Michael Campopiano is a financial advisor at D.A. Davidson & Co. with 24 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley & Co., Incorporated for 19 years before joining D.A. Davidson in 2021. He serves as chairman of the advisory board at the University of La Verne. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

Ryan Southwick is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Eagle Strategies since 2015 and also operates Zephyr Financial Strategies & Insurance Solutions, where he brokers non-registered insurance products. Prior to that, he was involved with Submit Digital LLC for six years. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within the New York Life affiliate structure.

Alexander Hugues is a financial advisor with Planmember Securities Corporation, holding Series 65 and Series 63 licenses and possessing 48 years of industry experience. He has been with Planmember since 2012 and has operated A.R. Huguez & Associates, a financial and insurance sales service, since 1982. Hugues also functions as an independent insurance agent under the same business name. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant education, and support. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios tailored from conservative to aggressive.

Brian Park is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining NewEdge Advisors, he worked at firms including Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services and employs a combination of in-house manager selection, third-party models, and advisor discretion supported by technology and centralized due diligence.

Aylien Alexani is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and holds the Registered Social Security Analyst designation, assisting clients with Social Security benefits without charging for this service. Outside of advising, he provides caregiving support for elderly family members and offers referrals for will and living trust services through Netlaw. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and trusts, using model portfolios and third-party managers to implement its advisory services. The firm operates multiple advisory platforms and integrates retirement plan services with affiliated entities.

Sonny Lin is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 14 years at Pillar Pacific Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment approach that combines passive and active managers guided by an internal Investment Committee.

Gregory Heyman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution 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 functioning as a swap dealer and futures commission merchant.

Danielle Smith is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sterling Financial Group, Inc. in Pasadena, CA. She has worked at Sterling Financial Group since 2019 and previously at LPL Financial and The Sterling Group. Outside of her advisory work, she is a commissioned Notary Public. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, and fee-based investment management. The firm emphasizes individualized asset allocation, regular portfolio monitoring, and diversification across various securities, including mutual funds, ETFs, alternative investments, and structured products.

Enrique Ulloa is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. He has worked at CitiGroup Global Markets since 2020 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies with internal oversight and provides customized solutions for high-net-worth relationships.

Gary Morris is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Girard Securities, Inc. He also serves as chairman of the board for Granite Ridge Christian Camp, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm offers multiple advisory programs through its AccessPoint platform and third-party asset managers, serving a broad range of client types with both discretionary and non-discretionary account management.

David Espinosa is a financial advisor at Centaurus Financial, Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Centaurus since 2014. His prior experience includes roles with various insurance carriers and a long tenure at United Airlines. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, corporations, trusts, and foundations. The firm employs a range of investment strategies and offers both discretionary and non-discretionary portfolio management, with specialized services including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

George Chiu is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 32 years of experience in the financial industry. He has worked at Equity Services since 2017 and also operates Strategic Horizon Inc., focusing on insurance agency services. Outside of his advisory roles, he serves on the board of directors for the Buddhist Fellowship of Southern California. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Matthew Crow is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at EP Wealth Advisors and TD Waterhouse Investor Services Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Gabriel Millar is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds Series 63 and Series 66 credentials and has worked at D.A. Davidson since 2019, following roles at DewPoint Financial, Velox Clearing, LLC, and VeloX Securities Inc. Outside of his advisory role, he owns Cantitoe Road, LLC, a business that sells bicycle components and accessories. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Guan Yang is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. He has worked at Eagle Strategies since 2018 and has been associated with NYLife Securities LLC and New York Life Insurance Co since 2016 and 2015, respectively. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Chen Ling is a CFA® charterholder and registered representative with HSBC Securities (USA) Inc., with five years of industry experience. Chen has held roles at HSBC Bank USA, N.A. and Bank of East Asia (China), among other firms. Chen also serves as a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation supported by global asset management and fund due diligence, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Kenneth Gallagher is a CFP® with 24 years of industry experience, currently serving at Commonwealth Financial Network. He previously worked at Northwestern Mutual in various roles from 2002 to 2024 before joining Duthie & Gallagher Wealth Management. Outside of his advisory work, he serves as a trustee for a family trust that manages residential real estate investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Victor Escobedo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Citibank since 2010. Outside of his advisory role, he operates as a sole proprietor event and portrait photographer based in Los Angeles. Citigroup Global Markets serves individual and institutional clients across various 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, leveraging in-house research and extensive market roles.

Menchu Ituralde is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked in bookkeeping and business consulting roles, including with Noble Accounting, LLC, and JBC Group, LLC. She has also been involved with the Marinduque Association of Southern California. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers for portfolio management.