Jaclyn Aure is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Private Bank for five years. Based in Los Angeles, CA, she has been with Citigroup since 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and supports a combination of large institutional scale with unique market roles and arrangements.

Patrick Skovran is a financial advisor at First Citizens Investor Services, Inc. with one year of industry experience. He holds the Series 66 designation and has prior work history at First Citizens Bank, Silicon Valley Bank, Boston Private Bank, and Wells Fargo Bank. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities by providing advisory and brokerage services. The firm’s client process involves comprehensive financial needs assessments and employs fundamental, quantitative, and technical analysis to allocate assets across various investment vehicles.

Naor Izik is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and five years of industry experience. He has been affiliated with Eagle Strategies since 2026 and has concurrent experience with NYLIFE Securities LLC and New York Life Insurance Company since 2019. Eagle Strategies serves a diverse client base including individual investors, institutional clients, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through various program types, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Victor Escobedo is a financial advisor with Citigroup Global Markets in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been associated with Citibank since 2010. Outside of his advisory work, he operates as a sole proprietor event and portrait photographer. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs, as well as broker-dealer execution and custody services. The firm is notable for its large institutional scale, in-house research capabilities, and roles as a swap dealer and futures commission merchant.

Javier Solis is a CFP® and Series 66 credentialed financial advisor with 14 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following previous roles at Mercer Global Advisors Inc., Wells Fargo Clearing, and MSI Financial Services, Inc. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, asset allocation, and access to alternative and private market solutions.

Jonathan Kovach is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at NYLIFE Securities LLC, New York Life Insurance Company, Boogie Forever LLC, Nuance Communications, and Infor, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Kian Soh is a financial advisor at OSAIC Institutions, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Infinex Investments, Inc. since 2017, as well as First Bank since 2016. OSAIC Institutions, Inc. is an SEC-registered investment adviser that serves individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, third-party asset manager referrals, and access to alternative investments and lending solutions, operating through a hybrid adviser/broker-dealer structure.

Menchu Ituralde is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. She has worked in bookkeeping and business consulting roles, including with Noble Accounting, LLC, and JBC Group, LLC. She has also been involved with the Marinduque Association of Southern California. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms that emphasize model portfolios and third-party managers for portfolio management.

Argin Safian is a financial professional with GWN Securities Inc. and holds the Series 66 designation. He has seven years of industry experience, including prior roles at Equitable Advisors and AXA Advisors. In addition to his financial career, he provides in-home supportive services, caring for elderly and disabled individuals. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs and financial planning solutions. The firm uses both affiliated and unaffiliated sub-advisers and incorporates tactical strategies alongside traditional asset allocation and model portfolios.

Negin Banaei is a financial advisor with First Citizens Investor Services, Inc., holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at Unionbanc Investment Services, MUFG Union Bank, Bank of the West, and BancWest Investment Services. Outside of her advisory role, she is a partner at KLEEQ LLC, a company that provides high-precision industrial coating, engraving, and 3D fabrication services for aerospace, automotive, defense, and consumer product sectors. First Citizens Investor Services, Inc. serves individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate entities. The firm offers a range of advisory and brokerage services, combining fundamental, quantitative, and technical analysis to manage portfolios across equities, fixed income, mutual funds, and ETFs.

Jenna Scandalios is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, holding a Series 65 designation with six years of industry experience. She previously worked at Aristotle and Pathstone before joining Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager approach that combines separately managed accounts with mutual funds, ETFs, and alternative strategy funds.

Cilika Xie is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 license and having one year of industry experience. Prior to joining Wealth Enhancement Advisory Services, she worked at Pennymac and has academic experience from the University of Toronto. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified, risk-class based investment approach blending passive and active managers, with portfolio oversight by an internal Investment Committee.

Kate Kittinger is a financial advisor at Cerity Partners LLC with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Cerity Partners since 2013, following three years at Pension Architects Advisory Group, LLC. Based in Los Angeles, CA, she is part of a large enterprise firm with 771 advisors. Cerity Partners serves a diverse client base including individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and combines quantitative screening, manager selection, and direct security selection with access to alternative and private market solutions for qualified clients.

Donald Richner is a CFP® with 22 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. Prior to that, he worked for 22 years at Churchill Management Group. Focus Partners Wealth, LLC provides wealth management and advisory services to individuals, high-net-worth families, family offices, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Kristy Green is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 credentials and 20 years of industry experience. Her career includes positions at National Planning Corporation and FINRA before joining TIAA-CREF in 2019. Outside of finance, she occasionally acts in movies and TV shows when opportunities arise. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of discretionary management options alongside point-in-time planning services and acts as adviser to a donor-advised fund sponsored by Charityvest.

Intcher Bramlett is a CFP® professional at Capital Group Private Client Services, Inc. with two years of industry experience. Prior to joining Capital Group Private Client Services in 2024, Bramlett was affiliated with Capital Group Companies from 2015 to 2024 and operated as a self-employed advisor from 2016 to 2020. Outside of advising, Bramlett serves as trustee of the Intcher K Bramlett Living Trust, managing real estate investment properties. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach with separate account programs, mutual funds, ETFs, and access to private equity and alternative strategies.

Kyung Mee Lee is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at AXA Advisors and Park Avenue Securities. Outside of her advisory work, she is involved with Dickerson Employee Benefit in a non-investment capacity. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning and discretionary management through proprietary and third-party platforms, combining advisory expertise with access to insurance and alternative investment products.

Charles Bachtell is a financial advisor with LPL Financial in Los Angeles, CA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He previously worked at Western International Securities, Inc., GBS Financial Corp., and First Montauk Securities Corp. Outside of his advisory role, he serves as President and Managing Partner of the Academy of California Examinations, which provides financial services licensing exam preparation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lee Chen is a financial advisor with UBS Financial Services in Pasadena, California, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, Chen serves on the board of directors for the San Gabriel Country Club. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary capital market research with a broad range of financial planning and portfolio management solutions.

Ezequiel Rodriguez is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Bank of America, Merrill, US Bank, and Wells Fargo. He is also involved with Partners Federal Credit Union. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.