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.

Yasasri Weerasuriya is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, she worked at Fidelity Brokerage Services LLC and Financial Advisors Network, Inc. She holds Series 65 and Series 63 registrations. Creative Planning is an enterprise wealth management firm serving a diverse client base, including individuals, high-net-worth and ultra-affluent clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and offers a range of services including discretionary portfolio management, retirement plan advisory, and access to private market investments.

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.

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.

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.

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.

Christopher Lenihan is a financial advisor with D.A. Davidson & Co. in Irvine, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes service at the LA County Fire Department and seven years at the Robert E Harris Agency. 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 a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Austin Mc Gowan is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA. He holds Series 66 and Series 63 designations and has two years of industry experience. His prior work includes roles at Platinum Equity Advisors, LLC and KPS Capital Partners, LP. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individual, high-net-worth, and institutional clients. The firm employs a mix of fundamental and technical analysis and uses both discretionary and non-discretionary account management approaches.

Madhavi Holay is a CFP® certified financial advisor at Schwab Wealth Advisory with seven years of industry experience. She previously worked at Goldman Sachs & Co. LLC and has held roles at several other financial firms. Holay is based in Irvine, CA. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach uses asset-allocation models and internal research tools, offering tailored recommendations without exercising discretionary trading authority.

Austin Lemoine is a financial advisor with Independent Financial Group, LLC in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Lemoine has worked with various emergency services organizations, including Murrieta Fire & Rescue and Morongo Basin Ambulance. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions utilizing both firm- and third-party models.

Melissa Jones is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 40 years of industry experience. Her career includes roles at J.W. Cole Advisors, J.W. Cole Financial, Douglas W. Jones Associates Financial and Insurance Services, Accent Insurance Brokerage, and Transamerica Life. Outside of her advisory work, she authored a book on Oregon Trail history and created a related website. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Richard Yuen is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at CitiGroup, UnionBanc Investment Services, and MUFG Union Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs combined with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Caden Wiles is a CFP® with five years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes internal research tools and standard asset-allocation models, with recommendations tailored to client goals and risk tolerance.

Reina Alvarez is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and First Republic Securities Company. Citizens Securities serves individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm’s advisory approach includes a digital advisory program with ETF-based portfolios and a Managed Account program, operating as a broker-dealer and insurance agency.

Michael Andrews is a Certified Financial Planner™ (CFP®) with 25 years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022, and previously held positions at Charles Schwab, USAA Financial Planning Services, and TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., using standardized asset-allocation models and internal research tools to guide investment selection and wealth management.

Ronald Perez is a financial advisor with Lincoln Investment in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He worked at Legend Equities Corporation for 16 years before joining Lincoln Investment in 2017. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a fiduciary role in ERISA and retirement advice.

Banqi Yang is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Creative Planning, LLC and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm, trust company, and retirement plan recordkeeping services.

Joseph Conway is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 43 years of industry experience. He has been with Commonwealth and Diversified Investment Services, Inc., where he is president and owner, since 2009 and 1993 respectively. Conway has been involved in fixed insurance sales since 1983. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while supporting affiliated advisors with operations, technology, and compliance infrastructure.