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.

Joseph Conway is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 43 years of industry experience. He has been with Commonwealth and Diversified Investment Services, Inc., where he is president and owner, since 2009 and 1993 respectively. Conway has been involved in fixed insurance sales since 1983. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while supporting affiliated advisors with operations, technology, and compliance infrastructure.

Dane Hoban is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Boston Scientific, Vertiflex, and Sabre. He is based in Oceanside, California. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers discretionary model portfolios and a variety of program structures designed to meet diverse client needs.

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 with Citigroup Global Markets in Los Angeles, CA. She holds Series 63 and Series 65 licenses and has 20 years of industry experience, including 19 years with Citigroup Global Markets. 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 implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with significant institutional scale and unique market roles.

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.

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.

Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes long-term roles with New York Life Insurance Company and Nylife Securities Inc., and he has operated Bennett Financial & Insurance Services since 1999. Outside of his advisory work, he volunteers with the Boy Scouts, serves on the finance committee of Tara's Chance, and is president of the Kiwanis Club of Fullerton. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides multiple program options tailored to client objectives and maintains a primarily non-discretionary asset base with fiduciary responsibilities for retirement investors.

Maimoona Ahmed is a financial advisor with Schwab Wealth Advisory, holding a Series 65 designation and one year of industry experience. She previously worked at Charles Schwab & Co., Inc. and spent eight years with Richardson Kontogouris Emerson, LLP. Schwab Wealth Advisory, Inc. provides non‑discretionary fiduciary investment advice, financial planning, and wealth management consultations to clients in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and internal research, with trades executed only upon client authorization.

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.