Lin Lin is a financial advisor at Citigroup Global Markets with nine years of industry experience. Lin holds the Series 66 designation and previously worked at HSBC Bank USA, HSBC Securities USA, Bank of America, and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs including discretionary and non-discretionary strategies. The firm integrates multi-asset, multi-manager approaches and operates with institutional scale, providing broker-dealer execution, custody services, and derivatives trading.

Angelica Betancourt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and is also involved in several business ventures, including Pro Services Rendered, LLC, Team Conquer Inc, GAV Property Management, LLC, and All For Janitorial Services Inc. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party money managers through multiple program platforms such as Transamerica ONE and the TFA365 Advisory Program.

Anson Chen is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Target and Tropicana Student Living. Outside of advising, he is involved in insurance sales and financial services through related registered representative roles. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs and model portfolios, including traditional asset-allocation and legacy momentum-based strategies.

Daniel Butterly is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at TIAA-CREF with four years of industry experience. His prior roles include positions at RBC Rochdale, LLC and Wells Fargo. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing retirement plan relationships. The firm operates within a vertically integrated structure and provides both model-based and customized portfolio management under a fiduciary standard.

Dante Noffal is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 credential with one year of industry experience. His prior work includes roles at California State University and employment in the food service industry. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategies.

John Carlson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. He has been associated with Independent Financial Group and JLB Partners since 2010. Outside of his advisory role, Carlson operates Carlson Wealth Management, a DBA through which he provides investment brokerage services, and he is also licensed as a California insurance agent offering fixed insurance products. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with account management options that include discretionary and non-discretionary services.

Kyle Jahng is a financial advisor with Eagle Strategies (New York Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Eagle Strategies since 2011 and affiliated with New York Life Insurance Company since 2002. Outside of his advisory work, he is the owner of Live Together, Grow Together, a nonprofit leadership coaching initiative delivered via Zoom on weekends. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored advice and predominantly managing assets on a non-discretionary basis.

Lissette Dametta is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following seven years at U.S. Bancorp Investments, Inc. in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Edward Gonzalez is a CFA® charterholder with six years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2021 and previously worked at Capital Bank & Trust Company and Wells Fargo Bank. 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 separate managed accounts and pooled investment vehicles with an emphasis on fundamental research and long-term investment horizons.

Aniekan Archibong is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked at Capital Group Private Client Services since 2021 and was previously with Capital Bank & Trust Company from 2015 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a focus on fundamental research and long-term horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Zachary Walker is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding the Series 63 and Series 65 designations. He has eight years of industry experience, including two years at Alliance Bernstein and OneAmerica Securities prior to joining Capital Group in 2018. 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 alternative strategy funds. The firm’s investment process is based on fundamental research and long-term portfolio segmentation across multiple managers.

Victor Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Arya Global Consulting and Olivestree CSGarmax LLC, and he has been associated with Transamerica Financial Advisors since 2018. Outside of advisory work, he also works as a driver for ride-sharing services Uber and Lyft. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

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.

Yong Xu is a CFA® charterholder affiliated with Transamerica Financial Advisors, based in Los Angeles, CA, with one year of industry experience. Prior to joining Transamerica, Xu held positions at World Financial Group Insurance Agency and various companies in China, including Beijing DDDream Management Advisor Ltd and Zhejiang Zhengte Co. Ltd. Xu is also involved with Simple and Smart LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines proprietary model portfolios with third-party money managers and offers both advisory and broker-dealer services.

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 65 and Series 63 licenses. Zeng has experience working at several financial institutions including US Bank, Comerica Bank, and Jackson National Life. Outside of advisory work, Zeng is involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a blend of advisory and broker-dealer services, providing access to proprietary and third-party investment models with both discretionary and non-discretionary program options.

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.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Michael Hatch is a CFP® with 36 years of experience in financial advisory services. He is currently with Sterling Financial Group, Inc., where he has worked since 2019, following prior roles within affiliated Sterling entities dating back to 1999. In addition to his advisory work, he serves as a successor trustee for family estates and is a guardian for a family member. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, and fee-based investment management. The firm emphasizes individualized asset allocation with regular monitoring and diversification, utilizing a variety of investment vehicles including mutual funds, ETFs, and alternative investments.