Jonathan Van Dijk is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing, Bank of America, N.A., and Merrill. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple 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 through both discretionary and non-discretionary programs and maintains large institutional scale combined with specialized market roles.

Dierra Bean is a financial advisor with Transamerica Financial Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 23 years of industry experience. She has held various roles outside of traditional advisory work, including managing short-term rental leases, working as a Medicare representative, and providing supplemental health insurance benefits through Champion Health, Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios alongside commission-based insurance and brokerage products.

Vince Vu is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and nine years of industry experience. He has been with City National Rochdale since 2015. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management along with sub-advisory and model delivery services. The firm employs a multi-strategy investment approach that integrates quantitative screening, fundamental analysis, and proprietary tools to tailor portfolios across various asset classes.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. 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 and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Victoria Wang is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with LPL Financial LLC, Mariner Independent Advisor Network, LLC, and First Financial Equity Corporation. Wang serves as treasurer on the board of Soroptimist International of Long Beach. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers and turnkey asset management platforms, utilizing various analytical approaches and trading horizons to align with client objectives.

Analuisa Mercado is a CFP® and Series 65 licensed advisor with seven years of industry experience. She has worked at EP Wealth Advisors since 2011 in various capacities. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to create and manage portfolios using a range of investment vehicles and offers additional services such as tax preparation and estate-document facilitation.

Joyce Thomas is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2015. Joyce is the sole owner of JTW Financial Services, a DBA used for marketing purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party models to deliver tailored investment strategies.

Jacob Shuman is a Series 65-licensed financial advisor with EP Wealth Advisors, where he has worked since 2022. He has three years of industry experience, including roles at Citizens Bank, Eastspring Investments, and the PGA Tour. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning, employing a suitability-driven process that utilizes mutual funds, ETFs, equities, fixed income, and alternative investments.

William Chedester is a CFP® with two years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. His prior roles include positions at Trilogy Financial and UpDigital, as well as experience with Kelly Slater Wave Pool and Zanolas Gran and Seed. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Kenji Bleicker is a CFP® professional with nine years of experience in the financial advisory industry. He is currently with EP Wealth Advisors and previously worked at Opes Wealth Management and Opes Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, and utilizes a combination of fundamental, technical, and cyclical analysis to construct customized portfolios.

John Paul Ramos is a CFP®-designated financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held roles at MML Investors Services and Commonwealth Financial Group/MassMutual. Outside of finance, he was involved with US Valet Inc and has a background connected to Stonehill College. EP Wealth Advisors is a registered investment adviser serving individuals, businesses, and retirement plans. The firm offers wealth management, financial planning, and ancillary services, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis to meet client needs.

Peter Kejmar is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 33 years of industry experience. He has been associated with IRM Distributors, Inc. since 1992. He also works as an insurance agent specializing in fixed products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers education and support services alongside a top-down strategic asset allocation investment approach, managing risk-based mutual fund portfolios that range from conservative to aggressive.

Mark Matley is a financial advisor with EP Wealth Advisors in Salt Lake City, UT, holding the ChFC® designation and Series 63 and 65 licenses, with 32 years of industry experience. Prior to joining EP Wealth Advisors in 2020, he spent 27 years with The Insight Group, Inc. and The Insight Group Insurance Agency. Outside of his advisory role, Matley is involved in managing a building business and consulting on investment advisory platform development. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, employing a suitability-driven process that includes use of mutual funds, ETFs, equities, fixed income, and alternative investments.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors for seven years. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles and arrangements, including in-house research and derivatives services.

Bradley Robinson is a CFP® and CFA® with over 11 years of industry experience. He currently works at EP Wealth Advisors and previously spent a decade at Sheffield Investment Management. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services, employing a suitability-driven process that utilizes a range of investment vehicles and third-party managers.

Charles Bennett is a CFP® professional with five years of industry experience, currently with PlanMember Securities Corporation. His prior experience includes roles at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of his advisory career, Bennett is the CEO of an online business specializing in digital sales of running insoles. PlanMember Securities Corporation provides 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 approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

Krista Hartwell is a financial advisor with Schwab Wealth Advisory and holds a Series 65 designation. She has recently begun her career in the industry, joining Schwab Wealth Advisory in 2025 after roles at Charles Schwab & Co., US Bank, and several law firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, offering clients financial reviews, retirement planning, and investment recommendations using standard asset allocation models and Schwab research tools. The firm operates as an internal advisory unit within the Schwab ecosystem, with advice delivered by associates who recommend allocations without discretionary trading authority.