Dean Catalano is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Capital Bank & Trust Company, Wells Fargo Private Bank, and AllianceBernstein L.P. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

Ishkhan Boghossian is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2013 respectively, as well as operating his own business, Boghossian Financial Inc., since 2022. Outside of his advisory work, he serves as a caretaker for his parents. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional sponsors.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and Transglobal Holding Company. He also served over two decades at Vineyard of Hope Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Justin Morales is a CFP® professional with three years of industry experience, currently with Capital Group Private Client Services, Inc. in Los Angeles. Prior to joining Capital Group, he held positions at Union Bank and US Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to construct client portfolios across various investment vehicles.

Eduardo Herrera is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research, and unique market roles including swap dealer and futures commission merchant activities.

Scott Sandler is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years at Capital Bank and Trust Company. Based in Los Angeles, CA, Sandler focuses on serving high-net-worth clients. 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 emphasizes fundamental research and long-term investment horizons in its portfolio management.

Samuel Soler Conklin is a financial advisor with Wealth Enhancement Advisory Services, LLC in Brea, CA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial LLC, Householder Group Estate and Retirement Specialists, Wescom Financial Services, and Merrill. He is involved with the American Financial Education Alliance, providing educational services to local colleges and libraries. Wealth Enhancement Advisory Services offers financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and emphasizes diversified, risk-class-based investment allocations using both passive and active strategies overseen by an internal Investment Committee.

Kurt Vogel is a CFP® at Mercer Global Advisors Inc. with approximately eight years of experience in the financial services industry. Prior to joining Mercer, he worked for Singer Burke Zimmer & Kogan, LLP for ten years. 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, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Mario Reina is a financial advisor at GWN Securities Inc. with 21 years of industry experience. He holds the Series 63 and Series 66 designations. His prior experience includes roles at Infinity Financial Services Advisory, Infinity Financial Services, Concourse Financial Group Securities, Ernst & Young Investment Advisers LLP, U.S. Bancorp Advisors, LLC, and Equitable Advisors. Outside of his advisory work, he is the owner of OneLink Financial Services, a tax preparation business. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations, and it incorporates market-timing and momentum-based strategies in certain legacy programs.

William Fitzhugh is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is involved in a land ownership business that rents land for farming. 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Thomas Worrall III is a financial advisor at Integrated Wealth Concepts LLC with 21 years of industry experience. He holds Series 63 and Series 66 designations and has worked with Laurel Wealth Advisors, Ozco Enterprises, Impeller Dynamics, and Azusa Specialties, where he serves as president overseeing property management. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios composed of mutual funds, ETFs, equities, and fixed income.

Ashley Ting is a financial advisor at Empower Advisory Group with six years of industry experience. She holds a Series 66 designation and has previously worked at GWN Securities, Inc., Equitable Advisors, and AXA Advisors LLC. Ting is based in La Puente, California. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm delivers services through an integrated platform tied to Empower’s recordkeeping and administrative systems, offering both point-in-time financial plans and optional managed account solutions.

Nicholas Stonnington Sr. is a financial advisor at Prime Capital Financial with 43 years of industry experience. He holds Series 63 and Series 65 licenses and previously led the Stonnington Group, LLC for 19 years. Outside of advising, he owns several non-investment businesses including a healthcare insurance and mortgage loan origination firm, as well as a human capital management company. Prime Capital Financial is an enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers comprehensive services including asset management, financial planning, qualified retirement plan sponsorship, and family office solutions, employing a range of investment strategies alongside affiliated tax advisory services.

Rommel Valarao is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. He has been with Citigroup Global Markets since 2007. Outside of his advisory work, he serves as secretary for First Solution Hospice Care, dedicating time monthly to managing administrative duties. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and a mix of discretionary and non-discretionary programs.

Allen Yee is a CFP® with 35 years of industry experience, currently affiliated with United Planners Financial Services of America, a limited partnership. His prior roles include positions at Cetera and First Allied Advisory Services. Outside of his advisory work, he serves as president of Guidant Planning, Inc., a tax preparation and accounting firm, and has been involved in teaching and coaching at Pasadena Community College and Glendale Community College since 2000. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform with multiple custodians and money managers. The firm is notable for its limited partnership ownership structure and predominantly non-discretionary asset management.

Frank Jimenez is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life. He previously operated Jimenez Financial Strategies and Insurance Solutions. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports various investment strategies across discretionary and non-discretionary accounts.

Bridget Goodbody is a CFP® professional with five years of industry experience. She currently works at Cerity Partners LLC and previously spent seven years at Gamble Jones Investment Counsel. Cerity Partners provides customized wealth management and related services to a broad national client base, including individuals, families, trusts, business entities, and institutional investors. The firm builds client programs through tailored asset allocation, manager selection, and periodic rebalancing, using proprietary quantitative screens alongside third-party managers and individual securities.

Basil Barrett is a financial advisor with Citigroup Global Markets in Los Angeles, holding a Series 66 designation. He has one year of industry experience and has previously worked at Fiducient Advisors, Dell Technologies, Slater Infrastructure Group, and The Baupost Group, as well as academic roles at The University of Chicago and Morehouse College. Citigroup Global Markets 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 maintains significant in-house research and market roles that distinguish it from peers.

Robert Kelly is a CFA® charterholder with 19 years of industry experience. He currently works at Capital Group Private Client Services, Inc., where he has been since 2021, and previously worked at Capital Bank and Trust Company from 2016 to 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and emphasizing fundamental research and long-term investment horizons.

Joseph Grabowski is a financial advisor at D.A. Davidson & Co. with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining D.A. Davidson, he worked in roles including positions at ONE&ALL Church and Gateway Theological Seminary. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including 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, comprehensive financial planning, and a Private Wealth program for clients with significant assets.