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.

Steven Bliss is a financial advisor with NewEdge Advisors in Temecula, CA, holding a Series 63 credential and 11 years of industry experience. Prior to joining NewEdge in 2025, he spent 10 years at Mission Trails Financial. He is also an attorney, owning Steven F. Bliss, Attorney at Law since 1991. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of services, including portfolio management, financial planning, and retirement consulting, utilizing both in-house and third-party manager strategies with an emphasis on due diligence and technology integration.

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 in Murrieta, CA, holding Series 63 and Series 66 licenses with 23 years of industry experience. His prior roles include positions at BBVA Wealth Solutions, CUSO Financial Services, Merrill, and Wescom Financial Services. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital portfolio strategist for employees that uses algorithmic risk assessments and mutual fund and ETF investments with annual rebalancing.

Debbie Payne is a Series 65 registered advisor with Brookstone Capital Management LLC, where she has worked since 2013, accumulating 13 years of industry experience. She also has 17 years of self-employment experience and is a partner in Payson Financial, an insurance and financial services partnership. Additionally, she is involved with Premier Social Security Consulting, LLC, coordinating social security classes, and serves as an associate business consultant with Asset Marketing Systems. Brookstone Capital Management provides fee-based asset management and financial planning to individuals, retirement plans, corporations, trusts, and other entities. The firm utilizes a range of strategic and dynamic asset-allocation models and integrates proprietary funds and sub-advisors to implement client portfolios.

Matthew Fallesen is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones and Farmers Financial Solutions. Outside of advising, he is the founder and CEO of Redy U, a life skills education company, and is involved in classical music teaching and singing with several local institutions. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and providing access to proprietary and third-party investment solutions.

Rhonda Maxwell is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. Her career includes roles at LPL Financial LLC, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. She operates within Stratos Wealth Partners as an independent investment adviser representative. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven, open-architecture approach providing discretionary and non-discretionary portfolio management, financial planning, third-party manager programs, and outsourced CIO solutions.

Eldon Gutierrez is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and spent nine years with Enterprise Holdings before entering the financial services sector. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach utilizes algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Tiffany Dugas is a CFP® professional with over 21 years of experience in the financial services industry. She is currently with Empower Advisory Group and has previously worked at firms including Charles Schwab, Fidelity, and Valic Financial Advisors. Outside of financial advising, she is a mineral rights owner and may receive royalty payments from inherited oil and gas interests. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate proprietary and third-party methodologies focused on long-term portfolio outcomes and savings rates, delivered through a platform tied to Empower’s recordkeeping and administrative systems.

Christopher Milton is a Certified Financial Planner (CFP®) with 34 years of industry experience. He has been with J. W. Cole Advisors, Inc. since 2013. Milton also operates Milton Wealth Advisors, which involves selling fixed insurance products. 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, fee-based financial planning, access to third-party managers, and multiple managed account solutions.

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.

Aaron Johnson is a financial advisor with Transamerica Retirement Advisors, LLC in Temecula, CA, holding Series 63 and Series 66 licenses with four years of industry experience. His prior work includes roles at Fidelity Investments and Transamerica Investors Securities, LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed advice programs and investment education services. The firm uses proprietary software and model portfolios from Morningstar Investment Management to provide personalized asset allocation and retirement guidance.

William Standridge is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2017, following a year at HSBC Bank USA, N.A. The firm serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment advisory programs alongside execution and custody services. Citigroup Global Markets is notable for its large institutional scale, in-house research capabilities, and specialized market roles such as security-based swap dealing and futures commission merchant activities.

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.

Joshua Byer is a financial advisor at J. W. Cole Advisors, Inc. with 21 years of industry experience. He has been with J. W. Cole Advisors and its affiliated entities since 2013 and has worked at Milton Financial since 2001. He holds a Series 66 designation. 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 offers portfolio management, fee-based financial planning, and access to multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Arturo Aguilar is a financial advisor at Empower Advisory Group with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at GWFS Equities, PNC Bank, and BBVA affiliates. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with certain retail clients. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Samuel Payne is a financial advisor with Brookstone Capital Management LLC in Temecula, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Brookstone Capital Management since 2010. Outside of his advisory role, he is involved in referral services for estate planning documents and coordinates social security education through Premier Social Security Consulting, LLC. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, other registered investment advisers, sovereign wealth funds, and banking institutions, and supports a large advisor network with back-office and TAMP services.

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 licenses and 36 years of industry experience. He has served as an officer and director of LeBaron Financial Group, Inc. since 2005, offering a range of financial services including insurance, estate planning, and tax planning. He also provides estate planning services as an independent contractor with Anchor Legal, PC. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and institutional clients. The firm utilizes a combination of firm- and third-party investment models and provides financial planning and portfolio management through multiple platforms, integrating both passive and active strategies across various risk profiles.