David Salgado is a financial advisor with Eagle Strategies (NY Life) based in West Covina, CA. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His career includes roles at Elevate Legacies Wealth & Insurance Solutions and NYLIFE Securities LLC. Outside of his advisory work, he is appointed as an insurance broker for non-registered insurance products with outside carriers. Eagle Strategies serves a broad client base including individuals, defined contribution and benefit plans, and corporate and charitable clients. The firm offers financial planning, investment management, and retirement-plan advisory services, with a focus on tailored recommendations and a predominance of non-discretionary asset management.

Matthew Ross is a financial advisor at Lido with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Lido, he worked at LPL Financial LLC and Exchange Capital Management Inc. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm offers investment management, financial planning, family office services, and facilitates access to third-party managers and sub-advisers, employing a diversified and options-based integrated wealth management approach.

Jason Lefton is a financial advisor at MAI Capital Management, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Evoke Advisors and First Republic Securities Company. MAI Capital Management provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers a broad range of portfolio management strategies and combines financial planning with tax and administrative services, managing over $72 billion in assets as of May 2026.

Alfonso Aguilar Jr. is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and 65 licenses with six years of industry experience. His prior roles include positions at Guardian Life and Northwestern Mutual. Outside of advising, he serves as successor trustee for a family living trust. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to employer retirement plans administered by TIAA. The firm offers both point-in-time planning and ongoing portfolio management, utilizing model and customized portfolios within a fiduciary framework.

Lauren Carbonel is a financial advisor with Citigroup Global Markets, holding a Series 66 license and one year of industry experience. Prior to joining Citigroup in 2021, she worked at South Bay Credit Union and Pacific Transportation Federal Credit Union. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs along with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles including swap dealer and futures commission merchant activities.

John Almaguer Jr. is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 credentials and bringing 33 years of industry experience. He has longstanding roles with Entertainment Wealth Management and Ids Life Insurance Company, with a career also spanning Enterprise Leasing. Outside of advising, he is involved in marketing investment advisory and insurance services through multiple DBA entities. Independent Financial Group, LLC serves individuals, charities, corporations, and plan sponsors with brokerage, portfolio management, financial planning, and retirement plan services. The firm offers advisory programs via its AccessPoint platform and third-party managers, supporting both discretionary and non-discretionary account management across a broad range of client types.

Alex Angulo is a financial advisor with Lido in Los Angeles, CA, holding a Series 65 designation and one year of industry experience. He previously worked at Beacon Pointe Advisors and has experience in academic settings, including the University of San Diego and Olympian High School. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers.

Stefan Gronvold is a financial advisor with NewEdge Advisors in Manhattan Beach, CA, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His prior roles include positions at Securities America Advisors and Investacorp Advisory Services. Outside of advising, he is a managing partner at PacificView Wealth Management and serves as an insurance agent specializing in fixed insurance and fixed annuity sales. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and organizations through a network of independent investment adviser representatives. The firm offers a broad range of portfolio management and consulting services, utilizing multiple program structures and technology tools to meet diverse client needs.

Rachel Baroma is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Valic Financial Advisors since 2009 and is currently affiliated with Agia. Outside of advising, she is a licensed independent insurance agent with Midland Life & Annuity but does not solicit new business in that role. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented through Envestnet’s platform and third-party model managers.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Ralph Heckert is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Outside of his advisory work, he is a financial investor with a 50% ownership stake in a safety shoe business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager "Capital System" and a long-term investment approach focused on fundamental research. The firm offers access to separately managed accounts, affiliated funds, and alternative strategy funds, serving a range of clients including corporate and pension plans.

Henry Chaussée is a financial advisor at Lido with a Series 65 license and one year of industry experience. His prior roles include positions at Stuart Chaussée & Associates, Inc. and time at the University of Georgia. Lido advises high-net-worth and ultra-high-net-worth clients, including individuals, family offices, and charitable organizations. The firm employs an integrated wealth management approach emphasizing diversification across various asset classes and utilizes options-based strategies, managing assets primarily on a discretionary basis while collaborating with third-party managers and sub-advisers.

Sophia Laohasongkram is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at multiple firms, including LSPN Pro, LLC and DebtMerica. Outside of her advisory work, she is involved in business financing referrals through Funding Suite and supports merchant services with Global Merchant Innovations LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Jack Suzar is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC and its affiliated entities from 1999 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to proprietary research and customized portfolio construction.

Kenneth Cole is a CFP® with three years of industry experience, currently serving as a financial advisor at Mariner. Prior to joining Mariner, he worked at Northwestern Mutual Wealth Management Company and Edward Moyzes. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and integrated tax and family office services. The firm employs discretionary, customized portfolios supported by an internal team and third-party managers, with a notable focus on tax and accounting integration uncommon among large advisory enterprises.

Sisung Noh is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Independent Financial Group since 2016 and also serves as the owner of a CPA practice, Sisung Noh, CPA, Inc., which specializes in tax preparation, accounting, and bookkeeping. Independent Financial Group is a large advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm provides a range of investment advisory programs, financial planning, and retirement plan services, utilizing both in-house and third-party investment models across various client risk profiles.

Nassif Dow is a financial advisor with Citigroup Global Markets in Los Angeles, CA. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and U.S. Bancorp Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and has a distinctive combination of large institutional scale and specialized market roles.

Jason Ozur is a financial advisor at Lido with 16 years of industry experience. He holds a Series 65 designation and has been with Lido Advisors, LLC and Lido Advisors Holdings, LLC since 2015. He serves as a board member of Palladius Capital Management and participates in the governance of multiple Lido-affiliated entities without compensation. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and retirement and estate planning, employing an integrated wealth management approach that includes diversification across various asset classes and options-based strategies.

Moustapha Akkari Sr. is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. He has been with GWN Securities since 2005 and has also worked as a self-employed advisor since 1998. Outside of his advisory role, he serves as the secretary for the South Pasadena Masonic Lodge, a nonprofit fraternal organization. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.