Outside of his advisory role, he coordinates a community-based cooperative that partners with local farmers and companies to provide organic and sustainable products. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm provides education and support through seminars, personalized planning, and participant services while acting as an ERISA Section 3(38) fiduciary for many plans.

Kent Cooper is a financial advisor with Centaurus Financial, Inc. in Redlands, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Centaurus Financial since 1998 and has additional experience in tax preparation and accounting services as an enrolled agent. Cooper also manages a property in Redlands, dedicating time to property management alongside his advisory work. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary investment arrangements.

Sam Young is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been affiliated with Brokers International Financial Services, Nylife Securities, LLC, and New York Life Insurance Co. for over a decade. Outside of advising, he serves as head elder at Loma Linda Chinese Seventh Day Adventist Church and works as a principal consultant in IT, alongside his role as president and CEO of Sam Young Financial Services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of advisors managing approximately $5.4 billion in assets. The firm offers diversified investment management through discretionary accounts, model portfolios, and third-party sub-advisers, combining multiple allocation strategies with operational support unique among large advisory enterprises.

Gregory Gower is a CFP® with 10 years of industry experience, currently with Voya Financial Advisors, Inc. since 2018. He previously worked at Advised Assets Group, LLC and GWFS Equities, Inc. Gower is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, retirement plan sponsors, and institutions, offering financial planning, portfolio management, and consulting services. The firm provides advice mainly through recommendation-based, non-discretionary relationships across multiple program structures.

Steven Hadder is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Independent Financial Group since 2022 and has been with NPB Financial Group since 2009. Outside of his advisory work, Hadder volunteers as a committee member for the University of Redlands Hall of Fame and serves as a tournament director for the Inland Empire Senior Golf Association. 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 advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets with a national network of Investment Adviser Representatives.

Catherine Mattingley is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. She has been with VOYA Financial Advisors since 2014. Outside of her advisory role, Mattingley operates as an independent insurance agent specializing in fixed insurance products and serves as the successor trustee of the Rita Mattingley Bond Family Trust. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting, delivering advice primarily through non-discretionary, recommendation-based relationships.

Katherine Vander Veen is a financial advisor with Integrated Wealth Concepts LLC in Redlands, CA. She has been with Integrated Wealth Concepts since 2026. Prior to this, she has worked at Soren McAdam, LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using a combination of internally managed and third-party asset strategies.

Charlie Lowenberg is a financial advisor at Integrated Wealth Concepts LLC with one year of experience. He has worked at Soren McAdam LLP since 2002. Integrated Wealth Concepts 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 services, and retirement plan advisory, using customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

Jack Knight is a financial advisor with Eagle Strategies (NY Life) based in San Bernardino, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including over 28 years with Eagle Strategies and extensive tenure at New York Life Insurance Company and Nylife Securities LLC. Outside of advising, he owns a website serving military veterans to help them connect, and he serves on the board of a homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional sponsors, and corporate clients. The firm offers multiple program types and emphasizes tailoring advice to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Patrick Ryan is a financial advisor with Eagle Strategies (NY Life) in Redlands, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been affiliated with Eagle Strategies since 2019 and has also worked with Nylife Securities, LLC and New York Life since 2012 and 2011, respectively. In addition to his advisory work, Ryan is licensed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ryan Mayer is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with VOYA Financial Advisors since 2014 and is also involved with Shared Insurance Solutions, where he sells and services health, life, and annuity insurance products. VOYA Financial Advisors serves a diverse client base including individual and institutional investors, offering services such as financial planning, portfolio management, and retirement plan consulting. The firm employs multiple program structures, often providing non-discretionary recommendations, and operates as both an SEC-registered investment adviser and broker-dealer.