Robert Lee is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Debra Popovich is a financial advisor with Kestra Advisory in Fullerton, CA, holding 10 years of industry experience. She previously worked at LPL Financial from 2014 to 2018 and has been involved with RD Tax Services since 1993. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, and employee education, and serves large institutional investors with approximately $79.8 billion in assets under management.

James Reyes is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Warner Pacific and multiple LLCs focused on estate planning and client services. Outside of advising, he provides estate planning referrals and health insurance services through affiliated firms. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and businesses, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Yasasri Weerasuriya is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, Yasasri worked at Fidelity Brokerage Services and Financial Advisors Network. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while offering a range of portfolio management and private market investment options.

Paul Finchamp is a financial advisor with Primerica Advisors in Covina, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. In addition to his advisory role, he is actively engaged in the group insurance business, focusing on health plans and ancillary employer-sponsored benefits. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports multiple account-level services such as lending solutions and donor-advised funds.

Sidney Sheridan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with Net Law Inc. and Wfg. Outside of his advisory role, he refers clients to estate document services through Net Law Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach supported by multiple platform programs, with approximately $1.7 billion in regulatory assets under management.

Donald Lewis is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing, Wells Fargo Bank NA, and Wells Fargo Advisors LLC. He has been with Goldman Sachs Personal Financial Management since 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions through a combination of discretionary and non-discretionary managers within a large integrated financial group.

Aleksandr Leybengrub is a ChFC® credentialed financial advisor with 16 years of industry experience, currently with HSBC Securities (USA) Inc. in Irvine, CA. He has previously worked at HSBC Bank USA, N.A. and HSBC Insur Agency (USA) Inc. Outside of his advisory role, he serves as Chief Financial Officer for the Esperanza Sonrisa Association, a homeowners association, where he manages financial reporting and vendor approvals on a volunteer basis. HSBC Securities (USA) Inc. offers managed account programs for individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary options. The firm’s investment approach includes strategic and tactical asset allocation supported by HSBC Global Asset Management and third-party due diligence providers, with a notable portion of assets managed in client-directed, non-discretionary portfolios.

John Toohig is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at The Ayco Company. Based in Newport Beach, CA, he provides wealth management services as part of a large integrated financial group. Goldman Sachs Wealth Services offers financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers to deliver tailored advisory solutions across various client segments.

Charles Gallagher is a financial advisor with Principal Financial Services based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Thrivent Financial and New York Life Insurance Company. Outside of his advisory work, he is the chairman of the Orange County National Eagle Scout Association and owns an early-stage tech startup developing video editing software. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation managed primarily on a discretionary basis by the third-party managers.

Vishaan Shetty is an advisor with Goldman Sachs Wealth Services holding a Series 66 designation. He has been with Goldman Sachs since 2023 and joined the Wealth Services team in 2026. His prior experience includes roles in tax and education sectors. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutions. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and access to a broad range of affiliated Goldman Sachs capabilities.

Jonathan Zermeno is a financial advisor at First Command Advisory Services with three years of industry experience. He holds the Series 66 designation and has prior work history including eight years at Sun West Mortgage Company and nine years with the California Army National Guard. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a longstanding focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors model portfolios and third-party managers from approved lists.

David McKenzie is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and bringing 22 years of industry experience. His background includes roles at Revant Wealth Management Group, Provence Wealth Management Group, and LPL Financial, among others. In addition to his advisory work, he is president of CNB Consulting, an employee benefits consulting practice through which he serves as a licensed attorney. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement consulting. The firm employs a network model of advisory representatives supported by sub-advisors and technology platforms, providing discretionary and non-discretionary portfolio management along with access to third-party estate-planning resources.

Dong Hoon Kim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company since 2017 and previously worked at Voya Financial Advisors, Inc. and Strategic Alliance, Inc. Outside of his advisory role, he serves on the finance committee of Our Lady of Peace Korean Catholic Center, assisting with financial oversight related to the construction of a new building. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers diverse advisory programs and focuses on tailored recommendations, with the majority of its assets managed on a non-discretionary basis.

Royce Running is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2013. Outside of his advisory role, Running is involved in real estate ventures, including managing rental properties and participating in a family-run residential fix-and-flip business. 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 both discretionary and non-discretionary arrangements.

Hugo Flores Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior work history includes roles at Gwfs Equities, Inc. and H. Beck, Inc. 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. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing.

Megan Minogue is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at SoCal Technologies, Inc. and Wfgia. Outside of finance, she owns and operates Castles Made of Sand, a business creating custom stained glass products. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Jeffery Goble is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages several rental properties. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, supporting both discretionary and non-discretionary portfolios.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies with a combination of fundamental and technical analysis.

Matthew Steelman is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding a Series 65 credential and two years of industry experience. He also works with Windes, Inc. as a CPA. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both long-term and shorter-term trading strategies while maintaining client assets with third-party custodians.