Samuel Dashiell is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds a Series 65 designation and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, as well as corporate and pension clients. The firm uses a multi-manager approach and emphasizes fundamental research and long-term investing through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Joseph Conway is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 43 years of industry experience. He has been with Commonwealth and Diversified Investment Services, Inc., where he is president and owner, since 2009 and 1993 respectively. Conway has been involved in fixed insurance sales since 1983. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while supporting affiliated advisors with operations, technology, and compliance infrastructure.

Dane Hoban is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Boston Scientific, Vertiflex, and Sabre. He is based in Oceanside, California. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers discretionary model portfolios and a variety of program structures designed to meet diverse client needs.

Alex Ukpong is a financial advisor at Citigroup Global Markets with six years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2019 to 2025. 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. The firm combines large institutional scale with unique market roles, including research, derivatives, and futures services.

Laura Goodman is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealing and futures commission merchant activities.

James Cronk is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory work, he serves on several boards including San Pasqual Fiduciary Trust Company and San Pasqual Financial Holding Corporation, and is involved in community organizations such as the Pasadena Tournament of Roses and San Marino Community Church. 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 fiduciary-standard advisory services, employing both qualitative and quantitative analysis, and distinguishes itself by its participation in municipal advisory and underwriting activities as well as its affiliated trust and custodial services.

Janna Hahn is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 credentials. Her work history includes roles at American Funds and the Capital Group, as well as involvement with didwejustflipthat llc since 2022. 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 access to private equity and alternative investments.

Elmer Sarmiento is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 66 credentials and has 14 years of industry experience. His prior roles include positions at J.P. Morgan Securities and JP Morgan Chase from 2012 to 2025. Outside of his advisory work, he owns and operates Run It Back Clawcade LLC, a claw machine rental business in Long Beach, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs that implement multi-asset, multi-manager strategies with internal oversight. The firm combines large institutional scale with unique market roles, including serving as a swap dealer and futures commission merchant, and provides bespoke discretionary solutions for high-net-worth clients.

Glenn Odonnell is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. His work history includes several roles within Capital Group and Capital Bank & Trust Company dating back to 2016. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Jeffrey Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He previously worked at LPL Financial Corporation and has been involved with Central Life Assurance Co. for over five decades. Outside of advisory work, he is involved in life, health, disability, and long-term care insurance sales and co-owns an office building with his wife. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients using a range of portfolio management and financial planning services.

Vincent Crescenzo is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centaurus Financial since 1999. Outside of his advisory role, he owns and operates Crescenzo Financial, Inc., a health and dental insurance business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, providing both discretionary and non-discretionary arrangements and incorporating a variety of analytical approaches and specialized advisory services.

Jimmie Ray is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. In addition to his advisory work since 2013, he serves as president and CEO of J A Ray Insurance Services, Inc., a life, health, disability, and long-term care insurance agency he has led since 1976. Ray is also involved in pastoral ministry through the Fellowship of Evangelical Pastors, providing training and occasional counseling. Centaurus Financial, Inc. offers advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm provides a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies that incorporate fundamental, technical, and multi-manager approaches.

Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Eagle Strategies since 2022, alongside operating Bennett Financial & Insurance Services since 1999. Lawrence is also involved in community activities, volunteering with the Boy Scouts, serving on the finance committee for Tara’s Chance, and holding an officer position as president of the Kiwanis Club of Fullerton. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and primarily manages client assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior firms include Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. Dawn is also a Certified Divorce Financial Analyst, providing divorce financial analysis to individuals and couples. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm’s investment approach combines in-house research with third-party managers across various asset classes and includes integrated tax and administrative services uncommon in large advisory enterprises.

Maimoona Ahmed is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 65 designation and has previously worked at Richardson Kontogouris Emerson, LLP from 2016 to 2024. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice without discretionary trading authority.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

George Chiu is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 32 years of experience in the financial industry. He has worked at Equity Services since 2017 and also operates Strategic Horizon Inc., focusing on insurance agency services. Outside of his advisory roles, he serves on the board of directors for the Buddhist Fellowship of Southern California. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Daniel Roberts is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 47 years of industry experience. He has worked with Centaurus Financial since 2016. Outside of his advisory role, he is co-owner and general manager of Pet Buddies, a non-investment business in Santa Ana, CA, where he oversees billing, collections, and legal matters. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a combination of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Matthew Hemphill is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and one year of industry experience. He has previously worked with Mariner Independent and Zion Capital, and serves as a pastor at New Life Orange County Church. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm supports its network of investment adviser representatives with multiple analytical approaches and tools tailored to client objectives.