Allison Williams is a financial advisor with Stratos Wealth Partners, Ltd who holds the Series 66 designation and has 19 years of industry experience. She previously worked at Wells Fargo Clearing from 2007 to 2015 before joining LPL Financial, where she has been since 2015. Stratos Wealth Partners serves a wide range of clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation with active monitoring and access to both proprietary and third-party strategies, supporting various fee arrangements and custodians.

James Reopelle is a Series 66 credentialed financial advisor with 42 years of industry experience. He has worked at Independent Financial Group, LLC since 2021 and was previously with Hornor, Townsend & Kent, Inc. for 25 years. He serves as Chair Emeritus on the board of the Sharp HealthCare Foundation. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and pension plans. The firm offers financial planning and portfolio management utilizing firm- and third-party models, combining passive and active investment strategies tailored to client risk profiles.

Kyle Riharb is a financial advisor at PlanMember Securities Corporation with two years of industry experience. He holds Series 63 and Series 65 designations. Outside of his advisory role, he is co-founder of Shaka Bites, an energy bar manufacturing business. PlanMember provides retirement-plan advisory services to employers and participants, offering fiduciary management and participant-level investment options supported by education, seminars, and personalized planning. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios ranging from conservative to aggressive.

Ronny Inniger is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has 19 years of industry experience, having previously worked at firms including U.S. Bancorp Investments, Bank of the West, and TIAA-CREF. Outside of his advisory role, Inniger is involved in several business activities, including ownership of a bar and grill and leadership roles in sports alliances that provide support and development services to athletes and professionals. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment strategies through various platforms and third-party managers.

Douglas Hall is a financial advisor with United Planners' Financial Services of America and holds the Series 63, Series 65, and Series 66 licenses. He has 29 years of industry experience, including prior roles at Independent Financial Group, LLC and his own consulting firm, Doug Hall Consulting. He currently owns Doug Hall Consulting, providing consulting services in San Diego, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.

Luka Vujovich is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and seven years of industry experience. His prior work includes roles at Systems Source and Strategic Furniture Group. He also offers insurance products outside of Guardian Life as an independent contractor. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services. The firm provides access to proprietary and third-party models, including a hybrid digital advisory platform, and offers tailored financial planning and retirement plan management options.

Jeff Boyd is a CFP® professional with 27 years of industry experience, currently serving at Independent Financial Group, LLC since 2011. His prior work includes roles at Advanced Wealth Planning, First Allied Securities, Inc., and SPC. Outside of his advisory work, he serves as a board member for the nonprofit Teule Kenya and for Grove Church. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes a combination of firm- and third-party investment models, offering discretionary and non-discretionary portfolio management, and employs strategic asset allocation with both passive and active exposures across various risk profiles.

David Rootes is a financial advisor at Integrated Wealth Concepts LLC with 13 years of industry experience. He holds a Series 65 designation and has worked at Laurel Wealth Advisors since 2012 alongside his current role. Outside of advising, he owns Jonathan's Designs, LLC, a furniture manufacturing and design company. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent advisors under various d/b/a names. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term focus and utilizing both internal and third-party management strategies.

Darren Wagerman is a financial advisor with Voya Financial Advisors, Inc. and Voya Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked for Great West Life & Annuity Insurance Company for 20 years. Outside of his advisory role, he also works as a Lyft driver during weekends and holidays. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, offering financial planning, portfolio management, and retirement plan consulting through various program structures. The firm primarily provides non-discretionary, recommendation-based advice across multiple affiliated platforms.

Lucien Heilbronner is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds the Series 65 designation and has worked previously at The Colony Group, LLC, HoyleCohen, LLC, Brown Advisory, and Innovative Services and Solutions. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Savanna Steed is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and eight years of industry experience. Her prior roles include positions at LPL Financial, OSAIC, Triad Advisors, and Key Investment Services. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement consulting through a large network of investment adviser representatives utilizing both proprietary and third-party strategies.

John Podesto is a CFP® professional with 17 years of industry experience, currently serving at Independent Financial Group, LLC since 2023. He previously worked at LPL Financial for 15 years. Podesto is also an officer and director of LEOZO DREAMS, LLC, a financial consulting business. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both discretionary and non-discretionary portfolio management alongside financial planning services.

Kevin Keefe is a CFA® charterholder with 22 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2025. His previous roles include positions at Realta Investment Advisors, Inc., BNY Mellon Capital Markets, and LPL Financial. He is also a board member of FMT Solutions, a role he has held since 2019. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers a range of portfolio management solutions and combines strategic asset allocation with multi-manager and hybrid portfolios to tailor investment strategies.

Benjamin Weinberg is a CFP® professional at Corient with one year of industry experience. His prior roles include positions at Centura Wealth Advisory and Davies Financial Advisors. Outside of finance, he has experience working with the Viper Volleyball Club. Corient provides investment advisory and financial planning services to a wide range of clients, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that integrates in-house and third-party strategies, with capabilities in private funds and affiliated trust services.

Dustin Briquelet is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Laurel Wealth Advisors since 2012 and joined Integrated Wealth Concepts in 2023. Outside of his advisory roles, he serves as a board member of the Dillon Foundation, a nonprofit supporting underprivileged children. Integrated Wealth Concepts serves individuals, 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, emphasizing customized portfolios with a primarily long-term investment approach.

Cole Winship is a Series 66-credentialed financial advisor with three years of industry experience. He is currently with Commonwealth Financial Network and has prior experience at Pacific Point Wealth Management, LLC, Thrivent Financial, and RA Capital Advisors. Winship has also been affiliated with the University of San Diego. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Kelly Braun is a Certified Financial Planner (CFP®) with six years of industry experience. She has worked at Commonwealth Financial Network since 2015 and spent one year at Manning Wealth Management. Kelly is based in Coronado, CA, and holds a Series 66 license. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients through a range of advisory programs and services. The firm provides operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to offer customized portfolio solutions including discretionary model portfolios and personalized indexing options.

Britta Ferguson is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding CFP®, Series 66, and Series 63 designations and bringing 12 years of industry experience. Her career includes roles at First American Trust and LPL Financial LLC before joining Wealth Enhancement in 2022. Wealth Enhancement Advisory Services serves individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a network of advisors. The firm employs a diversified, risk-class based investment approach combining passive and active managers, supported by an internal Investment Committee and a range of implementation tools and services.

Donald Rittenhouse is a financial advisor at Integrated Wealth Concepts LLC with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Laurel Wealth Advisors, Inc. prior to joining Integrated Wealth Concepts. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, and family office services, employing a combination of internal management and third-party managers with a primarily long-term investment approach.

Christopher Landwair is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 designations and 25 years of industry experience. He previously worked at Lincoln Investment for 11 years and has been involved with Mammini Company and Capital Analysts Inc for extended periods. Landwair also engages in fixed insurance sales as a minor part of his business activities. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors through operations, technology, investment management, compliance, and practice-management resources.