Jeffrey Ransenberg is a financial advisor with Eagle Strategies (New York Life) based in Westlake Village, CA, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at New York Life Insurance Company and affiliated entities since 1998 and operates Ransenberg Financial & Insurance Services, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services across a large network of advisers. The firm emphasizes tailored recommendations and manages a substantial portion of assets on a non-discretionary basis, working extensively with plan sponsors and corporate clients within the New York Life affiliate structure.

Martin Scalzo is a financial advisor at Centaurus Financial, Inc. with 18 years of industry experience. He holds a Series 66 credential and has been with Centaurus Financial since 2017, following two years at Financial West Group. Outside of advisory work, Scalzo is involved in an estate planning team focused on educating clients about deferred sales trust strategies and is licensed as a real estate broker, handling property sales primarily for family and friends. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning and portfolio management with options for discretionary and non-discretionary management, utilizing fundamental and technical analyses, model overlay programs, tax-overlay services, and third-party money managers.

Michael Massarano is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, JPMorgan Chase, and Morgan Stanley. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting across managed and held-away assets.

Timothy Mcinnis II is a financial advisor with Commonwealth Financial Network in Simi Valley, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Commonwealth since 2009 and is also affiliated with Wm. "Al" Muskat CFP, Inc. since 2007. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and hundreds of thousands of clients, managing about $212.7 billion in assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Christine Quintero is a financial advisor at Creative Planning with five years of industry experience. She holds a Series 65 credential and has worked at Creative Planning Institutional Advisors since 2022, following a long tenure at Summit Financial Consultants from 2008 to 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies with selective private market exposure and tax-loss harvesting, managing approximately $295.6 billion in client assets across more than 1,100 advisors.

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to her current role, she has worked at Darden Restaurants and Wfgia, among other positions. Outside of advising, she has experience working as a restaurant server. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Michael Jamal is a financial advisor at Citigroup Global Markets with 40 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies with internal oversight and combines large institutional scale with specialized market roles and arrangements.

Steven Levin is a financial advisor at NewEdge Advisors with nine years of industry experience. He holds a Series 66 designation and has prior experience with firms including WealthSource Partners, American Financial Network Advisory Services, DFPG Investments, United Planners' Financial Services of America, and Penniall & Associates. Outside of his advisory role, Levin is involved in real estate brokerage through Pinnacle Estate Properties, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations via a network of independent investment adviser representatives. The firm provides a broad range of services, including portfolio management, financial planning, retirement and pension consulting, manager referrals, and access to sponsored advisory programs, utilizing technology and centralized due diligence in its multi-structured investment approach.

Steven Duplain is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Legacy Financial Group and Alphastar Capital Management, and serves as a managing member and agent of Humanitas LLC, a life insurance agency. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios while delivering education and support services to plan sponsors and participants.

Edward Albrecht is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Kestra Advisory since 2023 and previously spent ten years at SagePoint Financial. In addition to his advisory role, Albrecht serves as a city councilman in Calabasas, California, contributing to local government policy decisions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

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.

Yelena Papiryan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Duffy Kruspodin, LLC, a CPA firm where she has worked since 2014. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a long-term investment approach alongside shorter-term adjustments.

John Harrill is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles in insurance sales and estate planning services, and he is involved in community activities such as providing foster care through Ventura County Children and Family Services. Harrill also participates in housing programs for international students and operates timeshare rentals. Transamerica Financial Advisors serves a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations, offering both advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with discretionary and non-discretionary options and manages over $2 billion in assets.

Daniel Polyakov is a CFP® with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Woodland Hills, CA. His prior work includes roles at Aeg, Substance Global, Transit, and Universal Pictures. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with options such as ETFs, mutual funds, separate accounts, and direct indexing.

Aaron Anshin is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds a Series 65 credential and has previously operated his own advisory businesses as well as held roles at World Financial Group, Inc. and Feingold and Sons LLC. Outside of advising, he serves as an auditor and board member for the Beverly Hills Unified School District PTA Council. Transamerica Financial Advisors serves individual investors, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Stewart Erickson is a Series 65-licensed advisor at Savant Wealth Management with one year of industry experience. Prior to joining Savant, he worked for Exencial Wealth Advisors and has a background in the agricultural and solar energy sectors. Savant Wealth Management serves individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with comprehensive wealth management, financial planning, and related services. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies, supported by integrated accounting, legal, and trust affiliates.

Stepan Ghukasyan is a CFP® credentialed financial advisor at Citigroup Global Markets with one year of industry experience. His prior roles include positions at JPMorgan Chase Bank, J.P. Morgan Securities, and Citi Bank. Citigroup Global Markets serves individual and institutional clients across a range of wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research, derivatives and futures services, and bespoke solutions for very large clients.

Gerald Clebanoff is a CFA® charterholder with 19 years of industry experience. He is currently a financial advisor at Mercer Global Advisors Inc., having previously worked at West Oak Capital, LLC for 19 years. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory and offers a range of investment vehicles alongside financial, retirement, tax, and estate planning services.

Homer Jonathan Wilson is a CFP® with 31 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Polaris Wealth Advisory Group, Ally Invest Securities, and Silver Oak Securities, Inc. He also has a long tenure with Carolina College Prep, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and offers a range of investment solutions alongside financial and estate planning services.

Randy Podell is a financial advisor with Centaurus Financial, Inc. in Thousand Oaks, CA, holding the CFP® designation and Series 63 license. He has 36 years of industry experience, including over 30 years with Centaurus Financial. In addition to his advisory role, he is involved in the sales and client service of health, dental, vision, and Medicare supplement insurance products. 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 financial planning, portfolio management, and specialized services through a range of discretionary and non-discretionary arrangements, employing multiple investment analysis methods and model overlay programs.