Alexander Lessard is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Independent Financial Group since 2010 and also owns The Palisades Financial Group, a DBA for fixed insurance and financial planning services established in 2009. Outside of his advisory work, Lessard serves on several nonprofit boards, including Thomas Aquinas College and the Cornerstone Forum, and teaches online courses in the history and philosophy of Catholic education. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, with approximately $11.3 billion in regulatory assets under management and a national network of Investment Adviser Representatives.

Zhongkai Wang is a Series 66-licensed advisor at Independent Financial Group, LLC with nine years of industry experience. He has been with Independent Financial Group since 2016 and previously worked at IBS Electronics. In addition to his advisory role, Wang is employed by Banny Financial Services and works as an insurance agent outside of Independent Financial Group. Independent Financial Group is a large enterprise firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a mix of in-house and third-party model portfolios and maintaining a dual role as both a registered investment adviser and an active broker-dealer.

Raymond Kinjo is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Eagle Strategies, New York Life, and NYLife Securities LLC since 2014 and operates Kinjo Insurance and Financial Services, focusing on brokering non-registered insurance products. Kinjo is also an author, having written a book sharing his personal and family experiences. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andreas Ispas is a Series 66 licensed advisor with PlanMember Securities Corporation and has experience working with Brancov Financial Services and in educational roles at Marymount Manhattan College and Santa Monica College. He provides administrative and trade support as well as fixed insurance sales and services through Brancov Financial Services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios to support its comprehensive education, planning, and support services.

Rodrigo Muro is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi bank, Israel Discount Bank of New York, IDB Capital Corp., Bank of New York Mellon, Torrey Pines Bank, and Banc of California. Outside of his advisory role, he owns AVEA LLC, a retail business selling vitamin and supplemental products. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including in-house research, swap dealing, and futures commission merchant services.

Donna Woodruff is a CFP® and holds a Series 65 license, with eight years of industry experience. She has worked at EP Wealth Advisors since 2026 and previously spent nine years at Capital Insight Partners. Donna serves as President of the Financial Planners Association Arizona, a role focused on connecting financial planners and community members. EP Wealth Advisors 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.

Jonathan Deyoe is a financial advisor at EP Wealth Advisors with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously operated Deyoe Wealth Management, Inc. from 2002 to 2021. Outside of his advisory role, he is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. 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 through a suitability-driven process, incorporating a range of investment vehicles and offering additional services such as tax preparation and estate-document facilitation.

Richard Sandoval is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with several firms, including World Financial Group and American Funding Center, and operates a small accounting and tax practice serving several hundred clients. Additionally, he serves as a representative payee for his disabled son’s Social Security and in-home supported services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and offers multiple program platforms such as Transamerica ONE and TFA365.

Carlos Bautista is a CFP®, ChFC®, and Series 66-licensed advisor with 24 years of industry experience. He has been with EP Wealth Advisors since 2020 and previously worked at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. He is based in Littleton, CO. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning using a suitability-driven process, incorporating mutual funds, ETFs, equities, fixed income, and alternative investments, along with ancillary services such as tax preparation and estate-document facilitation.

Douglas Misterly is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 33 years of industry experience. He has been with Centaurus Financial since 2005 and also has a long tenure at Industrial Alliance Pacific Blue Cross starting in 2000. Outside of his advisory role, he is a licensed captain and owner of a sailboat charter business on weekends and serves as a volunteer member of the City of Huntington Beach Investment Advisory Board. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of fundamental and technical analysis and provides both discretionary and non-discretionary investment services.

Brian Waldner is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, CFA®, and Series 63 designations with nine years of industry experience. His prior roles include positions at Kahler Financial Group, Inc., Clarfeld Financial Advisors, LLC, and Natixis Investment Managers. EP Wealth Advisors serves high-net-worth individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document assistance for qualifying clients.

Walter Goeltz III is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Centaurus Financial since 2017, following six years at H.Beck, Inc. Outside of his advisory role, he is involved with several business entities related to tax planning and payroll services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a combination of discretionary and non-discretionary arrangements, employing both fundamental and technical investment analyses.

Nicolas Kirsch is a financial advisor at Commonwealth Financial Network with two years of industry experience. He holds the Series 66 designation and previously worked at Equitable Advisors. Outside of his advisory role, he is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, and compliance support while allowing advisors discretion in portfolio construction.

Sherry Lin is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses with 24 years of industry experience. She has been with Eagle Strategies since 2020 and has also worked with NYLIFE Securities Inc and New York Life Insurance since 2003. Lin is active in community organizations, serving as a board member for the Diamond Bar Chinese American Association and School, the Brea Korean Sister Community Associate, and the Korean American Chamber of Commerce of Orange County. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers multiple program types tailored to client objectives, emphasizing non-discretionary asset management and advisory services linked to insurance and annuity products.

Michael Rader is a financial advisor with HSBC Securities (USA) Inc. in Beverly Hills, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. His prior roles include positions at LPL Financial, Prudential Insurance Company of America, and Wells Fargo Advisors. HSBC Securities (USA) Inc. offers a range of managed account programs serving individuals, retirement accounts, charitable organizations, and corporations, utilizing a combination of client-directed and discretionary investment strategies supported by HSBC Global Asset Management and affiliated providers.

James King Sr. is a financial advisor at Centaurus Financial, Inc. with 55 years of industry experience. He has been with Centaurus Financial since 1992. Outside of his advisory role, he serves as a course instructor and consultant for Brokerage Design & Development, works as a marketing consultant with Hamilton Strategic Marketing, and owns a tax preparation service, Wespac Tax Service. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements, and incorporates multiple analytical approaches in its investment process.

Akira Ogasawara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He is involved in several business ventures including managing Kamotty Financial Services, LLC, and acts as a referral contractor for Vanity Fair Media, Inc. dba Funding Suite, specializing in business loans. Additionally, he supports visa acquisition processes for Visa to America, Inc. through referrals and communication facilitation. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large network of advisors and integrated retirement plan solutions.

Jason Lersch is a CFP® with 11 years of experience in the financial services industry. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent five years at Capital Bank and Trust Company. He is based in Los Angeles, CA, and holds a Series 63 license. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach and the Capital System of multiple portfolio managers to construct portfolios, often using affiliated pooled funds and separately managed accounts.

Javier Escamilla is a CFA® charterholder with six years of experience in the financial industry. He is currently an advisor at Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to this, he held roles at Capital Bank & Trust Company and Capital Group Companies. 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 a $5 million minimum. The firm’s investment approach centers on fundamental research, a long-term horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Christopher Ganey is a CFP® professional affiliated with Cerity Partners LLC in Los Angeles, CA, with two years of industry experience. Prior to joining Cerity Partners, he held roles at Edward Jones and was involved with Dulles Little League. He also has experience in education through positions at Pepperdine University and Loudoun County Public Schools. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative methods with external managers and individual securities.