Jennifer Capo is a financial advisor at NewEdge Advisors with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TIAA and TIAA-CREF for 17 years. She is affiliated full-time with Generate Wealth, LLC, operating under NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing centralized due diligence and technology tools to support clients and advisors.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has prior experience at City National Bank and Fidelity Investments. Outside of advising, he is involved in co-owning and managing short-term rental properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to implement portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Mario Woizeschke is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding a Series 66 designation and 21 years of industry experience. His work history includes long tenures at Union Bank of California and Unionbanc Investment Services, as well as roles at First Republic Bank and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Peter Viehl is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to joining Cerity Partners, he spent ten years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services, including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Thuc Tran is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for a combined 12 years. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a security-based swap dealer and futures commission merchant.

Lena Thomas is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2017, including two years at Citibank prior to her current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs that include multi-asset, multi-manager strategies and execution services. The firm operates with notable institutional scale and a diverse set of market roles, providing both discretionary and non-discretionary investment solutions.

Farid Krizman is a financial advisor at NewEdge Advisors with 26 years of industry experience. He has held positions at TIAA and Tiaa from 2007 to 2025 before joining NewEdge Advisors in 2025. Mr. Krizman holds the Series 66 designation and is also a licensed insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing centralized due diligence and technology tools to support advisor and client needs.

Alan Swerdloff is a financial advisor with Capital Group Private Client Services, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. His prior roles include five years at Capital Bank And Trust Company and several years with Capital Group Private Client Services. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a range of investment vehicles including separately managed accounts, mutual funds, ETFs, and private-equity funds.

Mohammed Ali Dhanji is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2016 to 2026. 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 specialized market roles, including swap dealer and futures commission merchant activities.

Sung Lee is a financial advisor at Capital Group Private Client Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Capital Group Private Client Services since 2021, following six years at Capital Bank and Trust Company. Based in Los Angeles, CA, he provides investment management services primarily to high-net-worth individuals and charitable organizations. Capital Group Private Client Services offers discretionary investment management through separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm serves high-net-worth clients, charities, corporations, and pension plans, employing a multi-manager approach focused on fundamental research and long-term investing.

Dominique Langerman is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience and holds a Series 66 designation. Prior to joining Mercer, Langerman worked at Whittier Trust, Lido Advisors, Bank of America, Merrill Lynch, and AXA-Advisors. Outside of advising, Langerman serves as Treasurer and Finance Committee Chair for Nature Israel, a nonprofit environmental organization. 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’s investment approach emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Deanna Yu is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at CITIGROUP, BancWest Investment Services, BANK OF THE WEST, and Merrill. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach involves IAR-led assessments and the use of fundamental, quantitative, and technical analysis to allocate across various asset classes.

Arman Melikian is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm employs a range of investment approaches and platforms, providing both discretionary and non-discretionary management options while acting as a fiduciary under written advisory agreements.

Jabari Butler is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies depending on the program.

Corey Liu is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC, having previously worked at City National Rochdale and Pillar Pacific Capital Management LLC. 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 regulatory assets under management and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Janice Lang is a financial advisor at Equity Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including DarbeeVision and Ameritas Life Insurance Corp. Outside of her advisory role, she is active as an insurance agent through Strategic Horizon. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.

Anees Saifi is a financial advisor with GWN Securities Inc., holding a Series 66 credential and 14 years of industry experience. He has worked at firms including AXA Advisors and MassMutual Investors Services. In addition to his advisory role, he is active in insurance sales and operates a registered representative business under the name La Pension Planners. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts and model portfolios with a range of investment strategies, supported by a large network of advisors.

James Mackey is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds the ChFC® designation and Series 63 license, with 16 years of industry experience. He has been affiliated with New York Life Insurance Company since 2008 and has worked at Eagle Strategies since 2022. Eagle Strategies serves a diverse clientele including individual investors, defined contribution and defined benefit plans, and corporate and charitable entities. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, with an emphasis on tailored, mostly non-discretionary solutions integrated within the New York Life affiliate structure.

Nicholas Stonnington Jr. is a CFP® with eight years of industry experience, currently serving as an advisor at Prime Capital Financial. He previously worked at Stonnington Group, LLC, Oracle, and UC Berkeley. Outside of his advisory role, he is involved as an insurance agent and has a part-time role with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms and provides tax planning and consolidated reporting through affiliated subsidiaries.