Alexis Hundley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated, Alexis has worked at Soren McAdam LLP since 2005. 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, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Ted Baker is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner in 2026, he worked in research and clinical roles at Charles River Laboratories, the San Francisco Research Institute, and Icon Clinical Research, following six years at Target. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers across various asset classes and also provides integrated tax and accounting capabilities uncommon for a firm of its size.

Liliana Fahel is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Voya since 2017 and previously spent a year with GWFS Equities, Inc. Outside of finance, she has been involved in the tobacco retail business through Cubano Cigars and Tobacco since 2010. Voya Financial Advisors, Inc. serves a broad range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, portfolio management, unified managed accounts, and access to third-party money managers, utilizing a mix of in-house and external strategists along with technology-driven tools to implement investment recommendations.

Joshua Cervantes is a financial advisor at Valic Financial Advisors with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at New York Life Insurance Co., NYLIFE Securities LLC, and BBVA Compass. He also serves as an agent for AGIA, selling non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors. The firm manages approximately $29.2 billion and supports close to 300,000 clients with centralized technology and model solutions.

Austen Karr is a financial advisor at Kestra Advisory with 16 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Raymond James Financial Services for 11 years. Outside of advising, he is involved in ownership and management of residential real estate through multiple LLCs. Kestra Advisory provides investment advisory and retirement-plan consulting services to a broad mix of institutional and individual clients, offering fiduciary consulting, plan design, and access to multiple management platforms.

Michele Medugno is a financial advisor with Voya Financial Advisors, Inc. in Redlands, CA, holding Series 63 and Series 65 licenses with 23 years of industry experience. She has been with Voya Financial Advisors since 2014 and has worked at Teaque Financial Insurance Services, Inc. since 2002. Outside of advisory work, she operates as an independent insurance agent focused on fixed insurance products. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, and retirement-plan advisory with an investment approach combining in-house and external strategists, model portfolios, and technology tools, primarily emphasizing client-approved, non-discretionary management.

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 in Riverside, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Valic Financial Advisors since 2005 and is also an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering wrap programs, portfolio management, and financial planning through a large network of advisors. The firm utilizes discretionary unified managed accounts and overlay services, managing approximately $29.2 billion across nearly 300,000 clients.

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 at VOYA Financial Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones, Bank of America, and Merrill. He is involved in financial literacy education, presenting to schools using FINRA-approved materials. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes both in-house and external strategies, technology-enabled tools, and a range of investment products to support client relationships, with a primary focus on non-discretionary management.

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.

Steven Coute is a ChFC®-designated financial advisor with Transamerica Financial Advisors, based in Riverside, CA, and has 16 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has additional experience with other firms and business activities, including a leadership role as Unit Commander for the Chino Valley Young Marines, a nonprofit youth leadership organization. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations and corporations, offering both advisory and broker-dealer services with a variety of proprietary and third-party investment programs.

Paul Cooper is a CFP® and ChFC® with 41 years of experience in the financial industry. He has been associated with Commonwealth Financial Network since 2006 and is also the owner of Cooper Associates, a securities business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of nearly 2,900 advisors and manages approximately $213 billion in assets. The firm offers a comprehensive adviser-support platform, including managed-account programs, access to third-party asset managers, and custody/clearing services.

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.

Larry Rollins is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and two years of industry experience. He has a background that includes roles at Wfgia, Golden Circle Realty, and American Financial Network, as well as experience in mortgage origination and residential real estate supervision. Outside of advisory work, he supervises real estate agents and offers broker price opinions through his involvement with Golden Circle Realty and operates as a mortgage loan originator with Vintage Lending. Transamerica Financial Advisors serves a diverse clientele ranging from individual investors to institutional clients, offering both advisory and broker-dealer services with a variety of fee-based and commission-based products, including proprietary and third-party investment models.

Salli Wells is a financial advisor with VOYA Financial Advisors, Inc. She holds Series 63 and Series 65 licenses and has 41 years of experience in the industry. Wells has been with Voya Financial Partners and its affiliates for a combined 20 years. She is also an independent insurance agent specializing in the sale of fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer firm serving individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including financial planning, portfolio management, unified managed accounts, and retirement-plan advisory services, utilizing a combination of in-house and third-party strategies alongside technology-enabled tools.

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.

Bradly Stevens is a financial advisor at Farther with 19 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining Farther, Stevens worked at BAS Financial for 18 years. Outside of his advisory role, he is a certified personal trainer who independently trains individuals and small groups. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through both digital platforms and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory and uses proprietary model portfolios with algorithmic rebalancing and incorporates AI tools under internal review.