Janice Vuong is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her background includes roles at Anneta Insurance Solutions, Morgan White Group, Delta Dental, and several health and dental insurance services, focusing on providing insurance solutions including Medicare plans. She offers health, dental, and vision insurance options alongside her financial advisory work. Transamerica Financial Advisors serves a diverse range of clients, including individual investors, pension plans, and charitable organizations, providing both advisory and broker-dealer services through proprietary and third-party investment models.

Linxin Chen is a financial advisor at Citigroup Global Markets with 13 years of industry experience. Chen holds Series 63 and Series 66 registrations and has previously worked at East West Bank, Cetera, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with specialized market roles and arrangements.

Kenneth Beber is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Independent Financial Group since 2011, following prior roles at Investors Capital Corp. and National Planning Corporation. Beber serves as a board member for the Little Elm ISD Educational Foundation and as a volunteer school board member for the Little Elm Independent School District. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes firm- and third-party models to develop client strategies, combining active and passive exposures within multi-manager portfolios and providing services through multiple platforms.

Valencia Jones is a CFP® with six years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior roles include positions at Tapin/EY and Origin Financial, as well as experience with Magellan Federal and Merrill. Wealth Enhancement Advisory Services is a large enterprise managing over $122 billion in assets through a broad advisor network. The firm offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans, employing a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Vanessa Sainz is a financial advisor at D.A. Davidson & Co. in Claremont, California, holding a Series 66 designation with eight years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers various advisory services under the Advisers Act fiduciary standard and ERISA fiduciary duties, featuring advanced financial planning tools and a specialized Private Wealth program for high-net-worth clients.

Jeffrey Wu is a financial advisor at Citigroup Global Markets with 16 years of industry experience. His prior work includes roles at Cetera, CTBC Bank, Googain Inc., and Wells Fargo. He holds Series 63 and Series 65 licenses. 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 with both discretionary and non-discretionary options and operates with a combination of large institutional scale and specialized market roles.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Tanja Shibley is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Claremont, CA, where she has worked since 2016. She has 19 years of industry experience. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, modular and comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Richard Fontana is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at LPL Financial, Morgan Stanley & Co. LLC, and Morgan Stanley DW Inc. Outside of his advisory work, he serves as secretary of Enhanced Sports Solutions, a company that designs and manufactures safety equipment for MLB umpires and catchers. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, using both proprietary and third-party platforms to assist clients with a range of investment strategies.

Julio Bedolla is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at firms including AssetMark Financial Holdings, Inc., Dimensional Fund Advisors, and Capital Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by due diligence, strategic asset allocation, and integrated operational tools.

Timothy Hacker is a financial advisor at Focus Advisor Solutions, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Buckingham Strategic Partners, LLC and Loring Ward. Focus Advisor Solutions provides turnkey asset management and back-office services primarily to independent registered investment advisors, offering model portfolios, operational support, and fixed-income sub-advisory services. The firm manages approximately $41 billion in assets and serves over 33,000 clients through a relatively small team of about 42 advisors.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at firms including Transamerica Financial Advisors, Inc. and Clearwater Benefits LLC. Additionally, Lo serves as an officer and owner of Avilia Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs strategic asset allocation and multiple manager portfolios across various risk profiles through both firm- and third-party model strategies.

Michael Campopiano is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley & Co., Incorporated for 19 years before joining D.A. Davidson in 2021. Outside of advising, he serves as chairman of the advisory board at the University of La Verne. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Alexander Hugues is a financial advisor with Planmember Securities Corporation, holding Series 65 and Series 63 licenses and over 48 years of industry experience. He has been with Planmember since 2012 and concurrently operates A.R. Huguez & Associates, a financial and insurance sales service he founded in 1982. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Miguel Marin is a financial advisor with Empower Advisory Group in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work history includes roles at GWFS Equities, Inc., J.P. Morgan Securities, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Juan Medina Luna is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Wells Fargo and Centaurus Financial. Medina Luna is also involved in entrepreneurial ventures such as Asegure Su Legado, a consulting services firm. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm uses an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent investment advisors.

David Espinosa is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus since 2014. His prior experience includes roles with various insurance carriers and a long tenure at United Airlines. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management, with specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

Scott Meinert is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also an agent at Agia, where he offers non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ruth John is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. Her work history includes roles at Netlaw, Wealthwave, and LSPN Pro, LLC. She volunteers regularly as a nursery helper at Abundant Living Family Church. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through various fee-based and commission-based programs. The firm provides proprietary and third-party managed portfolios with discretionary and non-discretionary options.