Vida Jatulis is a CFP® professional with seven years of industry experience, currently affiliated with Private Advisor Group, LLC. Her work history includes roles at Mainstreet Financial Planning, Summit Financial Consultants, and Camber Wealth. She serves as a board member and membership chairperson for the Financial Planning Association in Oak Park, CA. Private Advisor Group serves individuals, trusts, charitable organizations, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions, employing a fiduciary-based advisory model that incorporates third-party managers and diverse investment strategies.

Luke King is a financial advisor with PlanMember Securities Corporation in Ventura, CA, holding Series 63 and Series 65 licenses and with 15 years of industry experience. His work history includes roles at Ceros Financial Services, Main Management, and currently at Mindful Wealth Planners, LLC, where he is a partner providing securities and insurance services. He also provides periodic business insights as a consultant through AlphaSights. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation process and manages risk-based mutual fund portfolios, providing education, support, and participant-level investment options.

Miranda Gerda is a CFP® and holds a Series 66 license, with eight years of industry experience. She has worked at Private Advisor Group, LLC since 2026 and previously served at Mariner Independent Advisor Network, LLC and Summit Wealth Management Group, Inc. Her background also includes a role at LPL Financial, LLC. 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 including proprietary and third-party platforms. The firm employs a fiduciary-based advisory model utilizing various investment strategies and third-party managers.

Erik Dullenkopf is a CFP® professional with 18 years of experience in the financial services industry. He is currently affiliated with Commonwealth Financial Network and is co-owner and managing member of Screaming Eagle Wealth Management, a private entity involved in securities, advisory, and insurance business. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including portfolio management, trading, technology, compliance, and practice management, with advisors having discretion to construct client portfolios using various securities and insurance products.

John Massar III is a financial advisor with Cetera Planning Partners who holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at Avantax Planning Partners, TIAA-CREF, and D.A. Davidson & Co. He is based in Oxnard, CA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach emphasizes diversified mutual fund and ETF allocations aligned with client objectives, supported by additional services such as tax planning, bookkeeping, and estate-planning through external providers.

Zachary Bullard is a CFP® and Series 65-licensed advisor at Mariner with four years of industry experience. He previously worked at Pierson Wealth Management and One Capital Management. His background includes diverse roles extending from financial advising to periods focusing on travel. Mariner serves a wide range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax services, utilizing discretionary, customized portfolios supported by an internal team and third-party managers.

Mike Kilpatrick is a financial advisor with Centaurus Financial, Inc. in Camarillo, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Centaurus Financial since 2011. Kilpatrick Financial Group is noted as a non-investment-related branding activity. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory management services, using various analysis methods and both discretionary and non-discretionary arrangements.

Thomas Hanna is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has previously worked at Avantax Planning Partners and Avantax Advisory Services, and he is also a partner at Carey & Hanna CPA's, a tax preparation and accounting firm. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified portfolios built from mutual funds and ETFs with additional services such as tax planning, bookkeeping, payroll support, and estate-planning through third-party providers.

Russell Charvonia is a CFP® and ChFC® with 42 years of experience, currently serving as an advisor at Mariner. His background includes roles at Purshe Kaplan Sterling Investments, Channel Islands Financial Group, and Channel Islands Law Group, where he also practices as an estate planning attorney. Outside of finance, he is involved in mediation services, serves on the board of the Worldwide Civility Council, and has authored books, including a children's series. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering comprehensive investment management, financial planning, and retirement plan consulting. The firm’s approach combines discretionary, customized portfolios supported by in-house research and third-party managers, with a notable depth of tax and accounting integration alongside unique administrative and financial wellness services.

Emily Reagan is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has held her current position since 2017 and also worked at California State University from 2015 to 2018. She holds a Series 66 designation. 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, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

Jayne Mansfield is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her career includes roles at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets, with access to multiple management platforms and third-party solutions.

Nathan Cha is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at UBS Financial Services and Merrill. He previously worked at Illy coffee and Westmont College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with various investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

Christopher Sullivan II is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at multiple Cetera and Avantax entities, as well as Carey & Hanna, CPAs. Outside of his financial advisory work, he is involved in lifestyle fitness coaching, providing strength training programming and diet planning as a consultant and trainer. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through affiliated providers, and emphasizes diversified investment allocations aligned with client objectives and risk tolerance.

Danielle Sanchez is a financial advisor with First Command Advisory Services in Ventura, CA, holding a Series 66 designation and six years of industry experience. Her prior work history includes positions at Bank of America and a brief role at Mitchell Katz Winery. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to select and monitor portfolios and third-party managers.

Colin Kilpatrick is a CFP® with 16 years of industry experience and has been with Centaurus Financial, Inc. since 2016. He holds a Series 66 license and operates in Camarillo, CA. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, including specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Nicholas Goodwin is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at firms including Mariner Independent Advisor Network, LPL Financial, Summit Wealth Management Group, Fidelity, and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through a fiduciary-based advisory model.

Cody Nigh is a CFP® with eight years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes previous roles at Powell Financial Group, CCG Wealth Management LLC, and Lincoln Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides adviser-support platforms including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Barton Ketterling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2009 and has been involved in tax and accounting services since 1988, including operating a tax preparation business. Ketterling is also the owner of a payroll service company supporting his tax business. Commonwealth Financial Network is a dual-registered broker-dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and custody services, providing both discretionary and nondiscretionary investment solutions.

Timothy Warren is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, with prior experience at firms including Avantax and Cetera. In addition to his advisory work, Warren maintains CPA credentials and provides tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering a range of portfolio management and financial planning services. The firm combines a fiduciary-based advisory model with technology platforms and access to third-party managers and model portfolios.

John Clay Jr. is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he owns Cordell Wellness LLC, a cryotherapy wellness center in Oxnard, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various financial planning tools and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses in its investment approach.