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, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2005 and is also affiliated with Agia, where he serves as an agent involved in non-securities insurance products. 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, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

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.

Danielle Thies is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2014. Her prior work experience includes a five-year period at Lyft. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative analysis in its investment recommendations.

Tracy Haraksin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been associated with both firms since 2015. Outside of her advisory role, Haraksin serves on multiple nonprofit boards, including Aging Next and the EPI-Inland Empire Chapter, and is involved with Philanthropy International and financial education facilitation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Cesar Espinoza is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and portfolio management services that focus on areas such as college education planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Cesar's approach involves helping clients uncover what matters to them and their families in order to create personalized strategies to pursue their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cesar has a Bachelor's degree from California Polytechnic State University and works with clients who range from business owners to families. Outside of his professional work, Cesar has interests in basketball, boxing, camping, chess, football, reading, running marathons, soccer, and spending time with his family. He communicates with clients in both English and Spanish.

Sean Doyel is a financial advisor at D.A. Davidson & Co. He holds a Series 66 designation and joined the firm in 2025. Prior to his career in financial advising, he worked for over a decade at In-N-Out Burger. 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 operates under the Advisers Act fiduciary standard and offers both discretionary and non-discretionary investment advisory services, as well as comprehensive financial planning and a Private Wealth program for high-net-worth clients.

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.

Paul Cooper is a financial advisor with Commonwealth Financial Network, holding the CFP® and ChFC® designations and possessing 40 years of industry experience. He has been affiliated with Commonwealth Financial Network since 2006 and is also the owner of Cooper Associates, a securities business he has operated since 1985. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Tyler Shumaker is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked at Centaurus Financial and Wells Fargo Clearing, among other firms. Outside of advisory services, Shumaker co-hosts a technology and communications podcast and is involved in real estate sales as well as estate planning coordination. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, utilizing a range of analytical approaches, and provides both discretionary and non-discretionary advisory services.

Michael Jackson is a financial advisor at D.A. Davidson & Co. with 21 years of industry experience and holds the Series 66 designation. He has been with D.A. Davidson & Co. since 2012. Outside of his advisory work, he runs a youth sports organization called Spokane Bison Baseball. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a variety 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 with a range of qualitative and quantitative investment approaches.

Cynthia Guerrero is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at notable firms including Wells Fargo Clearing and UBS Financial Services. Guerrero has been with Rockefeller Financial LLC since 2023 and Rockefeller Capital Management since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Evan Doyel is a financial advisor at D.A. Davidson & Co. in Claremont, CA, holding a Series 66 designation with 10 years of industry experience. He has been with D.A. Davidson & Co. since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with assets over $20 million, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Anthony Vitulli is a financial advisor with Eagle Strategies (NY Life), holding Series 63 and Series 66 credentials and bringing 20 years of industry experience. He has been with New York Life Insurance Company and its affiliated entities since 2005. Outside of advisory work, Vitulli is appointed with outside insurance carriers as an insurance broker through Gillett Financial & Insurance Services, Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with a broad range of client types including retirement plans and corporate investors.

Amber He is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She has worked at Citigroup since 2018 and previously held roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of her advisory work, she is a partner in a food and boba drink shop, where she is involved in payroll and business planning. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.

Akshaya Sheth is a financial advisor with Eagle Strategies (NY Life) based in Riverside, CA, holding the ChFC® designation and Series 63 and 65 licenses. Sheth has 36 years of industry experience, having worked with Eagle Securities LLC since 2008 and with New York Life Insurance Company and Nylife Securities LLC since 1989 and 1990, respectively. Outside of her advisory role, she serves as Chairman of the Board for the Hindu Society of Inland Empire and is a director at Om Foundation Inc., a charitable religious and cultural organization. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers tailored advice across multiple program types and works extensively with defined contribution and defined benefit plans, charitable organizations, and corporate clients, managing a significant portion of assets on a non-discretionary basis.

Ruben Gonzalez is a financial advisor at Transamerica Retirement Advisors, LLC with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Transamerica Investors Securities Corporation and TransAmerica Retirement Solutions since 2014. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various managed advice programs and investment education services. The firm’s approach utilizes proprietary software and portfolio oversight from Morningstar Investment Management to provide tailored asset allocation and retirement guidance across a large client base.

Jack Knight is a financial advisor with Eagle Strategies (NY Life) based in San Bernardino, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including over 28 years with Eagle Strategies and extensive tenure at New York Life Insurance Company and Nylife Securities LLC. Outside of advising, he owns a website serving military veterans to help them connect, and he serves on the board of a homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional sponsors, and corporate clients. The firm offers multiple program types and emphasizes tailoring advice to client objectives, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Nicholas Hjorth is a financial advisor with Eagle Strategies (New York Life) who holds a Series 66 designation and has 22 years of industry experience. His career includes roles at BIGGR Wealth Strategies and Insurance Solutions, DH Financial & Insurance Services, and DH Financial Consulting Services. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Collins Jones is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and having 24 years of industry experience. He has been with Valic Financial Advisors since 2010 and also works as an Uber driver on weekends and evenings. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, and supports corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.