James Cronk is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory work, he serves on several boards including San Pasqual Fiduciary Trust Company and San Pasqual Financial Holding Corporation, and is involved in community organizations such as the Pasadena Tournament of Roses and San Marino Community Church. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers fiduciary-standard advisory services, employing both qualitative and quantitative analysis, and distinguishes itself by its participation in municipal advisory and underwriting activities as well as its affiliated trust and custodial services.

Janna Hahn is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She has worked within various divisions of Capital Group since 2015 and is also involved with didwejustflipthat LLC, an entrepreneurial venture she has maintained since 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach known as the “Capital System” and utilizing a mix of separately managed accounts, mutual funds, ETFs, and alternative strategies.

Larry Pham is a financial professional with 10 years of industry experience, currently affiliated with GWN Securities Inc. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining GWN Securities in 2021, he worked at Equitable Advisors and AXA-Advisors, LLC. Outside of advisory work, he is involved in Medicare Advantage plan enrollment and co-founded Pension 101, a pension education and lead generation system. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm provides discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios through a large network of advisors.

Matthew Munet is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has eight years of industry experience. His career includes roles at New York Life Insurance Co., NYLife Securities, LLC, Northwestern Mutual, and Brecher Insurance and Financial Services. Munet also operates under the DBA name Aurum Wealth Strategies and Insurance Solutions, LLC, where he sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice, operates mainly under non-discretionary management, and integrates insurance and annuity products through its affiliation with New York Life.

Maxwell Kilstofte is a financial advisor with PlanMember Securities Corporation in Los Angeles, holding a Series 66 credential and four years of industry experience. He also operates as a CPA specializing in tax return preparation and maintains a role as controller for a manufacturers’ representative company in the high-tech sector. Outside of finance, he is involved in music as a songwriter and performer. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, functioning as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services for plan sponsors and participants.

Glenn Odonnell is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with 14 years of industry experience. His work history includes several roles within Capital Group and Capital Bank & Trust Company dating back to 2016. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a long-term, multi-manager investment approach known as the “Capital System.” The firm offers access to separately managed accounts, mutual funds, ETFs, and certain private-equity and alternative strategy funds.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

George Chiu is a financial advisor with Equity Services, Inc. who holds Series 63 and Series 65 licenses and has 32 years of experience in the financial industry. He has worked at Equity Services since 2017 and also operates Strategic Horizon Inc., focusing on insurance agency services. Outside of his advisory roles, he serves on the board of directors for the Buddhist Fellowship of Southern California. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.

Matthew Crow is a financial advisor at Mercer Global Advisors Inc. with 28 years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at EP Wealth Advisors and TD Waterhouse Investor Services Inc. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts, and offers a range of implementation options such as ETFs, mutual funds, separate accounts, and direct indexing.

Rosa Melkonyan is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and possessing 14 years of industry experience. Her prior roles include positions at NYLife Securities LLC and New York Life Insurance Company. She operates two insurance-related business ventures, Blue Cedar Financial and Insurance Solutions and Trinity Capital Insurance and Financial Solutions LLC, focused on selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lynn Oeding is a financial advisor at Creative Planning with four years of industry experience. She has been with Creative Planning since 2021 and has a background in film production through her long-term involvement with Phat Films, Inc. Outside of finance, she is an investor in Face Haus, a beauty salon based in Los Angeles. 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 approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various specialized portfolio management techniques, and offers a range of affiliated non-investment services such as estate legal support and retirement plan recordkeeping.

Guan Yang is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. He has worked at Eagle Strategies since 2018 and has been associated with NYLife Securities LLC and New York Life Insurance Co since 2016 and 2015, respectively. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a majority of its assets on a non-discretionary basis.

Chen Ling is a CFA® charterholder and registered representative with HSBC Securities (USA) Inc., based in Arcadia, CA, with six years of industry experience. Chen has held positions at HSBC Bank USA, N.A., and Bank of East Asia (China), among others. In addition to advisory work, Chen serves as a Bank Officer for HSBC Bank (USA) N.A., selling bank-related products and services in conjunction with his role at HSBC Securities. 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 employs a structured investment approach using multiple risk profiles and combines strategic and tactical asset allocation supported by affiliated global asset management and fund due diligence teams.

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.