Todd Sorensen is a CFA® charterholder and holds a Series 63 license with 27 years of industry experience. He has been the principal advisor at Victory Wealth Management, LLC since 2010. The firm serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Victory Wealth Management provides discretionary portfolio management primarily, using fundamental, technical, and cyclical analysis, and manages approximately $69 million in discretionary assets.

James Anadon is a Series 66 licensed financial advisor with 11 years of industry experience. He is currently with Caitlin John, LLC, where he has worked since 2022. His prior experience includes roles at Pillar6 Advisors, LLC, World Equity Group, and Pacific Equity Partners. Caitlin John, LLC serves retail and high-net-worth individuals, trusts, qualified retirement plan sponsors, and other institutions by providing investment management, financial planning, consulting, and qualified retirement plan services. The firm offers personalized investment programs combining active and passive management, third-party portfolio managers, and a variety of instruments, operating both wrap and non-wrap accounts alongside consulting on non-traditional and private investments.

Matthew Kredit is a financial advisor with Concorde Asset Management, LLC, holding a Series 66 license and four years of industry experience. His prior roles include positions at LPL Financial LLC and Principal Life Insurance Company, as well as public sector work with the City of Hanford and Tulare County HHSA. He maintains side activities as a Certified Divorce Financial Advisor and licensed insurance agent. Concorde Asset Management serves individuals, including high-net-worth clients, corporations, and retirement plans by providing discretionary and non-discretionary portfolio management, customized financial planning, and access to third-party asset managers. The firm employs model-based strategies and serves as an overlay manager, integrating various platforms to tailor portfolios according to client objectives, timelines, and risk tolerances.

Gregory Enloe is an investment advisor representative with NWF Advisory Services Inc, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Prior to joining NWF, he worked at Osaic Wealth, Royal Alliance Associates, Pruco Securities, and The Prudential Insurance Company of America. Outside of finance, he owns and operates Enloe Academy, where he runs water polo clinics and coaches, and currently serves as a water polo coach at Cuesta College. NWF Advisory Services provides portfolio management and financial planning primarily to individual and high-net-worth clients, offering a range of wrap and non-wrap account programs through an open-architecture platform that combines advisor-managed and third-party model portfolios with strategic long-term and tactical investment approaches.

Luka Pavlina is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with OSAIC and NWF Advisory Services Inc. He has worked at OSAIC since 2012 and at NWF Advisory since 2016. Outside of his advisory roles, he is a small owner of Amador Brewing Company. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individuals, pension plans, corporations, and nonprofits. The firm offers comprehensive advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.

Roxanna Holguin is a financial advisor at Empower Advisory Group with one year of industry experience. She holds Series 66 and Series 63 licenses and has previously worked with World Financial Group and Cigna HealthCare. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm employs an integrated service model aligned with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Sandra Esqueda is a financial advisor with LPL Financial, holding a Series 66 designation and with 16 years of industry experience. Her prior experience includes roles at JPMorgan Securities LLC, JPMorgan Chase Bank, N.A., and Golden 1 Credit Union. Outside of advising, she is also a commissioned notary in Clovis, CA. 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 portfolio programs, and institutional platforms, with a focus on combining comprehensive financial services and operational support for its network of over 22,800 advisors.

Jaime Torres is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, Torres worked at Bank of America, N.A., Walgreens, and Home Depot. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage execution services. The firm emphasizes managed account and manager-selection capabilities and is integrated with Bank of America affiliates to support trading, lending, and capital-markets activities.

Oscar Ocana is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 and Series 63 designations. Prior to joining J.P. Morgan Securities in 2022, he worked at Foothill Packing Inc and JPMorgan Chase Bank, N.A. Outside of his advisory role, his background includes positions in the food service and packing industries. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors via its Institutional Consulting Services program. The firm employs a quantitative asset-allocation approach combined with centralized due diligence and incorporates an ESG eligibility framework in its recommendations.

Blake Nino is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has previously worked at Foresters Financial Services and Foresters Advisory Services LLC. Nino serves as a board member for a nonprofit organization in Kingsburg, CA. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides various financial planning and asset management solutions, using a range of strategies and research tools for portfolio management.

Jason Coddington is a financial advisor with LPL Financial, holding a Series 63 designation and over 30 years of industry experience. Before joining LPL Financial in 2019, he spent 14 years with Ameriprise Financial Services, Inc. Outside of his advisory role, he is involved in a consulting business focused on hospitality. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives, serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment and planning solutions including third-party asset management, model portfolios, and institutional platforms.

Reginald Findley is a CFP®-designated financial advisor with 25 years of industry experience, currently serving at Cetera since 2004. He also operates a CPA and tax practice, which he has owned since 1985. Cetera Investment Advisers LLC is an SEC-registered firm supporting a nationwide network of over 10,000 independent advisors. The firm serves individual clients, retirement plans, corporate and charitable entities, and institutional accounts, offering a range of portfolio management, financial planning, and retirement services through multiple program platforms and third-party managers.

Teresa Nino is a financial advisor at LPL Financial with 25 years of industry experience. She holds the CFP® designation and Series 63 and 66 licenses. Her prior experience includes roles at Bank of America, Merrill, and Foresters Financial Services. Outside of her advisory work, she is involved as a coach in a multi-level marketing business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by technology tools and various institutional platforms.

Nicholas Ruiz is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining LPL Financial, he worked at Ameriprise and the Department of Veterans Affairs, among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.