Moustapha Akkari Sr. is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding a Series 63 designation and 29 years of industry experience. He has been with GWN Securities since 2005 and has also worked as a self-employed advisor since 1998. Outside of his advisory role, he serves as the secretary for the South Pasadena Masonic Lodge, a nonprofit fraternal organization. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm employs a mix of discretionary portfolio management, model portfolios, and tactical strategies including market-timing and momentum-based approaches.

Chong Shim is a financial advisor at TLG Advisors, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at firms including The Leaders Group Inc, Ameritas Advisory Services, and Prudential Insurance Company of America. Outside of his advisory work, he has been involved in senior health insurance consulting through a separate business. TLG Advisors serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors. The firm emphasizes manager selection and ongoing portfolio monitoring using fundamental analysis and Modern Portfolio Theory, offering both sub-advised accounts and a direct-to-consumer digital program called Starlight Portfolios.

Robert Marriott is a financial advisor with GWN Securities Inc. based in Los Angeles, CA. He holds a Series 66 designation and has been with GWN Securities since 2025. Prior to his current role, he worked in various positions including roles at Element Cryotherapy and Wellness Inc, The Training Room Utah, Brigham Young University, and Coral Gables Senior High. Outside of his advisory work, he is involved with Pension101, an educational platform focused on pension planning. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals and business clients through a network of approximately 423 advisors. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including legacy market-timing and momentum-based approaches.

Kody Brown is a CFP® professional with seven years of industry experience, currently serving at Sterling Financial Group, Inc. in Pasadena, CA. His work history includes roles at The Sterling Group and LPL Financial, and he has experience outside finance with Servpro of South Pasadena & San Marino and the University of La Verne. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, retirement plan consulting, and fee-based investment management. The firm emphasizes customized asset allocation aligned with clients’ risk tolerances and goals, using diversified portfolios and regular monitoring.

Steven Lazette is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 15 years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial since 2010. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services for annuities and variable life sub-accounts.

Cesar Garcia is a financial advisor at Centaurus Financial, Inc. with 12 years of industry experience. He holds a Series 66 designation and has been with Centaurus Financial since 2014. Outside of his advisory role, he has maintained involvement with HD Concreteworks since 2005. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Hyelee Dan is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses with 16 years of industry experience. She has been with Eagle Strategies since 2018 and has also held roles at Nylife Securities LLC and New York Life Insurance Company since 2009 and 2008, respectively. Outside of advisory work, she is appointed as an insurance broker for non-registered products. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while working within an integrated New York Life affiliate structure.

Jusuf Sahabu is a financial advisor at Centaurus Financial, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2020, following prior roles at Mass Mutual Investors Services, MassMutual Life Insurance Co., and MetLife Securities Inc. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm employs a combination of fundamental and technical analysis and offers both discretionary and non-discretionary portfolio management, with access to model overlay programs and specialized advisory services.

Masayuki Nakayama is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at World System Builders and Nissin International Transport. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios. The firm operates as both a registered broker-dealer and a registered investment adviser, providing a range of discretionary and non-discretionary investment solutions.

Vincent Maldonado is a financial advisor at GWN Securities Inc. with one year of industry experience. He holds the Series 66 designation and has prior work experience at firms including Robinhood and California State University. Maldonado is also a registered representative with LA Pension Planners and engages in life and health insurance sales. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers through a variety of managed-account programs and model portfolios.

Eric Li is a financial advisor at HSBC Securities (USA) Inc. with 10 years of industry experience. He holds Series 63 and Series 66 registrations and has worked at HSBC and JP Morgan Chase in both banking and securities roles. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, combining client-directed and discretionary portfolio options. The firm’s investment approach uses multiple risk profiles and integrates strategic and tactical asset allocation developed with HSBC Global Asset Management, supported by ongoing fund due diligence and monitoring.

Ian Rand is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 66 designation and has worked at several firms including VS Associates Inc. and Centaurus Financial. Outside of his advisory work, he has worked as a food delivery driver. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Jianmin Li is a financial advisor with HSBC Securities (USA) Inc. in Arcadia, CA, holding Series 66 and Series 63 licenses and bringing 15 years of industry experience. He has worked with HSBC Securities since 2010 and concurrently serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services. HSBC Securities (USA) Inc. provides managed account programs to a diverse client base, including individuals, retirement accounts, charitable organizations, and corporations. The firm offers both client-directed and fully discretionary investment programs, utilizing model risk profiles and a combination of strategic and tactical asset allocation advised by HSBC Global Asset Management and affiliated providers.

Joyce Lee is a CFP® professional with 12 years of industry experience. She has worked at Capital Group Private Client Services, Inc. since 2024 and previously spent nine years at First Foundation Advisors. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach and a mix of separately managed accounts, mutual funds, ETFs, and alternative strategy funds.

Aaron Jackson is a CFP®-certified financial advisor with 11 years of industry experience. He currently works at Sanctuary Advisors, LLC and Sanctuary Securities, Inc., and has previous experience at PFS InvestmentS Inc, Primeric Financial Services, and the U.S. Department of State. He serves as a general board member for Congo & Beyond. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisors who offer customized investment strategies and fiduciary services across discretionary and non-discretionary accounts.

Anthony Mauro is a financial advisor at Centaurus Financial, Inc. in Orange, CA, holding Series 63 and Series 66 credentials with 18 years of industry experience. He has worked at Centaurus Financial since 2012 and previously at Pacific Point Securities, LLC from 2009 to 2017. Mauro is also president of Mauro Wealth Planning, a DBA used for marketing and branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

William McMorran is a financial advisor with NewEdge Advisors and holds a Series 63 designation. He has 36 years of industry experience, including roles at NewEdge Securities and Mid Atlantic Financial Management. Outside of his advisory work, he is president and CEO of a consulting business serving not-for-profit organizations and is involved in charitable gift administration. He also serves as treasurer on the Hollywood Homeowners Association Board of Directors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm provides a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

Joseph Pensabene IV is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds the Series 66 and Series 63 credentials and has six years of industry experience. Prior to his current role, Joseph worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years, and was involved with MediaMix 365 for three years. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types tailored to client objectives, with a significant portion of its assets managed on a non-discretionary basis.

Daniel Pagliaroli is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to his current role, he worked at Fox Sports and ESPN. Outside of advisory work, he is a silent partner in a retail franchise, The UPS Store. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client and plan sponsor objectives, with a large portion of assets managed on a non-discretionary basis.

Noreen Mares is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 15 years of industry experience. Her prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. She is associated with Ramos Consulting and Wealth Management Firm, a non-investment related business used for branding purposes. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a range of discretionary and non-discretionary arrangements using multiple analytical approaches.