Joseph Hagler is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63, 65, and 66 licenses and possessing 25 years of industry experience. He has worked at OSAIC since 2017 and previously with VOYA Financial Advisors, and he has operated his own firm, Hagler Financial Services, since 2001. Outside of financial advising, he is a regional representative for CAP-Lures, a patented freshwater fishing lure company. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting, trust, and estate services. The firm employs an open-architecture wealth management platform with a mix of advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside tactical strategies.

Michael Fuller is a financial advisor with Perennial Financial Services in Arroyo Grande, CA, holding a Series 63 designation and bringing 29 years of industry experience. His prior experience includes over two decades at Raymond James Financial and roles with LPL Financial since 2021. He serves on the board of a local nonprofit organization. Perennial Financial Services provides investment advisory and consulting services to individual clients, trusts, retirement plans, and business entities. The firm offers discretionary asset management and financial planning tailored to client goals, utilizing multiple platform relationships and third-party managers to deliver individualized portfolio management and retirement plan consulting.

Brenda Oleary is a financial advisor with Genter Capital Management in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. Her prior experience includes roles at IMST Distributors, NexCore Group, and various firms in real estate and capital advisory. Genter Capital Management provides discretionary investment supervisory services to a diverse client base including individual and institutional investors, managing equity and fixed-income portfolios and serving as adviser to the Genter Capital Dividend Income Fund and sub-advisor to several ETFs. The firm employs a multi-team approach that combines fundamental and quantitative analysis and is notable for its long operating history and focus on municipal fixed-income strategies.

Jeromy Park is a financial advisor with NWF Advisory Services Inc in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He previously worked at Royal Alliance from 2017 to present and at National Planning Corporation from 2009 to 2017. Outside of his advisory role, he is a partner in a property leasing business. NWF Advisory Services, Inc. provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering retirement plan consulting and trust and estate services. The firm manages approximately $3.82 billion in assets and operates an open-architecture wealth management platform that includes advisor-managed and third-party model portfolios, emphasizing strategic long-term investing alongside short-term tactical strategies.

Julia Andrews is a financial advisor with The AmeriFlex Group and holds a Series 66 designation. She has four years of industry experience, including roles at Cambridge Investment Research, OSAIC, Sagepoint Financial, and Monarch Wealth & Retirement Strategies. Andrews also operates as an independent insurance agent through Monarch Wealth & Retirement Strategies. The AmeriFlex Group provides investment advice and related services to individuals, corporations, employee benefit plans, and charitable organizations. The firm offers portfolio management, financial planning, third-party money manager selection and monitoring, and retirement plan consulting, delivering services through a network of advisory affiliates and multiple program platforms.

Guy Tzour is a Series 65-licensed financial advisor with Avantax Planning Partners, Inc., where he has worked since 2021. He has three years of industry experience and also serves as Director at Premier Accounting & Tax Services Inc., a full-service accounting firm where he oversees client meetings, tax bookkeeping, and staff management. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and advisor representatives. The firm’s investment process includes discretionary portfolio management with model-based style allocation strategies, retirement plan management, and tax-intelligent overlays, supported by a centralized trading and reporting platform.

David Pescherine is a CFA® charterholder with 19 years of industry experience. He has been with Genter Capital Management since 2006 and previously worked at Salomon Smith Barney Inc. His practice is based in Los Angeles, CA. Genter Capital Management provides investment supervisory services to a diverse client base, including individuals, institutions, and government entities. The firm employs a combination of fundamental and quantitative analysis across equity and fixed-income strategies, including municipal bonds, and manages both a registered fund and multiple ETFs.

Robert Walker is a financial advisor with On Investment Management CO, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has been associated with The O. N. Equity Sales Company since 2012. Outside of advisory work, he is involved in insurance sales, focusing on life and health insurance. On Investment Management Company provides financial planning and investment advisory services to individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based planning and managed account options, combining third-party discretionary programs with adviser-directed portfolios.

Danielle Onesto is a financial advisor at Abacus Wealth Partners with 10 years at the firm and a total of 5 years of industry experience. She holds a Series 65 credential and previously worked at Paper Portrayals for four years. Outside of advisory work, she is the owner and artist of Danielle Onesto Art, a fine art business. Abacus Wealth Partners serves individuals, families, and various entities with financial planning and investment management, using a passive, asset-class investment approach that incorporates ESG screening and tailors portfolios to clients’ risk profiles. The firm also sponsors the Align Impact private fund and offers access to private placements for qualified clients.

Robert Castillo is a CFP® professional with 16 years of experience in financial advising. He has worked at LPL Financial for nine years and has been with Gerber Kawasaki Wealth & Investment Management since 2010. In addition to his advisory role, Castillo serves as a liaison between clients and CPAs at GK Tax and Accounting, providing financial planning advice and coordinating client services. Gerber Kawasaki Wealth & Investment Management serves a diverse client base, including individual households and institutional entities. The firm employs tailored portfolio strategies with ongoing monitoring and offers services such as wealth management, pension consulting, and access to alternative investments, alongside digital tools and standardized programs to manage a high client load.

William Upson is a financial advisor with NWF Advisory Services Inc, holding a Series 63 designation and bringing 41 years of industry experience. He has been with NWF Advisory Services since 2009 and has also worked at Royal Alliance Associates, Inc. since 1989. Outside of his advisory work, he serves as president of St. Bernie's Press, which distributes a book on long-term care alternatives with proceeds benefiting multiple charities, and he is involved with the Las Aguilas & Eagle Scholarship Foundation, overseeing scholarships for Eagle Scouts. NWF Advisory Services primarily serves individual and high-net-worth clients, offering portfolio management, financial planning, retirement plan consulting, and trust and estate services. The firm manages approximately $3.82 billion in assets and employs an open-architecture wealth management platform that combines advisor-managed portfolios, third-party model portfolios, and SMA/UMA solutions, focusing on strategic long-term investing alongside tactical strategies.

Ethan Samuels is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Eagle Strategies (NY Life), New York Life Insurance Company, Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory duties, he is involved with insurance and retirement services firms, providing insurance brokerage and client referrals related to trusts and deferred sales trusts. Foundations Investment Advisors is a multi-advisor registered investment adviser managing approximately $10.1 billion for over 29,000 clients through nearly 300 investment adviser representatives. The firm offers portfolio management, financial planning, and retirement-plan support, serving individuals, trusts, estates, and registered investment companies with tailored asset allocations and a range of investment products.

Ronald Bertke is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2009. In addition to his advisory role, he is involved in life insurance brokerage, providing sales and services for multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm’s model focuses on client-directed implementation and oversight with a significant portion of assets managed on a non-discretionary basis.

Irwin Mazur is a financial advisor with Oppenheimer in Tarzana, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Oppenheimer since 2005. Outside of his advisory role, he serves as a trustee of his personal trust. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment strategies tailored to client objectives.

Shane Hamashige is a CFP®-certified financial advisor with eight years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Securities America Advisors and Arbor Point Advisors. Outside of his primary advisory work, he is also involved with Sabre Financial Services, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides comprehensive investment management, financial planning, and retirement plan consulting through multiple program models and utilizes both proprietary guidance and third-party platforms to manage client portfolios.

Mark Bergsohn is a CFP®, CFA®, and Series 65 credentialed financial advisor with eight years of industry experience. He is currently with Focus Partners Wealth, LLC and previously worked at The Colony Group, LLC, InterOcean Capital Group, LLC, and InterOcean Capital, LLC. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that incorporates fundamental and quantitative analysis, with a wide range of investment options and an extensive network of affiliated service companies and product relationships.

James Miller is a financial advisor with Citigroup Global Markets in Newbury Park, CA, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has been with Citigroup Global Markets since 2011. Outside of his advisory role, he is a certified scuba instructor providing open water and specialty scuba instruction. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager investment strategies and maintains unique market roles, including acting as a swap dealer and futures commission merchant.

Rosemarie Robinson is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. She has been with Kestra Advisory since 2019 and has worked with Kestra Investment Services, LLC since 2006. Outside of her advisory role, she is involved in insurance through Roth & Robinson Insurance Services Inc. and serves as trustee for the Terrence & Rosemarie Robinson Trust. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors, including sovereign wealth funds, and utilizes multiple management platforms and third-party solutions within its supervisory framework.

Joan Holmes is a financial advisor with CWM, LLC who holds Series 63 and Series 66 licenses and has 18 years of industry experience. Her prior roles include positions at Cetera Wealth Services, LPL Financial, Applied Financial Planning, and Girard Securities. She also serves as a notary public providing complimentary services to clients. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers a range of services including portfolio management, financial planning, sub-advisory solutions, and retirement-plan programs.

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.