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.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. 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 employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Elizabeth Xilas is a financial advisor at EP Wealth Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Rappaport Reiches Capital Management, LLC for 14 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing customized model portfolios and a range of investment strategies.

Quang Mike Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Golden Choice Lending Corporation and 24/7 Mortgage Corporation. Tran has served in the Army National Guard for 20 years and maintains ownership of QTD International LLC since 2012. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm uses a range of proprietary and third-party investment models with both discretionary and non-discretionary program options.

Edgardo Ortiz Flores is a CFP® with 14 years of industry experience, currently serving at Citigroup Global Markets since 2022. His prior roles include positions at J.P. Morgan Securities and Bank of America N.A., with a career spanning various prominent financial institutions. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and arrangements.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

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.

Andrew Zehnder is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 credentials and 33 years of industry experience. His prior roles include positions at Private Client Services LLC, Executive Wealth Management, and INVEST Financial Corporation. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and multiple analytical methods, routinely recommending third-party managers and providing ERISA plan services.

Kayla Folts is a Series 66-licensed financial advisor with five years of industry experience. She has worked at EP Wealth Advisors since 2025 and previously held roles at Fidelity Investments, MML Investors Services, Mass Mutual Life Insurance Company, Lenox Advisors, and Equitable Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides customized wealth management, discretionary portfolio management, and financial planning services, utilizing a combination of fundamental, technical, and cyclical analysis along with alternative investment strategies.

Steven Lucadamo is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding 13 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in assets. The firm emphasizes fundamental research, a long-term investment horizon, and a multi-manager approach through affiliated pooled funds and separately managed accounts.

Phuong Quach is a CFP® and Series 65 licensed advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, Quach worked at Cinergy Financial and Pho Ha+, and also held roles in educational and research organizations including Educational Talent Search and California State University, Fullerton. EP Wealth Advisors, LLC is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process and a range of investment vehicles.

Scott Sayre is a CFP® with 23 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2020. Prior to this, he worked at The Insight Group Insurance Agency and The Insight Group, Inc. for 16 years. He is also the owner of Focused Financial Education Services, LLC, where he provides professional speaking and instruction on planning strategies to tax, legal, and financial professionals, including teaching for the College for Financial Planning CFP® program. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Vanessa Pearson is a financial advisor with Integrated Wealth Concepts LLC in Huntington Beach, CA, holding Series 63 and Series 66 registrations and 13 years of industry experience. She has operated Pearson Advisory Services, LLC since 2013, focusing on financial coaching and money relationship education through her business Fix Your Money Mindset. Pearson also serves as Board Treasurer for Viet-CARE, a nonprofit supporting the Vietnamese community with mental health education and outreach. Integrated Wealth Concepts LLC 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, employing customized portfolios with a long-term approach alongside shorter-term trading for rebalancing or liquidity needs.

Richard Rose is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 35 years of industry experience. He has operated as a self-employed advisor since 1991 and has been with PlanMember since 2013. Rose also runs Quadro Inc, a corporation related to his investment business. 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 employs a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Transamerica, she managed strategy and implementation at Snapsheet, Inc. and serves as Executive Director of The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on developing college students. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services using proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Eileen Lee is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2015. Lee serves as a board member of the Taiwanese Chamber of Commerce in Orange County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions across multiple program types, with a significant focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

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.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and also has a background as a part-time supervisor at United Parcel Service. Additionally, he operates a marketing DBA called Money Matters and is a licensed California insurance agent. Independent Financial Group, LLC is a dual-registered broker-dealer and investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers to accommodate diverse client needs.

Adam Wass is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, and Financial Partners Services. Wass is involved with AmeriEstate, referring clients for prepaid legal and trust services. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering advisory and brokerage services through customized engagements. The firm employs a combination of fundamental and technical analysis and provides access to alternative investments and lending solutions, with a notable emphasis on non-discretionary assets.