Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Michael Shelton is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 15 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 diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers services under the Advisers Act fiduciary standard, including retirement plan advisory and comprehensive financial planning, and is also active in municipal advising and underwriting.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. holding a Series 66 designation, with one year of industry experience. Prior to joining D.A. Davidson, she worked in various roles including positions at BPS Bioscience, the University of California, San Diego, and involvement with Youth League Tennis. 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 fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with significant assets.

Timothy Conway is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth since 2015. Outside of advisory work, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Cynthia Guerrero is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. She holds a Series 66 designation and has worked at notable firms including Wells Fargo Clearing and UBS Financial Services. Guerrero has been with Rockefeller Financial LLC since 2023 and Rockefeller Capital Management since 2024. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer.

Daxesh Maniar is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Eagles Securities LLC since 2015 and has been affiliated with NYLIFE Securities and New York Life Insurance since 2004 and 2003, respectively. Maniar volunteers as a member of the CALCPA Financial Literacy program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Cody Boring is a financial advisor with Carson Wealth and holds a Series 65 designation. He has two years of industry experience and has previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, and in education with Norwalk La Mirada Unified School District and Biola University. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and property and casualty insurance. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

Douglas Barrera Ventura is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA. He holds Series 66 and Series 63 licenses and has 13 years of industry experience. His prior work includes roles at JP Morgan Chase Bank and JP Morgan Securities LLC. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm provides both client-directed and fully discretionary investment programs, using model risk profiles and combining strategic and tactical asset allocation with fund due diligence and ongoing monitoring.

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.

Randall Huntimer is a CFP® with 35 years of industry experience. He has worked at Centaurus Financial, Inc. since 2018 and previously held positions at Geneos Wealth Management Inc. and Schooner Financial Associates. Huntimer is also president of Starfire Financial, a property and casualty insurance business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches and specialized advisory services.

Christopher Capezuto is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been president of Financial Concepts Unlimited, Inc., an outside registered investment advisor, since 1997. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Lori Vanden Berg is a ChFC®-designated financial advisor with 27 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2023. She has also worked with Nylife Securities Inc and New York Life Insurance Co since 2004. Outside of finance, she is involved in motivational speaking on topics such as positive attitude and team building, and is a consultant for Mary Kay products. Eagle Strategies serves a diverse range of individual and institutional clients, 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.

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.

Howard Ouyang is a financial advisor with HSBC Securities (USA) Inc. based in Yorba Linda, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Ouyang has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2016. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation across multiple risk profiles and utilizes both discretionary and client-directed program types.

Hadi Hassan is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2003 and has worked with New York Life Insurance Company and NYLife Securities Inc. since 1993. Outside of his advisory role, Hassan is involved in insurance brokering for non-registered insurance products and invests passively in cryptocurrency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

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.

Jonathan Penaloza is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with seven years of industry experience. He has worked at Centaurus Financial since 2018 and previously was employed at Footprints Behavioral Health and California State University, Long Beach. Outside of his advisory role, he is involved as a property and casualty insurance agent at CGM Risk Management. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management through multiple platforms and employs both discretionary and non-discretionary investment arrangements.

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.