Andrea Rhinehart is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. She holds a Series 65 designation and has worked at Churchill Management Group since 2003. Rhinehart joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.

Christina Sisson is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Principal since 2002. In addition to her advisory role, she serves as a bank officer supporting Principal’s retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Steven Sansone is a financial advisor with Empower Advisory Group in Canyon Country, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Empower Retirement since 2019 and previously at Pensionmark Financial Group, LLC and kPlans Investment Services from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms, offering both single “point-in-time” financial plans and optional managed account solutions.

Gary Wei is a financial advisor with Citigroup Global Markets in Valencia, CA, holding Series 63 and Series 66 licenses and with 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and provides specialized solutions for high-net-worth and institutional clients.

Yi Ding is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Eagle Strategies, Yi Ding has affiliations with NYLIFE Securities LLC and New York Life Insurance Company. In addition to advisory work, Yi Ding has a teaching background at California State University Northridge and UCLA. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Carl Ermelbauer is a CFP® professional at NewEdge Advisors with nine years of industry experience. He has worked at various firms including WealthSource Partners, JP Morgan Securities, and American Financial Network Advisory Services. Outside of his advisory role, he is involved in insurance sales and serves as managing partner and owner of Financial North Partners. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension and profit‑sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, combining in‑house and third‑party investment solutions with centralized due diligence and technology tools.

Steven Sansone is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pensionmark Financial Group, LLC, and kPlans Investment Services. Sansone has involvement as a member in real estate investment LLCs. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tailored retirement plan services.

Elias Martinez is a financial advisor at Kestra Advisory with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Edward Jones, TekSystems, LPL Enterprise LLC, and Glendale Securities Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

James Forsyth is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Steward Partners, he spent 12 years at UBS Financial Services Inc. He is also a one-third owner of Equity Stretch, LLC, a non-investment related business based in Valencia, CA. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options through Steward Partners-branded solutions and third-party money managers.

Sana Theodory is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. She has worked at Citigroup since 2014, initially with Citi Bank before joining Citigroup Global Markets in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale services including in-house research and security pricing, along with specialized arrangements for large relationships.

Daniel Morales is a Series 65-licensed financial advisor with five years of industry experience. He has worked at Ameritas Advisory Services, LLC since 2021 and previously held roles at Pensionmark Financial Group, LLC and San Antonio Winery. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Connor Dominici is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and has prior experience in fitness and biomedical companies, as well as roles at California Lutheran University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside private market investments and various retirement plan services.

Natalia Avila is a Senior Financial Advisor at Merrill Lynch Wealth Management, where she joined in March 2017. She utilizes a goals-based wealth management process and access to global resources, investment insights of Merrill, and the banking and lending solutions of Bank of America to help clients pursue their financial goals. Natalia works to develop personalized wealth management strategies that are flexible to changing market conditions and aligned with what matters most to her clients. With a Bachelor of Arts in Economics from the University of California, Los Angeles, Natalia brings a diverse background including seven years of military service with two tours in Iraq and Afghanistan. She focuses her expertise on retirement planning, portfolio management, investment strategies, and areas such as college education planning, divorce transition planning, family wealth management, and legacy planning. Natalia serves clients including retirees, physicians, business owners, military personnel, and law enforcement officers. Fluent in English and Spanish, Natalia participates in supporting events for members of the U.S. military and law enforcement agencies. Her community involvement includes participation with Homes4Families and Operation Gratitude. In her personal time, she enjoys traveling, exercise, golfing, hiking, music, reading, soccer, tennis, and maintaining a healthy lifestyle.

Mark Guirguis is a financial advisor at Cetera with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Avantax Investment Services and his own business, Guirguis & Gibbs, where he serves as owner and vice president, handling bookkeeping, tax resolution, and investment clients. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with varied portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Elaheh Rivandi is a financial advisor with Merrill holding a Series 66 designation and is based in Santa Clarita, CA. She has one year of industry experience and previously worked at Bank of America, N.A. She has a background that includes roles at Hamgam Production Group and Azad University. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program for Bank of America fiduciary clients. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors, supported by strategic asset allocation and tax-aware options.

Kyu Kim is a financial advisor with LPL Financial in Valencia, CA, holding a Series 66 designation and over four years of industry experience. He has been associated with LPL Financial since 2003 and is also involved with Envision Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Samuel Andress is a financial advisor at Edward Jones with Series 66 registration and one year of industry experience. Prior to joining Edward Jones, he has been a licensed real estate broker with Huntington Group since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Yusuf Bhaimeah is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has a background spanning over two decades at JPMorgan Chase Bank, N.A. prior to joining his current firm. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robyn Lawhon is an Associate Resident Director and Wealth Management Advisor with Merrill. She works with clients to develop personalized financial strategies that reflect their long-term goals and changing market conditions. Robyn provides access to Merrill's investment insights and Bank of America's banking and lending solutions to help clients manage their wealth. Her areas of focus include college education planning, family wealth management strategies, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and tax minimization. Robyn and her team use a Personal Wealth Analysis to understand clients' goals and craft tailored strategies that aim to provide clarity and confidence about financial matters. Robyn holds several professional designations including Certified Exit Planning Advisor (CEPA), CERTIFIED FINANCIAL PLANNER (CFP), Certified Private Wealth Advisor (CPWA), and Personal Investment Advisor (PIA). She earned her high school diploma from Vinita High School. Outside of work, she enjoys painting, traveling, genealogy, golfing, reading, spending time with her family, and volunteering in her community.

Neal Larsen is a financial advisor at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked with firms including Scorpion Internet Marketing and 1st Global Advisors. Larsen serves as a board member for the Samaritan Center, a nonprofit organization providing resources to the homeless population in Simi Valley. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, focusing on comprehensive goal-based financial analyses and planning across a wide range of topics. The firm’s approach separates planning services from managed accounts and does not include discretionary trading authority for its planning engagements.