Guan Yang is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. He has worked at Eagle Strategies since 2018 and has been associated with NYLife Securities LLC and New York Life Insurance Co since 2016 and 2015, respectively. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Chen Ling is a CFA® charterholder and registered representative with HSBC Securities (USA) Inc., with five years of industry experience. Chen has held roles at HSBC Bank USA, N.A. and Bank of East Asia (China), among other firms. Chen also serves as a bank officer for HSBC Bank (USA) N.A., an affiliate of HSBC Securities. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment options. The firm’s investment approach combines strategic and tactical asset allocation supported by global asset management and fund due diligence, with a notable portion of assets held in client-directed, non-discretionary portfolios.

Patrick Skovran is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining First Citizens Investor Services, he worked at First Citizens Bank, Silicon Valley Bank, Boston Private Bank, and Wells Fargo Bank. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a broad client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm employs a combination of risk- and outcomes-based asset allocation, discretionary and non-discretionary management, and third-party managers, supported by integrated banking resources through its affiliation with a bank holding company.

Naor Izik is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has five years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse client base of individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services through an extensive network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working with both retirement investors and a broad range of institutional sponsors.

Victor Escobedo is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with Citibank since 2010. Outside of his advisory role, he operates as a sole proprietor event and portrait photographer based in Los Angeles. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, leveraging in-house research and extensive market roles.

Rafael Nieves Rios is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 licenses and three years of industry experience. His prior roles include positions at The Vanguard Group and California Lutheran University. Outside of advising, he works as a freelance consultant focusing on research, marketing, writing, and administrative projects and tutors K-12 and college students. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning, serving a large participant base with a higher client-to-advisor ratio than many peers.

Menchu Ituralde is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked in bookkeeping and business consulting roles, including with Noble Accounting, LLC, and JBC Group, LLC. She has also been involved with the Marinduque Association of Southern California. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers for portfolio management.

Argin Safian is a financial professional at GWN Securities Inc. with six years of industry experience. He holds a Series 66 designation and has previously worked at Equitable Advisors and AXA Advisors LLC. Outside of his financial services career, he provides in-home supportive services for elderly and disabled individuals. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Negin Banaei is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. She holds a Series 66 designation and has worked at several firms including Unionbanc Investment Services and Bank of the West. Outside of her advisory role, she is a partner in KLEEQ LLC, a company specializing in industrial coating, engraving, and 3D fabrication for aerospace, automotive, defense, and high-end consumer products. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, and pension plans. The firm offers portfolio management through wrap programs, automated investing platforms, and tax-aware services, leveraging its affiliation with a bank holding company to provide integrated banking resources and operational support.

Cilika Xie is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 license and having one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Pennymac and has academic experience from the University of Toronto. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Paul Devore is a CFP® with over 54 years of experience in the financial services industry. He is currently with Kestra Advisory and has held various roles within affiliated firms since 1981. Devore serves on several nonprofit and community boards, including educational and charitable organizations, as well as maritime-related groups. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients. The firm offers a range of services including fiduciary consulting, plan-level investment advice, and pooled plan solutions, supporting large institutional investors along with a diverse client base.

Kristy Green is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes positions at National Planning Corporation and FINRA before joining TIAA-CREF in 2019. Outside of finance, she occasionally acts in movies and TV shows when opportunities arise. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of discretionary management options alongside point-in-time planning services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Pierre Bitar is a financial advisor at Citigroup Global Markets with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Wells Fargo and HSBC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, alongside broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchandising.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Ezequiel Rodriguez is a Series 66 licensed financial advisor with LPL Financial, based in Burbank, CA, and has three years of industry experience. He has held roles at several firms, including J.P. Morgan Securities, Bank of America, Merrill, and Wells Fargo. Rodriguez is also involved with Partners Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Rakesh Patel is a financial advisor at Raymond James Financial with 14 years of industry experience. He holds a Series 66 designation and has worked at Stifel Independent Advisors, LLC and Wells Fargo Advisors prior to joining Raymond James. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Aaron Friedman is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at J.P. Morgan Securities since 2021 and previously spent over a decade at TD Ameritrade in various capacities. Outside of his advisory role, he is a passive investor in a financial services LLC based in Los Angeles. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Amanda Aguilar is a CFP®-certified financial advisor with eight years of industry experience, currently with LPL Financial since 2022. She previously worked at JP Morgan Securities and JP Morgan Chase bank from 2018 to 2021, and at AXA Advisors from 2017 to 2018. Outside of her advisory role, she serves as a report analyst for Provenance Technologies Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers various financial planning and advisory programs, combining discretionary and non-discretionary management with research-driven model portfolios and technology-enhanced strategies.

Zepyur Vardanyan is a financial advisor with J.P. Morgan Securities, holding a Series 66 license and seven years of industry experience. Prior to joining J.P. Morgan, he worked at Bank of America for three years. Outside of his advisory role, he operates a notary services business and provides in-home supportive services as a caregiver. J.P. Morgan Securities LLC delivers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework. The firm offers non-discretionary advice through a select group of Wealth Advisors.

David Mandel is a financial advisor with UBS Financial Services in Sherman Oaks, CA, holding Series 63 and Series 65 licenses and having 44 years of industry experience. He has been with UBS Financial Services since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to client goals. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of capital markets and advisory solutions.