Marilyn Johnson is a financial advisor with TLG Advisors, Inc. in Los Angeles, CA, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. She previously worked at Gold Coast Securities, Inc. for 17 years before joining Simplicity Investments in 2026. Outside of advising, she is a self-employed actor and crew member in TV and film productions. 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 investment supervisory services, portfolio management, and financial planning using manager selection and modern portfolio theory, also offering a digital program called Starlight Portfolios for direct-to-consumer investing.

Sally Macleod is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Her prior roles include positions at Citi Private Bank, Paramount Pictures, and Reynolds Advisory Partners. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, including research, derivatives services, and bespoke discretionary solutions for high-net-worth relationships.

Jason Phan is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked for The AYCO Company, L.P./Mercer Allied for eight years. He holds the Series 66 license and is based in Monterey Park, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a broad array of affiliated legal, trust, and retirement plan service businesses.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Sean Kazangian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, California State University Northridge, Discount Medical Pharmacy, and City Tennis. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Hugo Flores Jr. is a financial advisor at Empower Advisory Group with 17 years of industry experience. He holds Series 63, Series 66, and Series 65 designations. His prior work history includes roles at Gwfs Equities, Inc. and H. Beck, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated platform focused on long-term portfolio returns and annual rebalancing.

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 with Independent Financial Partners, holding Series 63 and Series 65 credentials and 20 years of industry experience. Prior to joining Independent Financial Partners in 2022, Haddadian worked at Securities America, Inc. and Verus Capital Partner, LLC, among other firms. 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 decentralized advisory model with a range of investment options and specialty services, including formal 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 at First Citizens Investor Services, Inc. with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Wells Fargo Clearing and Wells Fargo Advisors prior to joining her current firm in 2023. First Citizens Investor Services provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate/business entities. The firm emphasizes IAR-led financial assessments and employs fundamental, quantitative, and technical analysis to manage client portfolios across various asset classes.

Wei Ping Lo is a financial advisor with Independent Financial Group, LLC, holding Series 65 and Series 63 credentials and four years of industry experience. He has worked with several firms including Transamerica Financial Advisors, Inc. and Clearwater Benefits LLC. Outside of his advisory role, he is an owner and officer of Avilia Inc. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, offering financial planning, portfolio management, and retirement plan services. The firm utilizes a mix of firm- and third-party models to tailor client strategies, combining strategic asset allocation with active and passive management across various risk profiles.

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. Previously, he worked at PIMCO Investments and has experience in both investment management and academia. Capital Group Private Client Services provides discretionary investment management to high-net-worth individuals, charitable organizations, and other clients using a multi-manager approach based on fundamental research and a long-term investment horizon.

Man Lin is a financial advisor at HSBC Securities (USA) Inc. with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at HSBC Bank USA, N.A. since 2017. Lin also served at iD Cha House for five years. He is dual hatted as a Bank Officer for HSBC Bank (USA) N.A., where he engages in the sale of bank-related products alongside his role as a registered representative. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, employing a range of program types from client-directed to fully discretionary. The firm’s investment approach combines strategic and tactical asset allocation with due diligence by affiliated providers, offering both domestic and offshore options.

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.