Nadine Ibrahim is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services, Inc. for two years. Her background includes a diverse range of roles in education, legal offices, and retail. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a variety 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 with both qualitative and quantitative investment analysis.

Andrew Shestek is a financial advisor at Cerity Partners LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Greater Nevada Credit Union and spent four years in full-time education prior to his advisory roles. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

Joo Kyung Lee is a financial advisor at TLG Advisors, Inc. with eight years of industry experience. Lee holds Series 63 and Series 65 credentials and has worked at firms including The Leaders Group Inc, Ameritas Advisory Services, and The Prudential Insurance Company of America. Outside of investment advisory roles, Lee is involved as a Medicare agent assisting seniors with Medicare insurance enrollment. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach includes fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer program that allocates clients into passive, active, or blended fund portfolios reviewed quarterly.

Cheryl Hom is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA. She holds the Series 66 designation and has 18 years of industry experience. Her prior roles include positions at Bank of the West and BancWest Investment Services. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm uses a client-focused approach combining risk- and outcomes-based asset allocation, discretionary management, and third-party managers, supported by technology platforms and tax-aware strategies.

Joyce Thomas is a financial advisor at Independent Financial Group, LLC with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Independent Financial Group since 2015. Joyce is the sole owner of JTW Financial Services, a DBA used for marketing purposes. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party models to deliver tailored investment strategies.

Peter Kejmar is a financial advisor with PlanMember Securities Corporation who holds a Series 63 designation and has 33 years of industry experience. He has been associated with IRM Distributors, Inc. since 1992. He also works as an insurance agent specializing in fixed products. 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 offers education and support services alongside a top-down strategic asset allocation investment approach, managing risk-based mutual fund portfolios that range from conservative to aggressive.

Fabian Chichester is a financial advisor at Citigroup Global Markets with 29 years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Wells Fargo Advisors for seven years. He has been with Citigroup since 2021. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles and arrangements, including in-house research and derivatives services.

Janet Wu is a financial advisor at GWN Securities Inc. with two years of industry experience. She holds a Series 66 designation and has previously worked at the University of Southern California, the University of California, Irvine, and Temple City High School. Outside of her advisory role, she is involved as a financial representative with LA Pension Planners and in the sale of life and health insurance products. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning, utilizing a combination of affiliated and unaffiliated sub-advisers and model-based allocations. The firm incorporates market-timing and momentum-based strategies alongside technology platforms to support its investment approach.

Charles Bennett is a CFP® professional with five years of industry experience, currently with PlanMember Securities Corporation. His prior experience includes roles at Surety Investment Services, Inflection Advisors, and Harry Licursi Tax & Retirement Planning. Outside of his advisory career, Bennett is the CEO of an online business specializing in digital sales of running insoles. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

Dwayne Isaac is a financial advisor at Citigroup Global Markets with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he serves as president of Isaac Property Management LLC, which manages short-term rental properties. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and operates with significant institutional scale, including in-house research and unique market roles.

Michael Shelton is a financial advisor at D.A. Davidson & Co. based in Pasadena, CA, holding a Series 66 designation with 15 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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, wrap fee programs, equity research, and comprehensive financial planning, operating under the Advisers Act fiduciary standard and providing both qualitative and quantitative investment analysis.

Kyle Morton is a CFA® charterholder based in Los Angeles, CA, with four years of industry experience. He is currently with Mercer Global Advisors Inc., where he has worked since 2025. Prior to Mercer, he was affiliated with Seventy2 Capital Wealth Management and Wells Fargo Advisors. 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, and estate planning. The firm employs a globally diversified investment approach based on Modern Portfolio Theory, utilizing low-cost ETFs, index funds, separate account managers, and other specialized products.

Elen Arakelyan is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and one year of industry experience. Her background includes roles in bioscience, education, and community sports programs. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored 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, equity research, and a private wealth program for high-net-worth clients.

Melissa Nasri is a financial advisor at Transamerica Retirement Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 66 designations. Prior to her current role, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. She serves as treasurer for the Mark West Elementary PTA in Santa Rosa, CA. Transamerica Retirement Advisors provides services to participants in employer-sponsored retirement plans and IRA owners, focusing on asset allocation and retirement guidance through managed portfolios and non-discretionary recommendations. The firm utilizes Morningstar Investment Management for portfolio construction and serves a large client base with a high client-to-advisor ratio.

Matthew Almanza is a financial advisor at Citigroup Global Markets with eight years of industry experience. He has previously worked at UBS Financial Services, Royal Alliance, and NWF Advisory. Almanza holds Series 63 and Series 66 licenses and is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal oversight committees and a combination of in-house research, lending, and bespoke solutions for large clients.

James Schlager is a CFP® with 37 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2026. His prior roles include positions at Running Point Capital Advisors, Valmark Securities, and Moss Adams Wealth Advisors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens, alongside multiple private-market offerings and affiliated consulting and insurance services.

Arin Moradian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked with multiple firms including Blue Cedar Financial and Insurance Solutions and Capital Edge Insurance & Financial Services, Inc. He is also involved in brokering property and casualty insurance products in addition to life and health insurance. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Ethan Roberts is a financial advisor at GWN Securities Inc. with two years of industry experience. He holds a Series 66 designation and has worked at GWN Securities since 2023. His prior roles include positions at SNAG Inc. and Talent Resources Sports. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and model portfolios. The firm manages approximately $3.65 billion across more than 37,000 accounts and offers a range of investment programs including traditional asset allocation and legacy market-timing strategies.

Douglas Barrera Ventura is a financial advisor at HSBC Securities (USA) Inc. with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at JP Morgan Chase Bank and JP Morgan Securities LLC. He is currently based in Arcadia, CA. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary program types. The firm’s investment approach combines strategic and tactical asset allocation with rigorous fund due diligence and monitoring, supported by affiliated and third-party providers.

Summer Odin is a CFP® and Series 66 licensed financial advisor with 11 years of industry experience. She is currently with D.A. Davidson & Co., where she has worked since 2022. Prior to this, she held positions at the Small Business Administration and Wells Fargo in various advisory roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning.