Kevork Dulgeryan is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and four years of industry experience. Prior to joining Capital Group, he worked at JPMorgan Chase Bank and practiced law at Dulgeryan Law PC. He also has experience with the California Community Foundation and Deloitte. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach centered on fundamental research and long-term investing.

Alan Yang is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and three years of industry experience. His prior work includes roles at TransGlobal Advisory LLC and FKC International Inc. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm employs a diversified investment approach combining passive and active management, supported by an internal Investment Committee and a range of implementation tools and services.

Chun Mo Ng is a financial advisor at Citigroup Global Markets with a Series 66 designation and four years of industry experience. He has worked at Citibank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and integrates both discretionary and non-discretionary investment approaches.

Louis Abel is a CFA® charterholder with 13 years of experience in the financial industry. He currently works at Cerity Partners LLC and has previously been with Covington Capital Management, Tarbox Family Office, and First Foundation Advisors. Based in Los Angeles, CA, Abel holds a Series 65 license. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation and manager selection, combining proprietary quantitative screening with third-party managers and individual securities, and offers access to alternative and private-market investments.

Sandra Ortega is a financial advisor at Citigroup Global Markets with 24 years of industry experience. She holds a Series 66 designation and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs and operates with a combination of large institutional scale and unique market roles.

Todd Walklett is a CFP® and CFA® with five years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2022, following a 15-year tenure at Covington Capital Management. Based in Los Angeles, CA, Walklett’s background includes roles at established investment firms. Cerity Partners is an SEC-registered investment adviser serving individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolio strategies.

Tamar Injeyan is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, and holds the Series 66 designation. She has 19 years of industry experience and has been with Eagle Strategies since 2011. Prior to that, she worked with NYLIFE Securities LLC and New York Life Insurance Company starting in 2009. Eagle Strategies serves a diverse client base including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and offers various advisory programs, with a significant portion of assets managed on a non-discretionary basis.

Gianluca Paci is a financial advisor with First Citizens Investor Services, Inc. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at LPL Financial, Bank of the West/BMO, and BancWest Investment Services. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers portfolio management, wrap programs, model portfolios, and financial planning, using a client process centered on assessing financial needs, risk tolerance, and time horizon.

Yvonne Prince is a financial professional with 22 years of industry experience. She is currently with CWM, LLC and holds Series 63 and Series 65 designations. Her prior experience includes roles at Clarity Wealth, Cetera Wealth Services, Linsco Private Ledger, and Graves Financial Wealth Management. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, and institutional clients through a network of over 600 advisors. The firm manages discretionary accounts often using model portfolios and combines various analytical approaches and third-party resources, with a notable emphasis on retirement plan services and operational transparency.

Sathita Kerdpongvanich is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked with Transamerica Financial Advisors since 2022 and previously with World Financial Group, INC. from 2019. Sathita is also involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Tara Rich is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, holding a Series 65 designation with five years of industry experience. Her prior roles include positions at Capital Bank & Trust Company and American University. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach that emphasizes fundamental research and long-term investment horizons. The firm implements client portfolios through separately managed accounts, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

Juan Cardenas is a financial advisor at TIAA-CREF with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has been with TIAA since 2012. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm serves clients often connected through TIAA-administered employer retirement plans and offers both model-driven and customized portfolio management under a fiduciary standard.

Brian Jun is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) based in Los Angeles, CA. He holds the ChFC® designation and the Series 63 license, and has seven years of industry experience. His prior work includes roles with Nationallife Group, Farmers Insurance Group, and Farmers Financial Solutions. Outside of advising, he is involved in insurance agency operations through Golden Bells Insurance Agency and Worthington Financial Partners. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms combining long-term strategies with options for shorter-term trading, serving clients through both discretionary and non-discretionary arrangements.

Simon Lu is a financial advisor at TIAA-CREF in Pasadena, CA, holding Series 63 and Series 66 licenses with 13 years of industry experience. Prior to joining TIAA-CREF in 2017, he worked at J.P. Morgan Securities and JPMorgan Chase Bank from 2011 to 2017. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, often serving clients with existing relationships through TIAA-administered employer retirement plans. The firm offers planning and management services that range from model portfolio approaches to customized portfolios managed under client-approved investment policies.

Isaac Le is a financial advisor at GWN Securities Inc. with a Series 66 designation and one year of industry experience. Prior to joining GWN Securities and LA Pension Planners, he held roles in education and the food service industry, including Teach For America and Half and Half Boba Co. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings. The firm utilizes a combination of affiliated and unaffiliated sub-advisers and applies both asset allocation and tactical market-timing strategies in its portfolio management.

Jeffrey Halbert is a financial advisor at Citigroup Global Markets with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Westmount Asset Management, Telos Capital Management, Raymond James Financial Services, and Morgan Stanley. He is based in Los Angeles, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and unique market roles such as swap dealer and futures commission merchant.

Amir Farzin is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, NA. He is also a silent investor in a staffing agency, LDRG LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains distinctive market roles including swap dealing and futures commission merchant services.

Jeffrey Ruderman is a CFP® with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. in Los Angeles, where he has worked since 2021. Prior to that, he spent 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, utilizing a multi-manager approach through separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Robin Rodriguez is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Prudential Insurance. Outside of his advisory work, he is also an Airbnb and Peerspace host. TIAA‑CREF Individual & Institutional Services provides financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers model portfolios and customized portfolio management, acting as adviser to donor-advised funds within a vertically integrated structure.