Aaron Gabriel is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses and having three years of industry experience. His prior roles include work at Northwestern Mutual Wealth Management Company. In addition to his advisory work, he is an active associate with LegalShield, offering clients estate planning and legal services outside of investment management. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutional clients, and charitable organizations. The firm offers a range of financial planning, retirement consulting, and investment advisory programs tailored to client needs.

Monica Yeung is a financial advisor at Principal Financial Services with three years of industry experience. She holds the Series 66, Series 65, and Series 63 licenses and has prior experience at Wells Fargo and AIA International Ltd. Outside of advisory services, she is a licensed realtor and a notary public. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jerry Wilk is a financial advisor at SPC with 46 years of industry experience. He holds a Series 63 designation and has worked at SPC since 2017. His prior experience includes roles at Sigma Financial Corporation, The Planners Network, Inc., and National Planning Corp. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers managing approximately $5.66 billion in assets.

Yi Huang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and at World Financial Group since 2005. Yi Huang discloses involvement related to rental property interests managed by her husband, Kun Qian. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered broker-dealer and a registered investment adviser.

Alberto Segura is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. His prior roles include positions at PNC Bank, HSBC Bank, and Citi Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies utilizing internal standards and oversight committees to select and monitor managers.

Liang Zhu is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Transamerica Financial Advisors since 2014 and is also involved in IT consulting through Nucleon Technologies LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Ryan Boudreau is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2013. Outside of his advisory role, Boudreau serves as a board member at large for Saddleback Valley Pop Warner Football & Cheer, a youth sports organization. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning. The firm uses a mix of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional and tactical strategies in portfolio management.

Samantha Mokma is a CFP® professional with seven years of industry experience. She is currently with Stratos Wealth Partners, Ltd. and LPL Financial LLC, having previously worked at OSAIC and Cambridge Investment Research, Inc. Her career also includes a long tenure at The Bishoff Financial Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through approximately 366 advisors. The firm offers a variety of portfolio management and financial planning services, employing an open-architecture approach that integrates multiple external platforms and third-party managers.

Cynthia Couyoumjian is a financial advisor at Independent Financial Group, LLC with 40 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2010. Couyoumjian is the author of three books and is involved in financial education initiatives, including hosting educational sessions for women and developing online training modules. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national field force and utilizes multiple advisory platforms and third-party asset managers to implement client investment strategies.

Cayden Kotowitz is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience dating back to 2023. His prior roles include positions at Spectrum Wealth Management, LLC and Putman Group. Before entering the advisory field, he was involved with GOGO Enterprises, LLC and attended the University of California. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Ben Putman is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Empirical Wealth Management, Independent Financial Group, and Spectrum Capital Investment Group. In addition to his advisory work, he is licensed to sell and service fixed insurance and fixed annuity policies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Xianjunliang Kong is a CFP® with one year of industry experience, currently affiliated with Eagle Strategies (NY Life) in Irvine, CA. His career includes roles at Nylife Securities LLC and Benson Liao Insurance & Financial Center. Eagle Strategies serves a diverse client base, including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ginnie Chen is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has nine years of industry experience. She has also practiced dentistry since 2001 as the managing dentist and owner of her own dental office. Outside of financial advising, she is involved in sales of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

Brendan Archibald is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at Empower Advisory Group, Personal Capital Advisors, E*Trade, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, separate account managers, and tax-managed options.

William Blanke Jr. is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hightower Securities, LLC since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.

Jasmita Patel is a financial advisor with Eagle Strategies (NY Life) in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. She has concurrently worked with multiple firms, including JJP Insurance Services and Axiom Financial & Insurance Solutions, both of which operate broker-dealer activities related to insurance products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis, primarily working with defined contribution and defined benefit plans as well as charitable and corporate clients.

Renu Sidgal is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Synoptek and First American Title Insurance Co., and she has experience in business intelligence architecture and insurance product sales. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Madison Evans is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Hightower, Madison held roles at multiple companies, including Agri-Stor Companies and Threads USA. Hightower Advisors serves a diverse client base that includes individuals, institutions, and pooled investment vehicles, offering portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

Jonathan Reilly is a financial advisor with VOYA Financial Advisors, Inc. in Irvine, CA, holding Series 63 and 66 licenses and has 34 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also serves on the finance committee of the California Council on Economic Education, a nonprofit focused on personal finance and economics education. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Brett Nilsson is a financial advisor at Creative Planning with a Series 65 credential and four years of industry experience. His prior roles include positions at flexPATH Strategies and NFP Retirement. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by tactical approaches and a range of retirement plan services.