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 based in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She is the owner and president of Polaris Lighthouse, Inc., which operates Postal Junction, a private business offering pack and ship services, mailbox rentals, and gift shop sales. Ilao has worked with several firms, including Powell Financial Group and Cetera Advisor Networks. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures designed to support advisors in managing client portfolios.

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.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Rachel Vivian is a CFP® professional with 20 years of experience in the financial services industry. She currently works at Mariner Wealth Advisors and has prior experience at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Vivian is also a licensed insurance agent in California. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, implementing customized portfolios supported by in-house research and third-party managers.

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 and holds a Series 66 designation. He has six years of industry experience, including roles at Lang Wealth Management and JD Lang & Associates. Outside of advising, he prepares individual and entity tax returns for clients through JD Lang & Associates. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios across multiple platforms.

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 Series 66-licensed financial advisor at Kestra Advisory with three years of industry experience. Prior to joining Kestra, he held roles at HBO and Netflix. He also works with FIRST POINT FINANCIAL MANAGEMENT as a registered field assistant providing client support. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm provides services including fiduciary consulting, plan-level investment advice, and employee education, serving clients such as sovereign wealth funds and managing approximately $79.8 billion in assets.

Sonya O'Connor is a financial advisor with CWM, LLC holding a Series 66 designation and 19 years of industry experience. She has previously worked with LPL Financial and Cetera Wealth Services, and has operated Applied Financial Planning since 2002. In addition to advisory work, she is an enrolled agent providing tax preparation, representation, and planning services. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement plan services, managing accounts primarily on a discretionary basis using model portfolios governed by an in-house Investment Committee.

David Patton is a financial advisor with TLG Advisors, Inc., holding Series 63 and Series 65 credentials and 23 years of industry experience. He has worked at The Leaders Group Inc, Pacific Southwest Financial, and Regal Investment Advisors since 2017, and previously at Cambridge Investment Research Advisors from 2012 to 2017. Outside of advisory work, he is involved as an independent insurance agent and serves as a sales vice president at Capitas Financial. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

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.

Pierre Bitar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and HSBC. 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, alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchandising.

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.