Anca Barbat is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and also has involvement with Destiny Builders 9, LLC since 2016. Transamerica Financial Advisors serves individual investors, institutions, and high-net-worth clients through a combination of advisory and broker-dealer services, offering proprietary and third-party investment models with both discretionary and non-discretionary program options.

Anissa Attard is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2012. Outside of her advisory role, she is involved in coaching mindset programs through Strong Confident Living and owns Integrite Insurance Group, which sells group benefits. Centaurus Financial, Inc. serves a diverse client base including 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 advisory services, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Nathan Peters is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 20 years of industry experience. He has held roles at multiple firms including Peters Investment Management, Inc., Npb Financial Group, LLC, and David J. Peters Financial Services Inc. Outside of advisory work, Peters serves as president of David J. Peters Insurance Services, focusing on life, health, disability insurance, and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts, employing a combination of fundamental and technical analysis.

Kathy Gardner is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and has a background in real estate brokerage dating back to 1993. Gardner is also involved in property management through ownership and management roles in multiple LLCs. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a mix of advisory and broker-dealer services with access to proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Jonathan Van Dijk is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Bank of America, N.A., and Merrill. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Dierra Bean is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has held various roles outside of traditional advisory work, including managing short-term rental leases, working as a Medicare representative, and providing supplemental health insurance benefits through Champion Health, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios alongside commission-based insurance and brokerage products.

Na Li is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has been with Citigroup since 2019, initially at Citibank and then at Citigroup Global Markets starting in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. 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 and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Victoria Wang is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with LPL Financial LLC, Mariner Independent Advisor Network, LLC, and First Financial Equity Corporation. Wang serves as treasurer on the board of Soroptimist International of Long Beach. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers and turnkey asset management platforms, utilizing various analytical approaches and trading horizons to align with client objectives.

Analuisa Mercado is a CFP® and Series 65 licensed advisor with seven years of industry experience. She has worked at EP Wealth Advisors since 2011 in various capacities. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to create and manage portfolios using a range of investment vehicles and offers additional services such as tax preparation and estate-document facilitation.

Jacob Shuman is a Series 65-licensed financial advisor with EP Wealth Advisors, where he has worked since 2022. He has three years of industry experience, including roles at Citizens Bank, Eastspring Investments, and the PGA Tour. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a suitability-driven process that utilizes mutual funds, ETFs, equities, fixed income, and alternative investments.

Juan Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. He worked at Wells Fargo Bank NA from 2005 to 2021 before joining Citigroup in 2021. Outside of his advisory role, Guzman owns a residential landscaping business in Westminster, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional roles such as operating as a swap dealer and futures commission merchant.

William Chedester is a CFP® with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Trilogy Financial and UpDigital, as well as experience with Kelly Slater Wave Pool and Zanolas Gran and Seed. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Kenji Bleicker is a CFP® professional with nine years of experience in the financial advisory industry. He is currently with EP Wealth Advisors and previously worked at Opes Wealth Management and Opes Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, and utilizes a combination of fundamental, technical, and cyclical analysis to construct customized portfolios.

John Paul Ramos is a CFP®-designated financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at MML Investors Services and Commonwealth Financial Group/MassMutual. Outside of finance, he was involved with US Valet Inc and has a background connected to Stonehill College. EP Wealth Advisors is a registered investment adviser serving individuals, businesses, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis to meet client needs.

Mark Matley is a financial advisor with EP Wealth Advisors in Salt Lake City, UT, holding the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. Prior to joining EP Wealth Advisors in 2020, he spent 27 years with The Insight Group, Inc. and The Insight Group Insurance Agency. Outside of his advisory role, Matley is involved in managing a building business and consulting on investment advisory platform development. 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, employing a suitability-driven process that includes use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Bradley Robinson is a CFP® and CFA® with over 11 years of industry experience. He currently works at EP Wealth Advisors and previously spent a decade at Sheffield Investment Management. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services, employing a suitability-driven process that utilizes a range of investment vehicles and third-party managers.

Eugene Lam is a CFP® and holds a Series 66 license with 17 years of industry experience. He is currently with Citigroup Global Markets, having joined in 2025. His prior experience includes roles at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. Citigroup Global Markets serves individual and institutional clients, offering a range of investment advisory programs and brokerage services across various wealth segments. The firm employs multi-asset, multi-manager strategies and operates with large institutional scale, providing services that include discretionary and non-discretionary portfolios, derivatives, and futures trading.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.