Savannah Pincus is a financial advisor with Stifel, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Stifel in 2025, she worked at Oppenheimer for nine years. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Ernesto Guray Diaz is a financial advisor at Edward Jones with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Transamerica Financial Advisors, Inc. and World Financial Group, Inc. Diaz also serves as president of TEAM Legacy SFV, a local networking group affiliated with the TEAM Referral Network. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, tax-efficient services, and maintains a large national network of advisors and branches.

Eric Stever is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Dennis Samade is a Series 66-licensed financial advisor with 11 years of industry experience. He has been with Wells Fargo Clearing since 2017 and previously worked at Simply Derivative. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

N Anthony Melara is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and brokerage solutions. The firm manages approximately $671 billion in assets and utilizes research and analytics to support its investment approach.

Gregory Vojtanek is a CFP® with five years of industry experience, currently serving as the sole advisor at Fade In Financial. His prior experience includes roles at Incline Wealth Advisors and Christopher V Haro, CPA. Fade In Financial provides investment advisory and planning services primarily to individual clients and households, managing approximately $4.5 million across about 20 client relationships. The firm operates as a solo advisor and offers client education events and newsletters, alongside using derivatives within separately managed accounts as part of its investment strategies.

Robert Bagarotti is the sole advisor at Granada Capital Management, LLC, an independent investment advisory firm based in Granada Hills, CA. He holds a Series 65 designation and has 21 years of industry experience. In addition to his advisory work, he serves as Controller for Jons Marketplace, a supermarket, where he is responsible for finance and accounting. Granada Capital Management provides portfolio management and investment advisory services primarily to individual clients, operating with a very small client base and assets under management.

Max Kramer is a financial advisor at Kramer Investment Advisors, Inc., holding Series 65 and Series 63 credentials with 10 years of industry experience. He has worked at Kramer Investment Advisors since 2015. Outside of his advisory role, he is also a financial executive involved with fixed insurance products, including life and annuities, at Trilogy Financial Services. Kramer Investment Advisors provides advisory services primarily by selecting and referring third-party money managers and offering financial planning without additional charges. The firm serves individuals, trusts, retirement plans, and institutions, acting mainly as an intermediary while portfolio implementation and trade execution are handled by third-party managers.

Cheyzel De Leon is a financial advisor at Investment Management Solutions, Inc. with a Series 65 credential and one year of industry experience. Prior to joining the firm, De Leon worked in audit and assurance at EDC, CPA Audit & Assurance Co and was self-employed for three years. Investment Management Solutions, Inc. serves individuals, businesses, charities, and retirement plans by recommending and monitoring third-party investment advisers and providing non-fiduciary retirement plan consulting. The firm operates primarily as a co-advisor, conducting due diligence on model portfolio managers and overseeing performance while third-party advisers handle portfolio management and trading.

Ronald Kramer is a financial advisor at Kramer Investment Advisors, Inc. with 23 years of industry experience. He holds a Series 66 designation and has operated his own accounting firm, Kramer Accountancy Corporation, since 1993. In addition to his advisory work, he is involved in insurance services through Kramer Insurance Services and other related business activities, including accounting, tax, and business management. Kramer Investment Advisors offers advisory services primarily by selecting and referring third-party money managers and providing financial planning at no additional charge. The firm serves individuals, trusts, retirement plans, and institutions, acting as an intermediary rather than directly managing client assets or executing trades.

Cathlyn Jade Junio is a financial advisor at Investment Management Solutions, Inc. with one year of industry experience. She holds a Series 65 credential and has previously worked in educational roles at La Crescent High School, La Sierra University, and Loma Linda University. Investment Management Solutions, Inc. serves individual clients, business entities, charities, and retirement plans by recommending and monitoring third-party investment advisers and providing non-fiduciary retirement plan consulting. The firm operates primarily as a co-advisor, conducting due diligence on third-party model portfolio managers and monitoring performance while the third-party adviser manages portfolio execution.