April Zee is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Kestra Advisory and D.A. Davidson & Co. April is also affiliated with First Citizens Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm employs a client process focused on financial needs assessments and uses fundamental, quantitative, and technical analysis to allocate among various asset classes.

Sally Macleod is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Citi Private Bank, Paramount Pictures, and Reynolds Advisory Partners. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including research, derivatives services, and bespoke discretionary solutions for high-net-worth relationships.

Jason Phan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The AYCO Company, L.P./Mercer Allied for eight years. He holds the Series 66 license and is based in Monterey Park, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated legal, trust, and retirement plan service businesses.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Tanja Shibley is a Series 66 licensed financial advisor with D.A. Davidson & Co. in Claremont, CA, where she has worked since 2016. She has 19 years of industry experience. 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 the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, equity research, modular and comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Hugo Flores Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior work history includes roles at Gwfs Equities, Inc. and H. Beck, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing.

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.

Julio Bedolla is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at firms including AssetMark Financial Holdings, Inc., Dimensional Fund Advisors, and Capital Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by due diligence, strategic asset allocation, and integrated operational tools.

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.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 credentials and four years of industry experience. He has worked with several firms including Transamerica Financial Advisors, Inc. and Clearwater Benefits LLC. Outside of his advisory role, he is an owner and officer of Avilia Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement plan services. The firm utilizes a mix of firm- and third-party models to tailor client strategies, combining strategic asset allocation with active and passive management across various risk profiles.

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.

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.

Jeremy Chang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and a Series 65 license. He has nine years of industry experience, including five years at Pillar Pacific Capital Management, LLC, and five years with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Man Lin is a financial advisor at HSBC Securities (USA) Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. since 2017. Lin also served at iD Cha House for five years. He is dual hatted as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products alongside his role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, employing a range of program types from client-directed to fully discretionary. The firm’s investment approach combines strategic and tactical asset allocation with due diligence by affiliated providers, offering both domestic and offshore options.

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.

Michael Campopiano is a financial advisor at D.A. Davidson & Co. with 25 years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley & Co., Incorporated for 19 years before joining D.A. Davidson in 2021. Outside of advising, he serves as chairman of the advisory board at the University of La Verne. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, high-net-worth clients, employer-sponsored retirement plans, charitable organizations, and corporations. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

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.

Alexander Hugues is a financial advisor with Planmember Securities Corporation, holding Series 65 and Series 63 licenses and possessing 48 years of industry experience. He has been with Planmember since 2012 and has operated A.R. Huguez & Associates, a financial and insurance sales service, since 1982. Hugues also functions as an independent insurance agent under the same business name. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant education, and support. The firm employs a top-down strategic asset allocation approach to manage unitized, risk-based mutual fund portfolios tailored from conservative to aggressive.

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.