Nathan Peters is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 20 years of industry experience. He has held roles at multiple firms including Peters Investment Management, Inc., Npb Financial Group, LLC, and David J. Peters Financial Services Inc. Outside of advisory work, Peters serves as president of David J. Peters Insurance Services, focusing on life, health, disability insurance, and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts, employing a combination of fundamental and technical analysis.

Raymond Fleming is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 and Series 66 credentials. He has been in the industry since 2023, with prior experience at Wells Fargo and educational background including Colorado College and Polytechnic School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and utilizes a diversified investment approach blending passive and active managers, supported by an internal Investment Committee.

Robert Baytosh is a financial advisor with SPC in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2012. In addition to his advisory role, he is involved with Matles Wealth Management and is an independently licensed insurance agent appointed with various insurance companies. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, combining discretionary and nondiscretionary management approaches while maintaining formal succession protocols and compliance controls.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Nadine Ibrahim is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for two years. Her background includes a diverse range of roles in education, legal offices, and retail. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a variety of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Cheryl Hom is a Series 66 licensed financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She previously worked at Bank of the West and BancWest Investment Services from 2015 to 2023. First Citizens Investor Services serves a range of clients, including high-net-worth individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on customized portfolio management, financial planning, and tax-aware strategies.

Joyce Thomas is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2015. Joyce is the sole owner of JTW Financial Services, a DBA used for marketing purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party models to deliver tailored investment strategies.

Peter Kejmar is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 33 years of industry experience. He has been associated with IRM Distributors, Inc. since 1992. He also works as an insurance agent specializing in fixed products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers education and support services alongside a top-down strategic asset allocation investment approach, managing risk-based mutual fund portfolios that range from conservative to aggressive.

Michael Jackson is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. He holds the Series 66 designation and has been with D.A. Davidson since 2012. Outside of his advisory role, he runs a youth sports organization called Spokane Bison Baseball. 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 provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Douglas Brown is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Eagle Strategies (NY Life), having joined in 2023, and has a long tenure with NYLIfe Securities Inc. and New York Life Insurance Company dating back to 1980. Outside of his advisory work, Brown serves on the board of the Relationship Research Foundation and volunteers with The Third Option, where he teaches communication and relationship skills. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Robert Gascon is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Hornor, Townsend & Kent, LLC for over 40 years, with a brief interval between 2019 and 2021, and has also been associated with Penn Mutual Life since 1983. Outside of his advisory role, he owns and operates a life insurance brokerage, Penn Equity & Insurance Services, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services delivered through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Janet Wu is a financial advisor at GWN Securities Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at the University of Southern California, the University of California, Irvine, and Temple City High School. Outside of her advisory role, she is involved as a financial representative with LA Pension Planners and in the sale of life and health insurance products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm incorporates market-timing and momentum-based strategies alongside technology platforms to support its investment approach.

Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Michael Shelton is a financial advisor at D.A. Davidson & Co. based in Pasadena, CA, holding a Series 66 designation with 15 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides 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 offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing both qualitative and quantitative investment analysis.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Her background includes roles in bioscience, education, and community sports programs. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Timothy Conway is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth since 2015. Outside of advisory work, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Cynthia Guerrero is a financial advisor at Rockefeller Capital Management with 21 years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Clearing and UBS Financial Services. Rockefeller Capital Management is an enterprise firm with 157 advisors, serving clients through comprehensive wealth management and investment services.

Daxesh Maniar is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Eagles Securities LLC since 2015 and has been affiliated with NYLIFE Securities and New York Life Insurance since 2004 and 2003, respectively. Maniar volunteers as a member of the CALCPA Financial Literacy program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Evan Doyel is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. 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 provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with net worth exceeding $20 million.

Cody Boring is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, Norwalk La Mirada Unified School District, and Biola University. Outside of advisory services, he is also licensed as an insurance agent selling life, health, disability, annuities, long-term care, home, auto, and commercial insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary account management with model portfolios overseen by an internal Investment Committee.