Abraham Israeli is a CFP®, CFA®, and Series 65-licensed financial advisor with eight years of industry experience. He is currently with Cerity Partners LLC and has prior experience at Running Point Capital Advisors, LLC, and Kennedy Wealth Management, LLC. He also operates as an independent insurance agent. Cerity Partners provides customized wealth management and related services to a national client base that includes individuals, families, business entities, charitable organizations, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens, offering a range of services including portfolio management, financial planning, tax planning, and access to alternative and private-market investments.

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.

Eric Johnson is a financial advisor at Centaurus Financial, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Centaurus Financial since 2010. Outside of his advisory role, he is also involved in fixed insurance sales as a licensed insurance agent. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a blend of investment analysis techniques and offers both discretionary and non-discretionary arrangements.

Adam Carr is a financial advisor at J.W. Cole Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors Corporation for 11 years before joining J.W. Cole Advisors and J.W. Cole Financial in 2022. Outside of his advisory role, he owns and operates Modern Wealth Design, a financial planning and insurance business. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party managers, and multiple managed account solutions, utilizing both discretionary and non-discretionary investment approaches.

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.

Christopher Estrada is a financial advisor at EP Wealth Advisors with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at Bank of America, Merrill, Liberty Wealth Management, and Foresters Financial Services. 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 builds customized model portfolios and provides ongoing monitoring using fundamental, technical, and cyclical analysis, including alternative investments and private fund recommendations.

Justin Pearce is a CFP® and CFA® with 19 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory in Orange, CA. His prior experience includes roles at J.P. Morgan Securities and TIAA-CREF. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations based on Schwab’s research tools and asset allocation models. The firm operates as an internal advisory unit within the Schwab ecosystem, focusing on client-directed investment decisions without discretionary trading authority.

Thanh Ha Trinh is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and bringing 12 years of industry experience. In addition to her advisory role, she is involved in real estate sales and mortgage loan origination, assisting clients with property transactions and mortgage applications. She also provides health insurance services through Covered CA and manages a property used as student housing. 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 proprietary and third-party investment models with discretionary and non-discretionary options, supporting clients through comprehensive program choices and affiliated retirement solutions.

Chen Kin Cheah is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at World Financial Group, INC. and Platinum M.G. Holdings, LLC. He is also involved as an independent agent helping clients with Medicare health insurance plans. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services with a mix of proprietary and third-party investment programs, managing over $2 billion in assets under management across discretionary and non-discretionary portfolios.

Brian Baldwin is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. He has been with Commonwealth since 2018 and is also co-owner of Frank Deptola & Associates, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser that supports a national network of approximately 2,950 advisors and their retail and institutional clients. The firm provides advisory programs, wealth management, and retirement plan consulting, along with operations, trading, technology, investment management, compliance, and practice-management support for its affiliated advisors.

Ghassan (Gus) Nakhoul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has held roles across multiple organizations, including AMP Wealth Management, Warner Pacific Employee Benefits Brokerage Advantage, and World Financial Group. Outside of finance, he works as a civil engineering consultant for Echelon Civil & Structural Engineering Group and participates in financial education seminars through the Heartland Institute of Financial Education. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers, delivering services through a large advisor network and multiple program platforms.

Jocelyn Lua is a financial advisor at Empower Advisory Group with four years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A. for a total of seven years prior to joining Empower. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services through proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Daniel Weaver is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Private Client Services LLC and Executive Wealth Management, LLC. Outside of advising, he has served as president of an insurance agency. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charities, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven investment approach across various asset classes.

Ralph Ganchero is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds the Series 66 designation and has been with Citigroup Global Markets since 2016. The firm serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth segments, offering a range of investment advisory programs and custodian services. Citigroup Global Markets combines large institutional scale with specialized market roles, including derivatives and futures services, providing multi-asset, multi-manager strategies through discretionary and non-discretionary programs.

Joshua Land is a CFP® and holds a Series 66 license with 12 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2022. His prior roles include positions at Creative Planning, LLC, Reilly Financial Advisors, LLC, and Signature Estate & Investment Advisors, LLC. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, managing approximately $35.57 billion in assets with a suitability-driven investment approach.

Elizabeth Cady is a financial advisor at EP Wealth Advisors with 11 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations and has been with EP Wealth Advisors since 2017. 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, managing approximately $35.57 billion in assets.

Zachary Pidgeon is a CFP® professional with five years of experience in the financial services industry. He currently works at EP Wealth Advisors and has held prior roles at Cetera and CCR Wealth Management. Outside of his advisory work, he is also a registered representative for Empire Asset Management Group, LLC. 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 services, employing customized model portfolios and a range of investment strategies including fundamental, technical, and cyclical analysis.

Nazih Yehya is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Yehya is involved in various insurance brokering activities through multiple related entities. He serves on the boards of the Cerritos College Foundation and the CSU Fullerton Center for Leadership. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm delivers customized advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Craig Burger is a CFA® charterholder and holds a Series 63 license, with six years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 15 years at Covington Capital Management. Craig is based in Los Angeles, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Colton Peck is a CFP® professional with two years of industry experience, currently serving at EP Wealth Advisors in Torrance, CA. Prior to joining EP Wealth Advisors, he worked five years at Zions Bancorporation, N.A. He also has multiple years of experience working with Utah Valley University in various roles. 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 services, including tax preparation and estate-document preparation for qualified clients, while utilizing a combination of fundamental, technical, and cyclical analysis in their investment approach.