Brian Park is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with NewEdge Advisors and has held previous roles at Kovitz Investment Group Partners, Connectus Wealth, and Wells Fargo, among others. Brian also served as Senior Vice President at NorthCoast Asset Management. 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 investment adviser representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

William Ford is a CFA® charterholder with eight years of industry experience. He has worked at Capital Group Private Client Services, Inc. since 2022 and was previously with affiliated Capital Group entities from 2008 to 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, implementing client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds. The firm’s investment approach relies on fundamental research, a multi-manager system, and tax-aware techniques.

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 with Eagle Strategies (NY Life) holding Series 63 and Series 65 designations and four years of industry experience. His background includes roles at NYLIFE Securities LLC and New York Life Insurance Co, along with prior involvement in fitness-related businesses. Felipe has ownership in a dormant fitness company, Four Convergence Fitness LLC. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Aram Schotts is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Cerity Partners LLC since 2023. He previously worked at Gamble Jones Investment Counsel from 2018 to 2023 and LPL Financial from 2008 to 2018. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors, managing approximately $166.2 billion in client assets. The firm offers customized wealth management services and employs an investment approach centered on client-specific profiles, asset allocation, and access to alternative and private market solutions.

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 prior experience includes roles at PayQwick, LeafLink, and Barclays Capital Inc., along with periods of self-employment. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, and coordinated tax and family office services. The firm employs discretionary, customized portfolio strategies supported by an internal team and third-party managers, with a notable integration of tax and accounting services alongside traditional portfolio management.

Danielle Smith is a CFP® with 10 years of industry experience, currently with Sequoia Financial Group, L.L.C. in Pasadena, CA. She has previously worked at Sterling Financial Group, Inc. and LPL Financial, LLC. Danielle also holds a Notary Public commission. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and consulting services to a diverse client base including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm utilizes a combination of model and custom portfolio management strategies, supported by an Investment Policy Committee, and employs a range of investment vehicles including mutual funds, ETFs, private funds, and alternative investments.

Aaron Petersen is a CFP® professional with four years of industry experience, currently with Capital Group Private Client Services, Inc. based in Los Angeles, CA. He has been associated with Capital Group Private Client Services since 2000. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Enrique Ulloa is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 26 years of industry experience. His career includes multiple roles at Citigroup Global Markets and Wells Fargo Clearing, with additional experience at Merrill, Banc of America Investment Services, Wamu Investments, and Cetera Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles such as swap dealer and futures commission merchant.

Samuel Dashiell is a financial advisor at Capital Group Private Client Services, Inc. with 14 years of industry experience. He holds a Series 65 designation and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, as well as corporate and pension clients. The firm uses a multi-manager approach and emphasizes fundamental research and long-term investing through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Gary Morris is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. His work history includes roles at Cetera Advisor Networks LLC, Girard Securities, Inc., and long-term involvement with Professional Estate Services, Inc., among others. He serves as chairman of the board for Granite Ridge Christian Camp, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm utilizes a combination of firm- and third-party models to tailor client strategies and offers financial planning, portfolio management, and retirement plan services.

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. 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 at Capital Group Private Client Services, Inc. in Los Angeles, CA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked within the Capital Group organization in various roles since 2015. In addition to her advisory work, she is involved with didwejustflipthat LLC, an entrepreneurial venture she has been part of since 2022. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm offers portfolios through separately managed accounts, affiliated mutual funds, ETFs, and access to private-equity 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.