Robert Pondt is a financial advisor at Citigroup Global Markets with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2016. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique market roles including in-house research and security pricing.

Carl Ermelbauer is a CFP® professional at NewEdge Advisors with nine years of industry experience. He has worked at various firms including WealthSource Partners, JP Morgan Securities, and American Financial Network Advisory Services. Outside of his advisory role, he is involved in insurance sales and serves as managing partner and owner of Financial North Partners. NewEdge Advisors is an enterprise‑scale registered investment adviser serving individuals, pension and profit‑sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm offers comprehensive portfolio management, financial planning, and retirement consulting, combining in‑house and third‑party investment solutions with centralized due diligence and technology tools.

Karen Hall is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding a ChFC® designation and Series 63 license. She has 43 years of industry experience with a career spanning Eagle Strategies, Merit Financial & Insurance Solutions, and New York Life Insurance Company. Outside of her advisory work, she serves as a board member for the Conflict Resolution Institute, volunteering to mediate small claims court disputes. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers various advisory programs and emphasizes tailored recommendations, with a substantial portion of assets managed on a non-discretionary basis.

Abigail Shek is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving Ultra High Net Worth clients. She provides foundational support across all phases of client service and relationship management, with a focus on multi-generational families. Abigail assists wealth creators, their children, and grandchildren in navigating critical life and legacy decisions. Abigail earned a Bachelor's Degree from the University of Missouri System and a Master’s Degree in Business Administration from Pepperdine University. She began her career with Merrill Lynch Wealth Management in 2018 and holds the Personal Investment Advisor (PIA) designation. Abigail lives in Chicago, IL, with her husband and two children.

Yelena Kalashnikova is a financial advisor at TLG Advisors, Inc. with 15 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, and Wescom Financial Services. Outside of her advisory role, she serves as a certified swim official for USA Swimming. 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 services including portfolio management, financial and estate planning, and ERISA fiduciary services.

Elias Martinez is a financial advisor at Kestra Advisory with six years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Edward Jones, TekSystems, LPL Enterprise LLC, and Glendale Securities Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients, offering services including fiduciary consulting, plan design, and employee education. The firm serves large institutional investors and manages approximately $79.8 billion in assets.

Nubia Alvarenga is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and seven years of industry experience. She has been with Citibank since 2006, totaling 20 years in her broader career. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and proprietary research capabilities.

James Forsyth is a financial advisor with Steward Partners Investment Advisory, LLC, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Prior to joining Steward Partners, he spent 12 years at UBS Financial Services Inc. He is also a one-third owner of Equity Stretch, LLC, a non-investment related business based in Valencia, CA. Steward Partners Investment Advisory, LLC is a national, enterprise-scale RIA managing approximately $36.7 billion in assets and serving a diverse client base that includes individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options through Steward Partners-branded solutions and third-party money managers.

Gary Benson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at NPB Financial Group LLC and Pash & Benson International LLC. Outside of his advisory work, he serves as an officer and director in an insurance business and consults for Paxton Consulting Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers.

Steven Glasberg is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 39 years of industry experience, including prior roles at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and turnkey asset management platforms through its network of investment adviser representatives.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Carlos Di Ponio is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Transamerica Financial Advisors since 2020 and has additional involvement in the entertainment industry, including managing DaCha Film Company LLC and engaging in acting and speaking work under the name Jordan Charles. He also serves as CEO of AllPro Tutors, an online platform connecting tutors and students. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by proprietary and external investment solutions.

Aren Yarian is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. Prior to joining VOYA in 2018, he worked at FIDELITY Brokerage Services LLC from 2014 to 2018. VOYA Financial Advisors serves a diverse range of clients, including individual investors, institutional clients, retirement plan sponsors, and high-net-worth individuals. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing recommendation-based, non-discretionary advice.

Shane Cooper is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs.

Lucy Rojo is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at World Financial Group, INC. and leadership at Alliance Naturopathic Group, Inc., a naturopathic medicine clinic where she has been involved in patient consultation, management, and treatment planning since 2002. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

James Lang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at firms including LPL Financial and Ball & Company, and he owns J.D. Lang & Associates, a legal practice specializing in estate and tax planning, tax preparation, and bookkeeping. Lang also serves as an officer and director for the Learned Preston Foundation, providing legal, accounting, tax, and administrative support. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that offers brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm provides advisory programs through its AccessPoint platform and third-party asset managers, with a broad national network of Investment Adviser Representatives.

Spencer Miller is a Private Wealth Advisor and co-founder and senior partner of The Miller | Asher Group within Merrill Private Wealth Management. He focuses on meeting the comprehensive financial needs of current and former private business owners, their families, and uniquely successful individuals. Spencer leverages extensive ultra-high-net-worth resources across the firm to provide expertise in global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, philanthropic planning, and offers access to structured credit through Bank of America. His approach includes utilizing advanced value acceleration methods for businesses, assisting with business sales, mergers, acquisitions, ESOP strategies, and recapitalization services by implementing process-driven solutions tailored to evolving client needs. Spencer leads The Miller | Asher Group’s wealth management and client strategy committees and holds the Certified Private Wealth Advisor® (CPWA) designation from the Investments & Wealth Institute, taught in conjunction with the University of Chicago Booth School of Business, as well as the Certified Exit Planning Advisor (CEPA) designation. Spencer earned his bachelor's degree from the University of California system and completed an accredited certificate program at the University of Chicago. Outside of his professional work, he and his family reside in Agoura Hills, California. They actively support UCLA academics and athletics. Spencer’s personal interests include basketball, football, reading, soccer, swimming, traveling, and spending time with his family.

Gregory Lamp is a financial advisor with Kestra Advisory in Newbury Park, CA, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior roles include positions at Morgan Stanley and Sagepoint Financial, Inc. Lamp is also involved with FinancialPointe in an insurance capacity. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering fiduciary consulting, plan-level investment advice, and a range of managed solutions tailored to large plan sponsors and diverse investor types.

Leah Melendez is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 15 years. 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 employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and a large institutional platform.