Evan Doyel is a financial advisor at D.A. Davidson & Co. in Claremont, CA, holding a Series 66 designation with 10 years of industry experience. He has been with D.A. Davidson & Co. since 2016. 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 provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with assets over $20 million, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.

Douglas Barrera Ventura is a financial advisor at HSBC Securities (USA) Inc. with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked at HSBC Bank USA and HSBC Securities since 2018, following five years at JP Morgan Chase Bank and JP Morgan Securities. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations, offering both discretionary and non-discretionary investment solutions. The firm employs a structured investment process with multiple risk profiles and utilizes affiliated and third-party providers for advisory, fund selection, and administrative services.

Summer Odin is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with D.A. Davidson & Co., where she has worked since 2022. Her prior experience includes positions at Wells Fargo Clearing and Wells Fargo Bank NA, as well as roles at the Small Business Administration. 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 the Advisers Act fiduciary standard and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Mounir Said is a financial advisor with First Citizens Investor Services, Inc. based in Pasadena, CA, holding a Series 66 credential and 18 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Merrill, and Money Wise Mortgage. First Citizens Investor Services, Inc. serves a diverse client base including individuals, high-net-worth clients, pension plans, and charitable organizations, offering portfolio management, financial planning, and advisory services through a variety of investment products. The firm emphasizes an IAR-led client process that incorporates fundamental, quantitative, and technical analysis to guide asset allocation decisions.

Brandon Yee is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at First Allied Advisory Services, Cetera Investment Advisers LLC, and First Allied Securities, INC. He is also associated with Guidant Planning, Inc. as an assistant for marketing purposes. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm supports a broad range of advisory and brokerage services through independent representatives using multiple custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Amber He is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Citigroup since 2018. Outside of her advisory role, she is a partner in a food and boba drink shop where she is involved in payroll and business planning. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and market functions while supporting both discretionary and non-discretionary investment approaches.

Wenbo Jiang is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Citigroup in 2026, he worked at Cetera and East West Bank. He has also been affiliated with the University of Southern California and the University of California, Irvine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and swap dealing, and provides bespoke discretionary solutions for very large relationships.

Sara Blatt Collins is a financial advisor with Transamerica Financial Advisors in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 29 years of industry experience. Her career includes roles at Transamerica Financial Advisors since 2012 and Netlaw Inc. since 2019. She is also involved with Rotary International. Collins engages in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors and refers clients to estate planning services through Netlaw Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a range of proprietary and third-party investment portfolios, functioning concurrently as a registered broker-dealer and RIA while supporting plan clients through affiliated retirement and recordkeeping entities.

Anna Li is a financial advisor at Citigroup Global Markets with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has held positions at firms including Cetera, East West Bank, BBVA, and U.S. Bancorp Investments. Citigroup Global Markets serves individual and institutional clients across various private banking and wealth management segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services.

Jungtsan Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and has held roles at Star Max Universal and J.D. Leos, Inc. Outside of his advisory work, he is an independent realtor affiliated with Star Max Universal. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses. The firm employs a model portfolio approach supported by third-party money managers and platform sub-advisors, offering a range of advisory, brokerage, and retirement-plan services through a large advisor network.

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.

Justin Liu is a financial advisor with GWN Securities Inc. in Fullerton, CA. He holds a Series 66 designation and has been with GWN Securities since 2025. Prior to joining the firm, his background includes roles at GIGABYTE and various educational institutions. He is also a financial representative for a DBA financial services business and life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Michael Puls is a financial advisor with Commonwealth Financial Network in Pasadena, CA, holding Series 63 and Series 65 licenses and having 29 years of industry experience. He has been with Commonwealth since 2003 and serves as owner and president of Arbor Financial Services, an operating company for securities and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors by providing operations, trading, technology, compliance, and practice-management services. The firm offers a variety of advisory programs and investment solutions, including discretionary model portfolios and customized strategies.

Tsanshiau Lin is a financial advisor with Independent Financial Group, LLC, holding a Series 66 credential and 28 years of industry experience. Prior to joining IFG in 2015, Lin worked at firms including VOYA Financial Advisors, Banc of America Investment Services, Equitable Advisors, Citicorp Investment Services, UBS International, and Merrill. Lin is also a licensed California insurance agent offering various types of insurance products outside of IFG. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm delivers financial planning and portfolio management utilizing both firm and third-party models, with an investment approach combining strategic asset allocation, multi-manager portfolios, and active and passive exposures tailored to client risk profiles.

James Herrell is a CFA® charterholder with 12 years of industry experience. He has worked at NewEdge Advisors since 2022 and was previously with Beacon Pointe Advisors and Beacon Pointe Wealth Advisors from 2016 to 2022. He operates as an investment adviser representative solely with NewEdge Advisors. 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 wide range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Susan Chevalier is a financial advisor at TIAA-CREF with 21 years of industry experience. She has held positions at Fidelity Personal and Workplace Advisors and BlackRock prior to joining TIAA-CREF. Chevalier also serves as an adjunct professor at the University of Redlands, where she provides classroom instruction and mentors students. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Chih Tao Ma is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 26 years of industry experience. His prior work includes roles at Cetera, Cathay Bank, U.S. Bancorp Advisors, Bancwest Investment Services, Citicorp Investment Services, and LPL Financial. He is also a California-licensed insurance agent offering insurance sales and services outside of his advisory role. 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 financial planning, portfolio management, and retirement plan services using a mix of firm- and third-party models, combining passive and active investment strategies across various risk profiles.

Sebastian Payne is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, with three years of industry experience. He holds a Series 66 designation and has previously worked in educational roles at Mathnasium and Gonzaga University. Outside of advising, he operates a business reselling video games on eBay. 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 under fiduciary standards, including retirement plan advice, financial planning, and private wealth management for high-net-worth individuals.

Adam Mizrahi is a Financial Consultant at Fidelity Investments, where he focuses on financial planning and capacity-building to assist families and individuals in developing effective financial plans. He employs a structured approach that involves understanding clients' current situations, analyzing their financial status, and presenting tailored ideas to help bridge the gap between their present and future goals. Adam began his career at Fidelity Investments as an Investment Solutions Representative in 2021, progressed to Investment Consultant in 2022, and assumed his current role in 2024. He holds a California Insurance License, supporting his professional qualifications in the financial advisory field. Outside of his professional responsibilities, Adam engages in activities such as biking, football, movies, running, scuba diving, and swimming.

Syauching Hung is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and possessing 22 years of industry experience. He has worked at Independent Financial Group since 2015, with prior roles at VOYA Financial Advisors, Inc. and Legacy Advisory Services, Inc. Hung is also an independent contractor for JC Planning, a DBA focused on the sale of insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of portfolio management and financial planning services, employing both firm- and third-party investment models with a combination of active and passive strategies.