Eleanor Mar is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Based in Yorba Linda, CA, her career has focused on serving a diverse client base within a large enterprise firm. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth individuals. The firm offers a broad range of investment advisory programs and execution services, utilizing multi-asset, multi-manager strategies and maintaining unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Michael Chavez is a financial advisor with TIAA-CREF in Pasadena, CA. He holds Series 66 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides a range of advisory services, including model and customized portfolio management, and serves as adviser to a donor-advised fund.

Mark Woodfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2008. Outside of his advisory role, he manages a business entity focused on income and expense management and is involved in sales and marketing of insurance products, including life insurance and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing various analytical approaches and both discretionary and non-discretionary arrangements.

Edward Zwickl is associated with Centaurus Financial, Inc. and holds the Series 66 designation. He has no prior industry experience. Outside of his professional affiliations, he has been involved with Crossline Community Church since 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts.

Paul Apodaca is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and 10 years of industry experience. He has worked with Money Concepts Capital Corp since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs utilizing model portfolios, third-party sub-advisers, and a combination of fundamental and technical analysis to manage assets for approximately 14,700 clients.

Jason Jin is a financial advisor with GWN Securities Inc. in Brea, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA-Advisors, LLC. Outside of his advisory work, he is also engaged as a financial consultant involved in the direct sales of insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum strategies.

Elisabeth Braun Ward is a financial advisor with Empower Advisory Group in San Dimas, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Benefitscorp Equities, Inc. since 1990. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Katherine Reitnouer is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and having 11 years of industry experience. She has been with D.A. Davidson & Co. since 2014. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with net worths over $20 million.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She previously worked at Sagepoint Financial, Inc. for nine years before joining her current firm in 2018. Salter serves as a board member of St. Jude's Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both discretionary and non-discretionary account management options.

Jennifer Capo is a financial advisor at NewEdge Advisors with 33 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at TIAA and Tiaa from 2005 to 2022. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of analytical approaches and regular portfolio reviews.

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.

Michael Hamilton is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has been with Centaurus Financial since 2015 and also owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers various financial planning and portfolio management options, utilizing both discretionary and non-discretionary arrangements with multiple analytical approaches.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.

Farid Krizman is a Series 66 licensed advisor with 25 years of industry experience, currently serving at NewEdge Advisors. He previously worked at TIAA and TIAA-CREF for 18 years. Outside of advisory services, he is also a licensed insurance agent and broker. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jacob Cornell is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His prior roles include positions at Arkadios Capital, Arkadios Wealth Advisors, NAV ADVISORS, and Balance. Outside of his advisory work, he owns Cornell Asset Management, which offers term life insurance and Medicare services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, corporations, trusts, and foundations. The firm employs both discretionary and non-discretionary investment management strategies through platforms such as CLASSIC Plus and offers specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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.

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.