Bryan Jones is a financial advisor at PlanMember Securities Corporation with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2007. Outside of his advisory role, he serves as Treasurer for the Thousand Oaks High School Lancer Baseball Booster Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios and includes comprehensive education and support services for plan sponsors and participants.

Kimberly Anderson is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and 19 years of industry experience. Her career includes roles at Forrest T. Jones & Co. dba FTJ Retirement Advisors and National Pension & Group Consultants, Inc. She is involved in insurance sales and product management with Fidelity Security Life Insurance Co. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant education, and a range of risk-based mutual fund portfolios. The firm uses a strategic asset allocation process combined with economic analysis and periodic rebalancing to manage investment decisions.

Heidi Parkhill is a financial advisor at TIAA-CREF with 10 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2021. Heidi is also involved in managing a rental property in Oxnard, California. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plans. The firm offers a range of advisory services, including model portfolio-based and customized portfolio management, and acts as adviser to a donor-advised fund.

Sean Haley is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. He holds a Series 63 designation and has worked at PlanMember since 2015. Outside of his advisory work, he is an author who writes and promotes original works of fiction. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage diversified risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

John Distad Jr. is a financial advisor at D.A. Davidson & Co. with 51 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Casey Hoops is a financial advisor with PlanMember Securities Corporation, holding a Series 66 designation and two years of industry experience. Prior to joining PlanMember, Casey worked in roles at Ram's Gate Winery, Sonoma State University, and Marimar Estate Vineyard and Winery. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Terri Bennett is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 42 years of industry experience. Her career includes leadership roles in several entities, including Platinum Insurance Marketing, where she serves as president of an independent marketing organization specializing in structured settlement products. Bennett has also held executive and corporate secretary positions with multiple Medivest-related funds and companies. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, offering education and support services such as personalized retirement planning and seminars.

Rebecca Albert is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has seven years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of her advisory work, she serves as an administrative assistant to the ACO at Pacific Advisors. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Henry Whitney is a CFA® charterholder with seven years of industry experience. He has been with PlanMember Securities Corporation since 2019 and also has experience with TBI Financial. Outside of his advisory work, he is involved with the SB Polo & Racquet Club. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages unitized, risk-based mutual-fund portfolios ranging from conservative to aggressive, supported by education and personalized retirement planning services.

Timothy Swier is a financial advisor with PlanMember Securities Corporation, holding a Series 63 license and 32 years of industry experience. He has been with PlanMember since 2008 and has operated Timothy A. Swier Financial Services since 1992, focusing on insurance and investment services. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers participant-level investment options, education, and support services, employing a strategic asset allocation framework and managing risk-based mutual fund portfolios.

John Jacobson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets Inc. serves individual and institutional clients across a range of wealth segments, offering diverse investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees and operates at a large institutional scale with specialized market roles such as swap dealing and futures commission merchant services.

Austin Ziehl is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he has work experience at California Lutheran University and Bishop Diego High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Michael Snowden Jr. is a Series 66 licensed advisor with 16 years of industry experience, currently serving at Mariner Wealth Advisors since 2021. Prior to joining Mariner, he worked for Lang Advisors, LLC, doing business as Channel Islands Financial Group, for seven years. He is also a member of the Channel Islands Group holding company. Mariner Wealth Advisors serves a broad range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs customized, discretionary portfolios managed by an internal team and Investment Committee, integrating in-house research with third-party managers and supports integrated tax and accounting services alongside traditional portfolio management.

Karen Waite is a financial advisor at PlanMember Securities Corporation with 27 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions with Arbonne Corporation and the Solvang City Council, where she served multiple terms. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach in managing risk-based mutual fund portfolios and offers education and support services to plan sponsors and participants.

Toby Spach is a Series 66 licensed advisor at PlanMember Securities Corporation with two years of industry experience. His previous roles include positions at Carp Physio, the University of Southern California, InstaCart, Santa Barbara City College, and Carpinteria High School. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios and offers education and support services such as personalized retirement planning and seminars.

Heber Lares is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is based in Ventura, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments with a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, and operates with distinctive market roles including swap dealing and futures commission merchant activities.

Jeffrey Wiseman is a financial advisor at Cresset Asset Management, LLC with 20 years of industry experience. He holds the Series 63 designation and has been with Cresset since 2023, following nine years as a self-employed advisor. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base that includes individuals, high-net-worth families, trusts, estates, retirement plans, charitable organizations, and corporations. The firm focuses on diversified, asset-allocation-driven portfolio construction tailored to client objectives, employing both active and passive strategies and conducting rigorous due diligence on third-party managers.

Anita Jeffrey is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and 24 years of industry experience. She has been with D.A. Davidson since 2014. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards with both qualitative and quantitative investment analysis.

Heather Rupp is a CFA® credentialed advisor with five years of industry experience, currently with PlanMember Securities Corporation. She has held prior roles at B. Riley Capital Management, The Alliance Group, Phase Capital, and Peritus I Asset Management. Rupp also serves as an adjunct professor of Investments and Portfolio Management at Westmont College. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach with risk-based mutual fund portfolios, along with education and support services for plan sponsors and participants.

Brian Holland is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has previously worked at National Pension & Group Consultants, Inc. and maintains roles with Fidelity Security Life Insurance Company and Forrest T. Jones & Co., including work in insurance sales and retirement services. Holland also operates as a self-employed insurance agent. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm’s investment approach involves strategic asset allocation and management of unitized, risk-based mutual fund portfolios, supported by educational and support services for plan sponsors and participants.