Andrew Crowell is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 designations and bringing 30 years of industry experience. He has been with D.A. Davidson since 2016. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the YMCA and the California Vintage Wine Society, where he is board chair. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm emphasizes fiduciary standards and employs both qualitative and quantitative methods to provide advisory, retirement plan services, and wealth management, with additional capabilities in municipal advising and custodial services.

Nadine Ibrahim is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She previously worked at UBS Financial Services, Inc. and Advantage Xpo. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers a range of services under fiduciary standards, including retirement plan advisory, financial planning, and a Private Wealth program for clients with significant net worth.

Cheryl Hom is a Series 66 licensed financial advisor at First Citizens Investor Services, Inc. with 19 years of industry experience. She previously worked at Bank of the West and BancWest Investment Services from 2015 to 2023. First Citizens Investor Services serves a range of clients, including high-net-worth individuals, pension plans, charitable organizations, and businesses, offering advisory and brokerage services with a focus on customized portfolio management, financial planning, and tax-aware strategies.

Andrew Perceleanu is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Citigroup since 2017, following a one-year tenure at Xceed Federal Credit Union. 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 employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and regulatory merchant functions.

Janet Wu is a financial advisor at GWN Securities Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at the University of Southern California, the University of California, Irvine, and Temple City High School. Outside of her advisory role, she is involved as a financial representative with LA Pension Planners and in the sale of life and health insurance products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm incorporates market-timing and momentum-based strategies alongside technology platforms to support its investment approach.

Michael Shelton is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 15 years of industry experience. He has been with D.A. Davidson & Co. since 2013. 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 under the Advisers Act fiduciary standard, including retirement plan advisory and comprehensive financial planning, and is also active in municipal advising and underwriting.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. holding a Series 66 designation, with one year of industry experience. Prior to joining D.A. Davidson, she worked in various roles including positions at BPS Bioscience, the University of California, San Diego, and involvement with Youth League Tennis. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

Tamara Stein is a financial advisor with Hightower Advisors in Encino, CA, holding a Series 66 designation and 23 years of industry experience. She has been with Hightower Advisors and its affiliated broker-dealer, HighTower Securities, LLC, since 2015. Stein also has an administrative services role with Feinberg Stein Financial Services, LLC, which supports her registered investment advisory practice. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach features manager selection and multi-manager solutions using both affiliated and third-party managers, offering a range of portfolio management and financial planning services supported by proprietary research and operational tools.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Summer Odin is a CFP® with 11 years of industry experience currently with D.A. Davidson & Co. She has held prior roles at Wells Fargo Bank NA and its affiliates, as well as the Small Business Administration in the US Federal Government. 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 operates under fiduciary standards and offers specialized services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Trisha Beharie is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to her current role, she worked with JHB Management and has involvement as a member of the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity. Eagle Strategies serves 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 primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Mounir Said is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Money Wise Mortgage. Outside of advisory work, he is a partner in a residential rental property LLC. First Citizens Investor Services serves a diverse client base, including individuals, pension plans, and charitable organizations, offering a range of advisory and brokerage services with an emphasis on IAR-led financial assessments and a variety of portfolio management options.

Mady Yehia is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding a Series 63 credential and over 24 years of industry experience. She has worked at PlanMember since 2010 and operates a separate tax, accounting, and payroll services business under Securitax Financial Services since 2002. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering education and support through seminars and personalized retirement planning. The firm’s investment approach is based on a strategic asset allocation framework and risk-based mutual fund portfolios ranging from conservative to aggressive.

Amber Carter is a financial advisor with SPC in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. She has been with Parkland Securities, LLC since 2014. Outside of her advisory role, she owns Lana Financial and serves as Board Secretary for the Dana Manor HOA. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisors managing approximately $5.66 billion in assets.

Steven Sansone is a financial advisor with Empower Advisory Group in Canyon Country, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked at Empower Retirement since 2019 and previously at Pensionmark Financial Group, LLC and kPlans Investment Services from 2016 to 2019. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s integrated service model is closely tied to Empower’s recordkeeping and administrative platforms, offering both single “point-in-time” financial plans and optional managed account solutions.

Ioan Grigor is a financial advisor with Bankers Life Advisory Services, Inc. in Sherman Oaks, CA. He holds Series 65 and Series 63 licenses and has 14 years of industry experience. His career includes roles at Bankers Life Securities, Inc. since 2016 and Bankers Life and Casualty Company since 2008. Outside of advising, he owns a marketing and management firm, Grigor&Co. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management to client goals and risk tolerances.

Sara Blatt Collins is a financial advisor with Transamerica Financial Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and 28 years of industry experience. Her prior work includes roles at Encino Financial Partners and Netlaw Inc., where she provides estate planning referrals. Collins is also active with Rotary International. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering both advisory and broker-dealer services through proprietary and third-party investment models with discretionary and non-discretionary options.

Anna Li is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked at Citigroup since 2016 with a brief tenure at Cetera and East West Bank among others. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services, with a focus on multi-asset, multi-manager strategies implemented through discretionary and non-discretionary programs.

Patricia Proudman is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. Her work history includes roles at multiple financial and business-related companies, and she is involved in several entrepreneurial and referral activities, including supporting estate planning services and student loan assistance. Outside of finance, she also performs as an actor. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of advisory and broker-dealer services, utilizing proprietary and third-party investment models, with program options that can be discretionary or non-discretionary depending on client needs.