Andrea Rhinehart is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. She holds a Series 65 credential and previously worked for 22 years at Churchill Management Group. Focus Partners serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

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. He holds Series 65 and Series 63 licenses and has seven years of industry experience. His career includes roles at Empower Retirement since 2019 and previous positions 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 services integrate with Empower’s recordkeeping and administrative platforms, offering 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 licenses and previously worked at Edward Jones and Glendale Securities Inc. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutions and sovereign wealth funds.

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 four years of industry experience. She holds a Series 66 designation and has worked at Citi since 2014, including her current role at Citigroup Global Markets beginning in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with in-house research, unique market roles, and commercial partnerships.

Daniel Morales is a Series 65-licensed advisor with Ameritas Advisory Services, LLC, based in Castaic, CA. He has five years of industry experience, including roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and Pensionmark Financial Group. Prior to his financial career, he worked at San Antonio Winery for three years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios to client needs.

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.

Kyu Kim is a financial advisor with LPL Financial, holding a Series 66 designation and over four years of industry experience. He has been affiliated with Envision Wealth Management since 2003 and has worked at LPL Financial since 2003 as well. In addition to his advisory role, he is involved as an investment representative at Envision Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced research and operational tools.

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 three years of industry experience. He holds a Series 66 designation and previously worked at JPMorgan Chase Bank, N.A. for 24 years. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting. The firm’s advisory process combines quantitative and qualitative research and includes broader derivatives and commodities capabilities.

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.

James Dwyer is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Wells Fargo Clearing since 2016. He previously worked at Wells Fargo Investments, LLC from 2007 to 2011. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by extensive research and analytics.

Brian Jacobs is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory role, he is involved in personal real estate investing through a family-owned LLC. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individual and institutional clients, managing approximately $2.74 trillion in client assets and employing structured planning tools such as Monte Carlo simulations to model financial outcomes.