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 and holds Series 65 and Series 63 licenses, with 12 years of experience in the financial advisory industry. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2022. Prior to that, he was with City National Rochdale for three years and Pillar Pacific Capital Management LLC for six years. 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 assets and employs a diversified investment approach combining passive and active strategies overseen by an internal Investment Committee.

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.

Ryan Wang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles in business development and client services across several companies, including Managed Health, Inheritguard, LLC, and Mailbox Power. Outside of financial advising, he is involved in providing employee benefit solutions and estate planning education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through a large advisor network and multiple program platforms.

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.

Andrew Yang is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup since 2015. Outside of his advisory role, he is a partner in a food and boba drink shop where he is involved in business planning and weekend operations. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies and offers a range of advisory programs, execution, and custody services, leveraging its large institutional scale and unique market roles.

Anees Saifi is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 66 credential and 15 years of industry experience. He previously worked at Mass Mutual Investors Services and Axa Advisors. In addition to his advisory role, he is actively involved in insurance sales as a licensed agent. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs, financial planning, and third-party manager introductions. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes portfolio strategies based on asset allocation and Modern Portfolio Theory, while also maintaining legacy market-timing and momentum-based approaches.

James Mackey is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA. He holds the ChFC® designation and Series 63 license and has 17 years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2008. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm delivers tailored advice using various program types and manages the majority of its assets on a non-discretionary basis.

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.

Kamran Mubashar is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Wells Fargo Clearing, JPMorgan Chase Bank, and J.P. Morgan Securities. He also held a corporate role at Johnson & Johnson. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset investment advisory programs and broker-dealer execution and custody services. The firm operates with large institutional scale and provides specialized solutions including derivatives, futures, and bespoke discretionary strategies.

Neil Greenberger is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. Citigroup Global Markets combines large institutional scale with distinctive market roles, including in-house research and derivatives services, to support its multi-asset, multi-manager investment strategies.

Michelle Ming is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Citigroup since 2019 and concurrently at JPMorgan Chase Bank, N.A. since 2015. Outside of her advisory role, she serves as secretary for Recovery Revelations, Inc., a health care facility. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing both discretionary and non-discretionary investment solutions.

Nora Mc Cormack is a financial advisor at Capital Group Private Client Services, Inc. with 18 years of industry experience. She holds the Series 66 designation and has previously worked at Franklin Templeton, USAA Investment Management Company, and Merrill. Capital Group Private Client Services provides discretionary investment management mainly to high-net-worth individuals and charitable organizations, offering access to separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm employs a multi-manager approach rooted in fundamental research and a long-term investment horizon.

Kevork Dulgeryan is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Capital Group, he worked at JPMorgan Chase Bank and practiced law at Dulgeryan Law PC. He also has experience with the California Community Foundation and Deloitte. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach centered on fundamental research and long-term investing.

Alan Yang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at TransGlobal Advisory LLC and FKC International Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.

Sean Mounce is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Merlin Financial Services. Outside of his advisory work, he serves on the board of directors for the North Redondo Beach Business Association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies and digital advisory solutions, supported by proprietary programs and third-party platforms.

Louis Abel is a CFA® charterholder and holds a Series 65 license, with 13 years of industry experience. He currently works at Cerity Partners LLC and has previously been employed at Covington Capital Management, Tarbox Family Office, and First Foundation Advisors. Based in Los Angeles, CA, Abel’s career spans roles across family offices and wealth management firms. Cerity Partners serves a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with a client-specific investment approach that incorporates proprietary quantitative screening and access to alternative and private market solutions.

Sandra Ortega is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Todd Walklett is a CFP® and CFA® with six years of industry experience. He is currently with Cerity Partners LLC, having joined in 2022, and previously worked at Covington Capital Management and West Oak Capital, LLC. He is based in Los Angeles, CA. Cerity Partners advises a diverse client base including individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in assets as of December 2025. The firm offers customized wealth management services and employs a client-specific investment framework combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.