Kent Alston is a financial advisor with Independent Financial Group, LLC, holding 42 years of industry experience. He has worked with Independent Financial Group since 2022 and has been with NPB Financial Group since 2014. In addition to his advisory roles, he owns Arden Tax Service, where he provides tax preparation, accounting, and bookkeeping services. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, serving clients through various platforms and both discretionary and non-discretionary management approaches.

Charles Ragonese is a financial advisor at AE Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at AE Wealth Management since 2018. He is also president of Mountain Peak Financial, Inc., where he is involved in life and fixed insurance product sales. AE Wealth Management is an SEC-registered investment adviser serving individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, combining internal and third-party managed models tailored by advisors.

Cathleen Morici is a financial advisor at Hightower Advisors with 19 years of industry experience. She holds a Series 66 designation and has been with Hightower Securities, LLC and Hightower Advisors since 2012. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, offering access to affiliated and third-party managers along with proprietary research and diversified portfolio construction.

Bradley Dugdale Jr. is a financial advisor with D.A. Davidson & Co. in Rancho Mirage, CA, holding Series 63 and Series 65 designations and 44 years of industry experience. He has been with D.A. Davidson & Co. since 1982. Outside of his advisory role, Dugdale serves as a director of Mountain West Savings Bank, is president of Lets Save America Corporation, chairs the finance committee of the North Idaho College Foundation, and is involved in educational publishing and coaching activities. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients, offering services ranging from ERISA advisory to comprehensive financial planning and private wealth management. The firm operates under fiduciary standards and includes unique features such as municipal advisory roles and affiliated custodial entities.

Robert Torrie is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 36 years of industry experience. He previously worked at Lincoln Investment for 17 years and has served as president of Rooney Group, Inc. dba Teachers Tax Service, which offers securities, insurance, and tax preparation services. He is also the treasurer of the Rancho Mirage Property Owners Association board. 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 manages unitized, risk-based mutual fund portfolios using a top-down strategic asset allocation approach and offers education and support services to plan sponsors and participants.

Timothy Schoeffler is a CFP® with 43 years of industry experience, currently affiliated with Commonwealth Financial Network. He has worked at Commonwealth since 2010 and previously held a role at WealthPort, LLC. Schoeffler is also the owner of Colfield Financial Services, Inc., a private entity established for tax purposes. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and support services, including discretionary model portfolios and various customized investment solutions.

Skylar Brown is a financial advisor at Independent Financial Group, LLC with 10 years of industry experience. Brown holds a Series 66 credential and has worked at CB Wealth since 2015. Outside of advising, Brown participates in Leadership Coachella Valley, a program focused on regional issues and leadership development. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, and organizations, offering a range of portfolio management and financial planning solutions. The firm utilizes a combination of firm- and third-party investment models tailored to client risk tolerances.

Patrick Anabu is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with PlanMember since 2018 and is affiliated with various related entities including Teachers Tax & Investment and POA Capital, Inc. Outside of finance, Anabu has operated as a self-employed DJ since 2007. PlanMember Securities Corporation provides retirement plan advisory services to employers and plan participants, offering fiduciary support under ERISA Section 3(38) and participant-level investment options through its Asset Allocation Portfolios. The firm’s investment approach centers on strategic asset allocation and management of unitized, risk-based mutual fund portfolios, supplemented by educational and support services for plan sponsors and participants.

Valerie Rivera is a financial advisor at D.A. Davidson & Co. with 20 years of industry experience. She holds the Series 66 designation and previously worked at Raymond James & Associates for 11 years. Outside of financial advising, she owns a small business selling Young Living products, including vitamin supplements and essential oils. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Laurie King is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience. She holds the Series 65 and Series 63 designations. Prior to joining D.A. Davidson in 2025, she worked for Raymond James & Associates for 10 years. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Scott Bryant is a financial advisor with PNC Wealth Management, holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at JP Morgan Securities LLC, The Prudential Insurance Co. of America, and TD Ameritrade Investment Management, LLC. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only digital discretionary model account that utilizes algorithm-driven risk assessment and approved model strategies managed by PNC or third-party strategists.

Jay Wahlin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and totaling 27 years of industry experience. He has worked at Independent Financial Group since 2013 and has been the owner of Jay D Wahlin An Accountancy Corporation, providing tax preparation, accounting, and trustee services, since 1980. Wahlin also serves as an executor and trustee for various estates and trusts. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm provides financial planning and portfolio management through multiple platforms and employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence across standard risk profiles.

Cristian Garcia is a financial advisor with Edward Jones in Rancho Mirage, CA, holding a Series 66 designation and three years of industry experience. Prior to Edward Jones, he worked at Lares Research and has been independently contracted with Family Heritage Globe Life, where he sells supplemental insurance and assists clients with claims. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a large network of advisors and branches nationwide.

Deborah Tryon is a financial advisor with Morgan Stanley in Palm Desert, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has been with Morgan Stanley and its Private Bank division since 2013 and 2015, respectively. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using approved tools and simulations to model outcomes.

Dominic Corleto is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 18 years of industry experience. He has been with Wells Fargo and its affiliates since 2009. Outside of his advisory role, he is involved with Continuity Group LLC, an administrative company based in Springfield, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services and investment solutions tailored to clients who meet a net-worth threshold.

Vlad Poston is a financial advisor at Charles Schwab with four years of industry experience. He holds a Series 66 designation and has worked with Charles Schwab and Charles Schwab Bank since 2021. His prior experience includes roles at the Alzheimer's Association, College of the Desert, and Wells Fargo. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment options supported by multi-asset model portfolios and centralized operational infrastructure.

Timothy Mcsweeney is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His prior work includes roles at LPL Financial, Grove Point Advisors, and Cetera Advisor Networks. Cambridge Investment Research Advisors serves a wide range of clients, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm employs various investment strategies, including proprietary models and access to third-party managers, and provides both discretionary and non-discretionary portfolio management tailored to client objectives.

Michael Smith is a financial advisor at Charles Schwab with 17 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Charles Schwab and Charles Schwab Bank since 2007 and 2010, respectively. He is based in Indian Wells, California. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, employing multi-asset model portfolios and a formal due diligence process for alternative investments.

Tamara Spates is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds a Series 63 designation and previously worked at RBC Capital Markets from 2016 to 2023. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools including Monte Carlo simulations as part of its process.

Jamee Rush is a financial advisor with UBS Financial Services in Rancho Mirage, CA, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. She has been with UBS since 2015. Outside of advisory work, she oversees business strategy for a mobile application development company, Hug-A-Day LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations. The firm integrates institutional trading capabilities with wealth management, offering a broad range of capital markets and advisory services.