Richard Goldberg is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of finance, he is the president and owner of Befocus, Inc., a business specializing in selling Disney collectibles and used books. 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 specialized market roles, providing a broad range of advisory, execution, and custody services.

Karen Asbra is a CFP® and holds a Series 65 license with 17 years of industry experience. She has worked at EP Wealth Advisors since 2025 and previously spent over a decade at Rappaport Reiches Capital Management, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, high-net-worth clients, corporations, business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing a mix of fundamental, technical, and cyclical analysis along with alternative investment recommendations.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has worked with firms including GWM Advisors LLC, Mid Atlantic Capital Corporation, LPL Financial, National Planning Corporation, and HarbourVest Partners. Outside of advisory services, she provides tax preparation through Klein Tax Services. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, supported by centralized manager due diligence and technology tools.

Elizabeth Goeltz is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2017. Prior to this, she worked for six years at H. Beck, Inc. Her additional business activities include involvement with Wealth & Healthy, LLC, where she manages payroll and tax processing. 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, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

Steven Stacey is a CFP® with 17 years of experience in financial advising. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at New Focus Financial Group, LLC. He is based in Vancouver, WA, and holds the Series 65 designation. EP Wealth Advisors, LLC is an independent, fee-only 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.

David Rappaport is a CFP® with 28 years of industry experience and is currently an advisor at EP Wealth Advisors in Skokie, IL. He previously spent 20 years at Rappaport Reiches Capital Management, LLC. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers discretionary management, financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Frank Jimenez is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life. He previously operated Jimenez Financial Strategies and Insurance Solutions. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports various investment strategies across discretionary and non-discretionary accounts.

Michael Klein is a financial advisor at NewEdge Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including LPL Financial and Gerber Kawasaki Wealth & Investment Management. He is the president of Pacific Pointe Advisors, an S corporation established to manage his business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent adviser representatives. The firm provides a wide range of services including portfolio management, financial planning, retirement plan consulting, and access to sponsored advisory programs, using a combination of in-house manager selection and third-party model portfolios supported by technology tools and centralized due diligence.

Basil Barrett is a financial advisor with Citigroup Global Markets in Los Angeles, holding a Series 66 designation. He has one year of industry experience and has previously worked at Fiducient Advisors, Dell Technologies, Slater Infrastructure Group, and The Baupost Group, as well as academic roles at The University of Chicago and Morehouse College. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains significant in-house research and market roles that distinguish it from peers.

Robert Kelly is a CFA® charterholder with 18 years of industry experience. He is currently an advisor at Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to that, he spent five years at Capital Bank and Trust Company. Capital Group Private Client Services, Inc. provides discretionary investment management and related services to high-net-worth individuals and charitable organizations, typically managing relationships with assets at or above $5 million. The firm’s investment approach emphasizes fundamental research, long-term horizons, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

John Woo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has held roles with World System Builders, Worldwide Legacy Builder, and the National Association of Registered Social Security Analysts. Additionally, he serves as an instructor at the Heartland Institute of Financial Education’s College Planning Program, where he provides coaching on college financial planning. Transamerica Financial Advisors, LLC offers investment advisory, brokerage, and retirement-plan services to a diverse client base including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

William Beeler is a financial advisor at NewEdge Advisors with 28 years of industry experience. He holds a Series 63 designation and previously worked at Regal Wealth Group Inc for 19 years before joining NewEdge Advisors in 2024. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

Jason Depetris is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding CFP® and Series 63 credentials with 15 years of industry experience. He has been affiliated with New York Life and its related entities since 2010 and currently operates under his own business names, including Blue Cedar Financial and Insurance Solutions and Be Here Now Insurance and Financial Services. Outside of advising, he is a published fiction writer working with a publisher on short stories and potentially a novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and specializes in non-discretionary asset management, working extensively with defined contribution and defined benefit plans within an integrated New York Life affiliate structure.

Jose Lopez is a CFP® and holds a Series 65 license, currently advising at EP Wealth Advisors with two years of industry experience. His previous roles include positions at Wilson Financial Advisors and JP Morgan Chase & Co. Lopez also spent four years at Cal State University Fullerton. EP Wealth Advisors serves individual, corporate, and retirement plan clients with services including wealth management, financial planning, and ancillary offerings such as tax preparation and estate-document assistance. The firm uses a combination of fundamental, technical, and cyclical analysis to manage customized model portfolios and provides ERISA fiduciary services among other specialized financial solutions.

Alexander Hwang is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds a Series 65 credential and has been with Capital Group since 2019, including his current role beginning in 2025. Prior to joining Capital Group, he worked briefly at Ernst & Young and studied at UCLA. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, typically with relationships at or above $5 million. The firm employs a fundamental research-driven, long-term investment approach using a multi-manager system and commonly allocates client assets to affiliated pooled funds and separately managed account programs.

Dennis Mollison is a financial advisor with OSAIC Institutions, INC., holding a Series 66 designation and 22 years of industry experience. He has worked at Infinex Investments, Inc. since 2022, and previously spent 15 years at both Schoolsfirst FCU and Cuna Brokerage Services, Inc. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm is notable for its predominantly non-discretionary assets and its integrated broker-dealer/adviser structure, providing access to a broad range of investment and lending solutions.

Sam Lim is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 13 years of industry experience. He has worked at Citigroup since 2017 and previously held roles at Morgan Stanley Private Bank and Morgan Stanley. 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, providing investment advisory, broker-dealer execution, custody services, and derivatives trading.

Matthew Patterson is a financial advisor at NewEdge Advisors holding Series 65 and Series 63 credentials. He has been with NewEdge Advisors and its affiliated NewEdge Securities since 2025. Prior to his advisory role, he was involved with Ignition Creative LLC for nine years and worked at Team Whistle for three years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals—including high-net-worth clients—as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing multiple program structures that combine in-house and third-party strategies with a focus on centralized due diligence and technological support.

Sandra Morelli is a financial advisor at Capital Group Private Client Services, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations through separately managed account programs and pooled funds. The firm emphasizes fundamental research, a long-term investment horizon, and a multi-manager approach known as the “Capital System.”

Jennifer Birdsey is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Capital Group Private Client Services, Inc. since 2021. Prior to this, she worked at Capital Bank and Trust Company for five years. She holds a Series 63 license and is based in Los Angeles, CA. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million or greater managed-relationship threshold. The firm employs a fundamental research-driven, long-term investment approach with a multi-manager system that allocates portfolio segments to individual managers and analysts.