Emily Reagan is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She has held her current position since 2017 and also worked at California State University from 2015 to 2018. She holds a Series 66 designation. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis in its investment recommendations.

Jayne Mansfield is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. Her career includes roles at Commonwealth Financial Network, United Capital Financial Advisers, Girard Securities, and LPL Financial. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets, with access to multiple management platforms and third-party solutions.

Nathan Cha is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at Mercer Global Advisors Inc. and has prior experience at UBS Financial Services and Merrill. He previously worked at Illy coffee and Westmont College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, estate planning, and family office services. The firm uses a Modern Portfolio Theory-based approach, emphasizing globally diversified, risk-appropriate portfolios with various investment vehicles and offers specialized services such as retirement plan consulting and charitable advisory.

Sean Haney is a financial advisor at Citigroup Global Markets with eight years of industry experience. He holds Series 63 and Series 66 designations and has been with Citigroup since 2010. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research and swap dealer activities.

Christopher Sullivan II is a CFP® professional with 15 years of industry experience, currently affiliated with Cetera Planning Partners. His career includes roles at multiple Cetera and Avantax entities, as well as Carey & Hanna, CPAs. Outside of his financial advisory work, he is involved in lifestyle fitness coaching, providing strength training programming and diet planning as a consultant and trainer. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, with services including investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, and estate planning through affiliated providers, and emphasizes diversified investment allocations aligned with client objectives and risk tolerance.

Richard Norkin is a financial advisor at Kestra Advisory with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including SagePoint Financial and Western International Securities. Outside of advisory services, he operates a sole proprietorship focused on insurance sales and service. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, compliance testing, and employee education. The firm serves a range of clients including large institutional investors and offers multiple management platforms supported by due diligence processes.

Danielle Sanchez is a financial advisor with First Command Advisory Services in Ventura, CA, holding a Series 66 designation and six years of industry experience. Her prior work history includes positions at Bank of America and a brief role at Mitchell Katz Winery. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized investment management team to select and monitor portfolios and third-party managers.

Colin Kilpatrick is a CFP® with 16 years of industry experience and has been with Centaurus Financial, Inc. since 2016. He holds a Series 66 license and operates in Camarillo, CA. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, including specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Nicholas Goodwin is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of experience in the financial industry. He is currently with Private Advisor Group, LLC and has previously worked at firms including Mariner Independent Advisor Network, LPL Financial, Summit Wealth Management Group, Fidelity, and Ameriprise. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions through a fiduciary-based advisory model.

Cody Nigh is a CFP® with eight years of industry experience, currently affiliated with Commonwealth Financial Network. His career includes previous roles at Powell Financial Group, CCG Wealth Management LLC, and Lincoln Financial Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides adviser-support platforms including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Marc Giamo is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup since 2018, following six years at J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and specialized market roles.

Barton Ketterling is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Commonwealth since 2009 and has been involved in tax and accounting services since 1988, including operating a tax preparation business. Ketterling is also the owner of a payroll service company supporting his tax business. Commonwealth Financial Network is a dual-registered broker-dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm offers a range of managed account programs, third-party asset manager access, and custody services, providing both discretionary and nondiscretionary investment solutions.

Timothy Warren is a Series 66 licensed financial advisor with 26 years of industry experience. He is currently affiliated with Private Advisor Group, LLC and LPL Financial LLC, with prior experience at firms including Avantax and Cetera. In addition to his advisory work, Warren maintains CPA credentials and provides tax preparation and accounting services. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering a range of portfolio management and financial planning services. The firm combines a fiduciary-based advisory model with technology platforms and access to third-party managers and model portfolios.

John Clay Jr. is a financial advisor with D.A. Davidson & Co. in Ventura, CA, holding a Series 66 designation and 25 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he owns Cordell Wellness LLC, a cryotherapy wellness center in Oxnard, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various financial planning tools and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative analyses in its investment approach.

Steve Coker is a CFP® and holds a Series 65 license with 19 years of experience in the financial industry. He is currently with Savant Wealth Management and previously worked at Cedarstone Advisors, Inc. and Manchester Financial Inc. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients. The firm uses a combination of evidence-based, model-driven asset allocation and actively managed strategies, supported by affiliated entities providing accounting, legal, and trust services.

Andrew Newell is a CFP® and holds a Series 65 license, with four years of experience in financial advising. He has worked at Mariner Wealth Advisors since 2022 and previously spent one year at Western International Securities, Inc. Prior to his financial career, he served ten years with the South Australia Police. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations, providing investment management, financial planning, retirement plan consulting, and access to various investment vehicles. The firm offers integrated tax services and family office capabilities alongside discretionary, customized portfolio management supported by in-house research and third-party managers.

Dennis Salem is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2012. He is based in Newbury Park, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles including in-house research and futures commission merchant operations.

Juan Viveros is a financial advisor at Voya Financial Advisors, Inc. with three years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining Voya, he worked at Planmember Securities Corporation and has experience in education and food service sectors. Voya Financial Advisors serves a broad mix of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting. The firm offers multiple program structures, including wrap programs and third-party money manager access, and operates with a preference for non-discretionary, recommendation-based client relationships.

Andrea Chases is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. Her background includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, she provides bookkeeping services through a temporary contract arrangement. Park Avenue Securities LLC serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.

James Chackel is a financial advisor at Empower Advisory Group with a Series 66 designation. He has been with Empower Advisory Group since 2026 and has previous experience at Empower Financial Services and American Senior Benefits. Outside of finance, he worked for several years at Santino's Pizza. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and emphasize long-term portfolio returns and annual rebalancing in their planning approach.