Sean Kazangian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, California State University Northridge, Discount Medical Pharmacy, and City Tennis. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Ani Atnos is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citibank and CGMI since 2012. Outside of her advisory work, she provides in-home supportive services to disabled individuals, including assisting her father with daily activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and includes specialized roles such as swap dealer and futures commission merchant.

Anush Haddadian is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 20 years of industry experience. Prior to joining Independent Financial Partners in 2022, Haddadian worked at Securities America, Inc. and Verus Capital Partner, LLC, among other firms. Outside of advising, Haddadian provides in-home health care services for family members. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a range of investment options and specialty services, including formal retirement-plan advisory and pension consulting.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

Mary Ghobry is a financial advisor at First Citizens Investor Services, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Wells Fargo Clearing and Wells Fargo Advisors prior to joining her current firm in 2023. First Citizens Investor Services provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes.

Christine Lee is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. She holds the ChFC® designation and Series 63 license, with 20 years of industry experience. Lee has been with Eagle Strategies since 2014 and has worked in various roles at New York Life and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and maintains a significant portion of assets under non-discretionary management.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience and holds a Series 66 designation. Her prior experience includes roles at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

Thomas Lam is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Equitable Advisors and Axa-Advisors and spent five years affiliated with Texas A&M University-Commerce. Outside of his advisory role, Lam also provides fixed insurance and annuity products as an agent for Grandparents. GWN Securities serves individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of sub-advisers and model-based strategies, incorporating both traditional asset allocation and tactical market-timing approaches.

Joanne Landa is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Wells Fargo Private Bank from 2005 to 2022 before joining City National Rochdale, where she has been since 2022. Outside of her advisory role, Joanne co-owns Villa Landa Group, LLC, which manages a single-family home rental. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment approach that combines quantitative and fundamental analysis through proprietary tools to tailor portfolios. The firm sponsors mutual and interval funds and manages approximately $73 billion in assets across 125 advisors.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Matthew Malak is a ChFC®-designated financial advisor with 11 years of industry experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2022, and has been affiliated with NYlife Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through its extensive network of advisors. The firm delivers tailored solutions across multiple program types and works with individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients.

Stacy Trejo is a financial advisor with TIAA-CREF in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. She has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Ryan Southwick is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked with Eagle Strategies since 2015 and also operates Zephyr Financial Strategies & Insurance Solutions, where he brokers non-registered insurance products. Prior to that, he was involved with Submit Digital LLC for six years. Eagle Strategies serves a diverse client base including individuals and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis within the New York Life affiliate structure.

Nha Doan Nguyen is a financial professional at GWN Securities Inc. with Series 66 credentials and less than one year of industry experience. Prior to joining GWN Securities, Nguyen held roles in information technology and completed an externship. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional and active investment strategies.

Steven Mulligan is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked with D.A. Davidson & Co. since 2013. 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, offering services such as ERISA retirement plan advisory, comprehensive financial planning, and private wealth management for high-net-worth clients.

Brian Park is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with NewEdge Advisors and has held previous roles at Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo, among others. Brian also served as Senior Vice President at NorthCoast Asset Management. 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 investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Aylien Alexani is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and holds the Registered Social Security Analyst designation, assisting clients with Social Security benefits without charging for this service. Outside of advising, he provides caregiving support for elderly family members and offers referrals for will and living trust services through Netlaw. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and trusts, using model portfolios and third-party managers to implement its advisory services. The firm operates multiple advisory platforms and integrates retirement plan services with affiliated entities.

Felipe Albuquerque is a financial advisor at Eagle Strategies (NY Life) based in Glendale, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Co. Albuquerque was previously involved in the fitness industry as a self-employed professional and briefly owned a dormant fitness-related business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered mainly on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Aram Schotts is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Gamble Jones Investment Counsel and LPL Financial. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including high-net-worth individuals, families, corporations, charitable institutions, and other investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.