James Reopelle is a Series 66 credentialed financial advisor with 42 years of industry experience. He has worked at Independent Financial Group, LLC since 2021 and was previously with Hornor, Townsend & Kent, Inc. for 25 years. He serves as Chair Emeritus on the board of the Sharp HealthCare Foundation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management utilizing firm- and third-party models, combining passive and active investment strategies tailored to client risk profiles.

Kent Colwell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 65 and Series 63 licenses and bringing 38 years of industry experience. He has worked at Transamerica Investors Securities Corporation and Transamerica Life Insurance Company since 2019, with prior roles at Intelligence Driven Advisers, LLC, Labrum Wealth Management, LLC, and RSM US Wealth Management LLC. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs, combining proprietary portfolio models and third-party expert input to provide tailored asset allocation and retirement guidance. The firm operates at scale with a large client base and focuses primarily on non-discretionary advice rather than standalone financial planning.

Ronny Inniger is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at firms including U.S. Bancorp Investments, Bank of the West, and TIAA-CREF. Outside of his advisory role, Inniger is involved in several business activities, including ownership of a bar and grill and leadership roles in sports alliances that provide support and development services to athletes and professionals. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies through various platforms and third-party managers.

Luka Vujovich is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Systems Source and Strategic Furniture Group. He also offers insurance products outside of Guardian Life as an independent contractor. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services. The firm provides access to proprietary and third-party models, including a hybrid digital advisory platform, and offers tailored financial planning and retirement plan management options.

Arnold Adkins is a financial advisor with Empower Advisory Group in Oceanside, CA, holding Series 66, Series 65, and Series 63 licenses and nine years of industry experience. His prior work includes roles at Advised Assets Group, GWFS Equities, Park Avenue Securities, Guardian Life Insurance Company of America, and Mass Mutual. Outside of finance, he is a co-owner of Viscape Arts, an independent film production company. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering services through integrated recordkeeping and administrative platforms with an emphasis on long-term portfolio returns and annual rebalancing.

David Rootes is a financial advisor at Integrated Wealth Concepts LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Laurel Wealth Advisors since 2012 alongside his current role. Outside of advising, he owns Jonathan's Designs, LLC, a furniture manufacturing and design company. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent advisors under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term focus and utilizing both internal and third-party management strategies.

Stephen Locko is a financial advisor with GWN Securities Inc. in Carlsbad, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with GWN Securities since 2009 and is also involved with ISN Network and Resource Marketing Associates. Outside of his advisory role, Locko owns and operates Beachfront Tax LLC, a tax preparation facilitation business. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through a large network of advisors. The firm offers discretionary managed accounts and access to third-party sub-advisers and model portfolios, employing a range of investment strategies including legacy market-timing and momentum-based approaches.

Savanna Steed is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, Triad Advisors, and Key Investment Services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

John Podesto is a CFP® professional with 17 years of industry experience, currently serving at Independent Financial Group, LLC since 2023. He previously worked at LPL Financial for 15 years. Podesto is also an officer and director of LEOZO DREAMS, LLC, a financial consulting business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary portfolio management alongside financial planning services.

Aaron Chamberlin is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co., Wells Fargo Clearing, and A.G. Edwards & Sons. Chamberlin is also the trustee of the John Arnold Family Trust, a role he has held since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with a notable focus on non-discretionary advisory assets and integrated custody services.

Kevin Keefe is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2025. His previous roles include positions at Realta Investment Advisors, Inc., BNY Mellon Capital Markets, and LPL Financial. He is also a board member of FMT Solutions, a role he has held since 2019. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers a range of portfolio management solutions and combines strategic asset allocation with multi-manager and hybrid portfolios to tailor investment strategies.

Benjamin Weinberg is a CFP® professional at Corient with one year of industry experience. His prior roles include positions at Centura Wealth Advisory and Davies Financial Advisors. Outside of finance, he has experience working with the Viper Volleyball Club. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house and third-party strategies, with capabilities in private funds and affiliated trust services.

Dustin Briquelet is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Laurel Wealth Advisors since 2012 and joined Integrated Wealth Concepts in 2023. Outside of his advisory roles, he serves as a board member of the Dillon Foundation, a nonprofit supporting underprivileged children. Integrated Wealth Concepts serves individuals, 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, emphasizing customized portfolios with a primarily long-term investment approach.

Donald Rittenhouse is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Laurel Wealth Advisors, Inc. prior to joining Integrated Wealth Concepts. 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 provides discretionary investment management, financial planning, and family office services, employing a combination of internal management and third-party managers with a primarily long-term investment approach.

Christopher Landwair is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 25 years of industry experience. He previously worked at Lincoln Investment for 11 years and has been involved with Mammini Company and Capital Analysts Inc for extended periods. Landwair also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors through operations, technology, investment management, compliance, and practice-management resources.

Keith Trezek is a financial advisor with Independent Financial Group, LLC and holds Series 63, Series 65, and Series 66 licenses. He has 33 years of industry experience, including prior roles at Woodbury Financial Services Inc and Crown Capital Securities, L.P. In addition to his advisory work, he serves as an independent contractor in insurance outside of his firm. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with ongoing due diligence across passive and active investment exposures.

Brett Saddler is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Crown Capital Securities, Ameriprise, and several other firms. He also works as an independent contractor providing life insurance services outside of his advisory role. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence to tailor client investment strategies using both firm and third-party models.

Francis Pedace Jr. is a CFP® professional with 28 years of industry experience, currently affiliated with Integrated Wealth Concepts LLC since 2023. He previously worked at Laurel Wealth Advisors, Inc. for 10 years. Francis holds Series 63 and 65 licenses and has been licensed as an insurance agent in California since 1994, though he no longer actively engages in insurance activities. 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, employing customized portfolios with a long-term investment approach supported by model and wrap-fee programs.

Nemanja Selezan is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian Life Insurance Company and Park Avenue Securities in various roles since 2014. Outside of his advisory work, he serves as a council member for the Western Diocese Council and is involved in offering third-party identity protection services through Liberty ID. Park Avenue Securities LLC serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, utilizing multiple portfolio management strategies and account solutions.

Ryan Weisenberg is a financial advisor with Hightower Advisors in San Diego, CA, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Crest Capital Advisors and Goldman Sachs & Co. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers diverse portfolio construction options including mutual funds, ETFs, alternative investments, and custom indexing.