Kevin Riggs Apolinar is a financial advisor at Behavior Shift with three years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones and currently serves as a Personal Financial Counselor for Magellan Federal. Outside of his advisory work, he is a part-owner of Good Finds Company, a retail business that sells curated merchandise at local market events. Behavior Shift provides investment management and financial planning services to individual clients, including high-net-worth individuals, using a fee-only structure. The firm combines Modern Portfolio Theory with behavioral finance concepts and offers faith-based investment options, serving a client base that includes non-U.S. residents.

Dan Hassey is the sole advisor at Dan Hassey Investment Advisory in Banning, CA, holding Series 63 and Series 65 licenses with eight years of industry experience. He previously worked at McIntosh Capital Advisors, Inc. from 2015 to 2023 before founding his independent advisory firm. Dan Hassey Investment Advisory provides discretionary investment management services exclusively to individual clients, focusing on retirees and those nearing retirement. The firm emphasizes safety and income through portfolios primarily composed of dividend-paying stocks, ETFs, and mutual funds, and employs a combination of top-down economic analysis, bottom-up valuation, detailed dividend assessment, and option strategies to manage income and risk.

Andrew Kotyuk is a financial advisor at Alpha Wealth Management, LLC in Hemet, CA, with 21 years of industry experience. He holds the Series 66 designation and has been with Alpha Wealth Management since 2011. Outside of his advisory work, Mr. Kotyuk is the owner of SoCal Propane, LLC, a propane retail company, and serves as CEO of several land development and consulting businesses. Alpha Wealth Management serves individual and high-net-worth clients, as well as trusts, estates, and pension/profit-sharing plans, providing asset management, financial planning, and retirement plan consulting. The firm employs a combination of fundamental and technical analysis to construct and monitor portfolios that include stocks, bonds, ETFs, mutual funds, and other securities, and it uses margin borrowing and options strategies in separately managed accounts.

Ian Weeks is a CFP® and ChFC® with 16 years of industry experience. He currently works at Stirling Financial Group and has held previous roles at LPL Financial, Pruco Securities, and Northwestern Mutual. Stirling Financial Group is a registered investment adviser serving individuals, pension and profit-sharing plans, trusts, and estates. The firm manages client accounts primarily on a discretionary basis using asset-allocation models combined with fundamental, technical, and cyclical analysis, and sponsors its own wrap fee program alongside LPL Financial’s services.

Evan Loomis is a CFP® professional with 14 years of industry experience, currently serving at Level Financial Advisors, Inc. He previously worked at First Financial Consulting and operated his own practice, Loomis Financial Consulting, before joining his current firm. Level Financial Advisors serves individuals, families, trusts, non-profits, and small-business retirement plans by offering financial planning, discretionary portfolio management, and 401(k) advisory services. The firm employs a diversified asset-allocation approach and offers unique services such as direct indexing for tax-loss harvesting and participant education workshops.

Daniel Goodman is a financial advisor with Sequent Planning, LLC and holds Series 63 and Series 65 designations. He has 15 years of industry experience and has worked at firms including DEG Financial Services and Futurity First Insurance Group. His current tenure at Sequent Planning spans multiple periods since 2021. Sequent Planning, LLC serves individuals, high-net-worth clients, retirement plan sponsors, businesses, endowments, and nonprofits with asset management, financial planning, and retirement-plan services. The firm employs a structured risk framework and offers a combination of firm-developed models, third-party managers, and customized allocations.

Logan Sadler is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with AlphaStar Capital Management and has held roles at Legacy Roots Wealth Management, BD Financial Group, and Ruggieri Financial & Insurance Services Inc. Outside of advisory work, he is involved with Ruggieri Financial & Insurance Services Inc., focusing part-time on insurance products. AlphaStar Capital Management serves individual, corporate, and retirement plan clients by offering discretionary investment management, financial planning, and subadvisory services. The firm utilizes a combination of model portfolios and advisor-directed strategies that include a diverse range of investment vehicles and employs third-party technology to support portfolio construction and ERISA-related plan services.

Reese Kitchen is a financial advisor at AlphaStar Capital Management with a Series 65 designation and one year of industry experience. Prior to his current role, he worked at BD Financial Group and held positions at Target and Petco. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, and subadvisory services. The firm employs model portfolios and advisor-directed strategies utilizing a range of investment vehicles and third-party portfolio technology.

Damon Friedman is a CFP® professional with 13 years of experience in the financial industry. He has worked at Commonwealth Financial Network since 2021 and previously spent five years with an independent financial group. Outside of advising, he is a co-owner of Caliber Pacific Construction, a general contracting business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm provides a broad range of managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody/clearing services.

Sergey Lyubyatinskiy is a financial advisor at GWN Securities Inc. with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors and AXA Advisors. Outside of his advisory role, he is also involved in fixed insurance and annuity business as an agent. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, employing a range of investment strategies from traditional asset allocation to legacy market-timing and momentum-based methods.

Eldon Gutierrez is a financial advisor with PNC Wealth Management, holding a Series 66 designation and seven years of industry experience. He previously worked at Edward Jones for five years and spent nine years with Enterprise Holdings before entering the financial services sector. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an online discretionary model account available by invitation to employees. The firm’s approach utilizes algorithmic risk assessment and delegated portfolio management with mutual funds and ETFs.

Tiffany Dugas is a CFP® professional with 20 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Valic Financial Advisors and Charles Schwab. She also owns mineral rights inherited from her family, which may generate royalty payments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, delivering integrated services linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Daniel Oropeza is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2009. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Sergio Godinez is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and possessing 23 years of industry experience. He has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, N.A. since 2010. Outside of his advisory role, he has served as a football official with Southern California Collegiate Football Officials for 10 years. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s offerings include asset-allocation advice, investment manager and fund searches, and customized performance reporting, delivered through a combination of quantitative modeling and centralized due diligence.

Megan Shoemake is a financial advisor at J.P. Morgan Securities with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has been with J.P. Morgan Securities since 2012, having also worked at JPMORGAN Chase Bank, N.A. since 2008. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Robert Brood is a CFP® with 32 years of industry experience, currently affiliated with LPL Financial since 2025. Prior to joining LPL, he spent over two decades at Cetera and CETERA Financial Specialists LLC. Outside of his advisory role, he is a principal at Brood and Seibert CPA's, a tax preparation and accounting firm he has been involved with since 1995. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs supported by in-house and third-party research, utilizing both discretionary and non-discretionary management approaches.

Bryant Ruiz is a financial advisor at Merrill with a Series 66 designation and no prior industry experience. Before joining Merrill and Bank of America, he worked at Polo Ralph Lauren from 2013 to 2017. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Darren Canada is a financial advisor with Raymond James Financial, holding the CFP® designation and Series 63 and 65 licenses, with 36 years of industry experience. He has worked at Raymond James Financial since 1999 and owns TC Financial LLC, a support company related to his advisory activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools to illustrate potential outcomes and supports both advisory programs and institutional consulting.

Steven Amacher is a financial advisor with Merrill, holding a Series 66 designation and based in Hemet, CA. He has one year of industry experience, having previously worked at NYLIFE Securities LLC and New York Life Insurance Company, as well as a 15-year tenure with IBEW Local 47. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Robert Seibert is a CFP® professional with 24 years of industry experience, currently associated with LPL Financial. He has held roles at Cetera and owns two CPA firms, Brood, Seibert & Lovcik, CPAs, LLP and Brood & Seibert CPA. He is also involved with Heritage Family Investments LLC and serves as a fiduciary for several family charitable remainder unitrusts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning services, and uses research and model portfolios to support discretionary and non-discretionary asset management.