Vaspour Antanesian is a financial advisor with GWN Securities Inc. in Glendale, CA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Equitable Advisors and Axa Advisors. Outside of his advisory role, he is co-founder and CEO of Elit Productions, a film production and marketing company, and co-founder of Vertical Brace Inc., a medical equipment startup in pre-launch. He also serves as managing partner at LA Wealth Partners, focusing on fixed and index annuities and fixed life insurance products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients with discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm offers a range of managed-account programs, including SMA, UMA, and fund-strategist options, and is notable for its legacy use of market-timing and technical-momentum strategies.

Jason Lersch is a CFP® with 11 years of experience in the financial services industry. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent five years at Capital Bank and Trust Company. He is based in Los Angeles, CA, and holds a Series 63 license. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations. The firm employs a long-term fundamental research approach and the Capital System of multiple portfolio managers to construct portfolios, often using affiliated pooled funds and separately managed accounts.

Javier Escamilla is a CFA® charterholder with six years of experience in the financial industry. He is currently an advisor at Capital Group Private Client Services, Inc., where he has worked since 2021. Prior to this, he held roles at Capital Bank & Trust Company and Capital Group Companies. 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 with a $5 million minimum. The firm’s investment approach centers on fundamental research, a long-term horizon, and a multi-manager system that allocates portfolio segments to individual managers and analysts.

Christopher Ganey is a CFP® professional affiliated with Cerity Partners LLC in Los Angeles, CA, with two years of industry experience. Prior to joining Cerity Partners, he held roles at Edward Jones and was involved with Dulles Little League. He also has experience in education through positions at Pepperdine University and Loudoun County Public Schools. Cerity Partners provides customized wealth management and related services to a diverse national clientele, including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors. The firm emphasizes tailored asset allocation and manager selection, combining proprietary quantitative methods with external managers and individual securities.

Erin Furman is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 66 and Series 63 licenses with nine years of industry experience. Her work history includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and Cumby Spencer & Associates. Eagle Strategies serves a diverse client base of individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations across various program types and manages a substantial majority of assets on a non-discretionary basis.

Luis Fondevila is a financial advisor with Surety Investment Services in Los Angeles, CA, holding a Series 63 designation and over 30 years of industry experience. He has been affiliated with Surety Investment Services since 1982 and has worked with IRM Distributors, Inc. since 1998. In addition to his advisory role, he serves as President and Agent of Surety Investment Services, where he provides leadership and sales support. Surety Investment Services primarily serves individual clients along with pension plans, trusts, businesses, and estates, offering financial planning and discretionary portfolio management. The firm employs a dual fee-and-commission model, emphasizing long-term investing and utilizing a range of securities and insurance products, including fixed and variable annuities and life insurance.

Juan Corona is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and eight years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Stephan Miskjian is a CFP® and CFA® with 17 years of industry experience, currently serving at Creative Planning. His prior roles include positions at Pensionmark Financial Group and kPlans Investment Services. He volunteers on the Investment Committee for the International School of Los Angeles Burbank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, tax-efficient strategies, and selective private market exposure, managing approximately $295.6 billion in client assets.

Shu Kaneko is a financial advisor at TLG Advisors, Inc. with three years of industry experience. He holds a Series 66 designation and has worked with firms including LPL Enterprise and The Prudential Insurance Company of America. Outside of advising, Kaneko is a real estate broker with Bluepine Real Estate. TLG Advisors serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and pension plans. The firm focuses on manager selection and ongoing portfolio monitoring, using fundamental analysis and Modern Portfolio Theory to build diversified portfolios, and offers both traditional advisory services and a direct-to-consumer digital program.

Dingzhi Chen is a financial advisor with Eagle Strategies (New York Life) in Arcadia, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. His career includes roles at NYLIFE Securities LLC since 2018 and New York Life Insurance Company since 2017, as well as employment with YYRC Financial Services beginning in 2025. Outside of his advisory work, he is involved in short-term rental property management in a non-investment capacity. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes customized recommendations, managing a significant portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Stuart Ng is a CFP® with 31 years of experience in the financial industry. He is currently with D.A. Davidson & Co. and previously worked at LPL Financial, LLC for 23 years. Ng acts in a fiduciary capacity for a family trust and is licensed to sell life, health, disability, LTC, and fixed annuity products as part of his business activities. 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.

Christopher Koning is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His career includes roles at Cetera, Ameriprise Financial Services, and Wells Fargo Advisors. Koning is also involved in insurance sales, focusing on fixed life and annuities products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm provides portfolio management, financial planning, variable sub-account management, and a range of retirement plan services, typically managing accounts on a discretionary basis using model portfolios overseen by an in-house Investment Committee.

Sean Rourke is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining Capital Group Private Client Services in 2022, he worked at Bank of New York Mellon Corp. and City National Bank. Capital Group Private Client Services provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with a $5 million or higher managed-relationship threshold. The firm’s investment approach emphasizes fundamental research, a long-term time horizon, and a multi-manager system allocating portfolio segments to individual managers and analysts.

Michael Dinardo is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 licenses and has 36 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. He is also the managing member of 3DX Partners, an insurance-related business involved in relationship management. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse group of institutional and individual clients, including plan sponsors. The firm offers fiduciary consulting, plan design, employee education, and access to multiple management platforms and third-party solutions, serving clients such as sovereign wealth funds and large institutional investors.

Souheir Alrachid is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding a Series 66 designation and 16 years of industry experience. Her prior roles include positions at AXA Advisors and Farmers Financial Solutions. She serves as a board member of the Baccash Family Foundation, which provides grants to several healthcare and community organizations. Eagle Strategies offers financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, emphasizing tailored recommendations and a predominantly non-discretionary asset management approach within the New York Life affiliate structure.

Eunice Kim is a CFP® and holds a Series 66 license with 18 years of industry experience. She is currently with Mercer Global Advisors Inc., where she has worked since 2019. Her prior experience includes roles at Jackson Financial Management and Mason & Associates, Inc. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a Modern Portfolio Theory-based investment approach focused on globally diversified, risk-appropriate portfolios and offers a range of implementation options alongside financial planning, retirement consulting, tax support, and estate-planning coordination.

Alexander Gordon is a financial advisor at Mesirow Financial Investment Management, Inc. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at LPL Financial and Brown Wealth Management. Mesirow Financial Investment Management, Inc.’s Wealth Management division provides discretionary and non-discretionary investment management and financial planning services to private individuals, pension and profit-sharing plans, government entities, charitable organizations, and other institutional clients. The firm integrates third-party managers and proprietary private investment products within diversified portfolios, applying both quantitative and qualitative due diligence across various asset classes.

Toan Thai is a financial advisor with Eagle Strategies (NY Life) in Rosemead, CA, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has been affiliated with Eagle Strategies since 2023 and has prior experience with Nylife Securities LLC and New York Life Insurance Company. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working extensively with institutional sponsors and retirement investors.

Phong Luu is a CFA® charterholder and financial advisor at Cerity Partners LLC with three years of industry experience. Prior to joining Cerity Partners in 2022, he worked at Covington Capital Management for sixteen years. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, and other institutional investors. The firm offers customized portfolios with a focus on diversified asset allocation and provides a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments.

Warren Sypinero is a CFP® and CFA® with 15 years of experience in the financial services industry. He is currently with First Citizens Investor Services, Inc. and has prior experience at firms including Fidelity Brokerage Services, Union Bank, and TIAA. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, supported by fundamental, quantitative, and technical analysis, and benefits from its affiliation with a bank holding company.