Cynthia Georghiou is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Bank of America, Merrill, and Blue Source Inc. She is based in Westlake Village, California. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a range of investment strategies and offers portfolio management through Advisor-Directed programs, SMAs, UMAs, and third-party platforms, operating as a fiduciary when a written agreement is in place.

Bradley Levin is a CFP® with 32 years of industry experience, currently with Focus Partners Wealth, LLC since 2021. His prior roles include positions at M. S. HOWELLS & CO., Legacy Wealth Partners, Triad Advisors, Commonwealth Financial Network, and Householder Group, Estate & Retirement Specialists. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Victoria Frazier is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, including 20 years at Merrill and has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients through Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management, offering a wide range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles and arrangements.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across both discretionary and non-discretionary arrangements.

Iris Ilao is a financial advisor with Commonwealth Financial Network and holds Series 63 and Series 65 licenses, bringing 22 years of industry experience. She is also the owner and president of Polaris Lighthouse, Inc., a private business offering pack and ship services, mailbox rentals, and gift shop sales. Ilao has worked at Powell Financial Group, Argosy Wealth Management Corporation, Mutual Securities, Inc., and Cetera Advisor Networks during her career. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that supports a national network of approximately 2,900 advisors and manages over $212 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Ana Viramontes is a financial advisor at Citigroup Global Markets with two years of industry experience. She has been with Citibank since 2014. Ana holds a Series 66 designation and is based in Simi Valley, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing functions, supporting customized solutions for high-net-worth and institutional clients.

Kenneth Park is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UnionBanc Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services with a focus on multi-asset, multi-manager strategies that include discretionary and non-discretionary options.

Gustavo Zarate Jr. is a CFP® professional affiliated with Commonwealth Financial Network, with 17 years of industry experience. He is the owner and president of GRZ Wealth Management, Inc., which operates as Powell Financial Group, and has been associated with Commonwealth since 2010. His work includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, and compliance, while offering access to discretionary model portfolios and various program structures.

Russell Hitchcock is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and two years of industry experience. He is also involved with Lang Wealth Management and JD Lang & Associates, where he prepares individual and entity tax returns for clients. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers a range of portfolio management and financial planning services utilizing both firm- and third-party investment models.

Benjamin Posen is a financial advisor with Hightower Advisors, holding a Series 63 license and bringing 28 years of industry experience. He previously worked for Lindbrook Capital, LLC for 14 years before joining Hightower in 2025. Outside of his advisory role, he serves as a board member for Hopeless Records, Still Got Game, and as an independent board member for CNL Strategic Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with discretionary and non-discretionary portfolio management options.

Tyler Dritz is a CFA® charterholder with 20 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 14 years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning.

Justin Koroyan is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, JP Morgan Chase Bank, City National Securities, and HSBC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, including in-house research and unique market roles.

Kenneth Muskat is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Commonwealth since 2009 and previously operated his own firm, Ken Muskat Financial, as well as WM. "AL" MUSKAT, CFP Inc. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides advisory programs, technology, and operational support, offering a range of portfolio management options including discretionary model portfolios and customized solutions.

Blair Van Buren is a financial advisor with Osaic Advisory Services, LLC, holding a Series 66 designation and 25 years of industry experience. His prior roles include positions at Arbor Point Advisors and Securities America Advisors. He is also president and managing member of Sabre Financial Services, LLC, an operating entity supporting his financial planning and securities business. Osaic Advisory Services, LLC serves individuals, pension plans, corporations, trusts, and municipal entities with investment management, financial planning, and retirement consulting. The firm uses multiple program models and combines proprietary guidance with third-party platforms to deliver customized portfolio management and related services.

Marques Guy is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Debtmerica and Revolution Financial Management and serves as a program manager at Tri Counties Regional Center, a nonprofit providing crisis prevention services to developmentally disabled individuals. He also oversees operations as a district manager for Stephanie Young Consultants Inc., a mental health counseling organization. Transamerica Financial Advisors offers investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party management approach through multiple platforms such as Transamerica ONE and TFA365, managing approximately $1.7 billion in regulatory assets under management.

Jake Mizrahi is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and three years of industry experience. Prior to his advisory career, he worked in the entertainment industry at HBO and Netflix. He is also involved with First Point Financial Management as a registered field assistant, providing support to investment advisors. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including large plan sponsors. The firm offers services such as fiduciary consulting, plan design, and advisor-managed accounts, managing approximately $79.8 billion in assets and serving clients such as sovereign wealth funds.

Steven Hong is a financial advisor with Eagle Strategies (NY Life) based in Simi Valley, CA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including longstanding roles at New York Life Insurance Company since 1999 and NYLIFE Distributors LLC since 2005. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and offers multiple program types, including fee-based advice and co-advisory relationships, with a substantial portion of assets managed on a non-discretionary basis.

Dustin Dockter is a CFP® with 15 years of industry experience, currently with Private Advisor Group, LLC. He has previously worked at Mariner Independent Advisor Network, Summit Wealth Management Group, Inc., and LPL Financial. Private Advisor Group serves a diverse client base including individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and managed account solutions through a fiduciary-based advisory model that incorporates both discretionary and non-discretionary strategies.

Jessica Anseth is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 designation and seven years of industry experience. Her prior roles include positions at WCG Wealth Advisors, Cornerstone Wealth Management, LPL Financial, and Bank of America. She provides investment advisory services through Wealth Enhancement Group, an independent registered investment advisor. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic allocation approach that combines passive and active managers supported by quantitative and fundamental research.