Peter Kejmar is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 33 years of industry experience. He has been associated with IRM Distributors, Inc. since 1992. He also works as an insurance agent specializing in fixed products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm offers education and support services alongside a top-down strategic asset allocation investment approach, managing risk-based mutual fund portfolios that range from conservative to aggressive.

Janet Wu is a financial advisor at GWN Securities Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at the University of Southern California, the University of California, Irvine, and Temple City High School. Outside of her advisory role, she is involved as a financial representative with LA Pension Planners and in the sale of life and health insurance products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm incorporates market-timing and momentum-based strategies alongside technology platforms to support its investment approach.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 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 serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

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. based in Pasadena, CA, holding a Series 66 designation with 15 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth 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 providing both qualitative and quantitative investment analysis.

Kyle Morton is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to Mercer, he was affiliated with Seventy2 Capital Wealth Management and Wells Fargo Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other specialized products.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Her background includes roles in bioscience, education, and community sports programs. 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 a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Matthew Almanza is a financial advisor at Citigroup Global Markets with eight years of industry experience. He has previously worked at UBS Financial Services, Royal Alliance, and NWF Advisory. Almanza holds Series 63 and Series 66 licenses and is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research, lending, and bespoke solutions for large clients.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ethan Roberts is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and has worked at GWN Securities since 2023. His prior roles include positions at SNAG Inc. and Talent Resources Sports. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs including traditional asset allocation and legacy market-timing strategies.

Douglas Barrera Ventura is a financial advisor at HSBC Securities (USA) Inc. with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JP Morgan Chase Bank and JP Morgan Securities LLC. He is currently based in Arcadia, CA. 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’s investment approach combines strategic and tactical asset allocation with rigorous fund due diligence and monitoring, supported by affiliated and third-party providers.

Summer Odin is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. She is currently with D.A. Davidson & Co., where she has worked since 2022. Prior to this, she held positions at the Small Business Administration and Wells Fargo in various advisory roles. 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 operates under fiduciary standards, offering services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Trisha Beharie is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA. She holds Series 63 and Series 66 credentials and has five years of industry experience. Prior to her current role, she worked with JHB Management and has involvement as a member of the Screen Actors Guild-American Federation of Television and Radio Artists and Actors Equity. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Scott Swanson is a CFA® charterholder with eight years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following eight years at Covington Capital Management. Based in Los Angeles, he holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a diverse client base, including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on diversified asset allocation and customized portfolio solutions.

Mounir Said is a financial advisor with First Citizens Investor Services, Inc. holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Money Wise Mortgage. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension plans, corporations, and charitable organizations. The firm employs a combination of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Ricardo Azarloza is a CFP® and CFA® credentialed financial advisor with 20 years of industry experience. He has worked at Cerity Partners LLC since 2022 and previously spent 16 years at Covington Capital Management. Based in Los Angeles, he holds Series 63 and Series 66 licenses. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including high- and ultra-high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, with a focus on customized, diversified portfolios and a broad set of affiliated capabilities.

Andrew Micallef is a financial advisor with Capital Group Private Client Services, Inc., holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Capital Bank & Trust Company and JP Morgan. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a minimum of $5 million in assets. The firm’s investment approach centers on fundamental research, a long-term horizon, and a multi-manager system allocating portfolio segments to individual managers and analysts.

Thomas Anderson Jr. is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 66 designation and 16 years of industry experience. His prior work history includes roles at Capital Bank & Trust Company and J.P. Morgan. 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 threshold. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term strategies, often implementing client portfolios through affiliated pooled funds and separately managed account programs.

Michael Morrissey is a financial advisor with Capital Group Private Client Services, Inc. based in Chicago, IL. He holds Series 63 and Series 65 designations and has 10 years of industry experience. His prior roles include positions at AB Bernstein Private Wealth Management and Capital Bank & Trust Company. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on accounts generally above $5 million. The firm employs a multi-manager investment approach emphasizing fundamental research and long-term horizons, often allocating client assets to affiliated pooled funds and separately managed accounts.

Brandon Yee is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and nine years of industry experience. He has worked at multiple firms including First Allied Advisory Services and Cetera Investment Advisers. Brandon is also involved with Guidant Planning, Inc. in a marketing assistant role. United Planners Financial Services is a national wealth-management enterprise serving a broad client base through independent investment adviser representatives. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers a range of advisory and brokerage services.