Brian Park is a financial advisor at NewEdge Advisors with eight years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. Prior to joining NewEdge Advisors, he worked at firms including Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management, financial planning, and consulting services and employs a combination of in-house manager selection, third-party models, and advisor discretion supported by technology and centralized due diligence.

William Ford is a CFA® charterholder and holds a Series 63 license, with eight years of industry experience. He has been with Capital Group Private Client Services, Inc. since 2022 and previously worked at Capital Group / American Funds Distributors, Inc. and Capital Group Companies. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations. The firm’s investment process emphasizes long-term fundamental research and uses multiple portfolio managers to tailor client allocations based on objectives, time horizon, and risk tolerance.

Aylien Alexani is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Transamerica Financial Advisors since 2020 and holds the Registered Social Security Analyst designation, assisting clients with Social Security benefits without charging for this service. Outside of advising, he provides caregiving support for elderly family members and offers referrals for will and living trust services through Netlaw. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, and trusts, using model portfolios and third-party managers to implement its advisory services. The firm operates multiple advisory platforms and integrates retirement plan services with affiliated entities.

Sonny Lin is a CFA® charterholder and holds a Series 65 license, with 20 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC, where he has worked since 2021. Prior to that, he spent 14 years at Pillar Pacific Capital Management. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a wide range of clients including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, using a strategic investment approach that combines passive and active managers guided by an internal Investment Committee.

Gregory Heyman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 23 years of industry experience. He has worked at Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and operates with a combination of large institutional scale and unique market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Felipe Albuquerque is a financial advisor at Eagle Strategies (NY Life) based in Glendale, CA, with four years of industry experience. He holds Series 65 and Series 63 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Co. Albuquerque was previously involved in the fitness industry as a self-employed professional and briefly owned a dormant fitness-related business. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored solutions delivered mainly on a non-discretionary basis and operates within the integrated New York Life affiliate structure.

Aram Schotts is a CFP® and Series 66-registered financial advisor with 13 years of industry experience. He is currently with Cerity Partners LLC and previously worked at Gamble Jones Investment Counsel and LPL Financial. Cerity Partners is an SEC-registered investment adviser managing approximately $126.9 billion in client assets as of December 31, 2024. The firm serves a diverse client base including high-net-worth individuals, families, corporations, charitable institutions, and other investors, offering customized portfolios with a focus on diversified asset allocation and access to alternative and private-market investments.

Ryan Jeffries is a financial advisor with Citigroup Global Markets Inc. He holds Series 63 and Series 66 licenses and has four years of industry experience, including prior roles at JPMC Bank NA and J.P. Morgan Securities LLC. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including in-house research and security-pricing activities.

Jesse Taylor is a financial advisor at Mariner with five years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His work background includes roles at PayQwick, LeafLink, and self-employment prior to joining Mariner. Mariner serves a diverse client base including individuals, pension plans, trusts, estates, and charitable organizations, providing investment management, financial planning, retirement consulting, and integrated tax and accounting services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, offering a wide range of investment strategies along with administrative family office and financial wellness solutions.

Danielle Smith is a CFP® professional with 10 years of industry experience, currently serving as an advisor at Sterling Financial Group, Inc. in Pasadena, CA. She has worked at Sterling Financial Group since 2019 and previously at LPL Financial and The Sterling Group. Outside of her advisory work, she is a commissioned Notary Public. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, and fee-based investment management. The firm emphasizes individualized asset allocation, regular portfolio monitoring, and diversification across various securities, including mutual funds, ETFs, alternative investments, and structured products.

Aaron Petersen is a CFP® professional with four years of industry experience, currently serving at Capital Group Private Client Services, Inc. in Los Angeles, CA. He has been with the firm since 2000. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations through separately managed accounts and pooled funds. The firm focuses on long-term, fundamental research and employs a multi-manager approach known as the “Capital System.”

Enrique Ulloa is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has 26 years of industry experience. He has worked at CitiGroup Global Markets since 2020 and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, broker-dealer execution, and custody services. The firm uses multi-asset, multi-manager strategies with internal oversight and provides customized solutions for high-net-worth relationships.

Samuel Dashiell is a Series 65-licensed financial advisor with 13 years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2021 and previously spent five years at Capital Bank and Trust Company. Based in Los Angeles, CA, he currently advises high-net-worth clients through Capital Group Private Client Services, Inc. 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 a $5 million or greater managed-assets threshold. The firm employs a multi-manager investment approach emphasizing fundamental research and a long-term time horizon, utilizing affiliated pooled funds and separately managed accounts.

Gary Morris is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and over 31 years of industry experience. His prior experience includes roles at Cetera Advisor Networks LLC and Girard Securities, Inc. He also serves as chairman of the board for Granite Ridge Christian Camp, a nonprofit organization. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm offers multiple advisory programs through its AccessPoint platform and third-party asset managers, serving a broad range of client types with both discretionary and non-discretionary account management.

Alex Ukpong is a financial advisor at Citigroup Global Markets with six years of industry experience and a Series 66 designation. Prior to joining Citigroup in 2025, he worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC from 2019 to 2025. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including research, derivatives, and futures services.

Laura Goodman is a financial advisor at Citigroup Global Markets with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. The firm serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. Citigroup Global Markets is notable for its large institutional scale, multi-asset strategies, and unique market roles including swap dealing and futures commission merchant activities.

James Cronk is a financial advisor at D.A. Davidson & Co. in Los Angeles, CA, with 41 years of industry experience. He has been with D.A. Davidson since 2013. He serves on the boards of San Pasqual Fiduciary Trust Company and San Pasqual Financial Holding Corporation and is active in various community and nonprofit organizations, including San Marino Community Church and the Pasadena Tournament of Roses. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides fiduciary-standard advisory services, utilizing both qualitative and quantitative analysis, and offers specialized programs such as ERISA retirement plan advisory and a Private Wealth program for high-net-worth individuals.

Janna Hahn is a financial advisor at Capital Group Private Client Services, Inc. with eight years of industry experience. She holds Series 65 and Series 63 licenses and has worked within the Capital Group organization since 2015. Outside of her advisory role, she is involved with didwejustflipthat LLC, a business she has been associated with since 2022. Capital Group Private Client Services, Inc. provides discretionary investment management and related services primarily to high-net-worth individuals and charitable organizations, managing approximately $42.7 billion in discretionary assets. The firm utilizes a long-term fundamental research approach and multiple portfolio managers to tailor client portfolios, often investing in affiliated pooled funds and separately managed accounts.

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.