John Brontsema is a financial advisor with Mutual of Omaha Investor Services, Inc., holding a Series 65 designation and four years of industry experience. Prior to his advisory career, he spent five years as a professional baseball player. He is also licensed as an insurance agent specializing in life and health insurance. Mutual of Omaha Investor Services provides advisory services to individuals, corporations, and qualified retirement plans, offering a range of managed account programs and financial planning solutions. The firm delivers its services primarily through platform relationships with Envestnet and Pershing, combining advisory capabilities with broker-dealer and insurance businesses within the Mutual of Omaha group.

Alyssa Tacconelli is a Series 65-licensed financial advisor at Mariner Independent with one year of industry experience. Her prior work includes roles at Edward Jones and Kovitz Investment Group Partners, LLC. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, coordinated tax support, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.

George Washington Jr. is a financial advisor at Foundations Investment Advisors LLC with three years of industry experience. He holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in a baking business assisting with bookkeeping and works as a DJ technician providing musical entertainment for high-value weddings. Foundations Investment Advisors LLC delivers financial planning and portfolio management services to individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies through a broad network of affiliated offices. The firm employs a combination of fundamental, technical, and cyclical analysis and uses model portfolios with an asymmetric rebalancing approach to manage investments.

Vince Festejo is a CFP® professional with two years of industry experience, currently with CreativeOne Securities, LLC. He has worked in financial services since 2018, including a role at IWM Financial focused on client relations and advisor support. Prior to his financial career, he spent five years in full-time education. CreativeOne Securities, LLC is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities. The firm provides financial planning, portfolio management, retirement-plan fiduciary services, and access to third-party manager programs through a network of 127 advisors.

John Benfanti Jr. is a financial advisor with StoneX Advisors Inc. in Los Alamitos, CA, holding Series 63, 65, and 66 licenses and bringing 37 years of industry experience. Before joining StoneX Advisors in 2022, he worked at StoneX Securities Inc. and Quest Capital Strategies, Inc. He is also president and sole owner of Health Plus Insurance Agency, where he has been involved in insurance sales for over three decades. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and ERISA plan consulting through a variety of account structures and model-based solutions. The firm is part of StoneX Group and offers integrated clearing, custody, and lending services while supporting a large network of advisors and sub-advisory relationships.

Michael Hamrick is a financial advisor at Empirical Wealth Management with two years of industry experience. He holds a Series 65 designation and has previously worked in educational roles at Chapman University, Santa Barbara City College, Corona del Mar High School, and Palm Desert High School, as well as with Sejuiced. Empirical Wealth Management serves individuals, trusts, estates, charitable organizations, pensions, profit-sharing plans, and private pooled vehicle investors. The firm employs a diversified investment approach grounded in Modern Portfolio Theory and offers a range of services including investment management, financial planning, tax preparation, and retirement-plan consulting, supported by affiliated businesses in real estate, insurance, and estate planning.

Ron Amir is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Summit Financial, LLC in Newport Beach, CA. His prior experience includes roles at J.P. Morgan Securities, Western International Securities, and American Trust Investment Services. Summit Financial, LLC is a multi-team advisory firm managing approximately $26.35 billion in assets for around 17,800 clients. The firm offers a range of investment advisory and portfolio management programs, combining discretionary and consultative services with options for financial planning, retirement plan advisory, and access to alternative investments.

Jonathan Ceci is a financial advisor at MissionSquare Retirement with Series 63 and Series 65 credentials and one year of industry experience. He has previously worked at Blue Cedar Financial and Insurance Solutions, Eagle Strategies (NY Life), and New York Life Insurance Company. MissionSquare Retirement serves state and local government employers, their employees, and certain nonprofit entities by administering deferred compensation and qualified retirement plans. The firm provides plan administration, recordkeeping, education, and Guided Pathways Advisory Services, including discretionary Managed Accounts and nondiscretionary Fund Advice developed in partnership with Morningstar Investment Management.

Terry Kerr is a financial advisor with Cooper McManus in Irvine, CA, holding a Series 63 credential and 29 years of industry experience. He has worked at Cooper McManus since 2017 and previously at Securities America Inc and Cambridge Investment Research, Inc. Outside of his advisory role, he is the owner and CEO of Kerr Financial Inc, an independent insurance agency. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans with financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process using a variety of securities and model portfolios, and it coordinates with outside legal professionals for estate-planning needs.

Cynthia Alston is a financial advisor with Citizens Private Wealth who holds the Series 63 and Series 65 designations and has 19 years of industry experience. Her prior work includes positions at Morgan Stanley, J.P. Morgan Securities, and First Republic Investment Management. Outside of her advisory role, she is involved in property management through ownership of two real estate-related businesses in Anaheim, California. Citizens Private Wealth is a multi-team registered investment adviser serving high-net-worth individuals, families, and various institutional clients. The firm focuses on long-term, tailored asset allocation within an open-architecture investment framework and offers discretionary portfolio management alongside consulting services for multigenerational families and closely held businesses.

Mao Chang Wang is a Series 65 registered financial advisor with Sequent Planning, LLC, based in Irvine, CA, with four years of industry experience. Prior to joining Sequent Planning, he worked at Sierra Wealth Group and Gradient Advisors. Outside of advisory services, he co-owns a firearm parts wholesale and distribution business. Sequent Planning, LLC serves individuals, retirement plan sponsors, businesses, endowments, and nonprofits, offering asset management, financial planning, and retirement plan services. The firm employs a structured risk framework and diversified investment strategies, supported by a network of independent adviser representatives.

Kendall Nolan is a financial advisor at Private Management Group Inc with two years of industry experience. He holds a Series 65 designation and has prior work experience in athletics and educational institutions, including roles at the University of Portland and Crean Lutheran High School. Private Management Group, Inc. provides discretionary investment supervisory services to individual and institutional clients, managing approximately $4.5 billion in assets across a 20-advisor team. The firm employs a combination of long-term strategic frameworks and shorter-term tactical decisions, focusing on fundamental analysis and absolute returns.

Christopher Giovinazzo is a financial advisor with Accelerate Retirement, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at NFP Retirement, Kestra Investment Services, and Transamerica Capital. He is also a licensed insurance agent who recommends certain insurance products on a commission basis. Accelerate Retirement serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and employer plan sponsors, offering retirement plan consulting, investment management, financial planning, and fiduciary services. The firm uses a customized, long-term investment approach through a network of advisers, with access to a broad range of investment vehicles and third-party managers.

Joseph Roessler is a financial advisor with Trilogy Capital, Inc. in Irvine, CA, holding a Series 65 designation and seven years of industry experience. His prior work history includes positions at LPL Financial and Trilogy Financial since 2018, and four years at PetSmart before entering the financial sector. Trilogy Capital, Inc. provides investment advisory and retirement-plan services to individuals, high-net-worth clients, families, trusts, estates, and employer-sponsored plans. The firm utilizes a risk-based, diversified asset allocation framework with in-house models and third-party sub-advisors, and integrates personal and business real estate considerations into its comprehensive advanced planning.

Russell Hill is a CFP® with 37 years of industry experience and has been an advisor at Halbert Hargrove since 1998. He holds the Series 63 designation and serves as President, Chief Compliance Officer, and Investment Counselor at Halbert Hargrove/Russell LLC. Halbert Hargrove Global Advisors manages approximately $4.2 billion across a multi-advisor platform, serving individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary, fee-only investment management and financial planning, using an Investment Committee to build diversified portfolios incorporating equities, fixed income, and alternative strategies.

Cameron Jalbert is a ChFC® and Series 66 credentialed advisor with 13 years of industry experience. He is currently with Vanderbilt Advisory Services and Vanderbilt Securities, LLC, having previously worked at Spire Wealth Management and Chatterton & Associates. Outside of his advisory work, he serves on the boards of several nonprofit organizations focused on education, homelessness, and charitable giving. Vanderbilt Advisory Services serves a diverse client base including individuals, charitable organizations, trusts, estates, businesses, and retirement plans. The firm’s investment approach combines strategic asset allocation with fundamental, technical, and charting analysis, offering both discretionary and non-discretionary portfolio management alongside financial planning and consulting services.

Jody Pierce is a financial advisor at Vanderbilt Advisory Services with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Avantax Advisory Services and Cetera. Outside of his advisory role, Pierce is an IRS Enrolled Agent providing tax preparation and accounting services through his business, GFS, Inc. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, employing a strategic asset allocation process supported by fundamental, technical, and charting analysis.

Anthony Molina is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at Stifel Nicolaus & Co Inc. from 2016 to 2020. Outside of his advisory role, Molina serves as secretary and board member for Safety Systems Technology (NV), Inc., a manufacturer of safety equipment. Wedbush Securities serves a diverse client base including individual, high-net-worth, foundation, and institutional investors, offering brokerage and SEC-registered investment advisory services across multiple asset classes and managed account programs. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, including commodities and derivatives activities.

Ryan Sabol is a financial advisor at Mutual Advisors, LLC with 22 years of industry experience. He holds a Series 66 designation and has been with Mutual Advisors since 2013, having also worked at Mutual Securities Inc. Outside of his advisory role, he manages Sabol Investments, LLC, providing financial services consulting for family-controlled trust investments. Mutual Advisors, LLC is an SEC-registered adviser managing approximately $6.75 billion through a network of 123 advisors. The firm serves individuals, institutional investors, trusts, and retirement plans by offering asset management, financial consulting, ERISA plan advisory, and other services, employing a range of investment strategies tailored to client objectives.

Burton Brown is a financial advisor with TCFG Investment Advisors, LLC, holding a Series 66 license and 18 years of industry experience. His career includes roles at Entoro Capital LLC, Compound Planning, Voleo USA, Inc., and Atomi Financial Advisors. Outside of advisory work, he serves as Executive Vice President at Aliso Solutions, LLC, a compliance consulting firm for financial intermediaries. TCFG Investment Advisors provides advisory and planning services to individuals, profit-sharing plans, charitable organizations, and corporations. The firm utilizes a variety of investment strategies and offers both discretionary and non-discretionary portfolio management, alongside financial planning and consulting services.