Jabari Butler is a financial advisor at TIAA-CREF with eight years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, Morgan Stanley Smith Barney, and Merrill. 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, often serving clients with pre-existing relationships through TIAA-administered employer retirement plans. The firm offers both point-in-time planning services and ongoing discretionary management, utilizing model portfolios and customized strategies depending on the program.

Corey Liu is a CFA® charterholder with 12 years of industry experience. He currently serves as a financial advisor at Wealth Enhancement Advisory Services, LLC, having previously worked at City National Rochdale and Pillar Pacific Capital Management LLC. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets under management and employs a diversified investment process that combines passive and active management with quantitative, momentum, and fundamental analysis.

Janice Lang is a financial advisor at Equity Services, Inc. with 12 years of industry experience. She holds a Series 66 designation and has worked at Equity Services since 2017. Janice also serves as an insurance agent through Strategic Horizon, where she is involved in life, annuity, and long-term care insurance. Equity Services, Inc., operating as ESI Financial Advisors, 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, often utilizing third-party asset managers and combines long-term investment strategies with options for shorter-term trading.

Andrew Yang is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Citigroup since 2015. Outside of his advisory role, he is a partner in a food and boba drink shop where he is involved in business planning and weekend operations. Citigroup Global Markets serves a broad client base including individual and institutional clients across various wealth segments. The firm employs multi-asset, multi-manager investment strategies and offers a range of advisory programs, execution, and custody services, leveraging its large institutional scale and unique market roles.

Anees Saifi is a financial advisor with GWN Securities Inc., holding a Series 66 credential and 14 years of industry experience. He has worked at firms including AXA Advisors and MassMutual Investors Services. In addition to his advisory role, he is active in insurance sales and operates a registered representative business under the name La Pension Planners. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth investors. The firm offers discretionary managed accounts and model portfolios with a range of investment strategies, supported by a large network of advisors.

Joseph Ulrey is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as an athletic inspector for the California State Athletic Department, overseeing health and safety in combat sports. 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 comprehensive financial planning and wealth management programs, operating under fiduciary standards and employing both qualitative and quantitative methods to recommend and monitor investments.

Nicholas Stonnington Jr. is a CFP® with eight years of industry experience, currently serving as an advisor at Prime Capital Financial. He previously worked at Stonnington Group, LLC, Oracle, and UC Berkeley. Outside of his advisory role, he is involved as an insurance agent and has a part-time role with CHHSZ Holdings, LLC, which owns Prime Capital Investment Advisors, LLC. Prime Capital Financial is an SEC-registered enterprise advisory firm serving high-net-worth individuals, trusts, corporations, and retirement plans with a range of services including asset management, financial planning, and family office offerings. The firm uses a variety of investment strategies and platforms and provides tax planning and consolidated reporting through affiliated subsidiaries.

Michelle Ming is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She has worked at Citigroup since 2019 and concurrently at JPMorgan Chase Bank, N.A. since 2015. Outside of her advisory role, she serves as secretary for Recovery Revelations, Inc., a health care facility. 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 operates with large institutional scale, providing both discretionary and non-discretionary investment solutions.

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 three years of industry experience. He holds the Series 66 designation and has worked at Citibank since 2015. 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 implements multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by in-house research, extensive oversight, and commercial arrangements that distinguish it from peers.

Franklin Lara is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has been with Independent Financial Group since 2013. Outside of his advisory role, he is a part owner of a transportation company and the founder of Purpose Wealth Partners, LLC, where he provides financial planning and investment management services. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that offers brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in regulatory assets and provides advisory programs through its AccessPoint platform and relationships with third-party asset managers.

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 at First Citizens Investor Services, Inc. with eight years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial, Bank of the West/BMO, and BancWest Investment Services. First Citizens Investor Services, Inc. provides investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines fundamental, quantitative, and technical analysis with risk- and outcomes-based asset allocation and offers both discretionary and non-discretionary management, supported by technology-driven model portfolios and tax-aware services.

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 at Transamerica Financial Advisors with three years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Transamerica Financial Advisors since 2022 and World Financial Group since 2019. Her other business activities include the sale of insurance and non-insurance products affiliated with Transamerica. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

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.

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.

Amir Farzin is a financial advisor with Citigroup Global Markets in Pasadena, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. Outside of advisory work, he is 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 and broker-dealer services. The firm employs multi-asset, multi-manager strategies and is notable for its large institutional scale combined with specialized market roles and proprietary research capabilities.

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.