Eric Heer is a financial advisor at Capital Group Private Client Services, Inc. with 19 years of industry experience. He holds the Series 65 and Series 66 designations and previously worked at Capital Bank and Trust Company for five years. Heer is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm utilizes a multi-manager approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Amir Kryner is a CFP® with three years of industry experience currently working at Citigroup Global Markets. His prior experience includes roles at Bank of America, Merrill, and Psagot Investment House LTD. Based in Los Angeles, he has held positions across several major financial institutions. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies with oversight committees and incorporates both discretionary and non-discretionary portfolios.

Tigran Basmadjyan is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Eagle Strategies since 2012 and has worked at NYLIFE Securities Inc and New York Life Insurance Company since the mid-2000s. Outside of advising, he is a passive investor in film production and a charitable technology venture aimed at assisting deaf individuals. Eagle Strategies serves a diverse client base, including individual investors, institutional plans, and corporate clients, by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers multiple program types, with the majority of assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Magaly Aguirre is a financial advisor with Eagle Strategies (NY Life) based in San Dimas, CA, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. She has been with Eagle Strategies since 2023 and also has over a decade of experience with NYLIFE Securities LLC and New York Life Insurance Company. 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, including non-discretionary asset management and advisory services tied to insurance and annuity products.

Michael Donato is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. He is based in Los Angeles, CA. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with specialized market roles, including research, security pricing, and derivatives activities.

Oscar Varela is a financial advisor with Transamerica Retirement Advisors, LLC, based in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Prior to joining Transamerica in 2018, he worked at Lockton Companies, Principal Securities, Cambridge Investment Research, and HUB International Investment Services. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm emphasizes asset allocation and retirement guidance, utilizing proprietary software and model portfolios provided by Morningstar Investment Management, and operates with a large client base focused primarily on non-discretionary assets.

Jonathan Ip is a financial advisor at Citigroup Global Markets with over three years of industry experience. He holds Series 63 and Series 65 credentials and has been with Citigroup since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Kevin Savage is a CFP®-certified financial advisor with 24 years of industry experience. He is currently with D.A. Davidson & Co., where he has worked since 2022, following a 19-year tenure at LPL Financial, LLC. He serves on the investment committee of Hillsides, a nonprofit organization in Pasadena, CA, overseeing its investment assets. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including 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, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Lin Lin is a Series 66 licensed financial advisor with 10 years of industry experience. Lin has worked at Citigroup Global Markets since 2025 and previously held roles at HSBC Bank USA and HSBC Securities, as well as Bank of America and Merrill. 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, along with broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including in-house research and functioning as a security-based swap dealer and futures commission merchant.

Anson Chen is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds the Series 66 designation and previously worked at Target and Tropicana Student Living. Outside of advising, he is involved in insurance sales and financial services through related registered representative roles. 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 and model portfolios, including traditional asset-allocation and legacy momentum-based strategies.

Daniel Butterly is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at TIAA-CREF with four years of industry experience. His prior roles include positions at RBC Rochdale, LLC and Wells Fargo. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing retirement plan relationships. The firm operates within a vertically integrated structure and provides both model-based and customized portfolio management under a fiduciary standard.

Dante Noffal is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 credential with one year of industry experience. His prior work includes roles at California State University and employment in the food service industry. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm manages portfolios through separately managed accounts, mutual funds, ETFs, and alternative strategies.

John Carlson is a financial advisor with Independent Financial Group, LLC in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has worked at JLB Partners and Wells Fargo Investments, LLC, and operates Carlson Wealth Management as a DBA, providing investment and brokerage services. Independent Financial Group, LLC offers advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investments to construct client portfolios aligned with their risk profiles.

Nova Lu is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 66 credential and nine years of industry experience. Her prior roles include positions at Goldman, Sachs & Co., BroadPeak Capital, and Rockefeller Financial. Outside of her advisory work, she creates and sells handmade clothing through a small personal business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager investment approach through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Lissette Dametta is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2023, following seven years at U.S. Bancorp Investments, Inc. in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and execution services. The firm utilizes multi-asset, multi-manager strategies and maintains a combination of large institutional scale and specialized market roles, including derivatives and futures services.

Edward Gonzalez is a CFA® charterholder with six years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2021 and previously worked at Capital Bank & Trust Company and Wells Fargo Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that combines separate managed accounts and pooled investment vehicles with an emphasis on fundamental research and long-term investment horizons.

Michael Coley is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked for Verizon/Yahoo for 17 years. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice and implements solutions across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities for retirement investors.

Aniekan Archibong is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and seven years of industry experience. He has worked at Capital Group Private Client Services since 2021 and was previously with Capital Bank & Trust Company from 2015 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager investment approach with a focus on fundamental research and long-term horizons. The firm offers access to separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Zachary Walker is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding the Series 63 and Series 65 designations. He has eight years of industry experience, including two years at Alliance Bernstein and OneAmerica Securities prior to joining Capital Group in 2018. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds. The firm’s investment process is based on fundamental research and long-term portfolio segmentation across multiple managers.

Victor Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. His career includes roles at Arya Global Consulting and Olivestree CSGarmax LLC, and he has been associated with Transamerica Financial Advisors since 2018. Outside of advisory work, he also works as a driver for ride-sharing services Uber and Lyft. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with program options that can be discretionary or non-discretionary.