Megan Johnson is a CFP®-certified financial advisor with 14 years of industry experience. She currently works at Kestra Advisory Services, LLC and Kestra Investment Services, LLC, having previously spent ten years at Commonwealth Financial Network. Johnson is a 16.5% owner of Monarch Retirement Group, an operating company involved in securities, advisory, and insurance services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms with discretionary trading capabilities, serving assets totaling approximately $79.8 billion.

Megan Nielsen is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 licenses and having 18 years of industry experience. Her career includes roles at Mutual of America entities and Wealthspire Retirement Advisory. Outside of advising, she serves as president of Fort Stockton Investments, Inc., which manages income from mining rights and interests. Integrated Wealth Concepts LLC serves a broad client base including individuals, families, trusts, and retirement plans through independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using primarily mutual funds, ETFs, equities, and fixed income to create customized portfolios with a long-term investment approach.

Alex Esposito is a financial advisor at Integrated Wealth Concepts LLC with nine years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at OneDigital Investment Advisors LLC, Triad Advisors, Independent Capital Management, and Sagepoint Financial. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, employing customized portfolios with mutual funds, ETFs, individual equities, and fixed income using primarily a long-term approach.

Kent Colwell is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at firms such as RSM US Wealth Management, Labrum Wealth Management, and Edward Jones. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, relying on Morningstar Investment Management for portfolio construction and ongoing oversight.

Deanna Williamson is a financial advisor with J.W. Cole Advisors, Inc., holding a Series 66 designation and bringing 24 years of industry experience. She has been with J.W. Cole Advisors and its affiliated firm since 2013. Outside of her advisory role, she owns and operates Williamson Financial Investments and Planning, providing investment management and retirement consulting services since 2005. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent representatives. The firm offers portfolio management, fee-based financial planning, and multiple managed account solutions, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis as well as algorithmic allocations.

Aaron Chamberlin is a financial advisor at Oppenheimer with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Stifel Nicolaus & Co., Wells Fargo Clearing, and A.G. Edwards & Sons. Chamberlin is also the trustee of the John Arnold Family Trust, a role he has held since 1998. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm offers a range of discretionary and non-discretionary investment programs across equity, balanced, and fixed-income portfolios, with a notable focus on non-discretionary advisory assets and integrated custody services.

Luke Dubois is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 credential and approximately one year of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Deloitte & Touche LLP for three years and has held positions at RetirementDNA and in academia. Integrated Wealth Concepts serves individuals, high-net-worth clients, 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, using customized portfolios with a long-term approach supplemented by shorter-term trades and oversight of third-party managers.

Jacqueline Jackman Cunningham is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has worked with Ameritas Advisory Services since 2021 and has longstanding affiliations with Ameritas Life Insurance Corp, Hawkeye Brokerage Center, and Ameritas Investment Corp, each for over two decades. Cunningham is also licensed as an independent insurance agent to sell fixed insurance products. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by various program platforms and third-party technology.

Matthew Cairo is a CFP® professional currently affiliated with J. W. Cole Advisors, Inc. He has two years of industry experience, including prior roles at Bifrost Financial Planners and Blankinship & Foster, LLC Fiduciary Financial Advisors. In addition to his advisory work, he manages a financial planning DBA, O'Carroll Financial Planning, and serves as a successor trustee and power of attorney for multiple family members. J. W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm uses a range of discretionary and non-discretionary strategies incorporating fundamental and technical analysis.

Adam Horde is a financial advisor at Kestra Advisory with 14 years of industry experience. He holds the Series 66 designation and previously worked at Commonwealth Financial Network, Cabrillo Mortgage, and Monarch Retirement Group. He is a 16.5% owner/member of Monarch Retirement & Investments LLC, which facilitates securities, advisory, and insurance business. 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 manages approximately $79.8 billion in assets and serves clients including sovereign wealth funds.

Raul Lizalde is a Series 65-licensed financial advisor with Integrated Wealth Concepts LLC, bringing four years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at OneDigital Investment Advisors, Retirement Wealth Advisors, and has held a long-term role as a business manager at VEBS, where he manages administrative and federal employee retirement training activities. Integrated Wealth Concepts serves a diverse client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a large network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan services, employing a primarily long-term investment approach with customized portfolios using mutual funds, ETFs, equities, and fixed income.

Gabriel Nave is a financial advisor at Hornor, Townsend & Kent, LLC with Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at Northwestern Mutual in various roles from 2025 to 2026 and has prior experience at Everynet and CalAmp. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting through a network of advisors. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing clients with custody, execution, and brokerage services alongside investment advice.

John Ogden is a financial advisor at Oppenheimer with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Morgan Stanley and Citigroup Global Markets. He also serves as a trustee for a personal family trust. Oppenheimer serves a wide range of clients including individuals, corporations, and charitable organizations, offering both discretionary and non-discretionary advisory services across various asset classes and investment strategies.

Manuel Martinez is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 65 designation and over 48 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and has been involved with Martinez & Winter, where he is licensed to sell fixed insurance products, since 2007. His career also includes long-term roles with Ameritas Life Insurance Corp. and Ameritas Investment Corp. Ameritas Advisory Services provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers a range of asset management and consulting services, utilizing model portfolios, mutual funds, ETFs, and individual securities across multiple program platforms.

Shawna Christiansen is a financial advisor at Integrated Wealth Concepts LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked with Triad Advisors, OneDigital Investment Advisors LLC, Independent Financial Partners, and LPL Financial, LLC. She is also involved with RetirementDNA, a registered investment advisor d/b/a under Integrated Wealth Concepts. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios generally built with mutual funds, ETFs, equities, and fixed income using a primarily long-term approach.

Jake Cohen is a financial advisor at Creative Planning with nine years of industry experience. He holds a Series 66 designation and has worked previously at Highcrest Capital, Bank of America, Merrill, and Permanent Value Inc. Cohen is based in Vista, California. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors and 151 offices.

Stuart Kesselhaut is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 33 years of industry experience, including roles at Lombardi Group and Financial Resource Network. In addition to his advisory work, he serves as treasurer of the Kesselhaut Family Foundation. United Planners serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.

Alexander Lizalde is a financial advisor at Integrated Wealth Concepts LLC with a Series 65 designation. He has been with Integrated Wealth Concepts since 2026 and has no prior industry experience before joining the firm. Integrated Wealth Concepts serves a broad client base including individuals, high-net-worth clients, 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, using customized portfolios that combine internal management and third-party asset managers.

Jennifer Schroeder is a financial advisor at LPL Financial with 18 years of industry experience. Prior to joining LPL Financial in 2023, she spent eight years with Commonwealth Financial Network. She volunteers as a greeter for AARP's VITA free tax preparation program serving seniors and low-income households. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

Chad Escobedo is a Series 66-licensed financial advisor with J.P. Morgan Securities, based in Escondido, CA, and has two years of experience in his advisory role. He has also worked at JPMorgan Chase Bank, N.A. since 2013. J.P. Morgan Securities provides institutional consulting services to plan sponsors, corporations, endowments, and other institutional clients, focusing on written asset allocation advice, investment manager searches, and customized performance reporting within a non-discretionary program. The firm’s advisory process combines quantitative and qualitative research to build model asset allocations and incorporates a broader range of regulatory registrations, including futures and swaps capabilities.