Jonathan Johnen is a CFP® professional with six years of industry experience, currently serving at TLG Advisors, Inc. He has been associated with The Leaders Group, Inc. since 2020 and has also been involved with Farr Johnen & Associates since 2007. TLG Advisors, Inc. provides investment supervisory services, portfolio management, comprehensive financial planning, and fiduciary services to a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach emphasizes manager selection and monitoring, portfolio diversification through fundamental analysis and Modern Portfolio Theory, and offers a direct-to-consumer digital program called Starlight Portfolios.

Christopher Hernandez is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 66, Series 65, and Series 63 licenses. He has eight years of industry experience, including roles at Bank of America, Merrill, Wells Fargo, and Comerica Securities. Hernandez operates out of Camarillo, CA. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners, offering managed and non-discretionary advice focused on asset allocation, contribution rates, and retirement timing. The firm utilizes proprietary software and model portfolios from Morningstar Investment Management to tailor investment strategies and manages a large client base primarily through non-discretionary accounts.

Philip Ricasata is a CFP® with 27 years of industry experience and is currently with Mariner. His prior roles include positions at Creative Planning, Walpole Financial Advisors, Fidelity, Chase Investment Services, Raymond James Financial, UBS Financial Services, and Merrill. Outside of his advisory work, he co-owns an Amazon resale business with his spouse. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party strategies and offers integrated tax and accounting services as well as specialized family office and financial wellness solutions.

Kevin Tolsma is a CFP® with 37 years of industry experience, currently serving at Kestra Advisory. He previously worked at SagePoint Financial for ten years. Outside of his financial advisory role, he is the Camarillo Area Director for Young Life, a faith-based ministry focused on teenagers in his community. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse mix of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and advisor-managed accounts. The firm serves large institutional investors and utilizes multiple management platforms with access to complex investment products.

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 at PlanMember Securities Corporation with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Ceros Financial Services, Inc. and Main Management, LLC. Outside of advisory work, he provides periodic business insights as a consultant through AlphaSights. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation framework to manage risk-based mutual fund portfolios and provides education and support services to plan sponsors and participants.

Carole Meitler is a financial advisor at Savant Wealth Management in Thousand Oaks, CA, holding PFS™ and Series 65 credentials with six years of industry experience. Her prior experience includes seven years at Cedarstone Advisors and nine years as a homemaker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, and charitable organizations, offering comprehensive wealth management, financial planning, and family office services. The firm combines an evidence-based, model-driven investment approach with actively managed strategies and maintains integrated accounting, legal, and trust services through affiliated entities.

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.

Sean Haney is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and possessing nine years of industry experience. He has worked at Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor investment managers.

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.

Richard Norkin is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial and Western International Securities. Outside of advisory services, he operates a sole proprietorship focused on insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a range of clients including large institutional investors and offers multiple management platforms supported by due diligence processes.