Mohammed Ali Dhanji is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2016 to 2026. 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, including swap dealer and futures commission merchant activities.

Sung Lee is a financial advisor at Capital Group Private Client Services, Inc. with 17 years of industry experience. He holds a Series 66 designation and has worked at Capital Group Private Client Services since 2021, following six years at Capital Bank and Trust Company. Based in Los Angeles, CA, he provides investment management services primarily to high-net-worth individuals and charitable organizations. Capital Group Private Client Services offers discretionary investment management through separately managed accounts, mutual funds, ETFs, and private-equity and alternative strategy funds. The firm serves high-net-worth clients, charities, corporations, and pension plans, employing a multi-manager approach focused on fundamental research and long-term investing.

Dominique Langerman is a financial advisor at Mercer Global Advisors Inc. with five years of industry experience and holds a Series 66 designation. Prior to joining Mercer, Langerman worked at Whittier Trust, Lido Advisors, Bank of America, Merrill Lynch, and AXA-Advisors. Outside of advising, Langerman serves as Treasurer and Finance Committee Chair for Nature Israel, a nonprofit environmental organization. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios based on Modern Portfolio Theory, with a focus on multi-factor tilts, low-cost index vehicles, and tax management.

Deanna Yu is a financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at CITIGROUP, BancWest Investment Services, BANK OF THE WEST, and Merrill. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm’s investment approach involves IAR-led assessments and the use of fundamental, quantitative, and technical analysis to allocate across various asset classes.

Michael Tootle is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and six years of industry experience. He has prior experience with PREP Securities, CR Capital Financial, and has held multiple roles at Centaurus Financial since 2013. Outside of financial advising, he is licensed to practice law in Arizona and Missouri and works as an attorney. 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 through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

Martin Chiu is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 38 years of industry experience and has been involved with multiple consulting and wealth advisory entities, including founding VANTAQUEST. In addition to his advisory work, he has served as an instructor since 2017 and operates a consulting firm focused on family wealth matters. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Mark Townsend is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Western International Securities, Inc., Crown Capital Securities, L.P., and other firms. Outside of advisory work, Townsend provides financial oversight for residential care facilities for the elderly and serves as a real estate broker for Townsend Properties, Inc. Money Concepts Capital Corp is an enterprise-scale adviser serving a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Kitmen Gunther is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory role, he is involved in several business ventures including property management for Casa Sereno, LLC, and serves as president of the nonprofit Asian Community Development. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platforms to deliver its services.

Kelley Slaught is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Centaurus Financial since 2012 and is also involved in American Patriotic Merchandise, a business selling American patriotic promotional items. Additionally, she is the author of "The Great Retirement Mystery," which she promotes through a radio show. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services, employing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Milton Mejia is a financial advisor at Voya Financial Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Diversified Investment Advisors and Diversified Investors Securities Corp. for 13 years. Outside of advising, he owns and manages rental properties. Voya Financial Advisors serves a broad range of individual and institutional clients, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures, including wrap programs and third-party money managers. The firm operates with a focus on non-discretionary advice and combines SEC-registered investment advisory services with broker-dealer offerings.

Arman Melikian is a financial advisor at Sanctuary Advisors, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Bank of America and Merrill. Sanctuary Advisors, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm employs a range of investment approaches and platforms, providing both discretionary and non-discretionary management options while acting as a fiduciary under written advisory agreements.

Shawn Jeong is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as experience with Seoul Hospitality Group and MGM Studios, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jabari Butler is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Merrill. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies depending on the program.

Stuart Spivak is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he is involved in several non-investment businesses, including a security window film and home monitoring company, a toy company, and operates an online educational class focused on 72(t) SEPP. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with various analytical approaches and specialized advisory services.

Corey Liu is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC, having previously worked at City National Rochdale and Pillar Pacific Capital Management LLC. 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 process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Janice Lang is a financial advisor at Equity Services, Inc. with 13 years of industry experience. She holds a Series 66 designation and has worked at firms including DarbeeVision and Ameritas Life Insurance Corp. Outside of her advisory role, she is active as an insurance agent through Strategic Horizon. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and utilizes third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading.

Ryan Wang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles in business development and client services across several companies, including Managed Health, Inheritguard, LLC, and Mailbox Power. Outside of financial advising, he is involved in providing employee benefit solutions and estate planning education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through a large advisor network and multiple program platforms.

Jonghong Park is a financial advisor with Transamerica Financial Advisors in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and has been involved with Two Fish Group since 2015, where he provides basic financial education as an instructor. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations, delivering services through model portfolios, third-party managers, and multiple advisory platforms.

Andrew Yang is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup since 2015. Outside of his advisory role, he is a partner in a food and boba drink shop where he is involved in business planning and weekend operations. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies and offers a range of advisory programs, execution, and custody services, leveraging its large institutional scale and unique market roles.

John Pham is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously been involved in business activities including Destiny Builders Enterprises and Global Merchant Innovations. Outside of advising, Pham serves as president of Destiny Builders Enterprises and has experience managing a rental property. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with various model portfolios and third-party money manager access, operating uniquely as both an RIA and broker-dealer.