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.

Harlan Flint is a financial advisor at EP Wealth Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and previously worked for Longview Asset Management LLC for 13 years. Flint is the sole owner and president of Sightline Ltd., a corporation unrelated to investment that holds an interest in Longview Asset Management. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document support. The firm uses customized model portfolios with fundamental, technical, and cyclical analysis, and offers access to alternative investments and third-party managers.

Teresa Velgara is a CFP® and holds a Series 65 license with 10 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at Rappaport Reiches Capital Management, AT Investment Advisers Inc., and Geneva Advisors. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and offers financial planning, retirement plan advisory, tax preparation, and estate-document facilitation services.

Kenneth Donnelly is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 28 years of industry experience. His career includes prior roles at National Planning Corporation and a break in employment between 2017 and 2018. He serves on the board of directors for the Joyful Child Foundation, a charity organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach and manages risk-based mutual fund portfolios, while also delivering education and support services to plan sponsors and participants.

Patrick Vahid is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC from 2012 to 2018. Outside of his advisory role, he is president of StrandLife Wealth Management and conducts estate planning workshops focused on trust education and probate avoidance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements, utilizing a blend of fundamental and technical analysis.

David Tate is a ChFC® credentialed financial advisor with 23 years of industry experience, currently with EP Wealth Advisors since 2020. Prior to joining EP Wealth, he worked at Financial Insight Center and The Insight Group Insurance Agency from 2011 to 2020. Outside of his advisory role, he is involved as a health coach with Optiva, working with clients to motivate healthy living. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management and financial planning, employing a suitability-driven approach that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Donald Peebles Jr. is a Series 65-licensed advisor at EP Wealth Advisors with over a decade of industry experience. He previously worked at CornerCap Investment Counsel from 2012 to 2024 before joining EP Wealth Advisors in 2024. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process that includes the use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Benjamin Yeh is a financial advisor at Citigroup Global Markets with three years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2022. Prior to that, he worked at Students of Georgetown Inc. from 2020 to 2021. 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 and maintains in-house research and security-pricing activities, supporting a range of discretionary and non-discretionary investment solutions.

Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in 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, and charitable organizations. The firm employs a model portfolio approach with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

Guillermo Sotelo Baizan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. His background also includes roles at Walnut Village Orange County Retirement Community, California State University Long Beach, Orange Coast College, and Villa Valencia Healthcare Center. 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 operates with significant institutional scale, providing customized solutions for high-net-worth and ultra-high-net-worth clients.

Jennifer Cook is a financial advisor at Capital Group Private Client Services, Inc. with nine years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Capital Group Private Client Services, Inc., Capital Bank & Trust Company, and New Market Wealth Management. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm employs a fundamental research-driven, long-term investment approach using a multi-manager “Capital System” and commonly implements portfolios through affiliated pooled funds and separately managed account programs.

Keaton Leslie is a CFP®-certified financial advisor with four years of industry experience, currently practicing at EP Wealth Advisors. Before joining EP Wealth Advisors in 2025, he held positions at several firms including Infinitas and Raymond James Financial. Leslie is also the owner and founder of KJL Talent Solutions, a recruiting firm he operates outside of his advisory role. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven investment process and offers a range of services including discretionary portfolio management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

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.

Danova Chow is a financial advisor at OSAIC Institutions, INC. with 35 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Wescom Financial Services and CUSO Financial Services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a variety of advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominance of non-discretionary assets and its combined broker-dealer and adviser structure.

Asihel Pena is a Series 66-licensed financial advisor with two years of industry experience. He currently works at Citigroup Global Markets and previously spent 12 years at Bank of America. Asihel Pena is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies implemented through both discretionary and non-discretionary programs and maintains institutional-scale market roles including swap dealing and futures commission merchant activities.

Jasmine Bair is a financial advisor at EP Wealth Advisors with one year of industry experience. She holds a Series 65 credential and previously worked at LongView Asset Management and the USDA Forest Service. Outside of her advisory role, she owns a financial literacy education business that offers free and low-cost online workshops on budgeting, spending, and debt repayment. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a range of investment strategies that include fundamental, technical, and cyclical analysis.

Jerome Jostak is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Abbott Laboratories and multiple insurance companies, and currently manages small projects in medical device manufacturing as an R&D project manager at ICU Medical, Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through various proprietary and third-party investment programs.

Jin Hymers is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and currently based in Brea, CA. He has been with Transamerica since 2026. His prior experience includes roles with World Financial Group Insurance Agency and Pinnacle Tax Services, alongside involvement in property-related businesses. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through a mix of proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Orlino David is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and one year of industry experience. He has a long career with Torrance Unified School District, where he manages accounting and financial services, and served in the United States Marine Corps for 29 years. He is also involved with Inheritguard, LLC, providing estate planning education and client communications. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party model portfolios.

Mark Maxson is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. Prior to joining Citigroup in 2016, he worked at JPMorgan Chase Bank and J.P. Morgan Securities Inc. from 2010 to 2016. Outside of his advisory role, he is a member of PETALANDPALATE LLC, a wholesale flower brokerage business co-owned with his wife. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and unique market roles including swap dealer and futures commission merchant activities.