Yelena Kalashnikova is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at firms including J.P. Morgan Securities, Wescom Financial Services, and CUSO Financial Services. Outside of her advisory role, she serves as a certified swim official for USA Swimming. TLG Advisors, Inc. serves a diverse client base including individuals, trusts, charitable organizations, corporations, and institutional investors. The firm’s investment approach focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, and it offers both customized portfolio management and a direct-to-consumer digital program.

Steven Sansone is a financial advisor at Creative Planning with seven years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Pensionmark Financial Group, LLC, and kPlans Investment Services. Sansone has involvement as a member in real estate investment LLCs. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supplemented by private market exposure and tailored retirement plan services.

Elias Martinez is a financial advisor at Kestra Advisory with six years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Edward Jones and Glendale Securities Inc. Kestra Advisory provides investment advisory and retirement-plan consulting services to a wide range of institutional and individual clients. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms, serving clients including large institutions and sovereign wealth funds.

Nubia Alvarenga is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Citibank since 2006, totaling 20 years in her broader career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and proprietary research capabilities.

James Forsyth is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Steward Partners, he spent 12 years at UBS Financial Services Inc. He is also a one-third owner of Equity Stretch, LLC, a non-investment related business based in Valencia, CA. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options through Steward Partners-branded solutions and third-party money managers.

Carlos Di Ponio is a Series 66-licensed financial advisor with Transamerica Financial Advisors, where he has worked since 2020. He has eight years of industry experience and is also involved in film production as the manager of DaCha Film Company LLC and runs an entertainment production business under the name Jordan Charles. Additionally, he serves as CEO of an online tutoring platform called AllPro Tutors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with various model portfolio programs and access to third-party money managers, operating as both a registered investment adviser and broker-dealer.

Jaime Hernandez is a financial advisor with SPC, holding the CFP® and Series 63 designations and bringing 30 years of industry experience. He has worked at Parkland Securities since 2014 and has been president of Jardez Financial & Insurance Services Inc. since 1993. Hernandez also operates Hernandez Insurance Agency, which he founded in 1973. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Natale Haworth is a financial advisor with Kestra Advisory in Encino, CA, holding Series 66 and Series 63 licenses and possessing nine years of industry experience. Since 2017, Haworth has been with Kestra Advisory and has concurrently worked with Kestra Investment Services, LLC and Partners Insurance since 2011. Outside of advisory work, Haworth serves as an advisory board member for Red Schoolhouse, Inc., a nonprofit college organization. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including fiduciary consulting, plan design, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds, while utilizing multiple management platforms and third-party solutions.

Henry Norman IV is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes prior roles at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is a partner at BlueRidge Partners, a non-investment-related business. Henry advises through Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party solutions, and integrated lending options.

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Transamerica, she has held roles in various industries including hospitality, working as a server at Darden Restaurants. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios across discretionary and non-discretionary platforms.

Gurcharan Soni is a financial advisor with Eagle Strategies (New York Life) based in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Eagle Strategies LLC since 1999 and operates Soni Financial & Insurance Solutions, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of institutional sponsors as well as retail clients.

April Anekboon is a financial advisor with Kestra Advisory in Encino, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Zuckerman Private Wealth Management and assists in client services related to insurance and investment products at FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with a focus on fiduciary consulting, plan design, and access to multiple management platforms.

Thomas Kim is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior positions include roles at Cetera, Cathay Bank, and Banc of California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs while maintaining extensive in-house research and unique market roles.

Sana Theodory is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds a Series 66 designation and has worked at Citi since 2014, including her current role at Citigroup Global Markets beginning in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with in-house research, unique market roles, and commercial partnerships.

Daniel Morales is a Series 65-licensed advisor with Ameritas Advisory Services, LLC, based in Castaic, CA. He has five years of industry experience, including roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and Pensionmark Financial Group. Prior to his financial career, he worked at San Antonio Winery for three years. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities to tailor portfolios to client needs.

Stepan Ghukasyan is a CFP® with two years of industry experience, currently with Citigroup Global Markets. His prior roles include positions at JPMorgan Chase Bank, N.A., and J.P. Morgan Securities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of multi-asset investment advisory programs and execution services. The firm combines large institutional scale with unique market roles, including derivatives and futures services, and employs internal standards and oversight committees to manage portfolio strategies.

Frida Valijan is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She operates a bookkeeping and accounting business under Liber T Co. and provides independent bookkeeping services for Aaron Barlev & Co. In addition, she works part-time in in-home supportive services for disabled individuals. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and provides a range of education and support services to plan sponsors and participants.

Connor Dominici is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and has prior experience in fitness and biomedical companies, as well as roles at California Lutheran University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside private market investments and various retirement plan services.

Amitha Harichandran is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She joined Mercer in 2025 after working for SB Capital Management, Inc. for 14 years. Mercer Global Advisors serves individuals, families, small business owners, and institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and various specialized portfolios.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Churchill Management Group and Vita CSUN. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.