Christopher Palmer is a financial advisor with Prospera Financial Services, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include tenures at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Outside of advisory work, he is involved in managing and selling a family ranch through a closely held corporation and owns a farm animal business in Texas. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Melanie Blakney is a Series 65-licensed financial advisor with eight years of industry experience. She currently works at McAdam LLC, where she has been since 2024. Her prior roles include positions at Pacific Wealth Management, LLC, Holstrom, Block and Parke, and Breckinridge Capital Advisors, Inc. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a multi-advisor platform providing financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis and a range of investment strategies tailored to clients’ risk tolerance and objectives.

Kyle Smith is a financial advisor at Prospera Financial Services, Inc. He holds a Series 65 designation and has two years of industry experience. Kyle's prior work includes roles at Interac and Farmers Insurance. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Scott Stephan is a financial advisor with Portside Wealth Group, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Townsquare Capital LLC, DFPG Investments, INC, and Allegis Investment Services. Outside of advising, he is president of Forethought Medical Resources, LLC, a company that distributes medical instruments and supplies for surgery. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, using a combination of fundamental, technical, and modern portfolio theory in its investment approach.

Larry Etzweiler is a financial advisor with Eagle Strategies (NY Life) based in Redlands, CA. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. He has been affiliated with Fox Financial and Insurance Services since 2009 and has longstanding relationships with Nylife Securities Inc. and New York Life Insurance Co. since the late 1970s. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice through multiple program types and works extensively with insurance and annuity products within an integrated New York Life affiliate structure.

Peter Lupone is a CFP® professional with 37 years of industry experience, currently serving at Valic Financial Advisors since 2010. He also holds Series 63 and Series 65 licenses and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Thomas Elsea is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has eight years of industry experience. He has worked at Transamerica Financial Advisors and Wfgia since 2018. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through a variety of proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Christian Schank is a financial advisor with Integrated Wealth Concepts LLC in Riverside, CA, holding one year of industry experience. He is also the owner and practicing attorney at the Law Offices of Christian Schank & Associates, APC, a role he has maintained since 2003. Integrated Wealth Concepts LLC 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, consulting, family office, and retirement plan advisory services, employing a long-term investment approach alongside customized portfolio construction.

Yuming Su is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Citigroup, Su held positions at several firms including U.S. Bancorp, J.P. Morgan Securities LLC, and Bank of America. Citigroup Global Markets serves individual and institutional clients encompassing workplace, high-net-worth, and ultra-high-net-worth segments. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Calvin Wu is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at HSBC Bank USA, N.A. from 2016 to 2022 before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supported by a large institutional scale and specialized market roles.

Lisa Lee is an investment advisor representative at TLG Advisors, Inc. with three years of industry experience. She previously worked at The Leaders Group Inc. and Transamerica Financial Advisors, Inc. Lee is also the owner of Elite Global Lending Inc., where she provides residential and commercial mortgage services. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and monitoring, employing fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers a direct-to-consumer digital program called Starlight Portfolios.

Alexis Reynoso is a financial advisor with Centaurus Financial, Inc. in Riverside, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. In addition to his advisory role, he is a certified tax preparer and serves as a junior partner at Empire Financial Benefits, Inc. He also works part-time helping clients with medical insurance questions and placement through Blue Shield and Kaiser. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a variety of investment analysis techniques.

John Barba is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at VOYA since 2014 and has been associated with Teachers Financial Services since 1999. Barba also operates as an independent insurance agent, focusing on the sale of fixed insurance products and servicing exiting annuity clients. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm utilizes multiple program structures, often providing non-discretionary advice, and operates both as an SEC-registered investment adviser and a broker-dealer.

Justin Dorado is a financial advisor with PNC Wealth Management in Riverside, CA, holding Series 63 and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithmic risk assessments and discretionary model accounts managed with mutual funds and ETFs.

Vincent Alvarez is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. Prior to joining VOYA in 2017, he worked at Valic Financial Advisors for six years. Outside of his advisory work, Alvarez serves as a pastor at The Bridge Church, where he leads Sunday sermons and Bible study sessions. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and advisory services through a variety of program structures, emphasizing non-discretionary, recommendation-based relationships.

Raul Salazar Jr. is a financial advisor with Empower Advisory Group in Moreno Valley, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His work history includes roles at GWFS Equities, Inc. and J.P. Morgan Securities, as well as JPMorgan Chase Bank, N.A. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

George Peterson is a financial advisor at VOYA Financial Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya Financial and its affiliated firms since 2014. In addition to his advisory role, Peterson is an independent insurance agent specializing in fixed insurance products. 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 offers financial planning, portfolio management, and multiple advisory program structures, with an emphasis on non-discretionary, recommendation-based client relationships.

Nain Perez is a financial advisor at Valic Financial Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at firms including Merrill and Ameriprise. Outside of his advisory role, he is involved in occasional land transactions and owns an LLC that buys real estate assets using IRA funds. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors supported by centralized technology and third-party model managers.

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.