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.

Richard Hansen is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 credentials and seven years of industry experience. He has worked with multiple firms including WFG Direct and Legal Shield and currently serves as a part-time Discipleship Pastor at Antelope Valley Foursquare Church, where he oversees various church ministries. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Emiliano Sauceda is a financial advisor with Planmember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Planmember since 2013 and is also self-employed in investment and insurance services, including fixed insurance and annuities. Sauceda serves on the Board of Directors for the East Los Angeles College Alumni Association. 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’s investment approach centers on a top-down strategic asset allocation framework and risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

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.

Thomas Hanna is a CFA® with nine years of industry experience, currently serving as a financial advisor at Farther since 2024. He previously worked at Charles Schwab & Co., Inc., Citi Wealth Management, and Bank of America/Merrill Lynch. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of a digital platform and in-person meetings. The firm’s investment approach is based on Modern Portfolio Theory, utilizing proprietary model portfolios and algorithmic rebalancing with a focus on ETFs, mutual funds, individual equities, and fixed income.

Tim Mcdonald is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Valic Financial Advisors since 2005 and is also affiliated with Agia, where he serves as an agent 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, and brokerage services, utilizing Envestnet-developed UMA models and providing various overlay options to tailor client portfolios.

Tom Rosenbaum Jr. is a CFP®-certified financial advisor with Valic Financial Advisors, where he has worked for 24 years. He holds the Series 66 designation and has 26 years of industry experience. In addition to his advisory role, he is an agent for non-securities insurance products with Agia. Valic Financial Advisors primarily serves U.S.-based 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 UMA models to construct client portfolios.

Aaron Digiamarino is a financial advisor with Independent Financial Group, LLC. He holds a Series 66 designation and has been with the firm since 2026. His previous work experience includes multiple roles at Crossroads Equipment Lease & Finance. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a variety of platforms, utilizing both in-house and third-party manager models.

Danielle Thies is a CFP® with 11 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2014. Her prior work experience includes a five-year period at Lyft. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative analysis in its investment recommendations.

Tracy Haraksin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been associated with both firms since 2015. Outside of her advisory role, Haraksin serves on multiple nonprofit boards, including Aging Next and the EPI-Inland Empire Chapter, and is involved with Philanthropy International and financial education facilitation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.