Jasmine Wong is a financial advisor at GWN Securities Inc. with a Series 66 credential and one year of industry experience. Prior to her current role, she was self-employed and worked in education at Mt. San Antonio Community College and Walnut High School. Outside of financial advising, she is a photographer and videographer for special events and serves as a notary public. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm employs a large network of advisors and provides a range of managed-account programs, including SMA, UMA, and fund-strategist options on the Fidelity-supported FMAX platform.

Naira Melkonyan is a financial advisor with Citigroup Global Markets in Los Angeles, CA, holding Series 66 and Series 63 licenses and having 12 years of industry experience. She has been with Citigroup Private Bank since 2013. Outside of her advisory role, she serves as a Notary Public for friends and family. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary approaches.

Lynne Knox is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 66 designation and bringing 21 years of industry experience. She previously worked at Capital Bank and Trust Company for five years before joining her current firm in 2021. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private equity and alternative strategy funds.

Nicholas Carrillo is a financial advisor with Voya Financial Advisors, Inc. He holds a Series 66 designation and has four years of industry experience. Prior to joining Voya, he worked at Ameriprise and TOPA Diagnostics. Outside of his advisory role, he is a substitute yoga instructor at The Ritual in Westlake Village. Voya Financial Advisors, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through financial planning, portfolio management, and retirement advisory services. The firm combines in-house and external strategists with technology-enabled tools to deliver both discretionary and non-discretionary investment solutions.

John Usry is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 66 licenses and three years of industry experience. He previously spent 19 years at Aflac before joining New York Life and its affiliated firms. Outside of finance, he is active as a jazz saxophonist. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers customized advice through various program types, emphasizing non-discretionary asset management and working within an integrated New York Life affiliate structure.

Michelle Jackson is a financial advisor at Capital Group Private Client Services, Inc. with 28 years of industry experience. She holds the CFP® designation and several securities licenses, including Series 63, 65, and 66. Her prior roles include positions at Morgan Stanley and Capital Bank & Trust Company. Capital Group Private Client Services primarily provides discretionary investment management to high-net-worth individuals and charitable organizations, using a multi-manager approach and a focus on fundamental research and long-term investing. The firm utilizes separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds in client portfolios.

Ryan Wehr is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been with Valic Financial Advisors since 2003 and is also involved with Agia, providing non-securities insurance products. Wehr is the owner of Wehr-Living, LLC, a company that rents semi-portable homes in areas with housing needs. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Charleger Santiago is a financial advisor with Eagle Strategies (New York Life) based in Los Angeles, CA, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Eagle Strategies and affiliated New York Life entities since 2006. Santiago serves as a board member for Community First Fund. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and offers a range of advisory programs, primarily managing assets on a non-discretionary basis.

Steven Simon is a financial advisor with Equity Services, Inc. in Beverly Hills, CA, holding the ChFC® and Series 63 designations and bringing 44 years of industry experience. He has been associated with Equity Services, Inc. since 1995 and with National Life Group since 1997. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and utilizes third-party asset managers and model portfolios.

Ricardo Ramirez is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has six years of industry experience. Ramirez has worked with Monarch Grove Wealth Strategies & Insurance Solutions LLC and RMR Insurance Solutions & Wealth Strategies, which he owns, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple programs and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Gregory Meyer is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Independent Financial Group, LLC since 2022 and previously spent 19 years with Pash & Benson International Ltd Inc. Meyer also sells life, health, disability, and long-term care insurance outside of Independent Financial Group. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, and organizations. The firm offers financial planning and portfolio management through various platforms, combining strategic asset allocation with active and passive strategies.

Alan Scott is a CFP® with 13 years of experience in the financial services industry. He is affiliated with PlanMember Securities Corporation and has concurrent experience as an independent insurance agent and a real estate sales agent since 2004 and 2012, respectively. His activities include acting as a real estate agent primarily for residential homes. PlanMember provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its proprietary asset allocation portfolios. The firm’s investment approach emphasizes a top-down strategic asset allocation with risk-based mutual fund portfolios and incorporates education and support services for plan sponsors and participants.

Michael Reed is a financial advisor with GWN Securities Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining GWN Securities, Reed worked in various roles including application development for LA County Probation and positions in technology and agricultural sectors. He is also involved as an associate with LA Pension Planners and in life and health insurance sales. 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 asset allocation and legacy market-timing strategies.

John Baxter is a ChFC® with 38 years of industry experience. He is currently with TLG Advisors, Inc. and has worked at The Leaders Group, Inc. since 2007. He also owns and operates John Baxter Insurance & Financial Services, where he manages life, disability, long-term care, and employee benefit accounts. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring to build diversified portfolios, providing investment supervisory services, portfolio management, and fiduciary services through a network of independent advisors and sub-advisors.

John Reitnouer is a financial advisor at D.A. Davidson & Co. with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has been with D.A. Davidson since 2013. He serves as an Honorary Director of the Pasadena Tournament of Roses Association and as a Director for Five Acres, a nonprofit supporting children and families in crisis, where he also advises on the group’s 401(k) plan. 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.

Christian Ardon is a financial advisor with GWN Securities Inc. holding a Series 66 credential and five years of industry experience. Prior to joining GWN Securities in 2021, he worked at Equitable Advisors and AXA Advisors, and has a background that includes roles outside finance. He is also an associate with LA Pension Planners, where he provides financial strategy consultations, and an insurance agent specializing in fixed life insurance and annuity products. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, with a notable legacy of market-timing and momentum-based strategies.

Michael Chavez is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 66 and Series 63 credentials and bringing 11 years of industry experience. His prior roles include positions at Morgan Stanley and E*TRADE Securities. He is currently with TIAA-CREF, where he has worked since 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing TIAA-administered employer retirement plan relationships. The firm offers model and customized portfolio management under fiduciary standards within a vertically integrated structure that includes affiliated funds.

Jason Jin is a financial advisor with GWN Securities Inc. in Brea, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Equitable Advisors and AXA-Advisors, LLC. Outside of his advisory work, he is also engaged as a financial consultant involved in the direct sales of insurance products. 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. The firm offers a range of managed-account programs and model portfolios, combining traditional asset allocation with legacy market-timing and momentum strategies.

Carol Cory is a CFP® with 46 years of industry experience, currently with PlanMember Securities Corporation since 1998. She is also co-owner and secretary-treasurer of Surety Investment Services, where she has been involved since 1982. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm employs a strategic asset allocation framework and manages risk-based mutual fund portfolios, delivering education and support services including seminars and personalized retirement planning.

Sarah Penelope Grant is a financial advisor at Citigroup Global Markets with 12 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2022, following prior roles at JPMorgan Chase Bank NA and JPMorgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including functioning as a security-based swap dealer and futures commission merchant.