Amy Foo is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 66 designation with 17 years of industry experience. Her prior roles include positions at MUFG - UnionBanc and U.S. Bank. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations through separately managed account programs and pooled funds. The firm emphasizes fundamental research, a long-term investment horizon, and a multi-manager approach known as the "Capital System."

Mosi Li is a CFA® charterholder with series 66 and 63 licenses, currently serving as a financial advisor at Citigroup Global Markets in Los Angeles. He has five years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he owns and operates Alle James LLC, a retail business selling personal clothing items. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and acting as a security-based swap dealer and futures commission merchant.

Priti Mora is a financial advisor with First Citizens Investor Services, Inc. She holds a Series 66 designation and has 16 years of industry experience. Prior to joining First Citizens in 2023, she worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Mora holds a 5 percent interest in a hotel partnership in Monterey, California. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm utilizes a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by automated model portfolios and tax-aware services.

Frank Napolitano is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at Parkland Securities, NYLIFE Securities LLC, and New York Life Insurance Co. He is also the owner of FN Wealth Management Insurance Brokering, focusing on fixed life and fixed annuity products. Eagle Strategies serves a diverse clientele 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, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Kwan Yoon is a financial advisor with Citigroup Global Markets in Los Angeles, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various segments, including workplace, high-net-worth, and ultra-high-net-worth. The firm offers a broad range of investment advisory programs and execution services, combining institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Viviana Ramirez is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 65 and Series 63 credentials and has worked at firms including JPMorgan Chase Bank, First Republic Bank, and Northwestern Mutual. Ramirez is based in Pasadena, CA. 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 specialized market roles such as swap dealing and futures commission merchant activities.

Michael Laubenstein is a CFP® and Series 66-credentialed financial advisor with 21 years of industry experience. He is currently with Capital Group Private Client Services, Inc., where he has worked since 2026. Prior to this, he was with Northern Trust Securities, Inc. and Northern Trust Bank for three years and First Republic Securities Co. and First Republic Trust Co. for seventeen years. Capital Group Private Client Services, Inc. provides discretionary investment management to high-net-worth individuals and charitable organizations, using a multi-portfolio manager approach and long-term fundamental research. The firm manages approximately $42.7 billion in discretionary assets and focuses on separately managed account programs and pooled funds, typically serving clients with a minimum relationship size of $5 million.

Michael Jaquez is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and two years of industry experience. His prior work includes roles at Edward Jones, New York Life, and Team Financial Partners. 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 offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and incorporating quantitative analysis in its investment recommendations.

Jin Mun Low is a financial advisor at Citigroup Global Markets with seven years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Joymode Inc., and Standard Chartered Bank. 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 derivatives services.

Nicolas Bazarevitsch is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Valic Financial Advisors since 2013 and also holds a position as an agent with Agia, focusing on non-securities insurance products. Valic Financial Advisors serves U.S.-domiciled individual investors, including high-net-worth clients, as well as corporate and retirement-plan participants, offering managed-account programs, financial planning, and brokerage services through its broker-dealer operations.

Michael Chen is a CFA® charterholder and holds a Series 65 license with five years of industry experience. He currently works at Capital Group Private Client Services, Inc. and has previous experience at First Foundation Advisors, RVW Wealth, LLC, Suntrust Advisory Services, Inc., and LourdMurry. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships at or above a $5 million managed-relationship threshold. The firm employs a multi-manager investment approach based on fundamental research and a long-term time horizon, often implementing client portfolios through affiliated pooled funds and separately managed account programs.

Jing Wu is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Wu has been with Transamerica since 2012 and is also involved in various non-investment activities, including serving as an independent facilitator advocating for individuals with disabilities and participating on the board of a nonprofit supporting the disabled community. Additionally, Wu is engaged with the Franklin Foundation and provides in-home support services for family members with special needs. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm offers a variety of advisory and brokerage services featuring proprietary and third-party investment models, with program choices that can be discretionary or non-discretionary.

Arleta Hacopian is a financial advisor with Commonwealth Financial Network in Glendale, CA, holding a Series 66 designation and six years of industry experience. She has been associated with Advisory Group West since 2003. 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 wealth management and retirement plan consulting, supported by comprehensive operations, trading, technology, and compliance platforms.

Mark Chen is a CFP® and ChFC® with 14 years of industry experience. He currently works at HSBC Securities (USA) Inc. and HSBC Bank USA, N.A., having joined these firms in 2022. His prior experience includes roles at The Leaders Group, Inc., Vanbridge (Wholesale), and Unionbanc Investment Services. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm utilizes a range of program types and risk profiles, combining strategic and tactical asset allocation with manager selection and ongoing monitoring, and serves clients through both discretionary and non-discretionary portfolio options.

Raquel Alegria is a Series 66-licensed financial advisor with GWN Securities Inc. in Pasadena, CA, bringing one year of industry experience. She has held roles at GWN Securities and contributed as a freelance writer for UltiWorld, covering Ultimate Frisbee. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs, employing a mix of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory. The firm is notable for its use of market-timing and momentum-based strategies within several legacy programs.

Susannah Emami is a financial advisor at Capital Group Private Client Services, Inc. with 12 years of industry experience. She previously worked at Capital Bank & Trust Company, Alliance Bernstein, and KLS Advisors. Emami holds Series 65 and Series 63 licenses and is based in Los Angeles, CA. Capital Group Private Client Services, Inc. provides discretionary investment management services primarily to high-net-worth individuals and charitable organizations. The firm emphasizes long-term fundamental research and a multi-portfolio manager approach, typically implementing strategies through affiliated pooled funds and separately managed accounts.

Bernard Reina is a financial advisor at Citigroup Global Markets with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he is involved in operating a high-end car wash and detailing business and is the founder and president of a nutrition and health company. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with a combination of discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Shuiwah Li is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 66 and Series 63 licenses and 28 years of industry experience. Li has worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2005. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment approach incorporates model risk profiles and combines strategic and tactical asset allocation developed with HSBC Global Asset Management, with oversight from affiliated and third-party providers.

Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Benjamin Uribe is a financial advisor at Citigroup Global Markets with a Series 66 designation and five years of industry experience. He has worked at Citigroup since 2013 and concurrently serves in the U.S. Air Force. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles including swap dealer and futures commission merchant activities.