Christopher Herrera is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. His work history includes positions at Northwestern Mutual Investment Services LLC and HIFS Inc. based in Sacramento, CA. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.

Eric Hewitt is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. He has worked with Mariner and affiliated entities since 2012. Outside of his advisory role, he operates a retail business called Yolo Card World in Davis, California. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through comprehensive investment management, financial planning, and retirement consulting. The firm combines discretionary, customized portfolio strategies with in-house research and third-party managers, while offering integrated tax, accounting, and family office services uncommon among large advisory enterprises.

Rita Gibson is a financial advisor with Hornor, Townsend & Kent, LLC in Sacramento, California, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has been with Hornor, Townsend & Kent since 1989 and also operates Rita Gibson Insurance Services, focusing on life insurance brokerage. Gibson is involved in her local community as a member of the management team of ArcadeChurch, where she advises on church property, finance, and personnel issues. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing billions in assets with a range of discretionary and non-discretionary account options.

William Gilmore is a Series 66-licensed financial advisor at Farther with 17 years of industry experience. He previously worked at Wells Fargo Advisors, Wells Fargo Clearing, Portfolio Management Consulting, and Telmate. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings, offering discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds. The firm’s investment approach is based on Modern Portfolio Theory and employs bespoke or algorithmic model portfolios with automatic rebalancing.

Diego Villicana Franco is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, New York Life, and NyLife Securities. Outside of his advisory role, he is associated with Villmatic Financial, a non-investment-related activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Bryce Leafman is a financial advisor at Mariner with one year of industry experience and holds a Series 66 designation. Prior to joining Mariner, he worked at Ameriprise and MassMutual Life Insurance Company. Outside of his advisory role, Leafman is a freelance musician and serves as a substitute musician for multiple symphony orchestras, including the Santa Cruz and Stockton Symphonies. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by in-house research and third-party managers, with additional capabilities in tax integration and financial wellness solutions.

Edward Harris is a financial advisor with Guardian Life who holds Series 63 and 65 licenses and has 13 years of industry experience. His prior work includes roles at New York Life and Northwestern Mutual. He is based in Sacramento, CA. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients through a variety of investment advisory programs.

James Tuppal is a financial advisor with Commonwealth Financial Network based in Sacramento, CA. He holds a Series 66 designation and has four years of industry experience, including roles at Wealth Strategies Group and First Hawaiian Bank. Outside of advising, he serves as a Financial Analyst IV for the nonprofit organization Sutter Health. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides a suite of advisory programs and back-office support, allowing advisors discretion in portfolio construction alongside managed model portfolios and various program options.

Lynne Verdone is a CFP® professional with 40 years of industry experience, currently serving at SPC and Parkland Securities, LLC. She has been with SPC since 2006 and Parkland Securities since 2014. In addition to her advisory work, she provides education and placement services related to long-term care policies on a commission basis. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

Michael Ball is a financial advisor at Commonwealth Financial Network with 14 years of industry experience. He holds a Series 66 designation and has worked at Commonwealth and Summit Wealth Advisors since 2015, following earlier roles at CreativeOne Securities, LLC and Sunset Financial Services, Inc. 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 about $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

George Barden is a ChFC® with 43 years of experience in the financial services industry. He has worked with New York Life and its affiliates since 1975 and is currently with Eagle Strategies (NY Life). Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement plan advisory services through a large network of affiliated advisers. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of assets on a non-discretionary basis.

Robert Nienaber is a financial advisor with TLG Advisors, Inc. based in Sacramento, CA, holding the ChFC® and Series 63 designations and bringing 31 years of industry experience. His prior roles include positions at The Leaders Group Inc, Lion Street Advisors, and Kestra Financial Services. He is also CEO of Benefit RFP, a consulting business he has run since 2013, and he is an author. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and institutional investors. The firm focuses on manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering investment supervisory services and portfolio management through independent advisors and sub-advisors.

Yamile Glenn is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes roles at GWFS Equities, LPL Financial, CUNA Brokerage Services, SchoolsFirst Federal Credit Union, Unionbanc Investment Services, and MUFG Union Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates through point-in-time financial plans and managed account solutions.

Anthony Chee is a ChFC® credentialed advisor with Eagle Strategies (New York Life), based in Sacramento, CA. He has 25 years of experience in the financial services industry, including over two decades with New York Life Insurance Company. His background includes insurance brokering and selling non-registered products through various carrier appointments. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a significant portion of assets managed on a non-discretionary basis.

Jesse Corriea is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual Wealth Management Company for seven years. Guardian Life's subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships utilizing model portfolios from in-house and third-party managers.

Mark Musallam is a financial advisor at Eagle Strategies (NY Life) with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Eagle Strategies since 2016. Outside of his advisory role, he is involved in musical performance activities including writing and recording music under the name TimeMaker Entertainment. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored advice and offers various programs including fee-based hourly consultation and retirement plan consulting, with the majority of assets managed on a non-discretionary basis.

Justin Romo is a financial advisor with Brookstone Capital Management LLC in Sacramento, CA, holding a Series 65 license and five years of industry experience. Prior to joining Brookstone in 2021, he worked at Colliers International, where he prepared financial statements for commercial real estate owners. He also prepares taxes as an enrolled agent through a separate business activity. Brookstone Capital Management provides fee-based asset management and financial planning services to individuals, retirement plans, corporations, trusts, and other business entities. The firm utilizes strategic and dynamic asset-allocation models and offers discretionary portfolio management through a turnkey asset management platform and wrap-fee program.

Marites Avila is a CFP® professional with 14 years of industry experience. She is currently with Commonwealth Financial Network and Paragon Financial Services, having worked previously at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Mark Pratt is a financial advisor with Eagle Strategies (NY Life) based in Davis, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has worked at Eagle Strategies since 2009 and concurrently operates Pratt Financial & Insurance Services. Pratt serves on the Finance Committee and Lifelong Learning Committee of the Asian Cultural Center Sacramento Valley, an organization providing services to seniors in the Sacramento area. Eagle Strategies serves a diverse group of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, with a significant focus on retirement plans and advisory solutions tied to insurance and annuity products.

Ron Brown Jr. is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Strategic Wealth Advisors Group and LPL Financial. Outside of advisory work, he is a commercial pilot who flies and teaches others to fly airplanes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, retirement consulting, and managed account solutions. The firm uses a fiduciary-based advisory model that incorporates a range of investment strategies and third-party managers.