Jordan Friedman is a financial advisor with NewEdge Advisors who holds Series 63 and Series 66 licenses and has 24 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., L & S Advisors, Inc., and Citigroup Global Markets. He also serves as Managing Director at Fixed Insurance and Fixed Annuity in Beverly Hills. NewEdge Advisors is a large registered investment adviser that serves a range of clients, including high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm offers a variety of portfolio management and consulting services, utilizing both in-house and third-party strategies supported by technology tools and centralized manager due diligence.

Julie Xiang is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Cetera, Cathay Bank, LPL Financial, and UnionBanc Investment Services. Outside of her advisory work, she is a wellness advocate involved in aromatherapy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options, supported by in-house research and oversight committees.

Jeffrey Hobert is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Centaurus Financial since 2015. He also operates under the Hobert Wealth Management brand, which is used for branding purposes only. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental, technical, bottom-up, and top-down investment analysis.

Sebastian Kim is a financial advisor at Eagle Strategies (NY Life) in Los Angeles, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been affiliated with Eagle Strategies since 2019. In addition to his advisory role, he operates an insurance brokerage licensed with outside carriers and owns the Sebastian Kim Agency Inc., which is used for corporate tax purposes. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Constantin Brancov is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at PlanMember since 2013 and has been the CEO and president of Brancov Financial Services since 2000. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers a top-down strategic asset allocation framework with risk-based mutual fund portfolios and supports clients through education, personalized planning, and separation counseling.

Scott Shellhamer is a financial advisor at EP Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Warren Financial Service for 10 years before joining EP Wealth Advisors in 2022. Outside of his advisory role, he serves on the board of directors and the fundraising committee for Good Works, Inc., a nonprofit focused on home repair. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Lauren Zuniga is a CFP® professional with four years of industry experience, currently serving as an advisor at Savant Wealth Management. Her prior experience includes roles at Kemp Financial Management, Independent Financial Group, and SagePoint Financial Advisors. Outside of finance, she was involved with Cha Cha's Latin Kitchen for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.

Stephanie Hicks is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and bringing 20 years of industry experience. She has a diverse career background including roles at Covered California, Dickerson Insurance Agency, and Advantage Legacy Corporation. Hicks is also involved in providing Medicare services to seniors and health insurance coverage through Covered California. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering a range of advisory and broker-dealer services with both proprietary and third-party investment models available on discretionary and non-discretionary platforms.

Griffin Lake is a CFP® and holds a Series 66 license with five years of industry experience. He currently works at EP Wealth Advisors, where he has been since 2024. His prior experience includes roles at Ameriprise Financial Services and Wells Fargo Advisors, as well as positions at Utah Valley University and Mountain America Credit Union. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, and employs a range of investment strategies including customized model portfolios, third-party manager recommendations, and ERISA plan services.

Dallin Garner is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Kayne Anderson Rudnick Investment Management, LLC since 2024. His prior experience includes roles at Fisher Investments and Fidelity Brokerage Services. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, and high-net-worth individuals. The firm emphasizes fundamental research to identify high-quality businesses and incorporates governance and sustainability assessments into its investment approach, managing a range of active equity and fixed-income strategies across market capitalizations.

Virginia Aaron is a financial advisor at Lido with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at firms including Claybrook Capital, Robertson Stephens Advisors, and Morgan Stanley. She has been with Lido since 2023. Lido serves a diverse clientele comprising high-net-worth individuals, family offices, trusts, charitable organizations, and institutional clients. The firm employs an integrated wealth-management approach that includes tactical option strategies and delivers investment management, financial planning, and family office services through a range of affiliated entities.

Samuel Sutterfield is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank N.A. Outside of his advisory role, he is involved in several business activities including ownership of entities focused on tax preparation, legal document preparation, insurance sales, and he is a minority owner of a video production company. 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 a range of financial planning and portfolio management services through the CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Richard Sturm is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and has 35 years of industry experience. His prior career includes twenty years at National Planning Corporation and nine years at LPL Financial. Outside of his advisory work, he is also a motivational speaker and educator. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, with a focus on combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Jonathan Padrnos is a CFP® professional with three years of industry experience, currently with Lido Advisors, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related Northwestern Mutual entities. Outside of financial services, he operated Jonny's Landscaping & Gardening Services for eight years. Lido serves a diverse client base including high-net-worth individuals, family offices, and institutional investors, providing investment management, financial planning, and family office services. The firm employs an integrated wealth-management approach with a range of asset classes and tactical option strategies, and it also functions as a sub-adviser to publicly traded funds and affiliated investment vehicles.

Junwei Liu is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has 21 years of industry experience. His career includes roles at Transamerica-related firms since 2014, as well as prior experience at Waddell & Reed, PRUCO Securities, and Equitable Advisors. Liu also engages in sales of insurance products affiliated with Transamerica Financial Advisors. 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 through proprietary and third-party investment models, managing a combined portfolio of discretionary and non-discretionary assets.

Daniela Reyes is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Franklin Starz is a financial advisor at Cresset Asset Management, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at LPL Financial LLC, California Bank & Trust, Boot Barn, Big Sky Resort, Chapman University, and MountainScapes. Cresset Asset Management is a multi-disciplinary investment adviser managing approximately $78.9 billion in client assets. The firm serves individuals, high-net-worth clients, trusts, estates, retirement plans, corporations, and pooled investment vehicles, employing a disciplined, risk-aware approach that integrates strategic asset allocation, manager selection, and both active and passive strategies across multiple asset classes.

Anthony Hicks is a financial advisor with Transamerica Financial Advisors in Carson, CA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously worked with World Financial Group since 2001. Outside of his advisory role, he is involved in rental property management. 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 proprietary and third-party model portfolios, providing discretionary and non-discretionary investment programs.

Landon Thompson is a financial advisor at Lido with CFA® and Series 65 credentials and four years of industry experience. His prior work includes multiple positions at Olympus Wealth Management and a role at Freightwire, LLC. Lido serves a diverse range of clients, including high-net-worth individuals, family offices, and institutional investors, offering investment management, financial planning, family office services, and referrals to affiliated trust, tax, insurance, and brokerage entities. The firm employs an integrated wealth-management approach, balancing asset allocation across various securities and alternative investments, and is notable for its active sub-advisory roles and affiliated capabilities.

Jordan Loo is a CFP® and Series 65-registered advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Protein Lab from 2020 to 2022. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a variety of investment strategies, including fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document facilitation for qualified clients.