Patrick Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Ameritas Advisory Services, LLC, EMP Financial Network Inc, and FIT Planning Group. He is a founding board member of VISTA Marketing Partners LLC, which focuses on strategic growth and planning in the fixed insurance and annuity industry. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, and comprehensive financial planning, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, with services delivered through a network of independent advisors and sub-advisors.

Ashley Ting is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at GWN Securities, Inc., Equitable Advisors, and AXA Advisors LLC. Ting is based in La Puente, California. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering both point-in-time financial plans and optional managed account solutions.

Nicholas Stonnington Sr. is a financial advisor at Prime Capital Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously led the Stonnington Group, LLC for 19 years. Outside of advising, he owns several non-investment businesses including a healthcare insurance and mortgage loan origination firm, as well as a human capital management company. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive services including asset management, financial planning, qualified retirement plan sponsorship, and family office solutions, employing a range of investment strategies alongside affiliated tax advisory services.

Jessica Gonzalez Crisci is a financial advisor at Citigroup Global Markets with 11 years of industry experience. She holds the Series 66 and Series 63 designations and has worked at Citi Group since 2023, following seven years at HSBC Bank USA and HSBC Securities (USA) Inc. in various capacities. Citigroup Global Markets Inc. serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including operating as a swap dealer and futures commission merchant.

Denise Yi is a financial advisor at Citigroup Global Markets with 17 years of industry experience. She has been with Citigroup Global Markets and Citibank, N.A. since 2012. Outside of her advisory work, she is affiliated with JKDY Investments LLC, which operates restaurants in Los Angeles. Citigroup Global Markets serves individual and institutional clients across workplace, high-net-worth, and ultra-high-net-worth 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 discretionary and non-discretionary programs, combining large institutional capabilities with specialized market roles.

Rommel Valarao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory work, he serves as secretary for First Solution Hospice Care, dedicating time monthly to managing administrative duties. Citigroup Global Markets 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 employs multi-asset, multi-manager strategies with internal oversight and a mix of discretionary and non-discretionary programs.

Jason Koo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Eagle Strategies and New York Life Insurance Company. He serves on the Board of Advisors for WonderSeed, a nonprofit organization. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third-party advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Tiffany Cohen is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank since 2015. Based in Beverly Hills, CA, her career has been focused within the Citigroup organization. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm uses a multi-asset, multi-manager investment approach supported by internal oversight and provides tailored solutions including discretionary and non-discretionary strategies.

Allen Yee is a CFP® professional with 36 years of industry experience, currently with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA as a Limited Partner. He has previously worked at Cetera Investment Advisers LLC, First Allied Advisory Services, and Guidant Planning, Inc., where he also serves as President. In addition to his advisory work, Yee has been teaching and coaching at Pasadena Community College and Glendale Community College since 2000. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and institutional clients. The firm offers advisory and brokerage services through independent representatives and employs both discretionary and non-discretionary investment strategies.

Quinn Boortz is a financial advisor at Citigroup Global Markets with a Series 66 designation and two years of industry experience. Prior to joining Citigroup in 2022, Boortz worked at CBRE Investment Management, Starwood Capital Group, and Ernst & Young. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing 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, derivatives services, and bespoke solutions for high-net-worth clients.

Bridget Goodbody is a CFP® affiliated with Cerity Partners LLC, based in Pasadena, CA, with five years of industry experience. Prior to joining Cerity Partners in 2023, she spent seven years at Gamble Jones Investment Counsel. Cerity Partners advises a diverse client base including individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services through a client-specific investment framework that incorporates proprietary quantitative screening, manager selection, and access to alternative and private market solutions for qualified clients.

Basil Barrett is a financial advisor with Citigroup Global Markets in Los Angeles, holding a Series 66 designation. He has one year of industry experience and has previously worked at Fiducient Advisors, Dell Technologies, Slater Infrastructure Group, and The Baupost Group, as well as academic roles at The University of Chicago and Morehouse College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles that distinguish it from peers.

Robert Kelly is a CFA® charterholder with 19 years of industry experience. He currently works at Capital Group Private Client Services, Inc., where he has been since 2021, and previously worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and emphasizing fundamental research and long-term investment horizons.

Joseph Grabowski is a financial advisor at D.A. Davidson & Co. with Series 63 and Series 65 credentials and one year of industry experience. Before joining D.A. Davidson, he spent six years at ONE&ALL Church and one year at Gateway Theological Seminary. 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 provides fiduciary advisory services, comprehensive financial planning, and specialized wealth management programs, combining qualitative and quantitative analysis in its investment approach.

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers 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.

Alexander Hwang is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 designation with one year of industry experience. His prior experience includes a position at Ernst & Young and four years at UCLA. 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 alternative strategy funds.

Hasan Shirazi is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds a Series 66 designation and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, execution, and custody services. Citigroup Global Markets combines large institutional scale with specialized market roles, providing multi-asset, multi-manager strategies through both discretionary and non-discretionary programs.

Sam Lim is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. Citigroup Global Markets serves individual and institutional clients across a range of 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, providing investment advisory, broker-dealer execution, custody services, and derivatives trading.

Sandra Morelli is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses with 22 years of industry experience. She previously worked at Capital Bank and Trust Company for five years before joining her current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Jennifer Birdsey is a CFP® with 17 years of industry experience. She is currently with Capital Group Private Client Services, Inc., where she has worked since 2021. Prior to that, she spent five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.