Robert Lee is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Kevin Landen is a financial advisor at VALIC Financial Advisors with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with VALIC Financial Advisors since 2015. In addition to his advisory role, Landen has been involved with Thornton Winery since 2007 and works as a real estate agent for EXP Realty of Southern California, assisting family and friends with property transactions. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

Dean Dean Sanderson is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Outside of his advisory role, he serves as president of The Life Builders, Inc., a family corporation, and provides in-home care for his son. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness 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.

Reina Alvarez is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and First Republic Securities Company. Citizens Securities serves individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Lilia Hernandez is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Merrill, Bank of America N.A., and J.P. Morgan 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 research, security pricing, and derivatives services.

Laura Ayon is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has worked at GWFS Equities, Inc., JPMorgan Securities LLC, and JPMorgan Chase Bank NA. Outside of her advisory role, she is an independent consultant for Paparazzi Accessories, a business selling jewelry and hair accessories. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Miguel Marin is a financial advisor with Empower Advisory Group in Riverside, CA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior work history includes roles at GWFS Equities, Inc., J.P. Morgan Securities, and JP Morgan Chase Bank. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm delivers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Juan Medina Luna is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Wells Fargo and Centaurus Financial. Medina Luna is also involved in entrepreneurial ventures such as Asegure Su Legado, a consulting services firm. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm uses an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent investment advisors.

Scott Meinert is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Valic Financial Advisors since 2014 and is also an agent at Agia, where he offers 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 provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Scott Carlin is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and offering 31 years of industry experience. He has worked at PlanMember since 2018 and previously spent 24 years with Legend Equities Corporation, among other roles. Carlin also owns and operates Carlin Insurance Agency, a business focused on insurance sales and services. PlanMember provides retirement-plan advisory services to employers and participants, serving as a fiduciary under ERISA Section 3(38) for many plans. The firm employs a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services, including seminars and personalized retirement planning.

John Meza Rios is a financial advisor with Eagle Strategies (NY Life) based in Corona, CA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Equitable Advisors, Bank of America Corporation, Merrill, and the University of California, Riverside. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types designed to tailor recommendations to client objectives and plan sponsor criteria, with the majority of assets managed on a non-discretionary basis.

Mark Allert is a financial advisor with Thrivent Investment Management holding a Series 66 designation and eight years of industry experience. He has been with Thrivent and its affiliates since 2017. Outside of his advisory role, Allert serves as president of the Circle City Rotary and participates on several nonprofit boards focused on veteran support and services for adults with developmental disabilities. Thrivent Investment Management provides dedicated planning services to individuals, families, businesses, and nonprofit clients, focusing on holistic, goal-based analyses across a range of financial topics. The firm delivers planning through a network of advisors without discretionary trading authority and integrates planning with managed-account programs under a consolidated billing option.

Amanda Smithberg Urban is a financial advisor at Ameriprise with 19 years of industry experience. She holds a Series 66 designation and has worked at Ameriprise and its affiliated entities since 2011. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering personalized recommendations through a centralized consulting team.

Mike Mc Coy is a financial advisor with Ameriprise who holds a Series 63 designation and has 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Outside of his advisory work, he is involved in commercial real estate ownership. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Arturo Centeno is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. He holds a Series 66 designation and has been with JPMorgan Securities, LLC and JPMorgan Chase Bank, N.A. since 2012. Outside of his advisory role, he is also a rental property owner. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm delivers its program on a non-discretionary basis and combines large institutional advisory operations with additional market-facing registrations and functions.

Precious Bois is a Wealth Management Senior Relationship Manager at Fidelity Investments, serving ultra-high-net-worth clients in the Los Angeles area. In this role, Precious focuses on delivering service tailored to clients' evolving financial needs and connecting them with specialists across a broad range of financial topics to support comprehensive wealth planning. Precious has extensive experience in wealth management, having held various positions at Fidelity Investments since 2016, including Private Wealth Management Senior Relationship Manager, Planning Consultant, and Relationship Manager. Prior to joining Fidelity, Precious worked at Vanguard from 2010 to 2016 in roles ranging from Client Relationship Associate to Financial Advisor. Precious holds a California Insurance License. Outside of work, Precious enjoys family activities, exploring food, spending time with pets, reading, and attending theater performances.

Ryan Trabert is a financial advisor with Osaic Wealth, Inc. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at KEI Financial and Albertsons. Osaic Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, institutional clients, and charitable organizations, through a large network of advisers and multiple platforms. The firm offers a range of services such as financial planning, retirement consulting, and managed accounts, utilizing various tools and third-party managers to construct and manage investment portfolios.

Maria Cristina Deterala De La O is a financial advisor with Primerica Advisors in Corona, CA, holding Series 65 and Series 63 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and has worked with Primerica Financial Services since 2006. Outside of her advisory role, she manages De La O Associates, Inc., which supports Primerica business activities. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and provides services supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Travis Bartsch is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 12 years before joining Osaic in 2024. Outside of his advisory role, he operates a fixed insurance agency. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisors and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers, employing tools like asset-allocation models and automated rebalancing to manage portfolios across various asset classes.