Henry Norman IV is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 15 years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2018. Outside of his advisory role, he is a partner at BLUERIDGE PARTNERS, an activity unrelated to investment advisory services. Henry is part of Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Michael Massarano is a financial advisor at Focus Partners Wealth, LLC with five years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at firms including Edward Jones, Bank of America, Merrill Lynch, JPMorgan Chase, and Morgan Stanley. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering investment management, financial counseling, and a range of wealth services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture and integrates reporting across managed and held-away assets.

Herman Nainkin is a financial advisor with United Planners Financial Services of America and holds a Series 66 designation. He has 22 years of industry experience and serves clients from Sherman Oaks, CA. Outside of his financial advisory work, Nainkin is involved in music brand management as a musician with Jake Jordan Music. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based financial solutions through its network of 477 independent advisors.

Marcia Cornwell is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and having one year of industry experience. Prior to her current role, she has worked at Darden Restaurants and Wfgia, among other positions. Outside of advising, she has experience working as a restaurant server. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Gurcharan Soni is a financial advisor with Eagle Strategies (New York Life) based in Granada Hills, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been associated with Eagle Strategies LLC since 1999 and operates Soni Financial & Insurance Solutions, through which he brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages a substantial portion of its assets on a non-discretionary basis, working with a wide range of institutional sponsors as well as retail clients.

April Anekboon is a financial advisor with Kestra Advisory in Encino, CA, holding a Series 66 designation and four years of industry experience. She previously worked at Zuckerman Private Wealth Management and assists in client services related to insurance and investment products at FMS Financial Partners, Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, with a focus on fiduciary consulting, plan design, and access to multiple management platforms.

Edward Albrecht is a financial advisor with Kestra Advisory, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Kestra Advisory since 2023 and previously spent ten years at SagePoint Financial. In addition to his advisory role, Albrecht serves as a city councilman in Calabasas, California, contributing to local government policy decisions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves a diverse client base including large institutional investors and sovereign wealth funds.

Thomas Kim is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior positions include roles at Cetera, Cathay Bank, and Banc of California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs while maintaining extensive in-house research and unique market roles.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and Transglobal Holding Company. He also served over two decades at Vineyard of Hope Church. 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 adviser representatives. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Yelena Papiryan is a financial advisor at Integrated Wealth Concepts LLC with one year of industry experience. She is also a partner at Duffy Kruspodin, LLC, a CPA firm where she has worked since 2014. 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, family office, and retirement plan advisory services, using customized portfolios with a long-term investment approach alongside shorter-term adjustments.

Igor Zey is a financial advisor with TLG Advisors, Inc. holding CFP® and ChFC® designations and over 40 years of industry experience. He has held leadership roles at several firms, including Professional Financial Resources, Inc., Zey Financial, and Total Financial. In addition to his advisory work, he serves as a professor at California Lutheran University and provides forensic financial planning testimony. TLG Advisors, Inc. serves a diverse client base ranging from individuals to institutional investors, offering services such as portfolio management, financial planning, and fiduciary oversight of ERISA-qualified plans. The firm emphasizes manager selection and monitoring within a diversified investment approach, and also provides a direct-to-consumer digital program called Starlight Portfolios.

Mason Turner is a financial advisor at Citigroup Global Markets with 7 years of industry experience. He previously worked at Wells Fargo Bank NA for 12 years before joining Citigroup in 2025. Outside of his advisory role, he owns and provides funding for a real estate renovation venture through MX Property LLC. 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, including in-house research and derivatives trading.

Daniel Polyakov is a CFP® with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Woodland Hills, CA. His prior work includes roles at Aeg, Substance Global, Transit, and Universal Pictures. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with options such as ETFs, mutual funds, separate accounts, and direct indexing.

Sana Theodory is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. She has worked at Citigroup since 2014, initially with Citi Bank before joining Citigroup Global Markets in 2022. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale services including in-house research and security pricing, along with specialized arrangements for large relationships.

Jennifer Solis is a CFP® with 13 years of industry experience and has been with Creative Planning since 2015. She is also president of Jen Solis LLC, a personal beauty care business based in Burbank, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process with a range of strategies and offers affiliated legal, trust, and retirement plan services alongside its advisory business.

Angel Matos is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Citigroup, Wells Fargo, and JPMorgan Securities. In addition to his advisory work, he is also an insurance agent appointed with Bankers Life and Casualty Company, writing Medicare Supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment approach focuses on customized asset allocation, periodic rebalancing, tax efficiency, and a combination of fundamental, technical, and cyclical analysis.

Homer Jonathan Wilson is a CFP® with 31 years of industry experience. He is currently with Mercer Global Advisors Inc. and has previously worked at Polaris Wealth Advisory Group, Ally Invest Securities, and Silver Oak Securities, Inc. He also has a long tenure with Carolina College Prep, Inc. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory and offers a range of investment solutions alongside financial and estate planning services.

Kambiz Nassiri is a financial advisor with VOYA Financial Advisors, Inc. in Encino, CA, holding Series 63 and Series 65 designations and possessing 41 years of industry experience. He has been with VOYA Financial Advisors since 2014. Additionally, Nassiri operates as an independent insurance agent, focusing on fixed annuity sales. VOYA Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm offers financial planning, portfolio management, and consulting services through various program structures, emphasizing mostly non-discretionary advisory relationships.

Tigran Basmadjyan is a financial advisor with Eagle Strategies (New York Life), holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked with Eagle Strategies since 2012 and has been associated with New York Life and NYLIFE Securities since 2004 and 2005, respectively. Outside of advising, he is a passive investor in film production and a charitable technology venture aimed at assisting deaf individuals. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and emphasizes a largely non-discretionary asset management approach, operating within an integrated New York Life affiliate structure.

John Jalil is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and also serves as president of Woodland Hills Financial Center, LLC and Medi Claim Inc, which are involved in non-investment businesses including insurance and claims services. Transamerica Financial Advisors serves individual investors, high-net-worth clients, and institutional clients such as pension plans and charitable organizations. The firm offers a combination of advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with both discretionary and non-discretionary management options.