Tamrin Razo is a Series 66-credentialed advisor with The AmeriFlex Group and has been with the firm since 2023. Prior to AmeriFlex, Tamrin worked at Hopkins Wealth Management Group for 16 years and had shorter tenures at Independent Financial Group and Cambridge Investment Research. The AmeriFlex Group is an SEC-registered investment adviser serving individuals, corporations, and retirement plans through a network of advisory affiliates. The firm offers portfolio management, financial planning, third-party manager selection, and retirement plan consulting using various model-based and discretionary strategies.

Jennifer Ramos is an advisor at Signal Advisors Wealth, LLC with Series 65 and Series 63 licenses. She has experience working at multiple firms, including Arcadian Group LLC and SGS North America. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm offers portfolio management, access to models and third-party managers, and retirement plan consulting through a primarily top-down, tactical asset allocation approach.

Kallie Rawson is a financial advisor at Prospera Financial Services, Inc. with 11 years of industry experience. She holds the Series 66 designation and previously worked at Painter, Smith and Gorian Inc. for 12 years before joining Prospera in 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms with customizable portfolio construction and ongoing oversight.

Kevin Webb is a financial advisor with Thrivent Advisor Network, LLC, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at Thrivent Investment Management Inc., Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. Webb serves on the board of directors for Habitat for Humanity Pomona Valley, a charitable organization focused on providing affordable housing. Thrivent Advisor Network, LLC offers investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and charitable organizations. The firm emphasizes a long-term investment approach, utilizing customized asset allocations that include low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Mike Antashyan is a financial advisor with Kovack Advisors, Inc., holding a Series 66 license and bringing seven years of industry experience. Prior to joining Kovack Advisors and Kovack Securities in 2024, he worked at Edward Jones from 2019 to 2024 and has a background in the industrial gases sector with Matheson Tri-Gas Inc. and Linde North American Gases. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a broad client base including individuals, pension plans, charitable organizations, banks, and municipal entities, employing a risk-based investment approach supported by Envestnet and offering both model-based and advisor-managed portfolio solutions.

Patrick Miles is a Series 65-credentialed financial advisor with six years of industry experience. He has worked at multiple firms, including Signal Advisors Wealth, LLC, Triad Wealth Partners, and Safeguard Investment Advisory Group. In addition to his advisory roles, Miles owns and operates an independent insurance agency, Miles Investment and Insurance Services LLC, focusing on life insurance products and annuities. Signal Advisors Wealth, LLC operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm uses a primarily top-down, tactical asset allocation approach combined with fundamental, quantitative, and technical analysis to manage discretionary strategies while allowing independent advisors to maintain client relationships.

Luis Espinoza is a financial advisor at IP Financial Advisory Services LLC with 22 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including First Financial Equity Corporation and Espinoza Private Wealth Management, the latter being his own branding name for investment business. Outside of advisory work, he serves on the Board of Directors for the Desert Recreational District. IP Financial Advisory Services primarily serves individual retail clients, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority, and refers clients to third-party investment advisors while providing a broad range of financial and insurance consulting services.

David Smith is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Prospera, he worked for Painter, Smith & Gorian, Inc. for nearly three decades. He serves as a board member of the East Valley Water District. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including high-net-worth individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across roughly 140 offices, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management.

Raymond Prospero is a financial advisor at Mariner Independent with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior work includes ten years at Merrill Lynch and two years at AdvicePeriod, LLC. He serves on the boards of Lifestream and Circle City Rotary. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm delivers services through independent advisers on the Mariner platform, offering portfolio management, access to model portfolios and third-party managers, as well as specialized planning and tax engagements.

Norberto Carmona is a financial advisor at Navy Federal Investment Services, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked at firms including Wescom Financial Services, Schoolsfirst Federal Credit Union, LPL Financial, and JP Morgan Chase & Co. Carmona’s background also includes service in the US Army Reserve. Navy Federal Investment Services primarily serves members of Navy Federal Credit Union along with individual investors and trusts, offering portfolio management, financial planning, and retirement-plan fiduciary services. The firm utilizes model portfolios managed by third-party portfolio managers and provides account monitoring, rebalancing, and optional tax and impact overlay services.

Jason Golembeski is a financial advisor at Prospera Financial Services, Inc. with one year of industry experience. He holds a Series 66 designation and previously worked at Painter, Smith and Amberg Inc for six years and Hangar 24 Brewery LLC for seven years. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through 207 advisors and offers a range of investment advisory and financial planning services across multiple platforms.

Lloyd Engleman is a financial advisor at Accelerate Retirement with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at multiple firms, including Alkeme Financial Services, NFP Retirement, and LPL Financial. Outside of his advisory role, he serves on the board of the Victoria Country Club and is an insurance broker with Backnine Insurance. Accelerate Retirement provides retirement plan consulting, investment management, financial planning, and fiduciary services to individual and institutional clients. The firm emphasizes a long-term investment approach and utilizes a wide range of securities and third-party managers to tailor portfolios for its clients.

Thomas Steele is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and seven years of industry experience. He has worked at Gradient Advisors since 2021 and previously spent three years at Jack Keeter & Associates. Steele is also involved in executive services for small business owners through WPC Executive Services Inc. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm supports a network of 169 advisors and employs a combination of fundamental, technical, and cyclical analysis to tailor strategies, typically delivering ongoing portfolio services on a non-discretionary basis.

Mario Uyboco is a financial advisor at Simplicity Wealth with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at LifePro Asset Management and VOYA Financial Advisors. In addition to his advisory work, he serves as an adjunct professor at Cal Poly University, teaching supply chain management and internet web application development. Simplicity Wealth serves a broad range of clients including individual and high-net-worth investors, retirement plans, corporations, institutions, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers advisory services alongside technology and operational solutions for other advisers.

Jody Pierce is a financial advisor at Vanderbilt Advisory Services with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Avantax Advisory Services and Cetera. Outside of his advisory role, Pierce is an IRS Enrolled Agent providing tax preparation and accounting services through his business, GFS, Inc. Vanderbilt Advisory Services serves a diverse client base, including individuals, high-net-worth clients, charitable organizations, trusts, estates, businesses, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, proprietary model portfolios, and financial planning services, employing a strategic asset allocation process supported by fundamental, technical, and charting analysis.

Jaye Ferguson is a financial advisor with Sovran Advisors, LLC, holding a Series 66 designation and 11 years of industry experience. Prior to joining Sovran Advisors, Ferguson worked at Charles Schwab & Co., Inc. and First Allied Securities, Inc., among other firms. Sovran Advisors serves individuals, corporations, and retirement plan sponsors, providing financial planning and portfolio management through various program types. The firm employs both active and passive investment strategies and offers access to multiple custodial platforms and third-party managers.

Enrico Tolson is a financial advisor at Virtue Capital Management, LLC with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Axa Advisors, and Lincoln Financial Group. Tolson also maintains a role as an independent insurance agent. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, and qualified/ERISA plans. The firm employs active tactical, strategic, and dynamic investment strategies combined with quantitative analysis and third-party manager selection to customize portfolios based on clients’ objectives and risk tolerance.

Blake Isaeff is a financial advisor with Golden State Wealth Management, LLC, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Golden State Wealth Management since 2018 and has held roles at Renaissance Wealth Management and LPL Financial, LLC since 2017. Prior to his advisory career, he was involved with Canyon Crest Country Club and the University of California, Riverside. Golden State Wealth Management serves individuals, trusts, pension and profit-sharing plans, and businesses, offering asset management, financial planning, retirement plan consulting, and access to third-party managers. The firm emphasizes discretionary portfolio management and uses a range of analytic approaches and model portfolios while primarily billing based on assets under management.

Hal Burns is a financial advisor with LPL Financial based in Ontario, CA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Avantax Advisory Services and related firms from 2015 to 2021 and currently operates Burns Tax & Wealth Management and Hal Burns & Associates, providing tax preparation and accounting services. Burns also provides investment advisory services through Verus Capital Partners, LLC, an independent registered investment advisor. LPL Financial offers advisory and brokerage services to a wide range of clients, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining advisory capabilities with non-advisory products such as insurance and lending services.

Zelalem Girma is a financial advisor at Realta Investment Advisors, Inc with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Morgan Stanley, LPL Financial, and NewEdge Advisors LLC. Outside of finance, he operates a bakery-related business during non-trading hours. Realta Investment Advisors provides discretionary and non-discretionary investment advisory services and financial planning to individuals, pension and profit-sharing plans, and institutional clients. The firm employs a tailored investment approach using asset allocation across various asset classes and offers services including portfolio management, retirement-plan consulting, and estate planning.