John Barba is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at VOYA since 2014 and has been associated with Teachers Financial Services since 1999. Barba also operates as an independent insurance agent, focusing on the sale of fixed insurance products and servicing exiting annuity clients. VOYA Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, and high-net-worth clients, offering services such as financial planning, portfolio management, and plan-sponsor consulting. The firm utilizes multiple program structures, often providing non-discretionary advice, and operates both as an SEC-registered investment adviser and a broker-dealer.

Justin Dorado is a financial advisor with PNC Wealth Management in Riverside, CA, holding Series 63 and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithmic risk assessments and discretionary model accounts managed with mutual funds and ETFs.

Vincent Alvarez is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Voya since 2017 and previously spent six years with Valic Financial Advisors. Outside of his advisory role, Alvarez serves as a pastor at The Bridge Church, where he leads Sunday sermons and Wednesday Bible study sessions. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, including retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, third-party money manager access, and plan-sponsor consulting through various program structures, primarily offering non-discretionary, recommendation-based advice.

Raul Salazar Jr. is a financial advisor with Empower Advisory Group in Moreno Valley, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His work history includes roles at GWFS Equities, Inc. and J.P. Morgan Securities, as well as JPMorgan Chase Bank, N.A. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

George Peterson is a financial advisor at VOYA Financial Advisors, Inc. with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya Financial and its affiliated firms since 2014. In addition to his advisory role, Peterson is an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers financial planning, portfolio management, and multiple advisory program structures, with an emphasis on non-discretionary, recommendation-based client relationships.

Nain Perez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding a Series 66 designation and 20 years of industry experience. Prior to joining Valic in 2016, he worked at Merrill and Bank of America, N.A. He is also involved in non-securities insurance products through a role at Agia and engages in occasional buying and selling of raw land. 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 managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Jason Lewis is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has also been affiliated with Soren McAdam LLP since 2009. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

Alexis Hundley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated, Alexis has worked at Soren McAdam LLP since 2005. 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, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

Rubab Muzaffar is a financial advisor at Principal Financial Services with Series 65 and Series 63 credentials and five years of industry experience. She previously worked at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed accounts.

Tara Peng is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at HSBC Bank USA N.A. from 2012 to 2021 before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with unique market roles, including derivatives and futures services.

Pedro Magno III is a Series 65-licensed advisor with Transamerica Financial Advisors. He has been with the firm since 2026 and has previous experience at Glidewell Dental and In-Roads Creative Programs. Outside of financial advising, he is involved with In-Roads Creative Programs and has work experience spanning both corporate and creative sectors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and brokerage services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment management needs.

Ted Baker is a financial advisor at Mariner with a Series 65 designation and no prior industry experience. Before joining Mariner in 2026, he worked in research and clinical roles at Charles River Laboratories, the San Francisco Research Institute, and Icon Clinical Research, following six years at Target. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm employs customized, discretionary portfolios combining in-house research with third-party managers across various asset classes and also provides integrated tax and accounting capabilities uncommon for a firm of its size.

Asihel Pena is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. Prior to joining Citigroup in 2025, he spent 12 years at Bank of America. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and is notable for its large institutional scale and unique market roles, including operation as a swap dealer and futures commission merchant.

Liliana Fahel is a financial advisor with Voya Financial Advisors, Inc. in Redlands, CA, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has worked at Voya since 2017 and previously at GWFS Equities, Inc. for one year. Outside of her advisory role, she has been involved with Cubano Cigars and Tobacco for over a decade and acts as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors serves a diverse range of clients, including individuals, institutional investors, and retirement plan sponsors, offering financial planning, portfolio management, and consulting services. The firm provides advice primarily through non-discretionary relationships and operates as both an SEC-registered investment adviser and broker-dealer with multiple program structures and affiliated offerings.

Joshua Cervantes is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at New York Life Insurance Co, NYLIFE Securities LLC, BBVA Compass, and Agia, where he is also appointed as an agent to sell 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 for portfolio construction.

Austen Karr is a financial advisor at Kestra Advisory with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James Financial Services from 2015 to 2026. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors, institutional, and individual clients, offering services that include fiduciary consulting, plan design, and advisor-managed accounts. The firm serves a diverse client base, including large institutional investors and sovereign wealth funds, and supports multiple management platforms and third-party solutions.

Michele Medugno is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with Voya since 2014 and has also worked at Teaque Financial Insurance Services, Inc. since 2002. Outside of her advisory role, she operates as an independent insurance agent. Voya Financial Advisors, Inc. serves a diverse range of clients, including individuals, institutions, and retirement plan sponsors, offering financial planning, portfolio management, and consulting through various program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and a broker-dealer.

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.

Ronald Savageau is a financial advisor with Empower Advisory Group in Corona, CA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He previously worked at Nationwide Investment Services Corporation from 2011 to 2022 before joining Empower Financial Services, Inc. in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

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.