Akop Kara Simonyan is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has seven years of industry experience. He has been with Citibank since 2014. Outside of his advisory role, he is a member of JT SCOTT LLC, where he manages residential property expenses and rent collection. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs that utilize multi-asset, multi-manager strategies through discretionary and non-discretionary approaches. The firm combines institutional scale with specialized market roles, including in-house research, swap dealing, and futures commission merchant services.

Daniel Devonald is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including J.P. Morgan Securities, Rocket Mortgage, Merrill, and TD Ameritrade. Devonald is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles such as swap dealer and futures commission merchant functions.

Martin Petoyan is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked with multiple affiliated entities including Syndicus Financial & Insurance Services LLC, Clear Compass Financial and Insurance Services, and Blue Cedar Financial and Insurance Solutions. Petoyan operates several registered businesses for selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice through various program types and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jackleen Sawiris is a financial advisor at Integrated Wealth Concepts LLC with three years of industry experience. She also owns and operates Duffy Kruspodin LLP, a tax preparation and accounting firm. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios with a primarily long-term investment approach.

Michael Hess is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including multiple roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he serves as a consultant for his wife’s entertainment business, King's Daughter Inc., assisting with career decisions and creative development. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm provides tailored financial planning and management solutions using both advisor-led and model-based strategies, with access to proprietary programs and alternative investment platforms.

Andrew Selu is a financial advisor at Prime Capital Financial with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Financial Engines Advisors and Fidelity in various advisory roles. Outside of his advisory work, he is co-owner of an e-commerce business with his wife focused on home decor and other items. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers a range of services including asset management, financial planning, retirement plan sponsorship, and family office solutions, employing diverse investment strategies and maintaining an affiliated accounting subsidiary.

Jamal Thompson is a financial advisor with Kestra Advisory in Burbank, CA, holding Series 63 and Series 65 designations and bringing 23 years of industry experience. He has been with Kestra Advisory since 2020 and has also worked with Kestra Investment Services, LLC since 2014. He serves as a consultant for Domari Wealth Management, providing investment advice through an independent RIA. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, including fiduciary consulting, plan design, employee education, and advisor-managed accounts. The firm serves very large institutional investors and provides access to multiple management platforms and third-party solutions.

Gregory Manukian is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, Manukian serves on the board of Centse Financial Literacy, providing financial education seminars to schools and organizations, and volunteers with the Employer Fraud Task Force to raise awareness about workers' compensation fraud. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse range of individual and institutional clients. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis through multiple program types.

Vaspour Antanesian is a financial advisor with GWN Securities Inc. in Glendale, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is co-founder and CEO of Elit Productions, a film production and marketing company, and co-founder of Vertical Brace Inc., a medical equipment startup in pre-launch. He also serves as managing partner at LA Wealth Partners, focusing on fixed and index annuities and fixed life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and is notable for its legacy use of market-timing and technical-momentum strategies.

Erin Furman is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 66 and Series 63 registrations and having nine years of industry experience. She has worked with Eagle Strategies and affiliated New York Life entities since 2016, including NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment advisers. The firm emphasizes tailored recommendations across multiple program types and manages a majority of its assets on a non-discretionary basis.

Stephan Miskjian is a CFP® and CFA® with 17 years of industry experience, currently serving at Creative Planning. His prior roles include positions at Pensionmark Financial Group and kPlans Investment Services. He volunteers on the Investment Committee for the International School of Los Angeles Burbank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Mordechai Taylor is a financial advisor at Cetera Planning Partners with three years of industry experience. He holds a Series 65 credential and previously worked at Avantax Planning Partners, Inc. for four years. He also has a long-standing role at Premier Accounting & Tax Services, Inc. since 2009. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers, utilizing a process centered on diversified mutual fund and ETF allocations tailored to client objectives and risk tolerance.

Alexander Nikolenko is a financial advisor with TLG Advisors, Inc. and holds Series 63 and Series 65 credentials. He has 27 years of industry experience and has worked at Zey Financial Group Inc. since 2015 and The Leaders Group, Inc. since 2011. Outside of his advisory role, he is involved in multiple insurance-related businesses focusing on traditional life, long-term care, and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Michael Dinardo is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Bank, N.A. He is also the managing member of 3DX Partners, an insurance-related business. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad mix of institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm serves very large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party managed solutions.

Christopher Wisdom is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 66 licenses and nine years of industry experience. He has worked at Eaton Vance Distributors, Inc., Parametric Portfolio Associates, and Dimensional Fund Advisors LP, among others. Outside of his advisory role, he plans to provide in-home support services to a disabled family member. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering financial planning, portfolio management, managed accounts, and retirement advisory services. The firm combines in-house and external strategies with technology-enabled tools, delivering primarily non-discretionary investment advisory services through a large network of representatives.

Jennifer Joseph is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA. She holds Series 65 and Series 63 licenses and has five years of industry experience. Her background includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and FM Global. Outside of her advisory work, she is involved with the United States Youth Volleyball League. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services. The firm works with individual investors, institutional clients, and plan sponsors, offering tailored recommendations through multiple program types within an integrated New York Life affiliate structure.

Kang Lee is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds the Series 66 designation and has worked at several firms, including JP Morgan Chase Bank, N.A., J.P. Morgan Securities, First Republic Securities Company, LLC, and Miramontes Capital. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering both investment advisory programs and brokerage and insurance services. The firm provides a digital advisory program and Managed Account program, alongside commission-based brokerage and other non-discretionary services.

Fakhr Alavi is a financial advisor at Prime Capital Financial with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Ameritas Investment Corp and 20/20 Capital Management, Inc. In addition to advisory work, he is involved in the sale and service of fixed insurance products. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm provides a range of services including asset management, financial planning, retirement plan administration, and family office offerings, using both discretionary and non-discretionary investment approaches.

Parsa Talehakimi is a financial advisor at Citigroup Global Markets holding a Series 66 designation with experience beginning in 2023. His prior roles include positions at The Barthwell Group, Wells Fargo, and Gelfand, Rennert, & Feldman. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary programs and operates with significant institutional scale and specialized market roles.

James Patton is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at National Planning Corporation, LPL Financial, and Ameriprise Advisor Services. Outside of advisory work, he writes a weekly digest and is involved with tax preparation and accounting services through Primary Wealth Partners. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional accounts, offering financial planning, portfolio management, and retirement plan services. The firm employs a model-driven investment approach combining strategic asset allocation with both active and passive management.