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.

Igor Zey is a financial advisor with TLG Advisors, Inc. holding CFP® and ChFC® designations and over 40 years of industry experience. He has held leadership roles at several firms, including Professional Financial Resources, Inc., Zey Financial, and Total Financial. In addition to his advisory work, he serves as a professor at California Lutheran University and provides forensic financial planning testimony. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering services such as portfolio management, financial planning, and fiduciary oversight of ERISA-qualified plans. The firm emphasizes manager selection and monitoring within a diversified investment approach, and also provides a direct-to-consumer digital program called Starlight Portfolios.

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.

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.