Minh Phan is a CFP® with 23 years of industry experience, currently serving as a financial advisor at Citigroup Global Markets since 2022. He previously worked at JPMorgan Securities LLC for six years. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a security-based swap dealer and futures commission merchant.

Homer Jonathan Wilson is a CFP® with 31 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Polaris Wealth Advisory Group, Ally Invest Securities, and Silver Oak Securities, Inc. He also has a long tenure with Carolina College Prep, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and offers a range of investment solutions alongside financial and estate planning services.

Kambiz Nassiri is a financial advisor with VOYA Financial Advisors, Inc. in Encino, CA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he is also an independent insurance agent specializing in fixed annuity sales. VOYA Financial Advisors, Inc. offers investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm employs a combination of model portfolios and manager-driven sleeves, providing both discretionary and predominantly non-discretionary investment guidance through various adviser-led programs.

Randy Podell is a financial advisor with Centaurus Financial, Inc. in Thousand Oaks, CA, holding the CFP® designation and Series 63 license. He has 36 years of industry experience, including over 30 years with Centaurus Financial. In addition to his advisory role, he is involved in the sales and client service of health, dental, vision, and Medicare supplement insurance products. 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 specialized services through a range of discretionary and non-discretionary arrangements, employing multiple investment analysis methods and model overlay programs.

Joel Callagan is a CFP® with nine years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior work includes roles at PineCone Research, The Vanguard Group, Inc., and Oakwood Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base, including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by an internal Investment Committee and a range of specialized program offerings.

Neelika Batta is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked at several notable firms, including JP Morgan Chase and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a diverse range of investment advisory programs and execution services, with a focus on multi-asset, multi-manager strategies implemented through both discretionary and non-discretionary approaches.

Marc Campbell is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He is currently an advisor at Farther and previously worked at Five Oceans Advisors LLC and TCI Wealth Advisors, Inc. Campbell holds Series 63 and Series 65 licenses. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform as well as in-person meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing proprietary model portfolios, algorithmic rebalancing, and incorporates AI tools alongside advisor judgment.

Mario Valverde Rojo is a CFA® charterholder and holds a Series 63 license with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at BlackRock, State Street Global Advisors, and Nuveen Investments. Outside of his advisory role, he serves as Southwest Chapter Co-Head for the CAIA Association, an alternative investments nonprofit. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

John Jalil is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and also serves as president of Woodland Hills Financial Center, LLC and Medi Claim Inc. His business activities include the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory model primarily relies on model portfolios and third-party managers, offering multiple program platforms such as Transamerica ONE, TFA365, and Transamerica ALPHA.

Frida Valijan is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing six years of industry experience. She operates a bookkeeping and accounting business under Liber T Co. and provides independent bookkeeping services for Aaron Barlev & Co. In addition, she works part-time in in-home supportive services for disabled individuals. PlanMember Securities Corporation offers retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and provides a range of education and support services to plan sponsors and participants.

Laura Gilman is a CFP® professional with 24 years of experience in financial advising. She currently works at Wealth Enhancement Advisory Services, LLC and has previously been affiliated with Mutual Securities, Inc. and KCS Wealth Advisory, LLC. Gilman also serves as a board member of the Jewish Free Loan Association. 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 regulatory assets under management and employs a diversified investment approach that combines passive and active strategies overseen by an internal Investment Committee.

Jorge Tirado Arias is a financial advisor at IEQ Capital, LLC, holding a Series 65 designation. He has professional experience at HSBC Private Bank and VectorGlobal WMG, and he completed his education at the University of Southern California. IEQ Capital provides discretionary and non-discretionary portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, foundations, endowments, donor-advised funds, and private funds. The firm focuses on separately managed accounts and family-office services, utilizing a centralized macro and manager research approach combined with access to liquid and private alternative investments.

David Mizrahi is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 46 years of industry experience. He has been affiliated with Kestra Investment Services, LLC and Kestra Private Wealth Services, LLC since 2014 and joined Kestra Advisory Services, LLC in 2026. Mizrahi also serves as President and CEO of First Point Financial Management, an independent firm providing wealth management and insurance services. Kestra Advisory is an enterprise-level firm with a large network of advisors, offering a range of investment and advisory services.

Jonathon De Vase is a financial advisor at Citigroup Global Markets with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Mutual of Omaha, Ameritas Advisory Services, Ameritas Investment Company, and New York Life. 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 supported by in-house research and extensive oversight.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 credential and one year of industry experience. He joined D.A. Davidson in 2026 after roles that include Advisor Associate and various positions outside the financial industry. D.A. Davidson & Co. provides investment advisory and brokerage services to employer-sponsored retirement plans, individual investors including high-net-worth clients, 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.

John Belanger is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Transamerica since 2017. He is also the proprietor of Belanger Financial Services, where he presents financial knowledge and supports clients’ financial needs. Prior to his current roles, he worked at Lyft and Vsolvit, LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models, managing over $2 billion in assets under management.

Derek Radulski is a financial advisor at Oppenheimer with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co. and Raymond James. Oppenheimer serves a wide range of clients including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and financial planning. The firm employs strategic and tactical asset allocation across various investment vehicles and acts as a qualified custodian for client assets.

Madison Spahr is a Financial Advisor at Merrill Lynch Wealth Management based in Houston, Texas. She works with families and individuals across various industries to develop customized financial strategies that align with their personal goals and life aspirations. As part of the TSPN Wealth Management Group, a team of over 30 Financial Advisors and Wealth Management Client Associates, Madison focuses on wealth planning, retirement planning, executive compensation, and tax minimization. Her approach emphasizes tailored wealth plans designed to help clients understand complexities such as stock option plans and determine optimal retirement timelines. Madison transitioned into financial services in 2019 after a career in public relations, inspired by her Godfather's advice on the importance of cash flow management. She holds a Bachelor's Degree in Communications from the University of Colorado Boulder and has earned professional designations including Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Raised in Los Angeles, Madison currently lives in Houston and maintains an active lifestyle through activities such as skiing, hiking, running, cycling, yoga, and Pilates. She is also a member of the Alpha Chi Omega Sorority.

Brian Padrick is a CFP®-certified financial advisor with 22 years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. His prior roles include positions at LPL Financial and Cornerstone Wealth Management, LLC. He also operates Brian Padrick Inc., a business entity for tax and investment purposes. Wealth Enhancement Advisory Services is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers a range of financial planning and asset management services, utilizing a strategic investment approach that combines passive and active management guided by an internal Investment Committee.

Kevin Galvez is a CFP® professional with six years of industry experience, currently serving at Wealth Enhancement Advisory Services, LLC. His prior roles include positions at Chatterton & Associates, The Wealth Management Team, Gregory W. Beck CPA, and Hd Vest Investment Services. He holds the Series 63 designation and is based in Los Angeles, CA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm that serves a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement consulting, utilizing a strategic investment process that combines passive and active management guided by an internal Investment Committee.