Yanhua Xu is a financial advisor at Citigroup Global Markets with nine years of industry experience. Xu holds a Series 66 designation and has worked at CitiGroup since 2022, with prior experience at Cetera and CTBC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant operations.

Kevin Lee is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at Newport Coast Securities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, 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, utilizing both discretionary and non-discretionary arrangements.

Marc Linsky is a CFP® with 40 years of experience in the financial services industry. He is currently with Centaurus Financial, Inc., where he has worked since 2022. His prior experience includes roles at Concourse Financial Group Securities, ProEquities, and Concorde Asset Management. Outside of his advisory work, he is president of E Street Financial, a non-investment-related entity used for branding purposes. 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 both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Caleb Patterson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses. He has one year of industry experience, including his current role at Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation options, integrating capabilities across the broader Goldman Sachs network.

Daniel Vigil is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and six 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 manages a team of agents involved in life and health insurance sales and training. Additionally, he is principal of MEV Enterprises, where he analyzes and makes decisions on real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

Janice Jim is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for The Ayco Company L.P./Mercer Allied for 22 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alec Viruet is a financial advisor at Bankers Life Advisory Services, Inc. holding a Series 66 designation with one year of industry experience. Prior to joining Bankers Life, he worked in various roles including positions at Fed HVAC and Rutgers University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with 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 aligned with clients’ goals and risk tolerances.

Natalia Kuchinic is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at Synapse Services LLC, Houston's, and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm integrates multiple specialized teams and employs strategic allocation models and manager selections to tailor client portfolios, leveraging the broader Goldman Sachs network for expanded product access.

Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Papadopoulos has worked at both Stratos Wealth Partners and LPL Financial since 2014. He is also involved in administrative support for Stratos Wealth Partners and operates a separate business entity for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and over 366 advisors serving more than 24,000 clients. The firm offers a range of investment management and financial planning services utilizing an open-architecture platform that incorporates both advisor-managed and model-based strategies.

Kathleen Short is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering tailored solutions across various client segments through an integrated financial group.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Bank N.A., Elewish Inc, and Tristar Risk Management/Tristar Managed Care. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including serving as a swap dealer and futures commission merchant.

Haleh Homeh Behbahani is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and joined Goldman Sachs in 2026. Prior to her current role, she gained experience through various positions, including roles at George Washington University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to support its advisory teams.

Ronald Burkard is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and 65 credentials and has worked at Centaurus since 2005. Outside of his advisory role, he is involved in acting, participating in movies, TV shows, and commercials. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Jeffrey Regalado is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with GWN Securities since 2010 and has directed Titanium Financial & Insurance Services Inc. since 2013. Outside of financial advising, he serves as a trustee for a family grandchildren trust and holds executive roles in several startups and businesses, including a recruiting firm and a pharmaceutical contracts law office, and serves on the board of an aerospace manufacturing company. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings, utilizing a portfolio approach based on asset allocation and Modern Portfolio Theory, with some programs emphasizing market-timing and momentum-based strategies.

Maria Beisser is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked in campus recreation at the University of North Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized programs and alternative investments.

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.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Gary Corderman is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for six years and Halbert, Hargrove & Co. for nineteen years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

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.

Alain Brito is a financial advisor at NewEdge Advisors with five years of industry experience and holds the Series 66 designation. He has worked at several firms, including Securities America Advisors and John Stokes Financial, before joining NewEdge Advisors. He also serves as an Associate Financial Advisor at PacificView Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.