Thomas Hanna is a CFA® with nine years of industry experience, currently serving as a financial advisor at Farther since 2024. He previously worked at Charles Schwab & Co., Inc., Citi Wealth Management, and Bank of America/Merrill Lynch. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, individual equities, and fixed income.

Tim Mcdonald is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2005 and is also affiliated with Agia, where he serves as an agent involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

Tom Rosenbaum Jr. is a CFP®-certified financial advisor with Valic Financial Advisors, where he has worked for 24 years. He holds the Series 66 designation and has 26 years of industry experience. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Daniel Garcia is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has 13 years of industry experience. Prior to joining Voya Financial Advisors in 2018, he worked at Edward Jones and Bank of America. In addition to his advisory role, he presents financial literacy materials to schools in collaboration with teachers through the Securities Industry and Financial Markets Association. Voya Financial Advisors serves a diverse range of individual and institutional clients, offering services such as financial planning, portfolio management, wrap programs, and plan-sponsor consulting. The firm delivers advice primarily through non-discretionary programs and operates with multiple affiliated channels and revenue-sharing arrangements.

Rose Bizarro is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her prior roles include positions at Centaurus Financial, Inc., Steadfast Companies, and Money Concepts Capital Corp. Outside of her advisory work, she hosts foreign exchange students in her home on a temporary basis. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Justin Morin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at JP Morgan Securities, JP Morgan Chase Bank, and Wells Fargo, with his current tenure at Citigroup beginning in 2017. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a scale and structure that includes in-house research, swap dealer activities, and specialized lending solutions.

Paul Cooper is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006 and is also the owner of Cooper Associates, a securities business he has operated since 1985. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

James Vukovich is a financial advisor at PNC Wealth Management with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at PNC since 2021. His prior experience includes roles at BBVA Securities Inc., BBVA Wealth Solutions Inc., BBVA Compass Insurance Agency, Inc., and COMPASS Bank, spanning over a decade. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account for employees. The firm utilizes algorithm-driven risk assessments and delegates portfolio implementation to third-party managers.

Salli Wells is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 41 years of industry experience. She has been with Voya Financial Partners since 2014. Outside of her advisory role, she is also an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base, including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers services including financial planning, portfolio management, and plan-sponsor consulting through various program structures, with a focus on recommendation-based client relationships.

Hien Huynh is a financial advisor at PlanMember Securities Corporation with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with multiple firms, including Parsonex Securities and Parsonex Insurance Agency. Outside of his advisory role, he coordinates a community-based cooperative that partners with local farmers and companies to provide organic and sustainable products. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, focusing on strategic asset allocation and risk-based mutual fund portfolios. The firm provides education and support through seminars, personalized planning, and participant services while acting as an ERISA Section 3(38) fiduciary for many plans.

Larry Eye is a financial advisor with PlanMember Securities Corporation who holds 56 years of industry experience. His career includes long tenures at Crown Capital Securities, L.P. and his own firm, Larry R. Eye & Co., which he has operated since 1965. Through Larry R. Eye & Co., he is involved in the sale and service of fixed annuities, life insurance, and long-term care insurance as an independent agent. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38). The firm employs a top-down strategic asset allocation approach and offers risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Kent Cooper is a financial advisor with Centaurus Financial, Inc. in Redlands, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Centaurus Financial since 1998 and has additional experience in tax preparation and accounting services as an enrolled agent. Cooper also manages a property in Redlands, dedicating time to property management alongside his advisory work. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a combination of fundamental and technical analysis, and offers both discretionary and non-discretionary investment arrangements.

Sam Young is a financial advisor with Integrity Alliance, LLC, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. He has been affiliated with Brokers International Financial Services, Nylife Securities, LLC, and New York Life Insurance Co. for over a decade. Outside of advising, he serves as head elder at Loma Linda Chinese Seventh Day Adventist Church and works as a principal consultant in IT, alongside his role as president and CEO of Sam Young Financial Services. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a large network of advisors managing approximately $5.4 billion in assets. The firm offers diversified investment management through discretionary accounts, model portfolios, and third-party sub-advisers, combining multiple allocation strategies with operational support unique among large advisory enterprises.

Gregory Gower is a CFP® with 10 years of industry experience currently affiliated with Voya Financial Advisors, Inc., where he has worked since 2018. His prior experience includes roles at Advised Assets Group, LLC and GWFS Equities, Inc. Outside of advisory work, he is an Independent Insurance Agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm offers a range of financial planning and portfolio management services through multiple program structures, with a preference for non-discretionary, recommendation-based advice.

Steven Hadder is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Independent Financial Group since 2022 and has been with NPB Financial Group since 2009. Outside of his advisory work, Hadder volunteers as a committee member for the University of Redlands Hall of Fame and serves as a tournament director for the Inland Empire Senior Golf Association. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets with a national network of Investment Adviser Representatives.

Catherine Mattingley is a financial advisor with Voya Financial Advisors, Inc. She holds Series 63 and Series 66 licenses and has 33 years of industry experience. She has worked with Voya Financial Advisors since 2014. In addition to her advisory role, she is an independent insurance agent selling fixed insurance products and serves as the successor trustee of the Rita Mattingley Bond Family Trust. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, wrap programs, and consulting services through various program structures that emphasize non-discretionary recommendations.

Anthony Vitulli is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with New York Life Insurance Company and its affiliated entities since 2005. Outside of advisory work, Vitulli is appointed with outside insurance carriers as an insurance broker through Gillett Financial & Insurance Services, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a broad range of client types including retirement plans and corporate investors.

Katherine Vander Veen is a financial advisor with Integrated Wealth Concepts LLC in Redlands, CA. She has been with Integrated Wealth Concepts since 2026. Prior to this, she has worked at Soren McAdam, LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using a combination of internally managed and third-party asset strategies.

Charlie Lowenberg is a financial advisor at Integrated Wealth Concepts LLC with one year of experience. He has worked at Soren McAdam LLP since 2002. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, using customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs a primarily long-term investment approach.

Akshaya Sheth is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding the ChFC® designation and Series 63 and 65 licenses. Sheth has 36 years of industry experience, having worked with Eagle Securities LLC since 2008 and with New York Life Insurance Company and Nylife Securities LLC since 1989 and 1990, respectively. Outside of her advisory role, she serves as Chairman of the Board for the Hindu Society of Inland Empire and is a director at Om Foundation Inc., a charitable religious and cultural organization. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and works extensively with defined contribution and defined benefit plans, charitable organizations, and corporate clients, managing a significant portion of assets on a non-discretionary basis.