Victor Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Arya Global Consulting and Olivestree CSGarmax LLC, and he has been associated with Transamerica Financial Advisors since 2018. Outside of advisory work, he also works as a driver for ride-sharing services Uber and Lyft. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

Jerry Brown is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Centaurus Financial since 2012. Outside of advisory work, he owns J. F. Brown Financial Services, LLC, through which he markets life and long-term care insurance. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a combination of discretionary and non-discretionary management with various analytical approaches.

Michael Youngerman is a financial advisor with Commonwealth Financial Network in Los Angeles, CA. He holds a Series 66 designation and has 13 years of industry experience, including 11 years with Commonwealth. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, technology, compliance, and practice-management support to affiliated advisors.

Michael Elias is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and bringing 39 years of industry experience. His prior experience includes roles at Packerland Brokerage Services Inc. and Executive Design Insurance Services. Outside of his advisory work, he serves as president of Elite Wealth Advisors, where he focuses on life insurance, long-term care, and disability insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary strategies alongside third-party overlays and alternative investment options.

Ronald Meraz is a financial advisor at Citigroup Global Markets with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and UBS Financial Services. Outside of his advisory role, he serves on the boards of Heateflex Corp., a manufacturer of high-purity heat devices, the nonprofit Valley Economic Development Corporation, and Town Hall Los Angeles, which presents speakers on public issues. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions, combining large institutional scale with unique market roles.

Insun Song is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining Eagle Strategies in 2026, Song has been affiliated with Jooha Financial & Insurance Services Inc. since 2014 and with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through affiliated investment adviser representatives, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Zeng has experience working at several financial institutions including US Bank, Comerica Bank, and Jackson National Life. Outside of advisory work, Zeng is involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a blend of advisory and broker-dealer services, providing access to proprietary and third-party investment models with both discretionary and non-discretionary program options.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Michael Hatch is a CFP® with 36 years of experience in financial advisory services. He is currently with Sterling Financial Group, Inc., where he has worked since 2019, following prior roles within affiliated Sterling entities dating back to 1999. In addition to his advisory work, he serves as a successor trustee for family estates and is a guardian for a family member. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, and fee-based investment management. The firm emphasizes individualized asset allocation with regular monitoring and diversification, utilizing a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at AXA-Advisors, LLC and has served as an officer of a homeowners association in West Hollywood, performing administrative and record-keeping duties. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Steven Lucadamo is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. His prior roles include five years at Capital Bank and Trust Company before joining Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and alternative strategies.

Anthony Pauling is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 13 years of industry experience, all with the firm since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Brett Lindeman is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo Bank. Brett is based in Pasadena, CA. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and diversified portfolio management using fundamental, quantitative, and technical analysis.

Kaising Lui is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with GWN Securities Inc., where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Lui is a silent partner in an event coordination company, Elit Productions, which focuses on photography and videography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Eileen Lee is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2015. Lee serves as a board member of the Taiwanese Chamber of Commerce in Orange County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions across multiple program types, with a significant focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Thomas Jones is a financial advisor at Cerity Partners LLC with 36 years of industry experience. Prior to joining Cerity Partners in 2023, he worked for 49 years at Gamble Jones Investment Counsel. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, 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.

J Barnes is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years with Capital Bank and Trust Company. He holds the Series 63 and Series 65 licenses. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and institutional clients. The firm uses a multi-manager investment approach focused on fundamental research and long-term horizons, typically implementing client portfolios through separately managed accounts, mutual funds, ETFs, and alternative investment vehicles.

Michael Schmid is a CFP® and CFA® with 14 years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent 10 years at Capital Bank & Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative funds.