Jon Beauchemin is a financial advisor at Mariner with 28 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Commonwealth Financial Network and Msec, LLC. Beauchemin is also involved in fixed insurance sales at his branch location. Mariner serves a diverse client base that includes individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, and coordinated tax and family office services, utilizing a combination of in-house research and third-party managers to implement customized, discretionary portfolios.

Luke Crofts is a CFA® charterholder with eight years of industry experience. He is currently an advisor at Hightower Advisors and previously spent ten years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension plans, charitable organizations, corporations, and trusts. The firm’s approach emphasizes manager selection and multi-manager solutions, combining proprietary research with a range of investment options such as mutual funds, ETFs, alternative investments, and custom indexing.

Tanner Watson is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 credential. He has one year of industry experience and has previously worked at The Colony Group, SCS Capital Management, Royal Alliance Associates, Signature Estate & Investment Advisors, NWF Advisory, UCSB, and Bas Rutten's Elite MMA Gym. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and investment advisory services. The firm emphasizes long-term, tax- and fee-sensitive portfolio construction using a blend of active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Yi Ding is a financial advisor with Eagle Strategies (NY Life) based in Santa Clarita, CA, holding Series 63 and Series 65 licenses with one year of industry experience. Prior to joining Eagle Strategies, Yi Ding has affiliations with NYLIFE Securities LLC and New York Life Insurance Company. In addition to advisory work, Yi Ding has a teaching background at California State University Northridge and UCLA. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm’s approach includes multiple program types tailored to client objectives, with a significant focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Dennis Mai is a financial advisor with Citigroup Global Markets who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with Citigroup since 2008. 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 using internal standards and oversight committees to select and monitor managers, and it provides bespoke discretionary solutions for very large relationships.

Rabih Msallem is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Citigroup Global Markets since 2007, following three years at Citicorp Investment Services. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides both discretionary and non-discretionary solutions, including exposure to alternative and digital-asset products.

Paul Nelson is a CFP® with 21 years of experience in financial services. He is currently with Mariner Wealth Advisors and also serves as President, Secretary, and Chief Financial Officer of Viewpoint Financial Advisors, Inc. His prior experience includes roles at Commonwealth Financial Network and 21st Century Annuity. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations through investment management, financial planning, retirement consulting, and access to a range of investment vehicles. The firm utilizes discretionary, customized portfolios supported by an internal management team and third-party managers, and offers integrated tax and accounting services alongside traditional portfolio management.

Abdulla Mirpur is a financial advisor at TIAA-CREF with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously with Transamerica Financial Advisor, LLC, Wfgia, and Loan Depot. Outside of his advisory role, he is a licensed real estate broker and a licensed general building contractor in California, providing home remodeling and consulting services. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs primarily to individuals connected to TIAA-administered retirement plans, as well as trusts, estates, and small retirement plans. The firm separates point-in-time planning from ongoing portfolio management and acts as adviser to donor-advised funds within a vertically integrated structure.

James Herrell is a CFA® charterholder with 12 years of industry experience. He has worked at NewEdge Advisors since 2022 and was previously with Beacon Pointe Advisors and Beacon Pointe Wealth Advisors from 2016 to 2022. He operates as an investment adviser representative solely with NewEdge Advisors. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing a variety of program structures and technology tools to support both advisors and clients.

Susan Chevalier is a financial advisor at TIAA-CREF with 21 years of industry experience. She has held positions at Fidelity Personal and Workplace Advisors and BlackRock prior to joining TIAA-CREF. Chevalier also serves as an adjunct professor at the University of Redlands, where she provides classroom instruction and mentors students. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with existing retirement plan relationships. The firm’s advisory model distinguishes between point-in-time planning services and ongoing portfolio management, utilizing both model and customized portfolios under a fiduciary standard.

Andrea Osorio is a financial advisor at Citigroup Global Markets with 10 years of industry experience. She holds a Series 66 designation and has worked at Citigroup since 2017 and JP Morgan Securities since 2016. 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 implements multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including acting as a swap dealer and futures commission merchant.

Carol Casebolt is a CFP® with 15 years of industry experience, currently affiliated with Mercer Global Advisors Inc. She previously worked at Martin & Company Tax and Wealth Advisors, Avantax Advisory Services, Avantax Investment Services, Inc., and TD Ameritrade. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of implementation options such as ETFs, mutual funds, and separate account solutions.

Sebastian Payne is a financial advisor at D.A. Davidson & Co. in Pasadena, CA, with three years of industry experience. He holds a Series 66 designation and has previously worked in educational roles at Mathnasium and Gonzaga University. Outside of advising, he operates a business reselling video games on eBay. 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 a range of services under fiduciary standards, including retirement plan advice, financial planning, and private wealth management for high-net-worth individuals.

Michael Johns is a CFP® professional with 26 years of industry experience. He currently works at Mercer Global Advisors Inc., where he has been since 2018, and previously held roles at TIAA and Tiaa from 2010 to 2018. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management strategies.

Sameer Ferrell is a financial advisor at TIAA-CREF with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at RBC Securities, Comerica Securities, and Merrill. TIAA-CREF Individual & Institutional Services offers financial planning and discretionary managed account programs primarily for individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory approach includes both point-in-time planning services and ongoing discretionary portfolio management, with a fiduciary standard applied to its RIA services.

Richard Hagins is a financial advisor with Transamerica Financial Advisors in Woodland Hills, CA, holding Series 63 and Series 66 licenses and 27 years of industry experience. His career includes roles at World Financial Group, Inc., WFG Direct, and ownership of an Amada Senior Care franchise and a veteran benefits consulting business through Hagins Financial Services. Outside of financial advising, he streams video games and works as a residency counselor for a retirement community. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations, offering a combination of advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Alfonso Aguilar Jr. is a financial advisor with TIAA-CREF in Pasadena, CA, holding Series 63 and Series 65 registrations and seven years of industry experience. His prior work includes roles at Guardian Life and Northwestern Mutual. He is also the successor trustee of the Aguilar Family Living Trust. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals with existing employer retirement plan relationships, as well as to trusts, estates, and other entities. The firm distinguishes between one-time financial planning services and ongoing discretionary management, operating within a vertically integrated group that employs affiliated funds and applies a fiduciary standard to its registered investment adviser services.

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.

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.

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.