Yasasri Weerasuriya is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, Yasasri worked at Reilly Financial Advisors, Fidelity Brokerage Services, and Financial Advisors Network. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies alongside selective private market exposure.

Paul Finchamp is a financial advisor with Primerica Advisors in Covina, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. In addition to his advisory role, he is actively engaged in the group insurance business, focusing on health plans and ancillary employer-sponsored benefits. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports multiple account-level services such as lending solutions and donor-advised funds.

Sidney Sheridan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with Net Law Inc. and Wfg. Outside of his advisory role, he refers clients to estate document services through Net Law Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach supported by multiple platform programs, with approximately $1.7 billion in regulatory assets under management.

Aleksandr Leybengrub is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Leybengrub serves as the Chief Financial Officer of Esperanza Sonrisa Association, a homeowners association, where he volunteers to oversee financial matters and community property management. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and various third-party providers.

Charles Gallagher is a financial advisor with Principal Financial Services based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Thrivent Financial and New York Life Insurance Company. Outside of his advisory work, he is the chairman of the Orange County National Eagle Scout Association and owns an early-stage tech startup developing video editing software. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation managed primarily on a discretionary basis by the third-party managers.

Janice Vuong is a financial advisor with Transamerica Financial Advisors who holds the Series 63 and Series 65 credentials and has eight years of industry experience. Her work history includes roles at Anneta Insurance Solutions, Janice Vuong - Health Insurance Services, Morgan White Group, Delta Dental, and CAL Connect Insurance Services. She offers Medicare and other health insurance solutions, primarily serving senior clients and individuals seeking dental and vision insurance options. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

Jonathan Zermeno is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history including eight years at Sun West Mortgage Company and nine years with the California Army National Guard. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

Jeffrey Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Advisors, CTBC Bank, and Cetera, among others. 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, including in-house research and derivatives services.

Bryan Turnbow is a financial advisor at Focus Partners Wealth, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Churchill Management Group, Fisher Investments, and Prudential Equity Group, LLC. Turnbow has been with Focus Partners Wealth since 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Dong Hoon Kim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2017 and previously worked at Voya Financial Advisors, Inc. and Strategic Alliance, Inc. Outside of his advisory role, he serves on the finance committee of Our Lady of Peace Korean Catholic Center, assisting with financial oversight related to the construction of a new building. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers diverse advisory programs and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Royce Running is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2013. Outside of his advisory role, Running is involved in real estate ventures, including managing rental properties and participating in a family-run residential fix-and-flip business. 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 both discretionary and non-discretionary arrangements.

Nichole Dorch Cannon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has held various roles since 2001, including involvement with NetLaw Inc., Synergy Financial, and the Black Excellence Leadership Council, where she serves as board member and treasurer. Her activities include organizing internal training events for agents within WFG. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary program options.

Hugo Flores Jr. is a financial advisor with Empower Advisory Group in Whittier, CA. He holds Series 63, Series 65, and Series 66 designations and has 17 years of industry experience. His prior work includes roles at GWFS Equities, Inc., H. Beck, Inc., Ameriprise, and Principal Financial Services. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services are closely integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates.

Megan Minogue is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at SoCal Technologies, Inc. and Wfgia. Outside of finance, she owns and operates Castles Made of Sand, a business creating custom stained glass products. Transamerica Financial Advisors, LLC provides 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.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies with a combination of fundamental and technical analysis.

Matthew Steelman is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding a Series 65 credential and two years of industry experience. He also works with Windes, Inc. as a CPA. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both long-term and shorter-term trading strategies while maintaining client assets with third-party custodians.

Julio Bedolla is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at firms including AssetMark Financial Holdings, Inc., Dimensional Fund Advisors, and Capital Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by due diligence, strategic asset allocation, and integrated operational tools.

Matthew Crandall is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Wells Fargo Advisors, and other financial institutions. Outside of his advisory work, he owns rental properties in Long Beach, California. 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 using internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios.

Anju Mohindru is a financial advisor at Mariner with 18 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors for 15 years. Outside of advisory work, she serves as a notary public in Laguna Woods, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.