Aaron Donaldson is a financial advisor with Navy Federal Investment Services, LLC, holding Series 66 and Series 63 licenses and six years of industry experience. He has worked extensively within the Navy Federal corporate structure since 2013, including various roles across Navy Federal Investment Services, Navy Federal Financial Group, and Navy Federal Credit Union. Navy Federal Investment Services serves members of Navy Federal Credit Union as well as individual, trust, and institutional clients, offering portfolio management, financial planning, retirement-plan fiduciary services, and automated investment options. The firm utilizes managed advisory programs featuring third-party portfolio managers on the Envestnet platform, delivering a range of solutions including unified managed accounts, strategist portfolios, and digital automated ETF portfolios.

Enrico Tolson is a financial advisor at Virtue Capital Management, LLC with five years of industry experience. He holds a Series 66 designation and has previously worked at firms including Merrill and Axa Advisors. Tolson has also worked as an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm customizes portfolios using tactical, strategic, and dynamic approaches and operates through a multi-team model that provides ongoing monitoring, reporting, and client education.

John Marvin is a financial advisor with Ascentis Independent Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior work includes 20 years at LPL Financial and eight years at Raymond James Financial Services. Outside of advising, he is the owner of Citrus Wealth Management and serves as a co-trustee of a family trust. Ascentis Independent Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, estates, pension plans, and business entities. The firm utilizes a blend of discretionary management, third-party managers, and platform solutions, including private direct investments, with portfolios monitored and adjusted to client objectives.

Blake Isaeff is a financial advisor with Golden State Wealth Management, LLC in Riverside, CA, holding Series 65 and Series 63 registrations. He has six years of industry experience and has been with Golden State Wealth Management since 2018. His prior work includes roles at Renaissance Wealth Management, LPL Financial, Canyon Crest Country Club, and the University of California, Riverside. Golden State Wealth Management serves individual, trust, pension, and business clients with asset management, financial planning, and retirement consulting. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and third-party managers to tailor portfolios.

Reginald Jackson is a CFP® with 42 years of industry experience, currently affiliated with OSAIC. He has worked with NWF Advisory Services and operates his own advisory practice. Jackson serves as a board member for two nonprofit organizations, The Unforgetables Foundation and Living Systems Health. OSAIC is a large financial services firm serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk-tolerance assessments with advanced portfolio management tools and offers a wide range of investment options through its extensive network of advisors.

Hal Burns is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and related firms from 2015 to 2021 and currently operates Burns Tax & Wealth Management and Hal Burns & Associates, providing tax preparation and accounting services. Burns also provides investment advisory services through Verus Capital Partners, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory capabilities with non-advisory products such as insurance and lending services.

Zelalem Girma is a financial advisor at Realta Investment Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, LPL Financial, and NewEdge Advisors LLC. Outside of finance, he operates a bakery-related business during non-trading hours. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a tailored investment approach using asset allocation across various asset classes and offers services including portfolio management, retirement-plan consulting, and estate planning.

Christopher Palmer is a financial advisor with Prospera Financial Services, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses with 27 years of industry experience. His prior roles include tenures at Wells Fargo Advisors, Merrill, and Banc of America Investment Services. Outside of advisory work, he is involved in managing and selling a family ranch through a closely held corporation and owns a farm animal business in Texas. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Gary Graham is a financial advisor with Calton & Associates, Inc. in Corona, CA, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His prior experience includes roles at Wedbush Securities Inc., Crowell, Weedon & Co., Wells Fargo Clearing, and Prudential Equity Group, LLC. Outside of advisory services, he serves as a referral closer for American Alternative Assets, assisting with the purchase of physical precious metals. Calton & Associates is a multi-team firm serving individuals, retirement plans, trusts, estates, and business entities. The firm provides fee-based portfolio management and financial planning, sponsors wrap fee programs, and offers a combination of advisory, brokerage, and insurance services through its dually registered representatives.

Melanie Blakney is a Series 65-licensed financial advisor with eight years of industry experience. She currently works at McAdam LLC, where she has been since 2024. Her prior roles include positions at Pacific Wealth Management, LLC, Holstrom, Block and Parke, and Breckinridge Capital Advisors, Inc. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers a multi-advisor platform providing financial planning, investment management, and retirement-plan consulting, utilizing fundamental analysis and a range of investment strategies tailored to clients’ risk tolerance and objectives.

Kyle Smith is a financial advisor at Prospera Financial Services, Inc. He holds Series 65 and Series 63 licenses and has experience dating from 2019, including roles at Farmers Insurance and Interac. He is based in Redlands, California. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and platforms.

Scott Stephan is a financial advisor with Portside Wealth Group, LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior roles include positions at Townsquare Capital LLC, DFPG Investments, INC, and Allegis Investment Services. Outside of advising, he is president of Forethought Medical Resources, LLC, a company that distributes medical instruments and supplies for surgery. Portside Wealth Group is a multi-advisor wealth management firm serving individuals, retirement and pension plans, charitable organizations, and corporate entities. The firm offers discretionary portfolio management, financial planning, pension consulting, and other services, using a combination of fundamental, technical, and modern portfolio theory in its investment approach.

Larry Etzweiler is a financial advisor with Eagle Strategies (NY Life) based in Redlands, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including long-term affiliations with New York Life Insurance Co. since 1976 and Nylife Securities Inc. since 1978. He also operates Fox Financial and Insurance Services, brokering non-registered insurance products outside of New York Life offerings. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes customized recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jacob Pathe is a Series 66 licensed financial advisor with Citigroup Global Markets, where he has worked since 2007. He has 22 years of industry experience. Citigroup Global Markets serves individual and institutional clients across several wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including acting as a swap dealer and futures commission merchant.

Peter Lupone is a CFP® professional with 37 years of industry experience, currently serving at Valic Financial Advisors since 2010. He also holds Series 63 and Series 65 licenses and has been associated with Agia since 2022, where he is 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, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Thomas Elsea is a financial advisor with Transamerica Financial Advisors who holds a Series 66 designation and has eight years of industry experience. He has worked at Transamerica Financial Advisors and Wfgia since 2018. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through a variety of proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Christian Schank is a financial advisor with Integrated Wealth Concepts LLC in Riverside, CA, holding one year of industry experience. He is also the owner and practicing attorney at the Law Offices of Christian Schank & Associates, APC, a role he has maintained since 2003. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach alongside customized portfolio construction.

Yuming Su is a financial advisor at Citigroup Global Markets with two years of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at U.S. Bancorp, J.P. Morgan Securities LLC, and Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides specialized solutions for large relationships.

Alexis Reynoso is a financial advisor with Centaurus Financial, Inc. in Riverside, CA, holding Series 63 and Series 66 licenses and having eight years of industry experience. In addition to his advisory role, he is a certified tax preparer and serves as a junior partner at Empire Financial Benefits, Inc. He also works part-time helping clients with medical insurance questions and placement through Blue Shield and Kaiser. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a variety of investment analysis techniques.

John Barba is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at VOYA since 2014 and has been affiliated with Teachers Financial Services since 1999. Outside of his advisory roles, he operates as an independent insurance agent, specializing in the sale of fixed insurance products and servicing existing annuity clients. VOYA Financial Advisors, Inc. serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients by providing financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to implement client-focused investment strategies, offering both non-discretionary and limited discretionary management options.