Patrick Robison is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His career includes roles at Creative Business Resources and Team UP, and he has owned an independent filming business in Los Angeles since 2014. He also acts as a trustee in a fiduciary capacity. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors, operating an open-architecture platform with multiple custodians and third-party money managers.

Elsie Elias is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 63 and Series 66 credentials. She has 17 years of industry experience and has been with Citigroup since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm implements multi-asset, multi-manager strategies and maintains in-house research and security-pricing activities alongside roles as a swap dealer and futures commission merchant.

Emily Lin is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has worked at HSBC Securities since 2013 and concurrently serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate firm. Her prior experience includes roles at Merrill and Charles Schwab. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation developed with HSBC Global Asset Management and oversees fund selection and monitoring through affiliated providers.

Kevin Ku is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and one year of industry experience. He previously worked at KPMG for 12 years before joining Wealth Enhancement Group and its affiliate firm. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a diversified investment approach blending passive and active strategies overseen by an internal Investment Committee.

Benjamin Yeh is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2022. Prior to joining the firm, his background includes a role at Students of Georgetown Inc. and periods outside of the industry. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs and engages in unique market roles including swap dealing and futures commission merchant services.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with nine years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Capital Bank & Trust Company and New Market Wealth Management. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separately managed accounts, affiliated funds, and access to alternative strategy funds.

Lilach West is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. She holds a Series 65 designation and has worked with Brookstone since 2020. In addition to her advisory role, West is a licensed insurance agent with JD Mellberg Financial and also serves as an attorney reviewing living trusts for past clients. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base, including individuals, retirement plans, corporations, charitable organizations, sovereign wealth funds, and banking institutions, delivering investment management primarily on a discretionary basis via various model portfolios and managed accounts.

Artin Esmaelian Masihi is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at Wells Fargo Clearing, Wells Fargo Bank, and J.P. Morgan Securities. 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. The firm combines large institutional scale with in-house research, custody services, and specialized market roles.

Danova Chow is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes over two decades at Wescom Financial Services and recent roles at CUSO Financial Services and Infinex Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary accounts.

Miles Kilstofte is a financial advisor with PlanMember Securities Corporation, holding a CFP® designation and Series 63 and 65 licenses, with 15 years of industry experience. He has worked at PlanMember since 2011 and also serves as Business Development Manager at Surety Investment Services. Outside of finance, Kilstofte is active as a band member, songwriter, and musician. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary guidance and a range of investment options through its asset allocation portfolios. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios spanning conservative to aggressive strategies.

Adolph Kristunas is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and three years of industry experience. His work history includes roles at Citi, Starbucks, New York Life, Lowe’s, Amazon, and the Tunkhannock Area School District. 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. The firm combines large institutional scale with unique market roles, providing research, execution, custody services, and specialized lending solutions.

Jin Hymers is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Although new to the advisory industry, joining Transamerica in 2026, he has prior experience at firms including World Financial Group Insurance Agency and Pinnacle Tax Services. Outside of financial services, Jin is involved with R&J Ardmore Properties LLC. Transamerica Financial Advisors serves a broad client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with access to proprietary and third-party investment models. The firm operates as both a registered investment adviser and broker-dealer, supporting a wide array of investment and retirement solutions.

Eileen Shahnazari is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked in various roles at Wells Fargo and Citigroup since 2015. Outside of her advisory work, she is involved in providing in-home supportive services for elderly parents. Citigroup Global Markets serves individual and institutional clients across a range of wealth 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 and derivatives services.

George Avila is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Infinex Investments, LPL Financial, and Financial Partners Credit Union. He is also involved with AmeriEstate Legal Plan, where he discusses living trusts on a limited basis. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on firm supervision and a sizable non-discretionary asset book.

Wasana Arayatanon is a financial advisor at Transamerica Financial Advisors with eight years of industry experience. She holds the Series 65 and Series 63 licenses and has worked with Transamerica Financial Advisors since 2016. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios.

Chalyda Dumayas is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2013. Outside of her advisory role, she serves as treasurer for the Monrovia Council of PTA’s, managing records and budgeting for the nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, and charitable and corporate clients. The firm adheres to fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Nelson Chavez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds a Series 66 designation and has 17 years of industry experience, including prior roles at Wells Fargo Clearing, Wells Fargo Investments, and Ameriprise. Outside of financial services, he has been involved in a car rental business on the Turo platform since 2020. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers tailored advice across multiple program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Mario Moreira is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having seven years of industry experience. He has worked at Transamerica Financial Advisors since 2018 and has prior experience with WFG and 2000 Insurance Service. Outside of his advisory role, Moreira is involved in the operation of several businesses in the plywood and hardware supply industry, serving as president and owner. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs model portfolios and third-party managers within a large advisor network and offers multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Rebecca Dutka is a CFA® charterholder and financial advisor with Cerity Partners LLC, bringing four years of industry experience. She has worked at Cerity Partners since 2022 and previously spent 18 years at Covington Capital Management. Based in Los Angeles, CA, Dutka provides wealth management services within a comprehensive firm. Cerity Partners advises a diverse client base including individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management solutions, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market investments for qualified clients.

Christopher Walters is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Walters has worked at Eagle Strategies since 2025 and has additional experience with related firms including NYLIFE Securities and New York Life Insurance Co. Outside of finance, he is president and owner of Illuminated Path Productions, a film equipment rental business. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored advice across multiple program types and manages the majority of its assets on a non-discretionary basis.