Sidney Sheridan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with Net Law Inc. and Wfg. Outside of his advisory role, he refers clients to estate document services through Net Law Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach supported by multiple platform programs, with approximately $1.7 billion in regulatory assets under management.

Michael Barragan is a financial advisor with Eagle Strategies (NY Life) in San Dimas, CA, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, Mutual of America Securities, Ameriprise, and Massachusetts Mutual Life Insurance Company. In addition to advisory work, he is appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis.

Tony Yang is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2013. 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 with in-house research and oversight, supporting both discretionary and non-discretionary investment solutions.

Janice Vuong is a financial advisor with Transamerica Financial Advisors who holds the Series 63 and Series 65 credentials and has eight years of industry experience. Her work history includes roles at Anneta Insurance Solutions, Janice Vuong - Health Insurance Services, Morgan White Group, Delta Dental, and CAL Connect Insurance Services. She offers Medicare and other health insurance solutions, primarily serving senior clients and individuals seeking dental and vision insurance options. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

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 bringing 25 years of industry experience. He has been with Independent Financial Group since 2011. Outside of his advisory role, Beber serves as a board member for the Little Elm ISD Educational Foundation and volunteers as a school board member for the Little Elm Independent School District. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and offers advisory programs through its AccessPoint platform and third-party asset managers.

Jonathan Zermeno is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history including eight years at Sun West Mortgage Company and nine years with the California Army National Guard. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Valencia Jones is a CFP® with five years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. Her prior experience includes roles at Tapin/EY and Origin Financial, as well as service with Magellan Federal / Armed Forces Service Corp. Wealth Enhancement Advisory Services provides comprehensive financial planning and asset management to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Jeffrey Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Advisors, CTBC Bank, and Cetera, among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Dong Hoon Kim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2017 and previously worked at Voya Financial Advisors, Inc. and Strategic Alliance, Inc. Outside of his advisory role, he serves on the finance committee of Our Lady of Peace Korean Catholic Center, assisting with financial oversight related to the construction of a new building. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers diverse advisory programs and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Jason Phan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The AYCO Company, L.P./Mercer Allied for eight years. He holds the Series 66 license and is based in Monterey Park, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated legal, trust, and retirement plan service businesses.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Hugo Flores Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior work history includes roles at Gwfs Equities, Inc. and H. Beck, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing.

Megan Minogue is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at SoCal Technologies, Inc. and Wfgia. Outside of finance, she owns and operates Castles Made of Sand, a business creating custom stained glass products. Transamerica Financial Advisors, LLC 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 deliver its advisory services through a large network of advisors and multiple program platforms.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies with a combination of fundamental and technical analysis.

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. Prior to joining Independent Financial Group in 2024, he worked at Clearwater Benefits LLC, Transamerica Financial Advisors, Inc., and other firms. Outside of his advisory role, he is an officer and owner at Avilia Inc. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a range of platforms and model portfolios, and operates as both a registered investment adviser and active broker-dealer.

Eric Chen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research, security pricing, and derivatives services.

Joseph Papez Jr. is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 32 years of industry experience. He has been with Centaurus Financial since 2010. Outside of his advisory role, he manages insurance services focused on term life, whole life, health, and disability insurance through a separate business. Centaurus Financial, Inc. serves a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of advisory and brokerage services, including financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary investment arrangements.

John Stephens Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he owns Stephens Financial & Insurance Services, a non-investment related branding entity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and trusts, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary management, employing various analytical approaches and specialized advisory services.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group, Inc. Outside of her advisory work, she is involved in the sales of insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.