Victor Lee is a financial advisor with Transamerica Financial Advisors in City of Industry, CA, holding Series 63 and Series 66 licenses and having 23 years of industry experience. His prior work includes roles at Arya Global Consulting, Olivestree CSGarmax LLC, and Focus Advisors International, LLC. Outside of finance, he works as a rideshare driver for Uber and Lyft on a part-time basis. Transamerica Financial Advisors serves a broad client base, including individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers advisory and broker-dealer services through proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Jerair Khachoyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Eagle Strategies since 2021 and New York Life since 2016. Outside of his advisory role, Khachoyan serves as president of the TEAM Referral Network - Sherman Oak's Business Builders, an exclusive referral group. He also operates under multiple DBAs selling New York Life products and brokering non-registered insurance products. 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 with an emphasis on tailored recommendations and a predominance of non-discretionary assets under management.

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.

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.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with industry credentials including the Series 63 and Series 65 licenses. Zeng has held positions at several financial institutions, including US Bank and Comerica Bank. Outside of Transamerica, Zeng is involved with World System Builders and the World Financial Group Insurance Agency. Transamerica Financial Advisors serves individual investors, pensions, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with program options that can be discretionary or non-discretionary.

Joshua Mendoza is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies and affiliated New York Life entities since 2024. His prior work includes positions at UCLA and involvement with the UCLA Alumni Association and Project Gateway. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations across multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Tigran Antinyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. He holds the Series 63 and Series 65 designations and has been employed in the financial services industry since 2025, with prior experience at Limitless Asset Management and Converse Bank. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate and charitable entities. The firm offers a range of advisory programs and emphasizes tailored recommendations, predominantly managing assets on a non-discretionary basis.

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® professional with 37 years of industry experience. He is affiliated with Sequoia Financial Group, L.L.C. in Pasadena, CA. His previous roles include extensive tenures at Sterling Financial Group, Inc., Sterling Group Wealth Management, The Sterling Group, and LPL Financial. Hatch serves as a successor trustee for family estates and is the guardian of his nephew. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies supported by fundamental, technical, and cyclical analysis and offers unique arrangements such as sponsorship of an affiliated ETF and general partnership roles in private funds.

Robert Apuzzo is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA. He holds Series 63 and Series 66 licenses and has nine years of industry experience, including prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and AXA Advisors. Outside of his advisory work, he serves as an officer for the 1220 Artlofts Homeowners Association in West Hollywood. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base that includes individuals, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm offers multiple program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

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.

Johnny Tep is a CFP® with one year of industry experience, currently serving as a financial advisor at Mariner. His prior work includes roles at Walker Wealth, Griffin Capital Securities, and GCI Solar. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios managed by an Investment Committee and supported by in-house research and third-party managers.

Debra Popovich is a financial advisor with Kestra Advisory in Fullerton, CA, holding 10 years of industry experience. She previously worked at LPL Financial from 2014 to 2018 and has been involved with RD Tax Services since 1993. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

Alison Gamble is a financial advisor at Cerity Partners LLC with 32 years of industry experience. She previously worked at Gamble Jones Investment Counsel for 21 years before joining Cerity Partners in 2023. Outside of her advisory role, she serves as a trustee and chair of the finance committee for Mayfield Senior School in Pasadena, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.