Amy Lange is a financial advisor at Cerity Partners LLC with the CFP®, CFA®, and Series 63 designations and three years of industry experience. She previously worked at Covington Capital Management from 2005 to 2022. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Jeffrey Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Advisors, CTBC Bank, and Cetera, among others. 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 specialized market roles, including in-house research and derivatives services.

Bryan Turnbow is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management Group since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Yelena Vayner is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She has previously worked at Wells Fargo Bank and Capital Bank & Trust Company. She holds the Series 66 designation and is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" that emphasizes fundamental research and a long-term horizon. The firm implements client portfolios through separately managed accounts, affiliated funds, and alternative investment vehicles.

Jonathan Taylor is a CFA® charterholder with 17 years of industry experience. He is currently with Capital Group Private Client Services, Inc., having joined the firm in 2025. Prior to this, he worked at City National Rochdale for six years and Merrill Lynch for twelve years. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach based on fundamental research and a long-term investment horizon.

Marilyn Johnson is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She previously worked at Gold Coast Securities, Inc. for 17 years before joining Simplicity Investments in 2026. Outside of advising, she is a self-employed actor and crew member in TV and film productions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using manager selection and modern portfolio theory, also offering a digital program called Starlight Portfolios for direct-to-consumer investing.

Dong Hoon Kim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2017 and previously worked at Voya Financial Advisors, Inc. and Strategic Alliance, Inc. Outside of his advisory role, he serves on the finance committee of Our Lady of Peace Korean Catholic Center, assisting with financial oversight related to the construction of a new building. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers diverse advisory programs and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Jason Phan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The AYCO Company, L.P./Mercer Allied for eight years. He holds the Series 66 license and is based in Monterey Park, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated legal, trust, and retirement plan service businesses.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Hugo Flores Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior work history includes roles at Gwfs Equities, Inc. and H. Beck, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing.

Megan Minogue is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at SoCal Technologies, Inc. and Wfgia. Outside of finance, she owns and operates Castles Made of Sand, a business creating custom stained glass products. Transamerica Financial Advisors, LLC 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 deliver its advisory services through a large network of advisors and multiple program platforms.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. 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 strategies with a combination of fundamental and technical analysis.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. Prior to joining Independent Financial Group in 2024, he worked at Clearwater Benefits LLC, Transamerica Financial Advisors, Inc., and other firms. Outside of his advisory role, he is an officer and owner at Avilia Inc. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services, utilizing a range of platforms and model portfolios, and operates as both a registered investment adviser and active broker-dealer.

Eric Chen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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 specialized market roles, including in-house research, security pricing, and derivatives services.

Joseph Papez Jr. is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he manages insurance services including term life, whole life, health, and disability insurance through a separate business. 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, and retirement-plan consulting through various platforms, utilizing both discretionary and non-discretionary investment arrangements.

John Stephens Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he owns Stephens Financial & Insurance Services, a non-investment related branding entity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and trusts, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary management, employing various analytical approaches and specialized advisory services.

Hayden Edmonds is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. Previously, he worked at PIMCO Investments and has experience in both investment management and academia. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and other clients using a multi-manager approach based on fundamental research and a long-term investment horizon.

Steven Nielsen is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Centaurus Financial since 2017 and has been involved with Nielsen Wealth Management Group since 2010. Outside of advisory roles, he is active in teaching financial awareness seminars to the public and participates in a deferred sales trust marketing team, as well as managing a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental, technical, and overlay strategies.

Steve Shim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding a Series 66 designation and 18 years of industry experience. His prior work includes a decade at Axa Advisors, LLC, and he currently operates Coram Deo Insurance and Financial Services, Inc., brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Coordinated Capital Securities, Inc. for 21 years before joining Centaurus Financial in 2020. Outside of her advisory role, she is a co-owner of Reinders Tax, a tax preparation business. 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 a mix of fundamental, technical, bottom-up, and top-down analysis.