Peter Lupone is a CFP® professional with 37 years of industry experience, currently serving at Valic Financial Advisors since 2010. He also holds Series 63 and Series 65 licenses and has been associated with Agia since 2022, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet UMA models to construct client portfolios.

Leng Lo is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He has been with Citigroup Global Markets since 2007 and holds the Series 66 credential. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains in-house research and security-pricing activities alongside unique market roles such as swap dealer and futures commission merchant.

Robert Arensberg is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Eagle Strategies (NY Life) since 2014 and has held concurrent roles with NYLife Securities LLC and New York Life Insurance since 2007. His activities include insurance brokering through various companies for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, mostly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christian Schank is a financial advisor with Integrated Wealth Concepts LLC in Riverside, CA, holding one year of industry experience. He is also the owner and practicing attorney at the Law Offices of Christian Schank & Associates, APC, a role he has maintained since 2003. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach alongside customized portfolio construction.

Calvin Wu is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at HSBC Bank USA, N.A. from 2016 to 2022 before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supported by a large institutional scale and specialized market roles.

Jjean Claude Baldivino is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is also involved with Alliance Financial Solutions, Inc. and Inheritguard, LLC, where he provides education and client support related to estate planning services. 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 both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Alexis Reynoso is a financial advisor with Centaurus Financial, Inc. in Riverside, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Centaurus Financial since 2017 and is also a junior partner at Empire Financial Benefits, Inc. Outside of advisory work, Reynoso is a certified tax preparer and works part-time assisting clients with medical insurance placement for Blue Shield and Kaiser. 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 with a blend of fundamental and technical analyses, accommodating both discretionary and non-discretionary arrangements.

Amy Lilly is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. She holds Series 63 and Series 66 designations and has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for high-net-worth clients.

Isahi Medina is a financial advisor with Centaurus Financial, Inc. in Upland, CA, holding a Series 66 designation and bringing eight years of industry experience. Medina has been with Centaurus Financial since 2015 and is also affiliated with 1 ON1 Financial. Outside of advisory duties, Medina co-hosts a podcast focused on financial education and serves as an educator developing online courses covering budgeting, investing, retirement, and related topics. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management services, employing various analytical approaches and providing both discretionary and non-discretionary arrangements.

Nain Perez is a financial advisor with Valic Financial Advisors in Glendale, CA, holding a Series 66 designation and 20 years of industry experience. Prior to joining Valic in 2016, he worked at Merrill and Bank of America, N.A. He is also involved in non-securities insurance products through a role at Agia and engages in occasional buying and selling of raw land. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed models for portfolio construction and management.

Daisy Wang is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. She has eight years of industry experience, including roles at NYLIFE Securities, LLC and New York Life Insurance Co. Wang also brokers non-registered insurance products with outside carriers. Eagle Strategies serves a diverse client base, including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through various program types and focuses primarily on non-discretionary advisory relationships.

Rahul Karugapadam is a financial advisor with FIFTH THIRD SECURITIES, Inc., holding Series 63 and Series 66 credentials and seven years of industry experience. His career includes roles at Ameriprise, Comerica Securities, Wells Fargo, and J.P. Morgan. He is also a part owner of his wife's hair salon. FIFTH THIRD SECURITIES serves individual and institutional clients through investment advisory and brokerage channels, offering multiple program types and third-party portfolio managers on its Passageway Managed Account platform. The firm operates as a direct wholly owned subsidiary of Fifth Third Bank and manages a broad range of investment solutions including mutual funds, ETFs, SMAs, and direct indexing.

Chelsey Asef is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and has a background that includes roles in real estate and hospitality. Outside of advising, she works part time as a bartender for a non-investment related business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individuals, charitable organizations, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management, operating under the Advisers Act fiduciary standard.

Tara Peng is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 63 and Series 66 licenses and previously worked at HSBC Bank USA N.A. from 2012 to 2021 before joining Citigroup in 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains large institutional-scale operations with unique market roles, including derivatives and futures services.

Ernest Reyes is a financial advisor with Centaurus Financial, Inc. in Upland, CA, holding a Series 63 license and bringing 38 years of industry experience. He has worked at Centaurus Financial since 2016, with prior roles at WHJR Associates and Royal Alliance. Outside of his advisory work, Reyes is involved as a sales consultant facilitating trust setup between clients and attorneys through AmeriEstate Legal Plans. 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 using its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements supported by a mix of fundamental and technical analysis methods.

Pedro Magno III is a Series 65-licensed advisor with Transamerica Financial Advisors. He has been with the firm since 2026 and has previous experience at Glidewell Dental and In-Roads Creative Programs. Outside of financial advising, he is involved with In-Roads Creative Programs and has work experience spanning both corporate and creative sectors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and brokerage services through proprietary and third-party model portfolios, catering to both discretionary and non-discretionary investment management needs.

Laura Vasquez is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 credentials and 24 years of industry experience. She has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, supported by extensive in-house research, execution, and custody capabilities.

Kexin Hou is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. Prior to joining Citigroup Global Markets, Hou held roles at Cetera, East West Bank, and HSBC Securities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including swap dealer and futures commission merchant activities, and provides a broad range of advisory and execution services.

Joshua Cervantes is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at New York Life Insurance Co, NYLIFE Securities LLC, BBVA Compass, and Agia, where he is also appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Sharabi is a financial advisor with Eagle Strategies (NY Life) holding a Series 66 designation and two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, DH Financial & Insurance Services, and Allstate Insurance. He serves as treasurer and a board member of his local homeowners association. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers multiple program types and emphasizes tailored recommendations, managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.