Stacey Lavender is a financial advisor with G. A. Repple & Company holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Kingswood Wealth Management and Level Four Advisory Services. Outside of investment advisory, she is a managing partner at Compliers Consulting Services, a compliance consulting firm. G. A. Repple & Company provides investment advisory and financial planning services to retail individuals, retirement plans, trusts, estates, and corporate clients. The firm employs varied analytical approaches to develop individualized portfolios and offers a range of programs, including Biblically-Responsible Investing models.

Abu Gofran is a financial advisor with Capital Analysts in San Dimas, CA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent six years at Legend Equities Corporation. In addition to his advisory role, he operates a health insurance brokerage focused on group health plans for small businesses. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary fund screening, as well as access to third-party managers and ERISA retirement plan advisory services.

Lauren Althaus is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Thrivent Advisor Network, LLC. She has held roles at Thrivent Financial for Lutherans and Purshe Kaplan Sterling Investments, among others. Outside of her advisory work, she is involved in business development consulting and holds ownership interests in commercial properties. Thrivent Advisor Network serves a diverse client base including individuals, high-net-worth clients, families, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning. The firm emphasizes customized investment strategies using low-cost diversified funds, individual securities, and alternative investments, supported by an integrated platform within the broader Thrivent Financial group.

Manuel Beltran Zuniga is a financial advisor at MissionSquare Retirement with six years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining MissionSquare in 2025, he worked at Bank of America, Merrill, and Wells Fargo in various capacities from 2015 to 2025. Outside of his advisory role, he is an equal owner of Las Altenitas, LLC, an ice cream shop in Rialto, CA. MissionSquare Retirement serves state and local government employers, their employees, and certain non-profit entities by administering deferred compensation and qualified retirement plans. The firm offers plan administration, recordkeeping, education, and Guided Pathways Advisory Services, with investment advice and model portfolios developed by Morningstar Investment Management.

Travis Gibson is a financial advisor at KCD Financial, Inc. with five years of industry experience. He holds Series 63 and Series 66 credentials and has held prior roles at firms including MML Investors Services LLC, MassMutual Life Insurance Company, and New York Life Insurance Co. Outside of his advisory work, he is involved in fixed indexed annuities and life insurance through several independent agencies. KCD Financial, Inc. is a multi-team registered investment adviser and introducing broker-dealer with 38 advisors and approximately $202 million in regulatory assets under management. The firm offers asset management, financial planning, and portfolio appraisal services to individual, corporate, and charitable clients, employing a range of investment strategies and third-party management programs.

Billie Miles III is a ChFC® credentialed financial advisor with six years of industry experience. He is currently with Signal Advisors Wealth, LLC and has previously worked at Simplicity Wealth and LifePro Asset Management, LLC. He is also a partner and co-founder of Milestone Financial & Insurance, where he serves as an insurance agent. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis.

Rick Martinez is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Ausdal Financial Partners, Inc. He has previously worked at Great Point Advisors, Retirement Wealth Management, Great Point Capital, and Center Street Securities. In addition to his advisory roles, Martinez holds an emergency 30-day teaching credential and is involved with the Alvord Unified School District. Ausdal Financial Partners serves individuals, trusts, estates, retirement plans, and business entities, managing approximately $3.73 billion across more than 16,000 clients. The firm provides a wide range of services including advisor-managed accounts, separately managed accounts, unified managed accounts, retirement-plan advisory, and financial planning, with investment strategies customized at the individual advisor representative level.

Mark Aleman is a financial advisor with Infinity Financial Services Advisory, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Infinity Financial Services Advisory since 2020 and previously spent nine years at Woodbury Financial Services. Outside of his advisory role, he is involved in medical and Medicare health insurance sales through multiple agencies. Infinity Financial Services Advisory serves individuals, pension and profit-sharing plans, charitable organizations, and small businesses, offering portfolio management, financial planning, and pension consulting. The firm employs a range of analytical methods and investment strategies, integrating advisory services with affiliated broker-dealer and insurance activities.

Thomas Meaglia is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Fusion Investment Advisors, operating as Coppell Advisory Solutions LLC, since 2013. Outside of advisory services, he dedicates a portion of his time to fixed insurance and annuities. Fusion Investment Advisors serves individuals, pensions, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm employs a tailored investment approach using both fundamental and technical analysis within an open-architecture platform.

Charles Dinise is a financial advisor with Advisory Alpha, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has worked at Advisory Alpha since 2018 and previously at Foresters Equity from 2015 to 2018, alongside operating as an independent agent since 2009. Outside of his advisory role, he owns and operates Dinise Financial & Insurance Solutions, where he sells fixed insurance products and provides tax preparation services. Advisory Alpha serves a broad retail client base, including individual and high-net-worth investors, offering portfolio management, financial planning, and specialty solutions such as retirement plan services and donor-advised funds. The firm also acts as a subadvisor and co-advisor for third-party RIAs, managing a diverse range of managed portfolio strategies with an emphasis on discretionary management and a comprehensive menu of specialty investment options.

Tamrin Razo is a Series 66-credentialed advisor with The AmeriFlex Group and has been with the firm since 2023. Prior to AmeriFlex, Tamrin worked at Hopkins Wealth Management Group for 16 years and had shorter tenures at Independent Financial Group and Cambridge Investment Research. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting using various model-based and discretionary strategies.

Robert Birgen is a CFP® and PFS™ with 39 years of experience in financial advising. He currently works at Merit Financial Advisors and previously held roles at LPL Financial, Stanislawski & Harrison Wealth Management, Abridge Partners, and operated Birgen Asset Management. Outside of his financial career, he owns and produces a Christian Catholic podcast called BobtheLector. Merit Financial Advisors is a multi-team registered investment adviser with 264 advisors serving over 20,000 clients across 66 offices. The firm offers coordinated wealth-management services, including asset management, financial planning, and retirement plan advice, using a long-term, diversified investment approach supported by an internal Investment Management team and customizable portfolio models.

Jennifer Ramos is an advisor at Signal Advisors Wealth, LLC with Series 65 and Series 63 licenses. She has experience working at multiple firms, including Arcadian Group LLC and SGS North America. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm offers portfolio management, access to models and third-party managers, and retirement plan consulting through a primarily top-down, tactical asset allocation approach.

James Hu is a CFP® professional with 23 years of industry experience. He is currently with Mutual Advisors, LLC and has previously worked at CreativeOne Wealth, LLC, Polaris Financial, Inc., and Partnervest Advisory Services, LLC. Hu also serves as president of an independent insurance agency, where he provides life, annuity, and long-term care insurance services. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plan participants, employing a mix of passive and active investment strategies tailored to client objectives.

Kevin Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Webb serves on the board of directors for Habitat for Humanity Pomona Valley, a charitable organization focused on providing affordable housing. Thrivent Advisor Network, LLC offers investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, utilizing customized asset allocations that include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Mike Antashyan is a financial advisor with Kovack Advisors, Inc., holding a Series 66 license and bringing seven years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2024, he worked at Edward Jones from 2019 to 2024 and has a background in the industrial gases sector with Matheson Tri-Gas Inc. and Linde North American Gases. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a broad client base including individuals, pension plans, charitable organizations, banks, and municipal entities, employing a risk-based investment approach supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Patrick Miles is a Series 65-credentialed financial advisor with six years of industry experience. He has worked at multiple firms, including Signal Advisors Wealth, LLC, Triad Wealth Partners, and Safeguard Investment Advisory Group. In addition to his advisory roles, Miles owns and operates an independent insurance agency, Miles Investment and Insurance Services LLC, focusing on life insurance products and annuities. Signal Advisors Wealth, LLC operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis to manage discretionary strategies while allowing independent advisors to maintain client relationships.

Mario Uyboco is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LifePro Asset Management and VOYA Financial Advisors prior to joining Simplicity Wealth. In addition to his advisory work, he serves as an adjunct professor at Cal Poly University, teaching supply chain management and internet web application development. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a turnkey asset management platform (TAMP) with a focus on model portfolios and third-party manager due diligence.

Jaye Ferguson is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Sovran Advisors, Ferguson worked at Charles Schwab & Co., Inc. and First Allied Securities, Inc., among other firms. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing financial planning and portfolio management through various program types. The firm employs both active and passive investment strategies and offers access to multiple custodial platforms and third-party managers.

Michael Roney is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Merit Financial Advisors since 2024. He previously worked at Stanislawski & Harrison Wealth Management and Abridge Partners LLC from 2007 to 2024. Merit Financial Advisors is a multi-team registered investment adviser with more than 260 advisors serving over 20,000 clients. The firm offers coordinated wealth-management services and follows an investment approach focused on long-term, diversified portfolios using centrally managed models overseen by an internal Investment Management team and committee.