Hugo Flores Jr. is a financial advisor with Empower Advisory Group in Whittier, CA, holding Series 63, Series 65, and Series 66 designations and bringing 17 years of industry experience. His prior work includes roles at GWFS Equities, Inc., H. Beck, Inc., Ameriprise, and Principal Financial Services. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage clients. The firm’s approach emphasizes long-term portfolio returns, annual rebalancing, and savings rates, integrating services with Empower’s recordkeeping and administrative platforms.

Ani Atnos is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citibank and CGMI since 2012. Outside of her advisory work, she provides in-home supportive services to disabled individuals, including assisting her father with daily activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and includes specialized roles such as swap dealer and futures commission merchant.

Anush Haddadian is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Securities America, Verus Capital Partner, LPL Financial, and Premier America Credit Union. Outside of advising, Haddadian provides in-home health care services for family members. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a multi-advisor platform serving a broad client base and provides both discretionary and non-discretionary account management with a notable focus on retirement-plan advisory and pension consulting.

Julio Bedolla is a financial advisor at Concurrent Investment Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has previously worked at firms including AssetMark Financial Holdings, Inc., Dimensional Fund Advisors, and Capital Group. Concurrent Investment Advisors, LLC is an SEC-registered multi-team advisory firm serving individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm offers customized, primarily long-term investment portfolios using ETFs, mutual funds, and other securities, supported by due diligence, strategic asset allocation, and integrated operational tools.

Mary Ghobry is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. Her prior experience includes seven years at Wells Fargo Clearing and fourteen years at Wells Fargo Bank, N.A. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs fundamental, quantitative, and technical analysis to allocate assets across equities, fixed income, mutual funds, and ETFs, and offers a range of portfolio management and financial planning services.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at firms including Transamerica Financial Advisors, Inc. and Clearwater Benefits LLC. Additionally, Lo serves as an officer and owner of Avilia Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate plans. The firm employs strategic asset allocation and multiple manager portfolios across various risk profiles through both firm- and third-party model strategies.

Christine Lee is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. She holds the ChFC® designation and Series 63 license, with 20 years of industry experience. Lee has been with Eagle Strategies since 2014 and has worked in various roles at New York Life and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and maintains a significant portion of assets under non-discretionary management.

Thomas Lam is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Equitable Advisors and Axa-Advisors and spent five years affiliated with Texas A&M University-Commerce. Outside of his advisory role, Lam also provides fixed insurance and annuity products as an agent for Grandparents. GWN Securities serves individual and corporate clients through managed account programs, financial planning, and introductions to third-party managers. The firm employs a mix of sub-advisers and model-based strategies, incorporating both traditional asset allocation and tactical market-timing approaches.

Joanne Landa is a financial advisor with RBC Rochdale, LLC, holding Series 63 and Series 66 licenses and five years of industry experience. She previously worked at Wells Fargo Private Bank from 2005 to 2022 before joining City National Rochdale, where she has been since 2022. Outside of her advisory role, Joanne co-owns Villa Landa Group, LLC, which manages a single-family home rental. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and institutional investors, employing an active, multi-strategy investment approach that combines quantitative and fundamental analysis through proprietary tools to tailor portfolios. The firm sponsors mutual and interval funds and manages approximately $73 billion in assets across 125 advisors.

Jeremy Chang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding the ChFC® designation and a Series 65 license. He has nine years of industry experience, including five years at Pillar Pacific Capital Management, LLC, and five years with Wealth Enhancement Group. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Hayden Edmonds is a financial advisor at Capital Group Private Client Services, Inc. with one year of industry experience. Prior to joining Capital Group, he was employed at PIMCO Investments, LLC for two years and held positions at Chapman University and Villanova Preparatory School. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach called the "Capital System" that emphasizes fundamental research and long-term horizons. The firm manages client portfolios through separately managed accounts, mutual funds, ETFs, and access to private equity and alternative funds.

Chantal Balta is a financial advisor at Eagle Strategies (NY Life) based in Glendale, CA, holding the ChFC® designation and Series 63 license with four years of industry experience. She has been affiliated with Eagle Strategies since 2026 and has prior experience with NYLIFE Securities LLC and New York Life Insurance Co. Balta also serves in the Air National Guard. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm operates through multiple program types, emphasizing tailored recommendations and managing most assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Man Lin is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 63 and Series 66 licenses and five years of industry experience. He has been affiliated with HSBC Bank USA, N.A. since 2017 and also worked at iD Cha House from 2013 to 2018. In addition to his advisory role, he serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm’s investment process incorporates five model risk profiles and uses affiliated and third-party providers for asset allocation, fund selection, and ongoing monitoring.

Matthew Malak is a ChFC®-designated financial advisor with 11 years of industry experience. He is currently with Eagle Strategies (NY Life), where he has worked since 2022, and has been affiliated with NYlife Securities LLC and New York Life Insurance Company since 2015. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through its extensive network of advisors. The firm delivers tailored solutions across multiple program types and works with individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients.

Stacy Trejo is a financial advisor with TIAA-CREF in Pasadena, CA, holding a Series 66 designation and 14 years of industry experience. She has been with TIAA-CREF since 2011. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through employer retirement plans and provides both point-in-time planning and ongoing portfolio management under a fiduciary standard.

Nha Doan Nguyen is a financial professional at GWN Securities Inc. with Series 66 credentials and less than one year of industry experience. Prior to joining GWN Securities, Nguyen held roles in information technology and completed an externship. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm supports a large network of advisors and offers a range of managed-account programs that include both traditional and active investment strategies.

Alexander Hugues is a financial advisor with Planmember Securities Corporation, holding Series 65 and Series 63 licenses and over 48 years of industry experience. He has been with Planmember since 2012 and concurrently operates A.R. Huguez & Associates, a financial and insurance sales service he founded in 1982. 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 utilizes a top-down strategic asset allocation framework to manage risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Harris Kagan is a financial advisor with Eagle Strategies (NY Life) based in Los Angeles, CA, holding Series 63 and Series 65 licenses and over 40 years of industry experience. He has been affiliated with Nylife Securities Inc. and New York Life Insurance Company since 1985. 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 representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Brian Park is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with NewEdge Advisors and has held previous roles at Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo, among others. Brian also served as Senior Vice President at NorthCoast Asset Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

William Ford is a CFA® charterholder with eight years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with affiliated Capital Group entities from 2008 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds. The firm’s investment approach relies on fundamental research, a multi-manager system, and tax-aware techniques.