Diana Sawiris is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 22 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains large institutional scale with specialized market roles and arrangements.

Blake Douvros is a financial advisor with PlanMember Securities Corporation in Agoura Hills, CA, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked concurrently with Legacy Financial Group and operates a self-employed insurance sales practice. Outside of finance, Blake has experience as a Digital Asset Specialist in retail and e-commerce graphic design with Guitar Center, Inc. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education, support, and a risk-based mutual fund portfolio approach ranging from conservative to aggressive.

Devon Silber is a financial advisor at Oppenheimer with six years of industry experience. He holds the Series 66 designation and has previously worked at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, and IMG. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation, manager selection, and a variety of investment strategies to meet client objectives, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary advisory programs.

Bryan Rentschler is a financial advisor at Savant Wealth Management with nine years of industry experience. He holds a Series 66 designation and has worked previously at Exencial Wealth Advisors, Prudential Insurance Company of America, and Edward Jones, among others. Bryan is an equity partner at Exencial Wealth Advisors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management and related services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and maintains in-house legal, accounting, and trust service affiliates.

Kevin Boland is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has worked with Eagle Strategies since 2016 and has been affiliated with New York Life and Nylife Securities since 1996. Outside of his advisory role, he is a passive investor in oil and gas drilling with OAG Resources. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm provides a range of advisory programs, emphasizing tailored recommendations and managing the majority of its assets on a non-discretionary basis.

David Tracy is a CFP® with 18 years of industry experience, currently serving at Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, M. S. HOWELLS & cO., Triad Advisors, Legacy Wealth Partners, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that emphasizes tax- and fee-sensitivity within an enhanced open architecture framework, combining active and passive strategies across various investment vehicles.

James Boyd is a CFP®-certified financial advisor with 39 years of industry experience. He is currently with Stratos Wealth Partners, Ltd and has previously worked at LPL Financial and National Planning Corporation, as well as operating Boyd Financial Planning since 1984. Outside of his advisory roles, he prepares tax returns through a separate business, SASSY COUTURE. Stratos Wealth Partners serves a broad client base including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Sean Walker is a financial advisor at CWM, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, LPL Financial, and Applied Financial Planning. Outside his advisory role, he owns aviation-related businesses involving aircraft training and management and participates in a financial radio show called The Money Guys. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis with a combination of fundamental and technical analysis, third-party sub-advisors, and customization tools.

Shaina Desai is a CFP®-certified financial advisor with eight years of industry experience. She is currently with Hightower Advisors and has held prior roles at Northwestern Mutual Wealth Management Company and Jessica Aliotti. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to pooled investment vehicles and private funds.

Simon Zhang is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. Prior to joining IEQ Capital in 2025, he worked at Morgan Stanley Smith Barney LLC from 2022 to 2025. He also has experience in academia, having worked at Duke University, Babson College, and The Webb Schools. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, and institutional clients, focusing on separately managed accounts and family-office services. The firm employs a centralized investment process that integrates macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Marcelo Bernardo is a financial advisor with CWM, LLC in Woodland Hills, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Cetera Wealth Services, LPL Financial, and managing his own firms such as MB10 LLC and Applied Financial Planning. Bernardo also participates in a radio show called The Money Guys and is licensed as an insurance agent selling life, annuities, and long-term care products. 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 offers portfolio management, financial planning, and retirement-plan services, utilizing model portfolios overseen by an in-house Investment Committee and incorporating a mix of fundamental and technical analysis along with third-party sub-advisors and customization tools.

Ahmad Khalil is a financial advisor at Oppenheimer with nine years of industry experience. He holds a Series 66 designation and has worked at Guggenheim Securities and Wedbush Securities Inc. prior to joining Oppenheimer. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program, encompassing strategic and tactical asset allocation across multiple asset classes, with both discretionary and non-discretionary management.

Daniel Ruben is a financial advisor with Independent Financial Group, LLC, holding Series 63 and 65 licenses and bringing 16 years of industry experience. He has worked at Independent Financial Group since 2012 and also serves as a business consultant and independent medical contractor. Outside of financial advising, Ruben provides consulting services utilizing his MBA and offers independent medical services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives, utilizing a variety of advisory programs and third-party asset managers.

Richard Singer is a financial advisor with SB Capital Management, Inc. and holds a Series 65 designation. He has 22 years of industry experience, including 23 years at SB Capital Management and most recently joining Mercer Global Advisors Inc. in 2025. SB Capital Management provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, managing discretionary accounts and private equity and hedge fund vehicles.

Jonathan Gonshor is a financial advisor at Oppenheimer with 11 years of industry experience. He has been with Oppenheimer since 2014 and holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a variety of advisory and brokerage services that incorporate strategic and tactical asset allocation, manager selection, and a range of investment products tailored to client objectives.

William Blase is a financial advisor with Focus Partners Wealth, LLC, holding the ChFC® designation and Series 66 license, and has 10 years of industry experience. His prior roles include positions at The Colony Group, LLC, Citigroup Global Markets Inc., Bank of America, Merrill, and Raymond James & Associates. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach with an enhanced open architecture, integrating multiple asset classes and utilizing both discretionary and nondiscretionary advice across managed and held-away accounts.

Peter Lin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has nine years of experience in the industry, with prior roles at Oakwood Capital Management LLC, Investcloud, and Snowden Capital Advisors. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach combining passive and active management, overseen by an internal Investment Committee.

Joshua Perlmutter is a financial advisor at IEQ Capital, LLC with a Series 65 credential and three years of industry experience. Prior to joining IEQ Capital in 2022, he worked at Raymond James and has held roles at The Ritz-Carlton Hotel Company, University of California Santa Barbara, and other organizations. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and private funds, focusing on separately managed accounts and family-office services. The firm’s investment approach combines centralized macro and manager research with allocations to liquid and private alternative investments, managing approximately $35.4 billion in assets.

Peter Lauer III is a financial advisor at Creative Planning with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Creative Planning since 2014. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Robert Pessell is a CFP® with 40 years of industry experience, currently serving as an Investment Advisor Representative at Kestra Advisory, where he has worked since 2016. His prior experience includes long-term roles with Kestra Investment Services, Pacific Mutual, and Financial Management Services, Inc. He is also the sole owner and president of Pessell Financial & Insurance Services, Inc., and serves on the management committee of FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary services, plan design and compliance, employee education, and access to multiple management platforms and third-party solutions, managing approximately $79.8 billion in assets.