Rodrigo Muro is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi bank, Israel Discount Bank of New York, IDB Capital Corp., Bank of New York Mellon, Torrey Pines Bank, and Banc of California. Outside of his advisory role, he owns AVEA LLC, a retail business selling vitamin and supplemental products. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including in-house research, swap dealing, and futures commission merchant services.

Donna Woodruff is a CFP® with nine years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2026. Prior to this, she worked at Capital Insight Partners for nine years. She is also the President of the Financial Planners Association Arizona, a role she began in 2026. EP Wealth Advisors is a registered investment adviser serving individuals, business clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services, using a combination of fundamental, technical, and cyclical analysis to manage portfolios and provide fiduciary services.

Jonathan Deyoe is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously led Deyoe Wealth Management, Inc. for 19 years before joining EP Wealth Advisors in 2021. Outside of his advisory work, Mr. Deyoe is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Carlos Bautista is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, ChFC®, and Series 66 designations with 25 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. Bautista has been with EP Wealth Advisors since 2020. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, offering customized model portfolios and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis.

Nicholas Lancaster is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been affiliated with Transamerica Financial Advisors and Next Level Concepts Inc since 2012, and has worked with World Financial Group, Inc. since 2008. Lancaster is also the owner of Next Level Concepts Inc, a pass-through entity. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm employs model portfolios and third-party managers across multiple platforms, managing approximately $1.7 billion in regulatory assets under management.

Douglas Misterly is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 33 years of industry experience. He has been with Centaurus Financial since 2005 and also has a long tenure at Industrial Alliance Pacific Blue Cross starting in 2000. Outside of his advisory role, he is a licensed captain and owner of a sailboat charter business on weekends and serves as a volunteer member of the City of Huntington Beach Investment Advisory Board. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of fundamental and technical analysis and provides both discretionary and non-discretionary investment services.

Brian Waldner is a CFP® and CFA® with nine years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2024, following prior roles at Kahler Financial Group, Clarfeld Financial Advisors, and Natixis Investment Managers. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, employing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Walter Goeltz III is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following six years at H.Beck, Inc. Outside of his advisory role, he is involved with several business entities related to tax planning and payroll services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a combination of discretionary and non-discretionary arrangements, employing both fundamental and technical investment analyses.

Nicolas Kirsch is a financial advisor with Commonwealth Financial Network in Los Angeles, holding a Series 66 designation and three years of industry experience. Prior to joining Commonwealth, he worked at Equitable Advisors and has academic experience from Loyola Marymount University. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing about $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Sherry Lin is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Eagle Strategies since 2020 and has over two decades of continuous experience with NYLIFE Securities Inc and New York Life Insurance. Lin is active in community organizations, serving on the boards of the Diamond Bar Chinese American Association and School, the Brea Korean Sister Community Association, and the Korean American Chamber of Commerce of Orange County. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, with a strong focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

James King Sr. is a financial advisor at Centaurus Financial, Inc. with 55 years of industry experience. He has been with Centaurus Financial since 1992. Outside of his advisory role, he serves as a course instructor and consultant for Brokerage Design & Development, works as a marketing consultant with Hamilton Strategic Marketing, and owns a tax preparation service, Wespac Tax Service. 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 a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements, and incorporates multiple analytical approaches in its investment process.

Akira Ogasawara is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and five years of industry experience. He has been involved with multiple business activities, including managing Kamotty Financial Services, LLC, and serving as an independent contractor for Visa to America, Inc., which facilitates visa services and related consulting. Additionally, he acts as a referral contractor for Vanity Fair Media, Inc. dba Funding Suite, focusing on business loan introductions. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Jason Lersch is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. He previously worked at Capital Bank and Trust Company for five years before joining his current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Javier Escamilla is a CFA® charterholder with six years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has been since 2021. Prior to this, he worked at Capital Bank & Trust Company and Capital Group Companies. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Christopher Ganey is a CFP® professional affiliated with Cerity Partners LLC in Los Angeles, CA, with two years of industry experience. Prior to joining Cerity Partners, he held roles at Edward Jones and was involved with Dulles Little League. He also has experience in education through positions at Pepperdine University and Loudoun County Public Schools. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative methods with external managers and individual securities.

Angel Davis is a CFP® professional with three years of industry experience. Currently an advisor at EP Wealth Advisors, LLC, she has held prior roles at Focus Partners Wealth, Adero Partners, Centaurus Financial, and Fox Hill Financial & Insurance Services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized portfolios with a combination of fundamental, technical, and cyclical analysis.

Samuel Terminello is a CFP® with eight years of industry experience currently working at EP Wealth Advisors. His prior roles include positions at Peninsula Wealth, Facet Wealth, and The Vanguard Group. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios using various analysis methods and also provides ERISA plan services and oversight of third-party managers.

Luis Fondevila is a financial advisor with Surety Investment Services in Los Angeles, CA, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Surety Investment Services since 1982 and has worked with IRM Distributors, Inc. since 1998. In addition to his advisory role, he serves as President and Agent of Surety Investment Services, where he provides leadership and sales support. Surety Investment Services primarily serves individual clients along with pension plans, trusts, businesses, and estates, offering financial planning and discretionary portfolio management. The firm employs a dual fee-and-commission model, emphasizing long-term investing and utilizing a range of securities and insurance products, including fixed and variable annuities and life insurance.

Juan Corona is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Harold Klein is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior work includes roles at Mid Atlantic Capital Corporation, LPL Financial, and National Planning Corporation. Outside of advisory work, he manages a rental property in Lakewood, California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house and third-party manager strategies with technology-supported solutions.