James Ruwe is a financial advisor at Modern Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked with several firms, including Galloway Asset Management and New York Life Insurance Co. Additionally, he is active as an insurance agent specializing in fixed annuity products. Modern Wealth Management is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets through a group of about 94 advisors. The firm provides discretionary and non-discretionary investment management, financial planning, and modular services to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, supported by a centralized Investment Committee and a mix of strategic and tactical portfolio approaches.

Connor Schamblin is a financial advisor at Summit Financial, LLC with three years of industry experience. He holds Series 63 and Series 66 credentials. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Clarity Capital Partners. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for about 17,800 clients. The firm offers investment advisory, portfolio management, financial planning, and retirement plan services through a mix of discretionary and consultative approaches.

Irina Hill is a financial advisor at Portfolio Medics, LLC with five years of industry experience. She holds Series 63 and Series 65 licenses and has worked in various roles including independent insurance agent and licensed Realtor with Rodeo Realty. Prior to joining Portfolio Medics, she worked at PHILLIP Kass, CPA, INC. and as an independent contractor for Phillip Kass CPA. Portfolio Medics is an SEC-registered advisory firm managing approximately $552.7 million for around 3,700 clients through 75 advisors. The firm serves both non-high-net-worth and high-net-worth individuals, offering investment management, financial planning, and consulting services with a mix of strategic and tactical investment approaches.

Hung Sam is a financial advisor at Kovack Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at Kovack Securities, Inc., Kovack Advisors, Inc., and Wells Fargo Clearing. Outside of his advisory role, he serves as president of a tax preparation and accounting firm and manages a separate investment-related business. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, pension plans, charitable organizations, banks, and government clients, offering portfolio management, financial planning, and sub-advisory services through a combination of proprietary models and third-party managers.

Mohsen Khodaverdi is a financial advisor at Foundations Investment Advisors LLC with Series 65 and Series 63 credentials and two years of industry experience. His prior roles include positions at Lion Street Advisors and Balboa Tax & Accounting Services, alongside ongoing work in personal tax services. Foundations Investment Advisors LLC provides financial planning and portfolio management to a diverse client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a range of analytical approaches and utilizes model portfolios and third-party sub-advisers to tailor investment strategies.

Mary Brunson is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, holding a Series 65 designation with 18 years of industry experience. She has been with Index Fund Advisors since 2007. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and also offers financial planning, retirement-plan consulting, referral services, and in-house tax services through its IFA Taxes division.

Christina Hospedales is a financial advisor with Kestra Private Wealth Services, LLC, holding a Series 66 designation and bringing nine years of industry experience. She has been affiliated with Kestra Private Wealth Services, Kestra Investment Services, and PSM Private Wealth Management since 2015. Outside of advisory duties, she is a notary and has served in various administrative and assistant roles within the investment industry. Kestra Private Wealth Services provides investment advisory services through a network of independent advisors and multi-advisor teams, managing approximately $13.45 billion in client assets as of the end of 2025. The firm serves both individual and institutional clients, offering a broad range of investment products and platforms with discretionary and non-discretionary arrangements.

Murphy Megonigal is a financial advisor at Sovran Advisors, LLC with one year of industry experience. He also serves as president of KimstaffHR, Inc., a company specializing in HR and payroll outsourcing. Sovran Advisors serves individuals, corporations, and retirement plan sponsors with financial planning and portfolio management, employing both discretionary and non-discretionary strategies. The firm uses a combination of active and passive investments, including mutual funds, ETFs, alternatives, and derivatives, supported by technology-driven rebalancing and administrative services.

Michael Acevedo is a Certified Financial Planner® with 13 years of industry experience. He is currently affiliated with Dynamic and has prior experience at Galloway Asset Management and Midland National Life. He operates his own financial planning practice within Dynamic. Dynamic serves a diverse client base including individuals, trusts, charitable organizations, and businesses, as well as unaffiliated registered investment advisers. The firm offers portfolio management, financial planning, retirement plan services, and sub-advisory support, emphasizing customized, long-term investment strategies and extensive support for other advisers through technology and outsourced services.

Ashley Bourland is an advisor at 49 Financial with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked with multiple firms including Oakwood Capital Securities, Financial Independence Group, and Crest Insurance. Prior to her advisory career, she held roles outside the financial sector, including positions in the hospitality industry and as a nanny. 49 Financial serves individual and high-net-worth clients, trusts, estates, corporations, and retirement plans, offering a range of services from financial planning to tiered fractional family office programs. The firm employs a disciplined, long-term investment approach based on diversified asset allocation and utilizes proprietary model portfolios and third-party managers.

Gordon Shuler is a financial advisor at Index Fund Advisors, Inc. in Irvine, CA, with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Index Fund Advisors since 2001. Index Fund Advisors, Inc. provides discretionary investment management and wealth-planning services to individuals, high-net-worth clients, retirement plans, trusts, estates, foundations, and other institutions. The firm emphasizes portfolio management using primarily passively managed mutual funds and ETFs, guided by Modern Portfolio Theory and a multi-factor framework, and combines investment management with an in-house tax services division.

Garrett Bradbury is a CFP® professional at Pure Financial Advisors, LLC with three years of industry experience. He has been with Pure Financial Advisors since 2022, having held multiple roles within the firm. Pure Financial Advisors, LLC is a registered investment adviser managing approximately $11.05 billion in assets and serving several thousand individual and high-net-worth clients. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing academic frameworks such as modern portfolio theory and tax-aware asset location.

Eric Campbell III is a financial advisor at Mutual Advisors, LLC with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Mutual Advisors since 2013. He also serves as an independent insurance agent, conducting life, universal life, non-indexed linked annuity, and long-term care insurance transactions. Mutual Advisors offers investment management, financial planning, ERISA plan advisory, and third-party money manager selection services to individuals, high-net-worth clients, trusts, retirement plans, and institutional investors, including sovereign wealth funds. The firm utilizes a combination of active and passive strategies and supports a range of operational platforms and manager arrangements.

Jordan Mangaliman is a financial advisor at CoreCap Advisors with one year of industry experience. He holds a Series 65 designation and previously worked for nine years at Goldline Financial. Outside of his advisory role, he is also an insurance producer with National Life Group and Cavalier Associates, focusing on life insurance sales. CoreCap Advisors provides discretionary investment and portfolio management as well as financial planning services to individuals, retirement accounts, and institutional clients. The firm employs a relationship-oriented approach with a long-term investment horizon, utilizing a range of investment vehicles and sub-advisors while maintaining discretionary oversight.

John Minezaki is a financial advisor at International Assets Investment Management, LLC with 11 years of industry experience. He holds Series 63 and Series 66 designations. Prior to his current role, he has worked at Global Assets Advisory, International Assets Advisory, Western International Securities, and Raymond James Financial Services. Outside of advisory work, he is engaged as a tax staff member at a public accounting firm and performs bookkeeping and administrative duties in related roles. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm emphasizes customized, long-term portfolio construction using mutual funds, ETFs, individual equities, and fixed income, and employs a range of strategies including third-party money managers and retirement plan advisory.

Edward Lebeau is a financial advisor at Dynamic with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Dynamic Wealth Advisors dba Legacy Financial Advisors since 2016. Dynamic serves a diverse client base including individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, businesses, and other registered investment advisers. The firm offers portfolio management, financial planning, retirement services, and sub-advisory support, employing a long-term, client-specific investment approach and providing technology and operational resources to support other advisers.

Kirk Snyder is a CFA® charterholder with 27 years of industry experience. He is currently an investment advisory representative at Sovran Advisors, LLC and has prior experience at Morgan Stanley Private Bank and Cetera Wealth Services. In addition to his advisory role, he works as an insurance agent selling fixed insurance products. Sovran Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, charitable and corporate entities, and retirement plans. The firm manages approximately $1.78 billion in assets through a team of 53 advisors, offering customized portfolio management and a range of model portfolios and third-party strategies.

Sam Sy is a financial advisor at Packerland Brokerage Services, Inc. with 30 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Foresters Equity Services, Inc. from 2010 to 2018. Outside of his advisory role, he sells health and travel insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors by providing financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through multiple platforms, including Hilltop/Envestnet, and manages over $900 million in client assets.

Michael Henry is a Series 65-licensed advisor at Simplicity Wealth with one year of industry experience. His prior roles include positions at Wealth Advisory Now, First Financial Security Inc, M&M Wealth Associates, and Premier Financial Alliance. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, institutional investors, and other financial firms. The firm uses a fund-of-funds investment approach with ETFs, mutual funds, and individual securities, offering discretionary portfolio management, model portfolios, and a technology-enabled managed account platform for advisers.

Andrea Matolo is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2011. She holds the Series 66 license and is based in Irvine, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as sub-advisory services to registered mutual funds. The firm employs an open-architecture, multi-asset approach and is affiliated with FirstSun Capital Bancorp, integrating banking, trust, and insurance services with its advisory offerings.