Jocelyn Black is a financial advisor at EP Wealth Advisors with 12 years of industry experience. She holds the Series 63, Series 65, and Series 66 designations. Her prior roles include positions at Better Money Decisions, Strategy Financial Group, ClariFinancial LLC, and Nationwide Insurance Company. 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, employing a suitability-driven investment process across various asset classes.

Edward Gonzalez is a CFA® charterholder with six years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously held roles at Capital Bank & Trust Company and Wells Fargo Bank. Capital Group Private Client Services, Inc. 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 employs a fundamental research-driven, long-term investment approach and utilizes a multi-manager system to allocate portfolio segments among individual managers and analysts.

Aniekan Archibong is a financial advisor at Capital Group Private Client Services, Inc. with seven years of industry experience. He holds the Series 65 designation and previously worked at Capital Bank & Trust Company for six years before joining Capital Group. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm employs a fundamental research-driven investment approach with a long-term horizon and utilizes a multi-manager system that allocates portfolio segments to individual managers and affiliated pooled funds.

Erica Pu is a financial advisor at HSBC Securities (USA) Inc. with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance, Sovran Advisors, CETERA Advisor Networks, and Metlife Securities. Outside of her advisory role, she owns a financial and insurance services business and works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary portfolio options. The firm employs a multi-profile investment process supported by HSBC Global Asset Management and third-party providers, with significant assets managed in non-discretionary client-directed portfolios.

Zachary Walker is a financial advisor at Capital Group Private Client Services, Inc. with 8 years at the firm and a total of 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alliance Bernstein and OneAmerica Securities. He is based in Los Angeles, CA. Capital Group Private Client Services, Inc. offers discretionary investment management primarily to high-net-worth individuals and charitable organizations, using long-term fundamental research and a multi-portfolio manager system to guide client allocations. The firm manages approximately $42.7 billion in assets and emphasizes investments in affiliated pooled funds and separately managed accounts.

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.

David Nathan is a financial advisor with D.A. Davidson & Co. in Long Beach, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in stated net worth.

Jerry Brown is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses with 39 years of industry experience. He has been with Centaurus Financial since 2012. Outside of advisory work, he owns J. F. Brown Financial Services, LLC, through which he markets life and long-term care insurance. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a combination of discretionary and non-discretionary management with various analytical approaches.

Spencer Campman is a CFP® and Series 66-registered financial advisor with four years of industry experience. He currently works at EP Wealth Advisors and previously held positions at Edward Jones, Bank of America, Merrill, Merrill Lynch, and Phoenix Capital Group. Before entering the financial industry, he studied at the University of Arizona and worked at Rita's Italian Ice. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm provides discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Jonathan Hyre is a CFP® with five years of industry experience, currently serving at Mariner Wealth Advisors since 2022. His prior roles include positions at The Legacy Financial Group, CCK Strategies PLLP, and Bank of Oklahoma. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolios supported by both internal research and third-party managers, and provides integrated tax, accounting, and financial wellness solutions.

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.

Michael Elias is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and bringing 39 years of industry experience. His prior experience includes roles at Packerland Brokerage Services Inc. and Executive Design Insurance Services. Outside of his advisory work, he serves as president of Elite Wealth Advisors, where he focuses on life insurance, long-term care, and disability insurance products. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers a variety of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary strategies alongside third-party overlays and alternative investment options.

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 with Citigroup Global Markets, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He previously worked at Merrill and UBS Financial Services. Meraz serves as a board member for several organizations, including a manufacturing company specializing in high-purity heat devices and non-profits focused on small business lending and community events. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees, providing both discretionary and non-discretionary solutions tailored to diverse client needs.

Insun Song is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining Eagle Strategies in 2026, Song has been affiliated with Jooha Financial & Insurance Services Inc. since 2014 and with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. 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 through affiliated investment adviser representatives, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.

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.

Elizabeth Mc Queen is a financial advisor at EP Wealth Advisors with 13 years of industry experience. She holds the Series 66 designation and previously worked at Soundmark Wealth Management, LLC for six years before joining EP Wealth Advisors in 2021. EP Wealth Advisors, LLC is a fee-only independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm uses a suitability-driven process to manage portfolios and offers services including discretionary portfolio management, financial planning, tax preparation, and estate-document facilitation.

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.