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., holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has been with VOYA Financial Advisors since 2014 and previously worked at Voya Financial Partners, LLC from 2004 to 2011. Nassiri is also an independent insurance agent involved in fixed annuity sales. VOYA Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, unified managed accounts, and retirement advisory services, utilizing a combination of in-house and external strategists, model portfolios, and technology-enabled tools in both non-discretionary and discretionary account management.

Randy Podell is a CFP® with 37 years of industry experience, currently serving at Centaurus Financial, Inc. since 1994. He has been self-employed since 1988 and maintains a non-investment related business as an agent providing health and insurance-related services. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations, utilizing a variety of portfolio management and financial planning strategies through its CLASSIC Plus platform.

John Jalil is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and also serves as president of Woodland Hills Financial Center, LLC and Medi Claim Inc, which are involved in non-investment businesses including insurance and claims services. Transamerica Financial Advisors serves individual investors, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.

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. His prior firms include Wells Fargo Clearing and J.P. Morgan Securities. He is also president and CEO of First Point Financial Management, an independent firm providing wealth management and insurance services. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including plan sponsors. The firm provides fiduciary consulting, plan design, benchmarking, and investment advice, serving a diverse client base that includes large institutional investors.

Jonathon De Vase is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Mutual of Omaha, Ameritas Advisory Services, NYLIFE Securities LLC, and New York Life Insurance Co. He is based in Woodland Hills, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through both discretionary and non-discretionary programs, and combines large institutional scale with unique market roles such as in-house research and swap dealing.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 license and one year of industry experience. Prior to joining D.A. Davidson, he held various roles including positions at Backcountry and Salt Lake County. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Connor Dominici is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and has prior experience in fitness and biomedical companies, as well as roles at California Lutheran University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside private market investments and various retirement plan services.

Herbert Quick IV is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 registrations, and has 11 years of industry experience. He has worked with multiple firms across financial services and related fields, including roles at InheritGuard, LLC and Equity Smart Home Loans, Inc. Outside of his advisory work, he is involved in creative services such as writing, editing, music composition, graphic design, photography, and videography. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations, offering a range of advisory and broker-dealer services. The firm provides access to proprietary and third-party model portfolios with discretionary and non-discretionary program options, managing over $2 billion in assets as of year-end 2025.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. His prior experience includes roles at Wells Fargo Advisors, RBC Capital Markets, Blackrock Fund Advisors, and Charles Schwab. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, with client-tailored recommendations and trades executed only with client authorization.

Cynthia Georghiou is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and previously worked at Bank of America, Merrill, and Blue Source Inc. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through a network of over 400 independent investment adviser representatives. The firm offers portfolio management, retirement plan consulting, and financial planning using a variety of analytical approaches and acts as a fiduciary when a written advisory agreement is in place.

Amitha Harichandran is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She joined Mercer in 2025 after working for SB Capital Management, Inc. for 14 years. Mercer Global Advisors serves individuals, families, small business owners, and institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and various specialized portfolios.

Bradley Levin is a CFP® professional with 32 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2021. His prior experience includes roles at M. S. HOWELLS & Co., Legacy Wealth Partners, Triad Advisors, Commonwealth Financial Network, and Householder Group, Estate & Retirement Specialists. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Churchill Management Group and Vita CSUN. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach combining active and passive strategies within an enhanced open architecture framework.

Victoria Frazier is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and over 25 years of industry experience. She worked at Merrill for 20 years before joining Citigroup in 2018. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including swap dealing and futures commission merchant activities.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

Joseph Solomon is a CFP® professional with 40 years of experience in the financial services industry. He is currently with Private Advisor Group, LLC and has held roles at LPL Financial and Level Four Insurance Services, among others. He has operated his own financial group and company for several decades and has experience in tax preparation and accounting as president of Joseph Solomon Financial Group. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based model, leveraging technology platforms and a range of investment strategies while offering both discretionary and non-discretionary advisory services.

Haim Shepes is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. His prior work includes roles at Legend Equities Corporation and Lincoln Investment, alongside running his own insurance and securities sales businesses. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering a range of participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.