Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Michael Reed is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, Reed worked in various roles including application development for LA County Probation and positions in technology and agricultural sectors. He is also involved as an associate with LA Pension Planners and in life and health insurance sales. 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 asset allocation and legacy market-timing strategies.

John Baxter is a ChFC® with 38 years of industry experience. He is currently with TLG Advisors, Inc. and has worked at The Leaders Group, Inc. since 2007. He also owns and operates John Baxter Insurance & Financial Services, where he manages life, disability, long-term care, and employee benefit accounts. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, providing investment supervisory services, portfolio management, and fiduciary services through a network of independent advisors and sub-advisors.

John Reitnouer is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2013. He serves as an Honorary Director of the Pasadena Tournament of Roses Association and as a Director for Five Acres, a nonprofit supporting children and families in crisis, where he also advises on the group’s 401(k) plan. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including 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 employing both qualitative and quantitative investment analysis.

Christian Ardon is a financial advisor with GWN Securities Inc. holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2021, he worked at Equitable Advisors and AXA Advisors, and has a background that includes roles outside finance. He is also an associate with LA Pension Planners, where he provides financial strategy consultations, and an insurance agent specializing in fixed life insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of market-timing and momentum-based strategies.

Michael Chavez is a financial advisor with TIAA-CREF in Pasadena, CA. He holds Series 66 and Series 63 licenses and has 11 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm provides a range of advisory services, including model and customized portfolio management, and serves as adviser to a donor-advised fund.

Jason Jin is a financial advisor with GWN Securities Inc. in Brea, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA-Advisors, LLC. Outside of his advisory work, he is also engaged as a financial consultant involved in the direct sales of insurance products. 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. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum strategies.

Elisabeth Braun Ward is a financial advisor with Empower Advisory Group in San Dimas, CA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Benefitscorp Equities, Inc. since 1990. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as certain retail clients, delivering services through an integrated model aligned with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its financial planning approach.

Katherine Reitnouer is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation with 11 years of industry experience. She has been with D.A. Davidson since 2014. 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 such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts.

Zornitsa Santiago is a financial advisor at Capital Group Private Client Services, Inc. with 11 years of industry experience. She holds Series 65 and Series 66 designations and has worked at Capital Group Private Client Services since 2021 and at Capital Bank & Trust Company since 2015. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach called the "Capital System" that emphasizes fundamental research and long-term investment horizons. The firm uses separately managed accounts, mutual funds, ETFs, and alternative strategies to implement client portfolios.

Oswald Donaldson is a financial advisor with Commonwealth Financial Network, holding the ChFC® designation and Series 63 license, with 37 years of industry experience. He has been associated with Advisory Group West and Commonwealth Financial Network since 2003. Donaldson is also involved in fixed insurance sales, dedicating a small portion of his time to this activity at his branch location. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a variety of advisory programs and services, supporting advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Belete Alemu is a financial advisor with Valic Financial Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Valic Financial Advisors since 2013. Prior to that, he has been associated with Agia since 2022, where he is involved with non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Jennifer Capo is a financial advisor at NewEdge Advisors with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at TIAA and TIAA-CREF for 17 years. She is affiliated full-time with Generate Wealth, LLC, operating under 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 adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party advisory programs, utilizing centralized due diligence and technology tools to support clients and advisors.

Cameron Killeen is a CFA® charterholder and holds a Series 66 license with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. and has prior experience at City National Bank and Fidelity Investments. Outside of advising, he is involved in co-owning and managing short-term rental properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and fundamental research to implement portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Mario Woizeschke is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding a Series 66 designation and 21 years of industry experience. His work history includes long tenures at Union Bank of California and Unionbanc Investment Services, as well as roles at First Republic Bank and First Citizens Bank. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client-focused process using fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Peter Viehl is a CFA® charterholder with 12 years of industry experience. He is currently an advisor at Cerity Partners LLC, where he has worked since 2023. Prior to joining Cerity Partners, he spent ten years at Gamble Jones Investment Counsel. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm provides a range of services, including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with an emphasis on diversified asset allocation and customized portfolios.

Thuc Tran is a financial advisor at Citigroup Global Markets with 20 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. for a combined 12 years. Citigroup Global Markets serves individual and institutional clients across high-net-worth and ultra-high-net-worth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with in-house research and operates as a security-based swap dealer and futures commission merchant.

Lena Thomas is a financial advisor at Citigroup Global Markets with 22 years of industry experience. She holds Series 63 and Series 66 designations and has been with Citigroup since 2017, including two years at Citibank prior to her current role. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs that include multi-asset, multi-manager strategies and execution services. The firm operates with notable institutional scale and a diverse set of market roles, providing both discretionary and non-discretionary investment solutions.