Celeste Wall is a financial advisor at Dynamic with 16 years of industry experience. She holds Series 63 and Series 65 designations and has been with Dynamic Wealth Advisors since 2015. Outside her advisory role, Ms. Wall is also an independent insurance agent specializing in life insurance and annuity products. Dynamic serves a diverse client base, including individuals, trusts, charitable organizations, and other registered investment advisers. The firm employs a long-term, client-specific portfolio construction process and offers a range of services such as discretionary portfolio management, financial planning, and sub-advisory support, with a particular emphasis on supporting other advisers through technology and operational resources.

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.

Jeffrey Amberg is a financial advisor at Prospera Financial Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Painter, Smith & Gorian Inc. for 26 years. Outside of his advisory role, he serves as a board member and finance committee member for Immanuel Baptist Church. Prospera Financial Services, Inc. is an enterprise-scale advisory firm and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering diversified investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Wendall Corley is a financial advisor with Gradient Securities, LLC in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Gradient Securities since 2016. Outside of his advisory role, Corley is also licensed as an insurance agent, engaging in insurance sales on a limited basis. Gradient Securities, LLC (doing business as Gradient Wealth Management) offers financial planning, consulting, non-discretionary asset management, and ERISA 3(21) retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm emphasizes a non-discretionary investment model and integrates fundamental, technical, and cyclical analysis, often utilizing third-party managers while providing ongoing monitoring and client review.

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 with Missionsquare Retirement, holding Series 63 and Series 66 licenses and six years of industry experience. His prior work includes roles at Bank of America, Merrill, and Wells Fargo. Outside of finance, he is an equal owner of Las Altenitas, an ice cream shop in Rialto, CA, where he assists with weekend operations. Missionsquare Retirement serves state and local government employers and public sector employees by administering deferred compensation and qualified retirement plans. The firm offers plan administration, education, and advisory services through its Guided Pathways program, which utilizes investment advice developed by Morningstar Investment Management.

Travis Gibson is a financial advisor at KCD Financial, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including MML Investors Services LLC, MassMutual Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. Outside of his advisory role, he is involved in fixed and fixed indexed annuities through independent agencies such as Secure Income Management and Broker's Choice of America. KCD Financial, Inc. is a registered investment adviser and dually registered broker-dealer serving individuals, corporate pension plans, and charitable organizations. The firm employs a variety of analytical approaches and investment strategies, primarily operating on a non-discretionary basis while offering access to third-party managed accounts.

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.

Adam Mc Kell is a financial advisor at Portside Wealth Group, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including TownSquare Capital, LLC and OneAmerica Securities. In addition to his advisory role, he is involved with McKell Partners, where he engages in fixed life and fixed annuities sales. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary portfolio management, financial planning, pension consulting, and related services, combining fundamental, technical, and modern portfolio theory in its investment approach.

Amy Ochs is a financial advisor with Prospera Financial Services, Inc. She holds a Series 66 designation and has two years of industry experience. Prior to joining Prospera, she worked at Wells Fargo Advisors for seven years and Anderson Clinical Research for five years. Prospera Financial Services, Inc. is a multi-team firm that serves individual, corporate, charitable, and retirement plan clients. The firm manages approximately $12.4 billion through over 200 advisors, offering investment advisory and financial planning services across various platforms and delivery vehicles.

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.

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.

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.

Joan Hsu is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. She previously worked at Wells Fargo Advisors for 10 years before joining Prospera. She holds Series 63 and Series 66 licenses. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple delivery platforms and combines firm models, third-party sub-advisers, and customizable allocations to manage client portfolios.

Kallie Rawson is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Painter, Smith and Gorian Inc. for 12 years before joining Prospera in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with customizable portfolio construction and ongoing oversight.

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.

Jon Fenster is a financial advisor with Private Management Group Inc in Redlands, CA, holding a Series 65 designation and 19 years of industry experience. He has worked at Private Management Group since 2025 and concurrently serves as a limited liability partner at Fenster & Fenster CPA's LLP, where he is involved in accounting and tax preparation services. Fenster has prior experience with J.J.F. Investments, Inc., where he worked from 2006 to 2024. Private Management Group, Inc. provides discretionary investment supervisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm constructs individualized portfolios using fundamental analysis and a combination of longer-term strategic frameworks with shorter-term tactical adjustments, investing across a broad range of instruments while emphasizing active client input.