Nazih Yehya is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Yehya is involved in various insurance brokering activities through multiple related entities. He serves on the boards of the Cerritos College Foundation and the CSU Fullerton Center for Leadership. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm delivers customized advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Burger is a CFA® charterholder with seven years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Covington Capital Management and Bingham Legg Advisers LLC. Burger is based in Los Angeles, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Daniel Devonald is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J.P. Morgan Securities, Rocket Mortgage, Merrill, and TD Ameritrade. Devonald is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant functions.

Margaret Kelly is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. She holds a Series 66 designation and has operated Kelly and Associates since 2011, where she is also involved in tax preparation as an enrolled agent. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and utilizes a variety of investment analysis approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Randal Brown is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2010. Brown serves as a volunteer board member and consulting CEO of California Friends Homes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Alexander Lessard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at UBS Financial Services and Mass Mutual Investors Services before joining Independent Financial Group in 2010. Lessard is also involved in various nonprofit and educational roles, including serving as a board member for Thomas Aquinas College and as an adjunct professor teaching the history and philosophy of Catholic education. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm-developed and third-party models tailored to client risk profiles.

Randy Takayama is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has additional experience with TKYM, Inc. and FirstService Residential, where he performs internal audits in property management. He is also involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with a variety of fee-based and commission-based investment programs, offering both proprietary and third-party model portfolios and discretionary or non-discretionary management options.

Zhongkai Wang is a Series 66 licensed financial advisor with nine years of industry experience, currently serving at Independent Financial Group, LLC since 2016. He is also involved as an insurance agent and employee at Banny Financial Services, providing insurance-related services outside of his role at IFG. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both firm- and third-party models to create tailored investment strategies, combining strategic asset allocation with multi-manager portfolios across various risk profiles.

Raymond Kinjo is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Eagle Strategies, New York Life, and NYLife Securities LLC since 2014 and operates Kinjo Insurance and Financial Services, focusing on brokering non-registered insurance products. Kinjo is also an author, having written a book sharing his personal and family experiences. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Rodrigo Muro is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi bank, Israel Discount Bank of New York, IDB Capital Corp., Bank of New York Mellon, Torrey Pines Bank, and Banc of California. Outside of his advisory role, he owns AVEA LLC, a retail business selling vitamin and supplemental products. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including in-house research, swap dealing, and futures commission merchant services.

Richard Sandoval is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with several firms, including World Financial Group and American Funding Center, and operates a small accounting and tax practice serving several hundred clients. Additionally, he serves as a representative payee for his disabled son’s Social Security and in-home supported services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and offers multiple program platforms such as Transamerica ONE and TFA365.

Nicholas Lancaster is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been affiliated with Transamerica Financial Advisors and Next Level Concepts Inc since 2012, and has worked with World Financial Group, Inc. since 2008. Lancaster is also the owner of Next Level Concepts Inc, a pass-through entity. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Douglas Misterly is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 33 years of industry experience. He has been with Centaurus Financial since 2005 and also has a long tenure at Industrial Alliance Pacific Blue Cross starting in 2000. Outside of his advisory role, he is a licensed captain and owner of a sailboat charter business on weekends and serves as a volunteer member of the City of Huntington Beach Investment Advisory Board. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of fundamental and technical analysis and provides both discretionary and non-discretionary investment services.

Walter Goeltz III is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following six years at H.Beck, Inc. Outside of his advisory role, he is involved with several business entities related to tax planning and payroll services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a combination of discretionary and non-discretionary arrangements, employing both fundamental and technical investment analyses.

Po Ying Chen is a CFP® professional with 10 years of industry experience, currently serving at Independent Financial Group, LLC. Prior to joining Independent Financial Group in 2021, Chen worked at Globalink Securities, TransGlobal Advisory, Transamerica Financial Advisors, and World Financial Group. Outside of advisory work, Chen holds officer and director roles in an insurance agency and provides mortgage lending services. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse clientele, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs both firm- and third-party models to develop personalized investment strategies, combining passive and active management across various risk profiles.

Nicolas Kirsch is a financial advisor with Commonwealth Financial Network in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Equitable Advisors and has academic experience from Loyola Marymount University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Sherry Lin is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Eagle Strategies since 2020 and has over two decades of continuous experience with NYLIFE Securities Inc and New York Life Insurance. Lin is active in community organizations, serving on the boards of the Diamond Bar Chinese American Association and School, the Brea Korean Sister Community Association, and the Korean American Chamber of Commerce of Orange County. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, with a strong focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

James King Sr. is a financial advisor at Centaurus Financial, Inc. with 55 years of industry experience. He has been with Centaurus Financial since 1992. Outside of his advisory role, he serves as a course instructor and consultant for Brokerage Design & Development, works as a marketing consultant with Hamilton Strategic Marketing, and owns a tax preparation service, Wespac Tax Service. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements, and incorporates multiple analytical approaches in its investment process.

Jason Lersch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Javier Escamilla is a CFA® charterholder with six years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has been since 2021. Prior to this, he worked at Capital Bank & Trust Company and Capital Group Companies. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.