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.

Kambiz Nassiri is a financial advisor with VOYA Financial Advisors, Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuity sales. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios and manager-driven sleeves, providing both discretionary and predominantly non-discretionary investment guidance through various adviser-led programs.

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.

Marc Campbell is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently an advisor at Farther and previously worked at Five Oceans Advisors LLC and TCI Wealth Advisors, Inc. Campbell holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

John Jalil is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves as president of Woodland Hills Financial Center, LLC and Medi Claim Inc. His business activities include the sale of insurance and non-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’s advisory model primarily relies on model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Frida Valijan is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She operates a bookkeeping and accounting business under Liber T Co. and provides independent bookkeeping services for Aaron Barlev & Co. In addition, she works part-time in in-home supportive services for disabled individuals. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and provides a range of education and support services to plan sponsors and participants.

David Mizrahi is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been affiliated with Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC since 2014 and joined Kestra Advisory Services, LLC in 2026. Mizrahi also serves as President and CEO of First Point Financial Management, an independent firm providing wealth management and insurance services. Kestra Advisory is an enterprise-level firm with a large network of advisors, offering a range of investment and advisory services.

Jonathon De Vase is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mutual of Omaha, Ameritas Advisory Services, Ameritas Investment Company, and New York Life. 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 supported by in-house research and extensive oversight.

John Belanger is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Transamerica since 2017. He is also the proprietor of Belanger Financial Services, where he presents financial knowledge and supports clients’ financial needs. Prior to his current roles, he worked at Lyft and Vsolvit, LLC. 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 with a range of proprietary and third-party investment models, managing over $2 billion in assets under management.

Brian Padrick is a CFP®-certified financial advisor with 22 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial and Cornerstone Wealth Management, LLC. He also operates Brian Padrick Inc., a business entity for tax and investment purposes. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Herbert Quick IV is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes roles with multiple companies across various sectors, including estate planning services with InheritGuard, LLC, and referral partnerships in home loans and insurance. Outside of financial advising, Herbert is involved in creative services such as writing, editing, music production, graphic design, photography, and videography. 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 with a range of proprietary and third-party investment models and manages substantial discretionary and non-discretionary assets.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at RBC Capital Markets for 13 years and briefly at Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and standard asset allocation models to support client decision-making.

Cynthia Georghiou is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at organizations including Bank of America, Merrill, and Blue Source Inc. prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates as a subsidiary of Sanctuary Wealth, managing approximately $34.9 billion in assets through a large network of independent advisers and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.

Amitha Harichandran is a CFP® with 17 years of industry experience. She has worked at SB Capital Management, Inc. from 2011 to 2025 and joined Mercer Global Advisors Inc. in 2025. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation focused approach with tax-aware implementation and manages multiple private equity and hedge funds as a fund-of-funds manager.

Bradley Levin is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior roles include positions at M. S. Howells & Co., Legacy Wealth Partners, Triad Advisors, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Victoria Frazier is a financial advisor with Citigroup Global Markets and holds Series 63 and Series 66 licenses. She has 24 years of industry experience, including 20 years at Merrill and has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients through Citi Private Bank, Citi Global Wealth at Work, and Citi Personal Wealth Management, offering a wide range of investment advisory programs and custody services. The firm uses multi-asset, multi-manager strategies and maintains a combination of large institutional scale with specialized market roles and arrangements.