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 Guardian Life, holding the ChFC® designation and Series 63 and 66 licenses. He has 15 years of industry experience, having worked at Guardian Life since 2011 and previously at Pacific Advisors. Outside of his advisory role, he is managing partner of APN (doing business as Fiscalyze), a firm that provides financial insights platforms and client experiences for the financial services sector, and is involved in various consulting and content creation activities through his independent consulting LLC, NEXTpectations®. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and a variety of proprietary and third-party platforms.

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 registered representative with HSBC Securities (USA) Inc. and a bank officer with HSBC Bank (USA) N.A. He holds Series 66 and Series 63 licenses and has 15 years of industry experience. He has been with HSBC Securities since 2010 and HSBC Bank USA since 2013. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers a range of program types from client-directed to fully discretionary portfolios, employing a structured investment process with model risk profiles and utilizing affiliated asset management and fund selection teams.

Aaron Jackson is a CFP® with 11 years of industry experience, currently affiliated with Sanctuary Advisors, LLC. His prior roles include positions at PFS Investments Inc., Primeric Financial Services, and the U.S. Department of State. He also serves as a general board member for Congo & Beyond. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations, through a network of over 400 independent advisers. The firm offers portfolio management, retirement plan consulting, and financial planning, utilizing a range of investment approaches and third-party platforms.

Anthony Mauro is a financial advisor at Centaurus Financial, Inc. in Orange, CA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has worked at Centaurus Financial since 2012 and previously at Pacific Point Securities, LLC from 2009 to 2017. Mauro is also president of Mauro Wealth Planning, a DBA used for marketing and branding purposes. 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 through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

William McMorran is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he is president and CEO of a consulting business serving not-for-profit organizations and is involved in charitable gift administration. He also serves as treasurer on the Hollywood Homeowners Association Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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 Series 66-credentialed financial advisor with 18 years of industry experience, currently with First Citizens Investor Services, Inc. in Pasadena, CA. His career includes prior roles at City National Securities and Wells Fargo, spanning a total of nearly two decades in financial services. Outside of his advisory work, Michael serves as a board member and coach for the Glendora Lassie League softball youth organization, where he coordinates schedules and umpires and assists with coaching. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses. The firm emphasizes IAR-led financial assessments and employs a blend of fundamental, quantitative, and technical analysis to guide investment strategies across various asset classes.

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.

Jasmine Wong is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to her current role, she was self-employed and worked in education at Mt. San Antonio Community College and Walnut High School. Outside of financial advising, she is a photographer and videographer for special events and serves as a notary public. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm employs a large network of advisors and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Guannan Li is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and four years of industry experience. He also has an ongoing role as a broker associate at RG Realty since 2015 and works as an insurance agent outside of his advisory duties. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement plan services through various platforms and third-party programs. The firm combines strategic asset allocation with active and passive investment exposures and operates as a dually registered broker-dealer and investment adviser.

Rosalie Morris is a financial advisor with Commonwealth Financial Network who holds 10 years of industry experience. She has been associated with Able-Wagner, Inc since 2008. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody services, enabling advisors to implement portfolios through both internal model portfolios and external platforms.

Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

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.