Charles Hackerman is a CFA® charterholder and holds a Series 65 license, with 25 years of industry experience. He has worked at Cerity Partners LLC since 2023 and previously spent 25 years at Gamble Jones Investment Counsel. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and both third-party and direct security investments, with access to alternative and private market solutions.

Justin Brennan is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 10 years of industry experience. He holds the Series 63 and Series 65 licenses. Prior to joining Capital Group Private Client Services in 2021, he worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Jennifer Morris Montes is a financial advisor at Independent Financial Group, LLC with six years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at Professional Advisory Services and The Law Offices of Hart, Mieras, Morris, where she volunteered in legal services. Outside of financial advising, she assists with implementation and training for VIP System Design, LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate retirement plans. The firm utilizes both firm- and third-party investment models and offers a range of services such as financial planning, portfolio management, and retirement plan solutions.

Kimberly An is a financial advisor at Independent Financial Group, LLC with a Series 66 designation and two years of industry experience. She has been with Independent Financial Group since 2015. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and combines strategic asset allocation with active and passive investment exposures across different risk profiles.

Wyatt Kiedrowski is a financial advisor at Savant Wealth Management with seven years of industry experience. He holds the Series 65 designation and previously worked for Kemp Financial Management, LLC for 14 years. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, financial planning, retirement plan consulting, and family office services. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and sub-advised mandates, supported by a large team of approximately 397 advisors and integrated affiliated entities.

Steven Uy is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His career includes roles at Monarch Grove Wealth Strategies and Insurance Solutions, Island Wealth Strategies and Insurance Solutions, Eagle Strategies LLC, and New York Life Insurance Co. Outside of his advisory work, he officiates weddings for friends and family as a member of American Marriage Ministries. 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 a range of advisory programs tailored to client objectives, with a notable emphasis on non-discretionary asset management and integrated insurance-related solutions within the New York Life affiliate structure.

Ana Rosa Jacquez Rodarte is a Series 66-credentialed financial advisor with five years of industry experience. She has worked with Citigroup Global Markets since 2021 and previously held roles at Wells Fargo Bank and Citibank, N.A. in the Los Angeles area. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering diversified investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including in-house research and derivatives trading.

Ricardo Higuchi is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He has been with Citigroup since 2008 and holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and supports large institutional clients with in-house research, derivatives services, and bespoke discretionary solutions.

Scott Mc Cullah is a financial advisor at TIAA-CREF with 44 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at J.P. Morgan Securities for 12 years. Mc Cullah is based in Pasadena, CA. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and separate broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers a range of advisory services that include point-in-time planning and ongoing discretionary management using model portfolios or customized portfolios managed under client-approved investment policies.

Li Li Chan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. She has been with Transamerica since 2016 and operates a sole proprietorship, Lily Chan Consulting, primarily for internal accounting purposes. Chan is also involved in sales of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, providing investment advisory, brokerage, and retirement-plan services through a large advisor network. The firm’s advisory approach utilizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Ric Roman II is a financial advisor with Transamerica Financial Advisors in Pasadena, CA, holding Series 63 and Series 65 credentials and possessing 16 years of industry experience. His background includes roles at Lyft, Uber Technologies, DebtMerica, and the Department of Public Social Services, where he provides in-home supportive services. He also operates RMRRII Enterprises. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with access to proprietary and third-party model portfolios, managing a mix of discretionary and non-discretionary assets.

Craig Burger is a CFA® charterholder with seven years of industry experience. He is currently with Cerity Partners LLC and has previously worked at Covington Capital Management and Bingham Legg Advisers LLC. Burger is based in Los Angeles, CA. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs an investment framework that integrates quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Deny Delgadillo is a financial advisor with TIAA-CREF, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at MML Investors Services LLC, Mass Mutual Insurance Company, Bankers Life, BancWest Investment Services, Bank of the West, and U.S. Bancorp Investments. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients connected to TIAA-administered employer retirement plans. The firm operates within a vertically integrated structure and offers both standardized and customized investment management solutions.

Daniel Devonald is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J.P. Morgan Securities, Rocket Mortgage, Merrill, and TD Ameritrade. Devonald is based in Los Angeles, CA. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant functions.

Alexander Lessard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes positions at UBS Financial Services and Mass Mutual Investors Services before joining Independent Financial Group in 2010. Lessard is also involved in various nonprofit and educational roles, including serving as a board member for Thomas Aquinas College and as an adjunct professor teaching the history and philosophy of Catholic education. Independent Financial Group, LLC provides investment advisory and brokerage services to a broad client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management through multiple platforms, utilizing both firm-developed and third-party models tailored to client risk profiles.

Randy Takayama is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has additional experience with TKYM, Inc. and FirstService Residential, where he performs internal audits in property management. He is also involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with a variety of fee-based and commission-based investment programs, offering both proprietary and third-party model portfolios and discretionary or non-discretionary management options.

Zhongkai Wang is a Series 66 licensed financial advisor with nine years of industry experience, currently serving at Independent Financial Group, LLC since 2016. He is also involved as an insurance agent and employee at Banny Financial Services, providing insurance-related services outside of his role at IFG. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate plans. The firm utilizes both firm- and third-party models to create tailored investment strategies, combining strategic asset allocation with multi-manager portfolios across various risk profiles.

Yuliang Cao is a financial advisor at Eagle Strategies (NY Life) with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at NYLIFE Securities LLC, New York Life Insurance Co., Cal State University Fullerton, Oster International Trading, and Wanm Inc., where he was also the owner of a dormant business. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, offering financial planning, investment management, and advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.