Victor Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Arya Global Consulting and Olivestree CSGarmax LLC, and he has been associated with Transamerica Financial Advisors since 2018. Outside of advisory work, he also works as a driver for ride-sharing services Uber and Lyft. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.

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.

Yong Xu is a CFA® charterholder affiliated with Transamerica Financial Advisors, based in Los Angeles, CA, with one year of industry experience. Prior to joining Transamerica, Xu held positions at World Financial Group Insurance Agency and various companies in China, including Beijing DDDream Management Advisor Ltd and Zhejiang Zhengte Co. Ltd. Xu is also involved with Simple and Smart LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm combines proprietary model portfolios with third-party money managers and offers both advisory and broker-dealer services.

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.

Andrew Block is a CFA® charterholder with 13 years of industry experience. He is currently with RBC Rochdale, LLC and has previously been associated with Rochdale Investment Management, Rim Securities LLC, and City National Bank. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and government entities. The firm employs an active, multi-strategy investment process combining quantitative and fundamental analysis, utilizing proprietary tools and collaborating with third-party sub-advisors to create tailored portfolios.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses. Zeng has experience working at several financial institutions including US Bank, Comerica Bank, and Jackson National Life. Outside of advisory work, Zeng is involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm offers a blend of advisory and broker-dealer services, providing access to proprietary and third-party investment models with both discretionary and non-discretionary program options.

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.

Michael Hatch is a CFP® with 36 years of experience in financial advisory services. He is currently with Sterling Financial Group, Inc., where he has worked since 2019, following prior roles within affiliated Sterling entities dating back to 1999. In addition to his advisory work, he serves as a successor trustee for family estates and is a guardian for a family member. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, and fee-based investment management. The firm emphasizes individualized asset allocation with regular monitoring and diversification, utilizing a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

Michael Hatfield is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and experience at several firms, including Clifford Swan Investment Counselors, Merrill Lynch, and Bank of America. He has been in the industry since 2021. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers a range of portfolio strategies and integrates financial planning and administrative services, managing over $72 billion in assets.

Robert Apuzzo is a financial advisor with Eagle Strategies (NY Life) in Los Angeles, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. He previously worked at AXA-Advisors, LLC and has served as an officer of a homeowners association in West Hollywood, performing administrative and record-keeping duties. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a broad range of individual and institutional clients. The firm offers multiple advisory programs and emphasizes tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

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.

Alan Kaye is a financial advisor at TLG Advisors, Inc. with 45 years of industry experience. He holds the ChFC® and Series 63 designations and has previously worked at The Leaders Group Inc and Cetera Advisor Networks, LLC. He also operates Alan Kaye Insurance, an insurance business active since 1973. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis and Modern Portfolio Theory to construct diversified portfolios and offers a direct-to-consumer digital program, Starlight Portfolios, which adjusts portfolios based on risk profiles and market conditions.

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.

Henry Tam is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. He has held roles at HSBC Securities and HSBC Bank USA since 2014. He holds Series 63 and Series 66 designations. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations, providing both client-directed and discretionary investment options. The firm employs a structured investment process with multiple risk profiles and integrates strategic asset allocation and fund due diligence through affiliated global asset management teams.

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.