Daniel Vigil is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and seven years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked at Bankers Life And Casualty Company since 2014, where he serves as a Branch Sales Manager overseeing hiring and training of agents. Outside of his advisory role, he is a principal of MEV Enterprises, where he conducts analysis and decision-making on real estate investments. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities.

Michelle St Julien is a financial advisor at Capital Group Private Client Services, Inc. with five years of industry experience. She holds Series 65 and Series 66 licenses and has worked primarily within Capital Group since 2018, including prior roles at Transamerica and Wells Fargo. Based in Los Angeles, CA, she currently serves clients through Capital Group Private Client Services. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and select corporate and pension clients. The firm employs a multi-manager approach called the "Capital System," utilizing separately managed accounts, mutual funds, ETFs, and alternative strategies with an emphasis on fundamental research and a long-term investment horizon.

Loren Barrett is a financial advisor at GWN Securities Inc. in Los Angeles, CA, holding a Series 66 designation with two years of industry experience. Prior to joining GWN Securities, he worked at TSA Private Equity Real Estate and Petco, and has an educational background including Santa Clara University and Highland Park High School. Outside of his advisory role, Barrett owns an online apparel brand where he serves as creative director. GWN Securities is an SEC-registered investment adviser and broker-dealer that serves individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a network of approximately 423 advisors and manages around $3.65 billion across more than 37,000 client accounts, offering a range of managed-account programs and investment strategies.

Dongyue Lyu is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo, HSBC Securities, HSBC Bank USA, and Cathay Bank. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research and unique market roles such as swap dealing and futures commission merchant activities.

Benjamin Porras is a CFA® charterholder with 20 years of industry experience. He currently serves as an advisor at Farther and previously worked at Arrowroot Family Office, Arrowroot Financial Services, LLC, and EP Wealth Advisors. In addition to his advisory role, he operates a sole proprietorship providing liability and loan consulting as well as transaction coordinator support. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Nidaa Kalasho is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. Her career includes roles at First Citizens Bank, U.S. Bank, and Wells Fargo, encompassing various positions from 2010 to the present. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities with advisory and brokerage services. The firm employs fundamental, quantitative, and technical analysis to construct diversified portfolios and offers a range of investment solutions including model portfolios and tax-aware services.

Chao Zhao is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. Zhao has been in the industry since 2024, having previously worked at Wfgia and currently affiliated with Transamerica since 2025. Outside of advisory work, Zhao is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers a range of programs and platforms such as Transamerica ONE and the TFA365 Advisory Program.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Jennifer Overhoff is a financial advisor at TIAA-CREF with 18 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior work includes roles at LPL Financial, Bancwest Investment Services, and Sheaff Brock Investment Advisors. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides both point-in-time planning and ongoing portfolio management through model and customized portfolios, operating within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.

Chad Worozaken is a financial advisor at Eagle Strategies (NY Life) with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Wells Fargo Advisors and New York Life entities. Outside of his advisory role, he volunteers as a baseball coach and serves on the board and as a safety officer for the Santa Anita Little League, contributing to youth sports development. 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 offers multiple program types tailored to client objectives, with a significant focus on non-discretionary assets and advisory services linked to insurance and annuity products.

Dawson Halvorson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is affiliated with Vanguard University. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Ming Wai Kwok is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds the Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs through discretionary and non-discretionary models. The firm combines large institutional scale with specialized market roles, providing a broad set of advisory and execution services.

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.

Andrew Crowell is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the YMCA and the California Vintage Wine Society, where he is board chair. 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 emphasizes fiduciary standards and employs both qualitative and quantitative methods to provide advisory, retirement plan services, and wealth management, with additional capabilities in municipal advising and custodial services.

Raymond Fleming is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 65 and Series 66 credentials. He began his advisory career in 2026 and previously worked at Wells Fargo from 2023 to 2025. Fleming’s background includes time at Colorado College and Polytechnic School. 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 assets and employs a diversified investment approach combining passive and active managers, supported by an internal Investment Committee and various implementation tools.

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.

Nadine Ibrahim is a financial advisor at D.A. Davidson & Co. with two years of industry experience. She previously worked at UBS Financial Services, Inc. from 2024 to 2026 and has held various roles across different sectors. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers advisory services under fiduciary standards and distinguishes itself through municipal advisory activities and affiliated custodial services.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Dev Maheshwari is a Series 66-licensed financial advisor at Citigroup Global Markets with one year of industry experience. He joined the firm in 2026 following his studies at the University of Southern California. 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 combines large institutional scale with distinctive market roles, including in-house research and security pricing, and implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs.