Junwei Liu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked with various Transamerica entities since 2014 and has been with Transamerica Financial Advisors since 2018. In addition to his advisory role, he is involved in the sale of insurance products for companies affiliated with his firm. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with services available on discretionary and non-discretionary bases.

Emilene Andrews is a financial advisor at Citigroup Global Markets with 15 years of industry experience. She holds a Series 66 designation and has worked at Citi Private Bank since 2010, with prior experience at Citibank NA dating back to 2003. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Priti Mora is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has 16 years of industry experience. Prior to joining First Citizens in 2023, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mora holds a 5 percent interest in a hotel partnership in Monterey, California. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by automated model portfolios and tax-aware services.

Frank Napolitano is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Parkland Securities, NYLIFE Securities LLC, and New York Life Insurance Co. He is also the owner of FN Wealth Management Insurance Brokering, focusing on fixed life and fixed annuity products. Eagle Strategies serves a diverse clientele that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Viviana Ramirez is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including JPMorgan Chase Bank, First Republic Bank, and Northwestern Mutual. Ramirez is based in Pasadena, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Michael Jaquez is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones, New York Life, and Team Financial Partners. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating quantitative analysis in its investment recommendations.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and derivatives services.

Jing Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Wu has been with Transamerica since 2012 and is also involved in various non-investment activities, including serving as an independent facilitator advocating for individuals with disabilities and participating on the board of a nonprofit supporting the disabled community. Additionally, Wu is engaged with the Franklin Foundation and provides in-home support services for family members with special needs. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a variety of advisory and brokerage services featuring proprietary and third-party investment models, with program choices that can be discretionary or non-discretionary.

Mark Chen is a CFP® and ChFC® with 14 years of industry experience. He currently works at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., having joined these firms in 2022. His prior experience includes roles at The Leaders Group, Inc., Vanbridge (Wholesale), and Unionbanc Investment Services. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types and risk profiles, combining strategic and tactical asset allocation with manager selection and ongoing monitoring, and serves clients through both discretionary and non-discretionary portfolio options.

Raquel Alegria is a Series 66-licensed financial advisor with GWN Securities Inc. in Pasadena, CA, bringing one year of industry experience. She has held roles at GWN Securities and contributed as a freelance writer for UltiWorld, covering Ultimate Frisbee. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory. The firm is notable for its use of market-timing and momentum-based strategies within several legacy programs.

Shuiwah Li is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 66 and Series 63 licenses and 28 years of industry experience. Li has worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2005. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with oversight from affiliated and third-party providers.

Sirorat Lertsangpetch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked at Transamerica Financial Advisors since 2017 and has prior experience with Swipetec, Summer Buffalo, World Financial Group, and Vegan Glory. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm uses a model portfolio approach with third-party managers and platform providers to implement investment advisory services through multiple program platforms.

Ivy Fai Chan Wang is a financial advisor at HSBC Securities (USA) Inc. with 12 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, Bank of America/Merrill Lynch, and Citigroup. She also serves as a Bank Officer for HSBC Bank (USA) N.A., an affiliate of her current firm. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both discretionary and client-directed options. The firm uses a structured investment process with multiple risk profiles and collaborates with affiliated and third-party providers for advisory and operational services.

Kawin Thoncompeeravas is a financial advisor at Transamerica Financial Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses. In addition to his advisory role, he owns and manages landscaping and cleaning businesses. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Aaron Digiamarino is a financial advisor with Independent Financial Group, LLC. He holds a Series 66 designation and has been with the firm since 2026. His previous work experience includes multiple roles at Crossroads Equipment Lease & Finance. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a variety of platforms, utilizing both in-house and third-party manager models.

Kevin Yardumian is a financial advisor at GWN Securities Inc. with a Series 66 designation and no prior industry experience. His background includes roles at American Campus Communities and educational positions at the University of California, Irvine, Palos Verdes Peninsula High School, and Ridgecrest Intermediate School. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through discretionary managed accounts and financial planning. The firm employs a large network of advisors and offers a range of managed-account programs, including legacy market-timing and momentum-based strategies.

Danielle Thies is a CFP® and holds a Series 66 license, with 10 years of industry experience. She has been with D.A. Davidson & Co. since 2014, including her current tenure starting in 2017. Thies also worked at Lyft from 2013 to 2018. D.A. Davidson & Co. provides a broad range of investment advisory and brokerage services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, equity research, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

Tracy Haraksin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has been associated with both firms since 2015. Outside of her advisory role, Haraksin serves on multiple nonprofit boards, including Aging Next and the EPI-Inland Empire Chapter, and is involved with Philanthropy International and financial education facilitation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker‑dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

Cesar Espinoza is a Financial Advisor at Merrill Lynch Wealth Management. He provides financial planning and portfolio management services that focus on areas such as college education planning, family wealth management strategies, legacy planning, tax minimization, and retirement income. Cesar's approach involves helping clients uncover what matters to them and their families in order to create personalized strategies to pursue their financial goals. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds several professional designations, including Certified Investment Management Analyst (CIMA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Cesar has a Bachelor's degree from California Polytechnic State University and works with clients who range from business owners to families. Outside of his professional work, Cesar has interests in basketball, boxing, camping, chess, football, reading, running marathons, soccer, and spending time with his family. He communicates with clients in both English and Spanish.

Sean Doyel is a financial advisor at D.A. Davidson & Co. based in Claremont, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, he worked for 13 years at In-N-Out Burger. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with over $20 million in net worth.