Robert Arensberg is a ChFC® credentialed financial advisor with 25 years of industry experience. He has been with Eagle Strategies (NY Life) since 2014 and has held concurrent roles with NYLife Securities LLC and New York Life Insurance since 2007. His activities include insurance brokering through various companies for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types, mostly managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Christian Schank is a financial advisor with Integrated Wealth Concepts LLC in Riverside, CA, holding one year of industry experience. He is also the owner and practicing attorney at the Law Offices of Christian Schank & Associates, APC, a role he has maintained since 2003. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach alongside customized portfolio construction.

Yuming Su is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 credentials and two years of industry experience. Prior to joining Citigroup, Su held positions at several firms including U.S. Bancorp, J.P. Morgan Securities LLC, and Bank of America. Citigroup Global Markets serves individual and institutional clients encompassing workplace, high-net-worth, and ultra-high-net-worth segments. The firm employs multi-asset, multi-manager investment strategies across discretionary and non-discretionary programs and maintains significant institutional capabilities, including in-house research and specialized market roles.

Calvin Wu is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 designations and previously worked at HSBC Bank USA, N.A. from 2016 to 2022 before joining Citigroup in 2022. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities, supported by a large institutional scale and specialized market roles.

Jjean Claude Baldivino is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has worked at Transamerica Financial Advisors since 2017 and is also involved with Alliance Financial Solutions, Inc. and Inheritguard, LLC, where he provides education and client support related to estate planning services. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Alexis Reynoso is a financial advisor with Centaurus Financial, Inc. in Riverside, CA, holding Series 63 and Series 66 credentials and eight years of industry experience. He has been with Centaurus Financial since 2017 and is also a junior partner at Empire Financial Benefits, Inc. Outside of advisory work, Reynoso is a certified tax preparer and works part-time assisting clients with medical insurance placement for Blue Shield and Kaiser. 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 a blend of fundamental and technical analyses, accommodating both discretionary and non-discretionary arrangements.

Amy Lilly is a financial advisor with D.A. Davidson & Co. in Claremont, CA, holding Series 63 and Series 66 credentials with 23 years of industry experience. She has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary and ERISA standards, offering services such as retirement plan advisory, financial planning, and a Private Wealth program for high-net-worth clients.

John Barba is a financial advisor with Voya Financial Advisors, Inc. He holds the Series 63 and Series 65 designations and has 33 years of industry experience. His career includes roles at Teachers Financial Services since 1999 and self-employment since 1990. He is also an independent insurance agent specializing in the sale of fixed insurance products and servicing annuity clients. Voya Financial Advisors, Inc. serves a wide range of individual and institutional clients, offering financial planning, portfolio management, and retirement plan consulting through multiple program structures, including wrap programs and third-party money manager access. The firm provides predominantly non-discretionary advice and operates both as an SEC-registered investment adviser and broker-dealer.

Justin Dorado is a financial advisor with PNC Wealth Management in Riverside, CA, holding Series 63 and 66 licenses and bringing 11 years of industry experience. His prior roles include positions at LPL Financial and Wells Fargo Clearing. PNC Wealth Management offers retail brokerage and advisory services through model-based programs, including an invitation-only, employee pilot digital platform that uses algorithmic risk assessments and discretionary model accounts managed with mutual funds and ETFs.

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.

Vincent Alvarez is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked with Voya Financial Advisors since 2017 and previously spent six years at Valic Financial Advisors. Outside of his advisory role, Alvarez serves as a pastor at The Bridge Church, where he leads Sunday services and Wednesday Bible study. Voya Financial Advisors, Inc. serves individual and institutional clients, including retirement plan sponsors, charitable organizations, and high-net-worth individuals. The firm provides a range of services such as financial planning, portfolio management, and plan-sponsor consulting through multiple program structures, emphasizing recommendation-based relationships.

Raul Salazar Jr. is a financial advisor with Empower Advisory Group in Moreno Valley, CA, holding Series 63 and Series 66 licenses and bringing four years of industry experience. His work history includes roles at GWFS Equities, Inc. and J.P. Morgan Securities, as well as JPMorgan Chase Bank, N.A. 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, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

George Peterson is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Voya and its affiliates since 2014. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, often delivering advice via 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.

Jason Lewis is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. He has also been affiliated with Soren McAdam LLP since 2009. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a combination of mutual funds, ETFs, equities, and fixed income.

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.

Alexis Hundley is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. Prior to joining Integrated, Alexis has worked at Soren McAdam LLP since 2005. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios primarily composed of mutual funds, ETFs, equities, and fixed income with a long-term investment approach.

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.

Abu Gofran is a financial advisor at Lincoln Investment with 18 years of industry experience. He has held positions at Lincoln Investment since 2017 and previously worked for Legend Equities Corporation from 2011 to 2017. In addition to his advisory role, he operates a health insurance brokerage focused on group health insurance for small businesses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Chelsey Asef is a Series 66-licensed financial advisor at D.A. Davidson & Co. with one year of industry experience. Prior to joining D.A. Davidson, she held various roles in real estate and hospitality. Outside of her advisory work, she is a part-time bartender for a non-investment related business. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, employer-sponsored retirement plans, and charitable organizations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized wealth management programs, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.