Haoqiu Zhang is a financial advisor with Eagle Strategies (NY Life) based in Yorba Linda, CA. He holds a Series 66 designation and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and YunExpress USA. Outside of his advisory work, he is also involved in insurance brokering for non-registered products. Eagle Strategies serves a diverse client base, including individual investors and institutional retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate framework.

Donna Mcclure is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 32 years of industry experience. She has been with PlanMember since 2006 and has also operated as a self-employed advisor since 1992. Additionally, Mcclure is involved in the sale of insurance products through McClure & Associates. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Courtney Brown is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding one year of experience in the industry. He is also a CPA partner at Windes, a CPA firm where he has worked since 2010. Brown divides his professional time between wealth management and accounting. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term investment approach alongside shorter-term rebalancing strategies.

Fanyi Zeng is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. Zeng has experience working at several financial institutions, including US Bank, Comerica Bank, and Jackson National Life. Outside of advising, Zeng has been involved with World System Builders and World Financial Group Insurance Agency. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolios with discretionary and non-discretionary options, along with affiliated retirement and recordkeeping services.

Luke Belden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with roles at Guardian Life, Park Avenue Securities, Proverbs Financial & Insurance Services, and WLA Investments. Outside of advisory work, he is also involved in insurance sales. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through proprietary and third-party solutions.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Robert Lee is a financial advisor with Citigroup Global Markets Inc., holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Citigroup Global Markets since 2012. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs, supported by in-house research and unique market roles.

Kevin Landen is a financial advisor with Valic Financial Advisors, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has been with Valic Financial Advisors since 2015 and has concurrent roles at Agia and Thornton Winery. Outside of his advisory work, he is also active as a real estate agent with EXP Realty of Southern California, assisting family and friends with property listings and sales. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services supported by centralized technology and model solutions.

Paul Finchamp is a financial advisor with Guardian Life in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 2009 and is actively engaged in the group insurance business, focusing on health plan and ancillary employer-sponsored benefits. Guardian Life's Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, access to proprietary and third-party investment solutions, and integrated financial planning and consulting services.

Dean Dean Sanderson is a financial advisor at Transamerica Financial Advisors with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Transamerica since 2012. Outside of his advisory role, he serves as president of The Life Builders, Inc., a family corporation, and provides in-home care for his son. 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, featuring proprietary and third-party model portfolios with discretionary and non-discretionary options.

Aleksandr Leybengrub is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Leybengrub serves as the Chief Financial Officer of Esperanza Sonrisa Association, a homeowners association, where he volunteers to oversee financial matters and community property management. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and various third-party providers.

Charles Gallagher is a financial advisor with Principal Financial Services based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Thrivent Financial and New York Life Insurance Company. Outside of his advisory work, he is the chairman of the Orange County National Eagle Scout Association and owns an early-stage tech startup developing video editing software. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm provides direct advisory programs, financial planning, and access to third-party money manager solutions, with investment implementation managed primarily on a discretionary basis by the third-party managers.

Kenneth Beber is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has worked at Independent Financial Group since 2011, following prior roles at Investors Capital Corp. and National Planning Corporation. Beber serves as a board member for the Little Elm ISD Educational Foundation and as a volunteer school board member for the Little Elm Independent School District. Independent Financial Group, LLC offers investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and institutional plans. The firm utilizes firm- and third-party models to develop client strategies, combining active and passive exposures within multi-manager portfolios and providing services through multiple platforms.

Jeffrey Wu is a financial advisor at Citigroup Global Markets with 16 years of industry experience. His prior work includes roles at Cetera, CTBC Bank, Googain Inc., and Wells Fargo. He holds Series 63 and Series 65 licenses. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary options and operates with a combination of large institutional scale and specialized market roles.

Roel Aguinaldo is a financial advisor at VALIC Financial Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at VALIC Financial Advisors since 2017. Outside of his advisory role, he operates an affiliate marketing business focused on health and fitness products. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Matthew Steelman is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding a Series 65 credential and two years of industry experience. He also works with Windes, Inc. as a CPA. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both long-term and shorter-term trading strategies while maintaining client assets with third-party custodians.

Julio Bedolla is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at firms including AssetMark Financial Holdings, Inc., Dimensional Fund Advisors, and Capital Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by due diligence, strategic asset allocation, and integrated operational tools.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at firms including Transamerica Financial Advisors, Inc. and Clearwater Benefits LLC. Additionally, Lo serves as an officer and owner of Avilia Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs strategic asset allocation and multiple manager portfolios across various risk profiles through both firm- and third-party model strategies.

Xuewen Li is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds the ChFC® designation and Series 63 license and has two years of industry experience. Prior to joining Eagle Strategies and NYLIFE Securities LLC in 2024, he spent 16 years working at Chimay Industrial Inc. 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 offers tailored solutions across multiple program types, including fee-based advice and co-advisory relationships, and manages the majority of its assets on a non-discretionary basis.

Matthew Collins is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services and Principal Life Insurance Company since 2026. Prior to that, he was affiliated with MassMutual and its related entities from 2017 to 2026, and with Tax and Financial Services and Securian Financial Services from 2010 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.