Michael Coley is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to his current role, he worked for Verizon/Yahoo for 17 years. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice and implements solutions across multiple program types, focusing primarily on non-discretionary asset management and fiduciary responsibilities for retirement investors.

Andrew Ignatian is a financial advisor at D.A. Davidson & Co. with a Series 66 license and one year of industry experience. Prior to joining D.A. Davidson, he held various roles including positions at Backcountry and Salt Lake County. 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 such as ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary and ERISA standards.

Connor Dominici is a CFP® and holds a Series 65 license with five years of industry experience. He has been with Creative Planning since 2021 and has prior experience in fitness and biomedical companies, as well as roles at California Lutheran University. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing and buy-and-hold strategies, alongside private market investments and various retirement plan services.

Jerair Khachoyan is a financial advisor with Eagle Strategies (New York Life) based in Glendale, CA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked with Eagle Strategies since 2021 and New York Life since 2016. Outside of his advisory role, Khachoyan serves as president of the TEAM Referral Network - Sherman Oak's Business Builders, an exclusive referral group. He also operates under multiple DBAs selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services with an emphasis on tailored recommendations and a predominance of non-discretionary assets under management.

Joshua Mendoza is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has been with Eagle Strategies and affiliated New York Life entities since 2024. His prior work includes positions at UCLA and involvement with the UCLA Alumni Association and Project Gateway. Eagle Strategies serves a broad mix 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 across multiple program types and manages a substantial portion of its assets on a non-discretionary basis.

Herbert Quick IV is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes roles with multiple companies across various sectors, including estate planning services with InheritGuard, LLC, and referral partnerships in home loans and insurance. Outside of financial advising, Herbert is involved in creative services such as writing, editing, music production, graphic design, photography, and videography. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models and manages substantial discretionary and non-discretionary assets.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at RBC Capital Markets for 13 years and briefly at Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and standard asset allocation models to support client decision-making.

Anthony Pauling is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding a Series 66 designation and 13 years of industry experience, all with the firm since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers services ranging from ERISA retirement plan advisory to comprehensive financial planning and a private wealth program for clients with over $20 million in net worth.

Brett Lindeman is a financial advisor at First Citizens Investor Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and Wells Fargo Bank. Brett is based in Pasadena, CA. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a client process focused on financial needs assessment and diversified portfolio management using fundamental, quantitative, and technical analysis.

Wael Elkhalafawi is an investment advisor at Cetera Planning Partners with three years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Avantax Planning Partners, Inc. and Integrate USA, Inc. In addition to his advisory role, Elkhalafawi serves as CEO of Moskowitz and Company, Inc., a CPA firm providing accounting, tax preparation, and CFO services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates tax planning and estate services alongside its investment process, which centers on diversified allocations of mutual funds and ETFs tailored to client objectives and risk tolerance.

Amitha Harichandran is a CFP® with 18 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She joined Mercer in 2025 after working for SB Capital Management, Inc. for 14 years. Mercer Global Advisors serves individuals, families, small business owners, and institutions by providing investment advisory services alongside financial, tax, retirement, and estate planning. The firm employs a globally diversified, risk-appropriate investment approach using low-cost ETFs, index funds, and various specialized portfolios.

Bradley Levin is a CFP® with 32 years of industry experience, currently with Focus Partners Wealth, LLC since 2021. His prior roles include positions at M. S. HOWELLS & CO., Legacy Wealth Partners, Triad Advisors, Commonwealth Financial Network, and Householder Group, Estate & Retirement Specialists. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Churchill Management Group and Vita CSUN. Outside of advising, his background includes a variety of roles across different industries. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Rosemary Martinez is a financial advisor with Principal Financial Services in Burbank, CA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Principal since 1998 and also has a longstanding role at Principal Life Insurance Company beginning in 1996. Martinez serves as a bank trust officer, a position that supports the management of Principal retirement plan accounts across multiple business lines. Principal Securities provides brokerage and registered investment advisory services to individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

April Zee is a financial advisor at First Citizens Investor Services, Inc. with 16 years of industry experience. She holds the Series 66 designation and has worked at firms including Kestra Advisory and D.A. Davidson & Co. April is also affiliated with First Citizens Bank. First Citizens Investor Services serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services through IARs and third-party Portfolio Managers. The firm employs a client process focused on financial needs assessments and uses fundamental, quantitative, and technical analysis to allocate among various asset classes.

Haim Shepes is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. His prior work includes roles at Legend Equities Corporation and Lincoln Investment, alongside running his own insurance and securities sales businesses. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering a range of participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Nicole Hammick is a financial advisor with Lincoln Investment holding a Series 66 credential and three years of industry experience. She previously worked at Raymond James Financial and Argentum Financial Partners. Outside of advising, she owns White Birch Herbal, LLC, where she crafts and sells herbal tea blends and related products in Connecticut. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm combines advisor-led consulting with model portfolio management supported by an in-house investment research team and third-party managers.

Sean Kazangian is a financial advisor with Eagle Strategies (NY Life) based in Glendale, CA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, California State University Northridge, Discount Medical Pharmacy, and City Tennis. Eagle Strategies serves a diverse client base that includes individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Anush Haddadian is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 20 years of industry experience. Prior to joining Independent Financial Partners in 2022, Haddadian worked at Securities America, Inc. and Verus Capital Partner, LLC, among other firms. Outside of advising, Haddadian provides in-home health care services for family members. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm supports a decentralized advisory model with a range of investment options and specialty services, including formal retirement-plan advisory and pension consulting.