Alfonso Aguilar Jr. is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior work includes roles at Guardian Life and Northwestern Mutual. He is also the successor trustee of the Aguilar Family Living Trust. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and other entities. The firm distinguishes between one-time financial planning services and ongoing discretionary management, operating within a vertically integrated group that employs affiliated funds and applies a fiduciary standard to its registered investment adviser services.

Mingming Guo is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Guo has prior experience working at Korn Ferry U.S. and OpenHill AI LLC. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and registered investment adviser, providing fee-based and commission-based products with a range of discretionary and non-discretionary program options.

John Almaguer Jr. is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Entertainment Wealth Management, Ids Life Insurance Company, and Enterprise Leasing. Independent Financial Group provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.

Hubert Crawford is a financial advisor with Empower Advisory Group in Diamond Bar, CA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His prior work includes roles at GWFS Equities, Inc., NYLIFE Securities LLC, and New York Life Insurance. Crawford serves as a volunteer director for the Southwest Council Fly Fishers International and is on the Alumni Association Board of Directors at California State Polytechnic University Pomona. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors, their participants, and retail IRA and brokerage account holders. The firm’s integrated approach combines proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates within plan lineups selected by sponsors.

Sophia Laohasongkram is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at multiple firms, including LSPN Pro, LLC and DebtMerica. Outside of her advisory work, she is involved in business financing referrals through Funding Suite and supports merchant services with Global Merchant Innovations LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Sisung Noh is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Independent Financial Group since 2016. In addition to his advisory role, he owns and operates a CPA practice focused on tax preparation, accounting, and bookkeeping. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers various investment management solutions, combining strategic asset allocation with both active and passive exposures through multiple platforms and third-party programs.

Moustapha Akkari Sr. is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. He has been with GWN Securities since 2005 and has also worked as a self-employed advisor since 1998. Outside of his advisory role, he serves as the secretary for the South Pasadena Masonic Lodge, a nonprofit fraternal organization. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Robert Marriott is a financial advisor with GWN Securities Inc. based in Los Angeles, CA. He holds a Series 66 designation and has been with GWN Securities since 2025. Prior to his current role, he worked in various positions including roles at Element Cryotherapy and Wellness Inc, The Training Room Utah, Brigham Young University, and Coral Gables Senior High. Outside of his advisory work, he is involved with Pension101, an educational platform focused on pension planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Kody Brown is a CFP® professional with seven years of industry experience, currently serving at Sterling Financial Group, Inc. in Pasadena, CA. His work history includes roles at The Sterling Group and LPL Financial, and he has experience outside finance with Servpro of South Pasadena & San Marino and the University of La Verne. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, retirement plan consulting, and fee-based investment management. The firm emphasizes customized asset allocation aligned with clients’ risk tolerances and goals, using diversified portfolios and regular monitoring.

Masayuki Nakayama is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at World System Builders and Nissin International Transport. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of discretionary and non-discretionary investment solutions.

Dennis Doyel is a financial advisor with D.A. Davidson & Co. in Claremont, CA, holding Series 63 and Series 66 credentials and bringing 38 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 broad client base, including employer-sponsored 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, wrap fee programs, equity research, and a Private Wealth program for clients with over $20 million in net worth.

Vincent Maldonado is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at firms including Robinhood and California State University. Maldonado is also a registered representative with LA Pension Planners and engages in 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 through a variety of managed-account programs and model portfolios.

Eric Li is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. and JP Morgan Chase Bank during his career. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm employs a multi-profile investment process combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a broad client base through both non-discretionary and discretionary portfolios.

Eric McDermott is a financial advisor with Primerica Advisors in Claremont, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Guardian Life Insurance Co of America and Pacific Advisors. Outside of his advisory work, McDermott is involved in several entrepreneurial ventures, including managing partnerships in firms that provide financial insights platforms and business consulting services. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account-level services including lending solutions and donor-advised funds.

Victor Storck is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 25 years of industry experience. He has been with D.A. Davidson since 2016. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jianmin Li is a financial advisor with HSBC Securities (USA) Inc., holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked with HSBC Securities since 2010 and concurrently serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary platforms. The firm employs a multi-model investment approach supported by HSBC Global Asset Management and third-party providers, offering both U.S. and offshore investment options.

Daniel Pagliaroli is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to his current role, he worked at Fox Sports and ESPN. Outside of advisory work, he is a silent partner in a retail franchise, The UPS Store. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a large portion of assets managed on a non-discretionary basis.

Michael Lange is a financial advisor at First Citizens Investor Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at City National Securities, City National Bank, and Wells Fargo in various capacities. Outside of his financial advisory role, Lange serves as a board member and coach for a girls' youth softball league and has provided baseball and softball lessons. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering a range of advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process focused on assessing financial needs and risk tolerance to guide investment allocation, managing primarily non-discretionary accounts with oversight from an Investment Products Committee.

Myunghee Byun is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and one year of industry experience. She has prior experience at Zeinvest Consulting, WFGIA, equitable, and Stanley Prep. In addition to her advisory work, she is the CEO of Urban Beast US, a children's clothing company. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a mix of advisory and broker-dealer services, with proprietary and third-party investment models and both discretionary and non-discretionary program options.

Gary Le is a Series 66-licensed advisor at Money Concepts Capital Corp with one year of industry experience. Prior to his role at the firm, he held various educational positions over the past decade, including roles at Santiago Canyon College, Troy High School, Sarah McGarvin Intermediate School, and Anthony Elementary School. Money Concepts Capital Corp serves a broad client base, including individual investors, pension plans, and corporations, managing approximately $4.07 billion in assets through enterprise-scale advisory services. The firm employs model-driven, asset-allocation strategies and offers both discretionary and non-discretionary programs, utilizing third-party managers and platforms such as Envestnet for investment and reporting support.