Lin Lin is a financial advisor at Citigroup Global Markets with nine years of industry experience. Lin holds the Series 66 designation and previously worked at HSBC Bank USA, HSBC Securities USA, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm integrates multi-asset, multi-manager approaches and operates with institutional scale, providing broker-dealer execution, custody services, and derivatives trading.

Angelica Betancourt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved in several business ventures, including Pro Services Rendered, LLC, Team Conquer Inc, GAV Property Management, LLC, and All For Janitorial Services Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party money managers through multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Dante Noffal is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 credential with one year of industry experience. His prior work includes roles at California State University and employment in the food service industry. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategies.

John Carlson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been associated with Independent Financial Group and JLB Partners since 2010. Outside of his advisory role, Carlson operates Carlson Wealth Management, a DBA through which he provides investment brokerage services, and he is also licensed as a California insurance agent offering fixed insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with account management options that include discretionary and non-discretionary services.

Patrick Hobert is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 49 years of industry experience. He has been with Centaurus since 2007 and has operated as a self-employed advisor under his own name since 1982. 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 financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of analytical approaches and both discretionary and non-discretionary account management.

Lissette Dametta is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following seven years at U.S. Bancorp Investments, Inc. in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Edward Gonzalez is a CFA® charterholder with six years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2021 and previously worked at Capital Bank & Trust Company and Wells Fargo Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separate managed accounts and pooled investment vehicles with an emphasis on fundamental research and long-term investment horizons.

Haoqiu Zhang is a financial advisor at Eagle Strategies (NY Life) with one year of industry experience. He holds a Series 66 designation and has worked in various roles across financial services and logistics since 2018. Outside of his advisory duties, he is appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services primarily through a non-discretionary model. The firm integrates its advisory approach with insurance and annuity products within the New York Life affiliate structure.

Aniekan Archibong is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked at Capital Group Private Client Services since 2021 and was previously with Capital Bank & Trust Company from 2015 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a focus on fundamental research and long-term horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Zachary Walker is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding the Series 63 and Series 65 designations. He has eight years of industry experience, including two years at Alliance Bernstein and OneAmerica Securities prior to joining Capital Group in 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm’s investment process is based on fundamental research and long-term portfolio segmentation across multiple managers.

Victor Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Arya Global Consulting and Olivestree CSGarmax LLC, and he has been associated with Transamerica Financial Advisors since 2018. Outside of advisory work, he also works as a driver for ride-sharing services Uber and Lyft. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

David Nathan is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Jerry Brown is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Centaurus Financial since 2012. Outside of advisory work, he owns J. F. Brown Financial Services, LLC, through which he markets life and long-term care insurance. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a combination of discretionary and non-discretionary management with various analytical approaches.

Michael Youngerman is a financial advisor with Commonwealth Financial Network in Los Angeles, CA. He holds a Series 66 designation and has 13 years of industry experience, including 11 years with Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Michael Elias is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and bringing 39 years of industry experience. His prior experience includes roles at Packerland Brokerage Services Inc. and Executive Design Insurance Services. Outside of his advisory work, he serves as president of Elite Wealth Advisors, where he focuses on life insurance, long-term care, and disability insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary strategies alongside third-party overlays and alternative investment options.

Yong Xu is a CFA® charterholder affiliated with Transamerica Financial Advisors, based in Los Angeles, CA, with one year of industry experience. Prior to joining Transamerica, Xu held positions at World Financial Group Insurance Agency and various companies in China, including Beijing DDDream Management Advisor Ltd and Zhejiang Zhengte Co. Ltd. Xu is also involved with Simple and Smart LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines proprietary model portfolios with third-party money managers and offers both advisory and broker-dealer services.

Ronald Meraz is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and UBS Financial Services. Outside of his advisory role, he serves on the boards of Heateflex Corp., a manufacturer of high-purity heat devices, the nonprofit Valley Economic Development Corporation, and Town Hall Los Angeles, which presents speakers on public issues. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, combining large institutional scale with unique market roles.

Insun Song is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining Eagle Strategies in 2026, Song has been affiliated with Jooha Financial & Insurance Services Inc. since 2014 and with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through affiliated investment adviser representatives, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Zeng has experience working at several financial institutions including US Bank, Comerica Bank, and Jackson National Life. Outside of advisory work, Zeng is involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a blend of advisory and broker-dealer services, providing access to proprietary and third-party investment models with both discretionary and non-discretionary program options.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.