Julian Driver is a financial advisor with VALIC Financial Advisors, holding Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at Mission Wealth Management, New York Life Insurance, and other financial services firms. He is active with LA Pension Planners and LA Wealth Partners in Pasadena, where he provides financial planning and insurance services. VALIC Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and unified managed accounts through a large network of advisors and centralized technology platforms.

Andrea Rhinehart is a financial advisor at Focus Partners Wealth, LLC with 17 years of industry experience. She holds a Series 65 designation and has worked at Churchill Management Group since 2003. Rhinehart joined Focus Partners Wealth in 2025. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of fiduciary, tax, and business management services.

Richard Maholchic is a ChFC® credentialed financial advisor with 32 years of industry experience. He is affiliated with TLG Advisors, Inc. and has held roles at Pacific Southwest Financial, The Leaders Group, Inc., Lincoln Investment Planning, and Capitas Distributors, Inc. In addition to his advisory work, Maholchic consults for law firms on insurance matters and facilitates life settlement situations on a reactive basis. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory services, financial and estate planning, and ERISA fiduciary services with a portfolio construction approach based on fundamental analysis and Modern Portfolio Theory.

Destiny Collins is a financial advisor at Mercer Global Advisors Inc. with two years of industry experience. She holds Series 63 and Series 65 credentials. Prior to joining Mercer, her work history includes roles at MWA Financial Services Inc., Modern Woodmen of America, and LA City United. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach uses globally diversified, risk-appropriate portfolios with multi-factor tilts and regular rebalancing, implemented through ETFs, index funds, separate account managers, and private funds.

Elizabeth Reilly is a financial advisor with TLG Advisors, Inc., holding a ChFC® designation and Series 63 and 65 licenses, with 29 years of industry experience. She has held previous roles at Simplicity Investments, Gallagher, Ameritas Advisory Services, and Horace Mann Investors, among others. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm focuses on manager selection and ongoing monitoring using fundamental analysis and Modern Portfolio Theory, offering services such as portfolio management, comprehensive financial planning, and fiduciary services for retirement plans.

Yeznik Kazanjian is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2013. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with in-house research and specialized market roles.

Lonna Weems is a financial advisor with Centaurus Financial, Inc. in North Hills, CA, holding Series 63 and Series 66 designations and bringing 28 years of industry experience. She has been with Centaurus Financial since 2013. Outside of advising, she works as a yoga instructor in North Hills. 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.

Saman Bigharaz is a financial advisor at Mercer Global Advisors Inc. with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Falcon Wealth Planning, E*TRADE Securities LLC, JPMorgan Chase Bank, and AMI USA LLC. Outside of his advisory role, he is involved in two online retail businesses, including serving as part-owner and president of Pure Paws Pet Company, LLC, which imports grass-fed dog and cat treats from New Zealand. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, businesses, and nonprofit organizations. The firm’s investment approach uses Modern Portfolio Theory with diversified, risk-appropriate portfolios and offers various implementation options, including ETFs, mutual funds, separate accounts, and direct indexing.

Ron Hertzberg is a financial advisor at Citigroup Global Markets with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Citigroup since 2017. Prior to that, he was with JP Morgan Securities LLC from 2013 to 2017. Outside of his advisory role, he is the owner and CEO of RH15 Enterprises, a business focused on buying and selling sports memorabilia. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and has a unique combination of large institutional scale and specialized market roles.

Munir Tager is a financial advisor with Eagle Strategies (NY Life) and holds Series 65 and Series 63 licenses. He has two years of experience in the financial industry, having worked with NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, he serves as a board member and secretary for LeTip International Inc., a professional leads organization for business owners and entrepreneurs. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans. The firm offers financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, and integrates advisory services with insurance and annuity products through its affiliation with New York Life.

Rhoneil Santo Tomas is a financial advisor with TLG Advisors, Inc. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior roles include positions at AXA Advisors LLC and DSV Financial Inc, where he also serves as president, focusing on employee benefits. Santo Tomas is involved in several insurance-related businesses offering fixed life and disability insurance products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing investment supervisory services, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses a risk-based approach to portfolio construction.

Ryan Nguyen is a financial advisor at Mariner with Series 63 and Series 65 credentials and eight years of industry experience. His career includes roles at West Wealth Group, JPMorgan Chase Bank, J.P. Morgan Securities, and Guardian Life Insurance Company. He is also an independent licensed insurance agent specializing in life, accident, and health insurance in California. Mariner serves a diverse client base including individuals, high-net-worth households, pension plans, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs a discretionary, customized portfolio approach supported by an internal management team and third-party managers, and provides integrated tax, accounting, and financial wellness services uncommon for a firm of its size.

Edward Kulow is a CFP® professional at D.A. Davidson & Co. with 14 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Francisco Galan is a financial advisor with TIAA-CREF, holding Series 63, 65, and 66 credentials and bringing 20 years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at HSBC Bank USA and HSBC Securities from 2015 to 2023. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing relationships through employer retirement plans. The firm separates one-time planning services from ongoing discretionary management and acts as adviser to a donor-advised fund while employing a fiduciary standard for its registered investment adviser services.

Christina Sisson is a financial advisor at Principal Financial Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Principal since 2002. In addition to her advisory role, she serves as a bank officer supporting Principal’s retirement plan account relationships across the firm’s insurance, broker-dealer, and bank/trust divisions. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and corporate entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Gregory Nostrant is a financial advisor with PlanMember Securities Corporation and holds Series 63 and Series 65 licenses. He has two years of industry experience and concurrently manages digital marketing roles at Gooding & Company and Nostrant Marketing. Prior to joining PlanMember, he worked at several firms including the Wilshire Law Firm and Alley Group. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios ranging from conservative to aggressive.

Chad Weber is a financial advisor with TIAA-CREF who holds Series 63, 65, and 66 licenses and has 28 years of industry experience. He has been with TIAA and TIAA-CREF 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, and small retirement plans, often serving clients with existing employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management using model and customized portfolios within a vertically integrated structure.

Jeffrey Bannon is a financial advisor with Lincoln Investment, holding a Series 66 designation and 17 years of industry experience. He has concurrently worked with Capital Analysts Incorporated since 2009 and Pacific Southwest Financial since 2008, where he serves as a life insurance agent. Additionally, Bannon is a partner at The Rawls Group, providing business succession planning for family-owned businesses. He is also vice president and CFO of the Sideline Supporters Boosters Club, a nonprofit organization supporting youth sports through fundraising and financial oversight. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers comprehensive financial planning and manages a range of in-house and third-party investment strategies overseen by an Investment Management & Research team.

Nathan Afshin is a CFP® professional with eight years of experience in the financial industry. He is currently an advisor at Citigroup Global Markets, having joined the firm in 2024. Prior to this, he worked at JP Morgan Chase Bank and JP Morgan Securities from 2018 to 2024, Edward Jones from 2017 to 2018, and Bank of America from 2013 to 2017. Citigroup Global Markets serves individual and institutional clients across various 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 such as operating as a swap dealer and futures commission merchant.

Maribel Robel is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with Diversified Investment Advisors since 2010 and with Diversified Investors Securities Corp. since 2006. Outside of her advisory role, she serves as an independent consultant selling skincare products for Rodan and Fields. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services, utilizing proprietary software and model portfolios developed with Morningstar Investment Management. The firm focuses on asset allocation, contribution guidance, and retirement planning without targeting high-net-worth or corporate clients.