Victor Lee is a financial advisor with Transamerica Financial Advisors in City of Industry, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior work includes roles at Arya Global Consulting, Olivestree CSGarmax LLC, and Focus Advisors International, LLC. Outside of finance, he works as a rideshare driver for Uber and Lyft on a part-time basis. Transamerica Financial Advisors serves a broad client base, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jerair Khachoyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Eagle Strategies since 2021 and New York Life since 2016. Outside of his advisory role, Khachoyan serves as president of the TEAM Referral Network - Sherman Oak's Business Builders, an exclusive referral group. He also operates under multiple DBAs selling New York Life products and brokering non-registered insurance products. 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 with an emphasis on tailored recommendations and a predominance of non-discretionary assets under management.

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.

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.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. Zeng has experience working at several financial institutions, including US Bank, Comerica Bank, and Jackson National Life. Outside of advising, Zeng has been involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options, along with affiliated retirement and recordkeeping services.

Joshua Mendoza is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies and affiliated New York Life entities since 2024. His prior work includes positions at UCLA and involvement with the UCLA Alumni Association and Project Gateway. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Tigran Antinyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. He holds the Series 63 and Series 65 designations and has been employed in the financial services industry since 2025, with prior experience at Limitless Asset Management and Converse Bank. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate and charitable entities. The firm offers a range of advisory programs and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis.

Michael Hatch is a CFP® professional with 37 years of industry experience. He is affiliated with Sequoia Financial Group, L.L.C. in Pasadena, CA. His previous roles include extensive tenures at Sterling Financial Group, Inc., Sterling Group Wealth Management, The Sterling Group, and LPL Financial. Hatch serves as a successor trustee for family estates and is the guardian of his nephew. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical analysis and offers unique arrangements such as sponsorship of an affiliated ETF and general partnership roles in private funds.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA. He holds Series 66 and Series 63 licenses and has nine years of industry experience. Prior to joining Eagle Strategies in 2025, he worked with NYLIFE Securities LLC and New York Life Insurance Co since 2017 and spent one year at Axa-Advisors, LLC. He also serves as an officer for a homeowners association in West Hollywood, performing administrative and investment-related duties. 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 advisers. The firm emphasizes customized advice and offers a range of program types, including fee-based hourly advice and retirement plan consulting, with most assets managed on a non-discretionary basis.

Steven Lucadamo is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. His prior roles include five years at Capital Bank and Trust Company before joining Capital Group. 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 separately managed accounts, mutual funds, ETFs, and alternative strategies.

Anthony Pauling is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 13 years of industry experience, all with the firm since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Brett Lindeman is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo Bank. Brett is based in Pasadena, CA. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and diversified portfolio management using fundamental, quantitative, and technical analysis.

Kaising Lui is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with GWN Securities Inc., where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Lui is a silent partner in an event coordination company, Elit Productions, which focuses on photography and videography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Thomas Jones is a financial advisor at Cerity Partners LLC with 36 years of industry experience. Prior to joining Cerity Partners in 2023, he worked for Gamble Jones Investment Counsel for 49 years. He is based in Pasadena, CA. Cerity Partners serves a diverse client base including high-net-worth individuals, families, trusts, business entities, charitable institutions, and institutional investors. The firm offers customized wealth management services utilizing a client-specific investment framework that incorporates quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

J Barnes is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years with Capital Bank and Trust Company. He holds the Series 63 and Series 65 licenses. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and institutional clients. The firm uses a multi-manager investment approach focused on fundamental research and long-term horizons, typically implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Michael Schmid is a CFP® and CFA® with 14 years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent 10 years at Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative funds.

Alison Gamble is a financial advisor at Cerity Partners LLC with 32 years of industry experience. She worked at Gamble Jones Investment Counsel for 21 years before joining Cerity Partners in 2023. She serves as a trustee and chair of the finance committee for Mayfield Senior School in Pasadena, CA. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, institutions, and business entities, managing approximately $166.2 billion in assets. The firm offers customized wealth management services and employs a client-specific investment framework that incorporates both third-party strategies and direct security selection.

Michael Barragan is a financial advisor with Eagle Strategies (NY Life) in San Dimas, CA, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Bank of America, Merrill, Mutual of America Securities, Ameriprise, and Massachusetts Mutual Life Insurance Company. In addition to advisory work, he is appointed with outside carriers to broker non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis.

Alex Canzano is a financial advisor at Citigroup Global Markets with 12 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. Based in Los Angeles, CA, he has been with Citigroup since 2022. Citigroup Global Markets serves individual and institutional clients through various wealth management segments, offering multi-asset, multi-manager investment programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, providing discretionary solutions and a range of investment options including separately managed accounts, mutual funds, ETFs, and alternative products.

Kendra Baranko is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and was previously with Pillar Pacific Capital Management, LLC. 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 manages over $122 billion in regulatory assets under management, utilizing diversified, risk-class based allocations that combine passive and active management overseen by an internal Investment Committee.