Heather Kwong is a financial advisor at IEQ Capital, LLC with four years of industry experience. She holds a Series 65 designation and has previously worked at Burnham Gibson Wealth Advisors and Equitable Advisors, with additional experience at the University of California, Irvine. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, non-profit organizations, and other entities. The firm’s investment process is driven by centralized macroeconomic research and includes multi-phase due diligence, with a focus on clients typically having net worths of $10 million or more.

Gregory Meyer is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2022. He previously worked for Pash & Benson International Ltd Inc for 19 years and NPB Financial Group, LLC for 16 years. Meyer also engages in insurance sales, offering life, health, disability, and long-term care insurance outside of his role at Independent Financial Group. Independent Financial Group is a large, integrated advisory and brokerage firm that provides investment advisory programs, financial planning, and retirement plan services to a diverse client base, including high-net-worth individuals, trusts, and business owners. The firm combines in-house and third-party investment models and operates both as a registered investment adviser and an active broker-dealer.

Kittiwat Sripom is a CFP® professional at Focus Partners Wealth, LLC with one year of industry experience. Prior to joining Focus Partners, he worked at The Colony Group, LLC and HoyleCohen, LLC, accumulating seven years of experience at the latter. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm utilizes a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis along with access to third-party managers and alternative investment strategies.

Aplavya Gupta is a financial advisor at Mercer Global Advisors Inc. with six years of industry experience. He holds a Series 65 designation and previously worked at SB Capital Management, Inc. for six years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a range of investment solutions alongside financial, retirement, tax, and estate planning services.

Timothy Briody is a financial advisor with Transamerica Retirement Advisors, LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Merrill, New York Life, Edward Jones, Northwestern Mutual, and Quicken Loans, where he was employed for 14 years. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through various advice programs that focus on asset allocation, contribution rates, and retirement age guidance. The firm’s investment approach incorporates proprietary software and model portfolios developed by Morningstar Investment Management and serves a large client base with a focus on non-discretionary assets.

David Moreno is a Series 65-licensed financial advisor at MAI Capital Management, LLC with one year of industry experience. Prior to joining MAI Capital Management, he worked at JP Morgan Chase for five years. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including individuals, families, sports professionals, trusts, and institutional clients. The firm manages a broad range of investment strategies and offers integrated financial planning, tax, and administrative services.

Karen Hall is a financial advisor with Eagle Strategies (NY Life) based in Westlake Village, CA, holding the ChFC® designation and Series 63 license. She has 42 years of industry experience, including long-term roles at Eagle Strategies, Merit Financial & Insurance Solutions, NYLife Securities LLC, and New York Life Insurance Company. Outside of her advisory work, Hall serves as a board member for the Conflict Resolution Institute, volunteering in court to assist with dispute resolution. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers multiple program types tailored to client and plan sponsor objectives and manages the majority of its assets on a non-discretionary basis.

Abigail Shek is a Senior Financial Advisor at Merrill Lynch Wealth Management, specializing in serving Ultra High Net Worth clients. She provides foundational support across all phases of client service and relationship management, with a focus on multi-generational families. Abigail assists wealth creators, their children, and grandchildren in navigating critical life and legacy decisions. Abigail earned a Bachelor's Degree from the University of Missouri System and a Master’s Degree in Business Administration from Pepperdine University. She began her career with Merrill Lynch Wealth Management in 2018 and holds the Personal Investment Advisor (PIA) designation. Abigail lives in Chicago, IL, with her husband and two children.

Bruce Mandel is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and having 41 years of industry experience. His prior roles include long-term positions at Oakwood Capital Management and its division ACORN Digital Wealth. He serves as a trustee for The Luskin Orthopedic Institute for Children, participating in volunteer oversight and community outreach activities. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets through diversified, risk-class-based allocations that combine passive and active management with quantitative and fundamental analysis.

Raymond Lew is a financial advisor at Oppenheimer with 32 years of industry experience. He has been with Fahnestock & Co. Inc. since 2003. He holds a Series 63 designation. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides advisory and brokerage services such as discretionary and non-discretionary investment management, consulting, retirement services, and financial planning.

Mark Roman is a financial advisor at Oppenheimer with 12 years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection across various investment vehicles, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Gary Benson is a financial advisor with Independent Financial Group, LLC, holding a Series 63 designation and over 41 years of industry experience. His prior roles include positions at NPB Financial Group LLC and Pash & Benson International LLC. Outside of his advisory work, he serves as an officer and director in an insurance business and consults for Paxton Consulting Group. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services, utilizing multiple advisory programs and third-party asset managers.

Ronald Flores is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he spent ten years at Capital Group Companies. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, focusing on relationships with at least $5 million in managed assets. The firm uses a multi-manager investment approach based on fundamental research and a long-term horizon, often implementing client portfolios through affiliated pooled funds and separately managed account programs.

Steven Glasberg is a financial advisor with Private Advisor Group, LLC and holds the Series 63 and Series 65 designations. He has 39 years of industry experience, including prior roles at Mariner Independent Advisor Network, LLC and LPL Financial, LLC. Private Advisor Group serves a diverse client base, including individuals, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers access to third-party asset managers and turnkey asset management platforms through its network of investment adviser representatives.

Lorenzo Riley is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has held positions at several firms, including JP Morgan Securities LLC and Polaris Wealth Advisory Group. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor strategies, along with a range of portfolio management options and financial planning services.

Brandon Asher is a Private Wealth Advisor and co-founder and managing partner of The Miller | Asher Group, where he focuses on implementing tailored portfolio and wealth structuring strategies for individuals, business owners, and families across generations. He utilizes the resources available through Merrill Private Wealth Management, including access to structured credit through Bank of America, to provide comprehensive advice in areas such as global financial strategies, pre- and post-liquidity event planning, estate and family legacy planning, and philanthropic planning. Brandon holds a Bachelor's degree from Arizona State University and a Juris Doctorate degree from California Western School of Law. He is a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Prior to his current role, Brandon practiced law, though he does not provide legal advice in his capacity as a financial advisor. He is actively involved in community organizations including the Arizona State University Alumni Association, San Diego Chapter, and the Second Saturday Workshop hosted by the Women's Institute for Financial Education in San Diego Central. Outside of work, Brandon enjoys sports such as baseball, basketball, football, golf, and hunting, as well as fishing, music, and spending time with his family.

Carlos Di Ponio is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and seven years of industry experience. He has been with Transamerica Financial Advisors since 2020 and has additional involvement in the entertainment industry, including managing DaCha Film Company LLC and engaging in acting and speaking work under the name Jordan Charles. He also serves as CEO of AllPro Tutors, an online platform connecting tutors and students. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, offering investment advisory, brokerage, and retirement-plan services through a large advisor network and multiple program platforms. The firm’s advisory model primarily uses model portfolios and third-party managers, supported by proprietary and external investment solutions.

Shane Cooper is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment and Pacific Southwest Financial since 2013. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm provides financial planning, ERISA retirement plan advice, model portfolios, and both discretionary and non-discretionary investment programs.

Lucy Rojo is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Her prior work includes roles at World Financial Group, INC. and leadership at Alliance Naturopathic Group, Inc., a naturopathic medicine clinic where she has been involved in patient consultation, management, and treatment planning since 2002. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

James Lang is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and over 28 years of industry experience. He has worked at firms including LPL Financial and Ball & Company, and he owns J.D. Lang & Associates, a legal practice specializing in estate and tax planning, tax preparation, and bookkeeping. Lang also serves as an officer and director for the Learned Preston Foundation, providing legal, accounting, tax, and administrative support. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that offers brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm provides advisory programs through its AccessPoint platform and third-party asset managers, with a broad national network of Investment Adviser Representatives.