Mingming Guo is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Guo has prior experience working at Korn Ferry U.S. and OpenHill AI LLC. Transamerica Financial Advisors serves a diverse client base that includes 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 registered investment adviser, providing fee-based and commission-based products with a range of discretionary and non-discretionary program options.

John Almaguer Jr. is a financial advisor at Independent Financial Group, LLC with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Entertainment Wealth Management, Ids Life Insurance Company, and Enterprise Leasing. Independent Financial Group provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through multiple platforms, combining strategic asset allocation with active and passive investment approaches.

Alex Angulo is a financial advisor with Lido in Los Angeles, CA, holding a Series 65 designation and one year of industry experience. He previously worked at Beacon Pointe Advisors and has experience in academic settings, including the University of San Diego and Olympian High School. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, and other entities, offering investment management, financial planning, family office services, and retirement and estate planning. The firm employs an integrated wealth management approach with diversification across various asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers.

Rachel Baroma is a financial advisor with Valic Financial Advisors in Glendale, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has worked at Valic Financial Advisors since 2009 and is currently affiliated with Agia. Outside of advising, she is a licensed independent insurance agent with Midland Life & Annuity but does not solicit new business in that role. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts implemented through Envestnet’s platform and third-party model managers.

Aleksandra Tukan is a Series 66-licensed financial advisor with three years of industry experience. She currently practices at Mariner and previously worked at NewEdge Advisors, LLC, Jefferies LLC, and InnoVise Family Wealth Advisors. Outside of her primary role, she provides advisory services through NewEdge Advisors under the name Wealth Conscious Management. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolio strategies supported by in-house research and third-party managers, and it provides specialized services such as ERISA 3(38) retirement plan solutions and integrated tax and accounting capabilities uncommon in large advisory enterprises.

Ralph Heckert is a financial advisor at Capital Group Private Client Services, Inc. in Los Angeles, CA, with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Group Private Client Services since 2021, following five years at Capital Bank and Trust Company. Outside of his advisory work, he is a financial investor with a 50% ownership stake in a safety shoe business. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager "Capital System" and a long-term investment approach focused on fundamental research. The firm offers access to separately managed accounts, affiliated funds, and alternative strategy funds, serving a range of clients including corporate and pension plans.

Henry Chaussee is a CFP® professional with one year of industry experience, currently affiliated with Lido Advisors, LLC in Los Angeles, CA. His prior roles include positions at Stuart Chaussée & Associates, Inc. and several academic institutions. Lido serves high-net-worth and ultra-high-net-worth clients, including family offices and charitable organizations, offering a range of services such as investment management, financial planning, and estate planning. The firm employs an integrated wealth management approach focused on diversification and options-based strategies, managing assets primarily on a discretionary basis and utilizing third-party managers as appropriate.

Sophia Laohasongkram is a financial advisor at Transamerica Financial Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at multiple firms, including LSPN Pro, LLC and DebtMerica. Outside of her advisory work, she is involved in business financing referrals through Funding Suite and supports merchant services with Global Merchant Innovations LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through a variety of proprietary and third-party investment programs.

Jack Suzar is a financial advisor at Hightower Advisors with 26 years of industry experience. He holds a Series 66 designation and has previously worked at Bel Air Investment Advisors LLC and its affiliated entities from 1999 to 2021. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes multi-manager solutions, manager selection, and access to proprietary research and customized portfolio construction.

Sisung Noh is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Independent Financial Group since 2016. In addition to his advisory role, he owns and operates a CPA practice focused on tax preparation, accounting, and bookkeeping. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers various investment management solutions, combining strategic asset allocation with both active and passive exposures through multiple platforms and third-party programs.

Nassif Dow is a financial advisor with Citigroup Global Markets in Los Angeles, CA. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Bank of America, Merrill, Wells Fargo Clearing Services, and U.S. Bancorp Advisors. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm uses multi-asset, multi-manager strategies and has a distinctive combination of large institutional scale and specialized market roles.

Jason Ozur is a Series 65-licensed financial advisor with Lido in Los Angeles, California, where he has worked since 2015. He has 16 years of industry experience and serves as a managing member of Lido Flamingo, an investment-related entity focused on real estate. He is also a board member of Palladius Capital Management. Lido advises high-net-worth and ultra-high-net-worth clients, including family offices, trusts, and pooled investment vehicles. The firm offers investment management, financial planning, and family office services, utilizing an integrated approach that includes equities, fixed income, structured notes, real estate debt, and options-based strategies.

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.

Thomas Bartling is a CFP® professional with three years of industry experience. He currently works at Lido and previously held roles at Aspiriant, Platt Wealth Management, San Diego County Credit Union, and Union Bank. Outside of his advisory work, Bartling serves on the Board of Directors for the Financial Planning Association of Central Florida and is employed in food and beverage service at Eden Abbey Brewing Community. Lido advises high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm employs an integrated wealth management approach involving diversification across multiple asset classes and options-based strategies, often managing assets on a discretionary basis and working with third-party managers and sub-advisers.

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.

Jennifer Betbadal is a financial advisor at Lido with a Series 65 credential and one year of industry experience. Her prior work includes roles at J Belmont Industries LLC and J Belmont Showroom. Lido serves high-net-worth and ultra-high-net-worth clients, family offices, trusts, estates, and various organizations. The firm employs an integrated wealth management approach with diversification across multiple asset classes and options-based strategies, managing assets often on a discretionary basis and utilizing third-party managers when appropriate.

Dhiren Reddy is a financial advisor at GWN Securities Inc. in Pasadena, CA, holding a Series 66 designation. He has less than one year of industry experience, with prior work including roles at Babson College and The International School of Bangalore. GWN Securities provides investment advisory and related services to individual and corporate clients through multiple managed account programs and financial planning services. The firm employs a combination of affiliated and unaffiliated sub-advisers and utilizes market-timing and momentum-based strategies in some of its legacy programs.

Paul Ryan is a financial advisor at Lido with 12 years of industry experience. He holds the Series 66 designation and has been with Lido Advisors, LLC since 2015. Prior to Lido, he worked at Investment Security Corporation from 2015 to 2021. Lido serves high-net-worth and ultra-high-net-worth individuals, family offices, trusts, estates, charitable organizations, corporations, and pooled investment vehicles. The firm provides investment management, financial planning, family office services, and estate and retirement planning, using an integrated approach that includes diversification across multiple asset classes and options-based strategies.