Jeffrey Wu is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His career includes roles at Wells Fargo Advisors, CTBC Bank, and Cetera, among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, including in-house research and derivatives services.

Bryan Turnbow is a financial advisor at Focus Partners Wealth, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Churchill Management Group since 2005. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that integrates active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Yelena Vayner is a financial advisor at Capital Group Private Client Services, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Bank and Capital Bank & Trust Company. Based in Los Angeles, CA, she has been with Capital Group Private Client Services since 2021. 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 under management. The firm employs a fundamental research-driven, long-term investment approach through a multi-manager system and utilizes affiliated pooled funds and separately managed accounts.

Jordan Hubbs is a financial advisor with EP Wealth Advisors, holding a Series 65 designation and three years of industry experience. His prior roles include positions at Prosperitas Financial, Team Edge, Inc., and J2 Global, Inc. Hubbs also has experience working with community and nonprofit organizations such as Crossroads Community Church. 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, utilizing a blend of fundamental, technical, and cyclical analysis alongside alternative investment options and third-party manager recommendations.

Jonathan Taylor is a CFA® charterholder with 17 years of industry experience. He is currently with Capital Group Private Client Services, Inc., having joined in 2025, and previously worked at City National Rochdale and Merrill Lynch. Capital Group Private Client Services, Inc. provides discretionary investment management and related services mainly to high-net-worth individuals and charitable organizations, focusing on portfolios at or above $5 million. The firm employs a fundamental research-based approach with a long-term horizon and a multi-manager system that allocates segments of client portfolios to individual managers and analysts.

Marilyn Johnson is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She previously worked at Gold Coast Securities, Inc. for 17 years before joining Simplicity Investments in 2026. Outside of advising, she is a self-employed actor and crew member in TV and film productions. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on investment supervisory services, portfolio management, and financial planning using manager selection and modern portfolio theory, also offering a digital program called Starlight Portfolios for direct-to-consumer investing.

Albina Hinrichsen is a financial advisor at Citigroup Global Markets with three years of industry experience. She holds Series 63 and Series 66 designations and previously worked at TIAA and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and execution capabilities.

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.

Jason Phan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The AYCO Company, L.P./Mercer Allied for eight years. He holds the Series 66 license and is based in Monterey Park, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated legal, trust, and retirement plan service businesses.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Paul Zambriski is a financial advisor at &PARTNERS with 26 years of industry experience. He holds the Series 66 designation and has worked previously at Wells Fargo Advisors and Bank of America, N.A. Zambriski has a significant ownership interest in ZP Group LLC and serves as trustee for multiple investment-related entities in Torrance, CA. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, employing a range of portfolio management strategies that include proprietary models and third-party managers.

Nichole Dorch Cannon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She serves as a board member and treasurer for the Black Excellence Leadership Council, an internal organization that provides training and leadership development for agents within WFG. Her professional background includes roles at NetLaw Inc., K & N Cannon, Synergy Financial, and other financial services firms. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and businesses. The firm employs a model portfolio and third-party manager approach, supported by a large advisor network and multiple program platforms.

Kevin Beebe is a CFA® charterholder and holds a Series 65 license, with 12 years of industry experience. He has been with EP Wealth Advisors in Torrance, CA since 2010. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and financial planning, offering services including discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

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.

Erin Whalen is a financial advisor at EP Wealth Advisors with 20 years of industry experience. She holds a Series 65 designation and has worked previously at Opes Wealth Management, LLC and Opes Advisors, Inc. before joining EP Wealth Advisors in 2026. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm utilizes a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ongoing monitoring and rebalancing.

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.

Monica Van Eck is a CFP® professional with 13 years of industry experience. She has been with EP Wealth Advisors since 2018 and previously worked at Millie Capital Management LLC from 2012 to 2018. Monica holds Series 63 and Series 65 licenses. 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 develop and manage portfolios, incorporating a range of investment vehicles and offering fiduciary ERISA services alongside tax preparation and estate-document facilitation for qualifying clients.

Christopher Auten is a CFP® and CFA® with 15 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Empirical Wealth Management, Crestwood Advisors Group LLC, and Relyea Zuckerberg Hanson, LLC. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, charitable organizations, and state and municipal entities. The firm offers a range of services including investment management and financial planning, utilizing multiple program models and working with various custodians and third-party platforms.

Albert Herzog III is a CFP® and ChFC® with 42 years of experience in financial advisory services. He is currently with EP Wealth Advisors and has held leadership roles at Executive Wealth Management, LLC, EWM Capital, LLC, and other affiliated firms. Outside of advisory roles, he is involved in tax preparation through EWM Tax Solutions, LLC and owns an independent financial consulting business, Herzog and Associates. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process for portfolio management and offers services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.