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.

Wesley Salao is a financial advisor with SPC, holding Series 63 and Series 65 credentials and possessing 21 years of industry experience. He has been associated with Parkland Securities, LLC since 2014 and Precision Wealth Financial & Insurance Services since 2005. Outside of his advisory role, he independently sells various insurance products through Precision Wealth Financial & Insurance Services. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored plans, charitable organizations, and corporate clients. The firm supports a large advisory network delivering tailored, discretionary investment advice and collaborates with third-party advisors while offering a range of account programs and retirement services.

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.

Gene De Young is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His career includes roles at firms such as Cetera Advisor Networks, Girard Securities, and TD Ameritrade. He volunteers as Chapter Vice President for the Team Referral Network, a business referral organization. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers financial planning and portfolio management using a combination of firm- and third-party models, with a mix of passive and active investment strategies tailored to client risk profiles.

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.

Lee Pysnik is a financial advisor at Independent Financial Group, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 65 licenses. Prior to joining Independent Financial Group in 2012, he has operated Lee Pysnik, CPA since 1984, providing tax, accounting, and bookkeeping services. He also acts as a trustee for family estates in a limited capacity. Independent Financial Group, LLC offers investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment exposures tailored to client risk profiles.

Ross Lopez is a financial advisor with Planmember Securities Corporation in Glendora, CA, holding Series 63 and Series 66 licenses and having 24 years of industry experience. He has been with Planmember since 2010. Outside of his advisory role, he owns and operates RL Insurance & Financial Services, Inc., where he provides insurance products. Planmember Securities Corporation offers retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a strategic asset allocation approach and manages mutual-fund portfolios ranging from conservative to aggressive, while also providing education and support services to plan sponsors and participants.

Dominica Henderson is a CFP® with 13 years of industry experience, currently affiliated with CWM, LLC. Her prior experience includes a twelve-year tenure at Haussmann Financial Inc. She also operates a separate financial planning LLC for accounting purposes and works part-time as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Cindy Verduzco is a financial advisor with Eagle Strategies (NY Life) in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has worked with Monarch Grove Wealth Strategies & Insurance Solutions since 2023 and has been affiliated with Eagle Strategies and New York Life-related entities since 2018. In addition to her advisory role, she operates Monarch Grove Wealth Strategies & Insurance Solutions, brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions across multiple program types and manages a substantial asset base primarily on a non-discretionary basis through its integrated New York Life affiliate structure.

Ruben Rivera Jr. is a financial advisor with Principal Financial Services and holds a Series 66 designation. He has 11 years of industry experience, including prior roles at Voya Financial Advisors, American United Life, OneAmerica Securities, MissionSquare Retirement, and JP Morgan Securities. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel stationed outside the U.S. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

Yuxuan Wang is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Co, and positions outside finance such as at Meet Up Chinese Cuisine and in education. Wang is also appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Grant Rasmussen is a financial advisor at TIAA-CREF with Series 63 and Series 65 credentials and one year of industry experience. He previously worked at Transamerica Financial Advisors and WFGIA, and has held roles at Vuori and Pepperdine University. Rasmussen has also been involved with Faith Baptist Church and Schools and has engaged in sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. TIAA‑CREF Individual & Institutional Services, LLC 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 both point-in-time planning services and ongoing portfolio management, including customized portfolios managed under client-approved investment policies.

Steven Jackson is a financial advisor with D.A. Davidson & Co. in Pasadena, CA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with D.A. Davidson since 2013. Jackson serves on the financial advisory board of the nonprofit Sisters of Social Service, providing financial advice and analysis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm provides services under fiduciary standards, including retirement plan advisory, comprehensive financial planning, and wealth management for high-net-worth clients, and is notable for its municipal advisory activities and affiliated custodial entities.

Todd Troutner is a financial advisor with Integrated Wealth Concepts LLC and holds Series 63 and Series 65 credentials. He has 25 years of industry experience and has been with Integrated Wealth Concepts since 2023, also working at Laurel Wealth Advisors since 2013. Outside of his advisory role, he owns and manages a personal rental condominium in Pasadena, CA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, while employing a primarily long-term investment approach.

Eric Sirich is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles in pharmacy and estate planning services, and he serves as Treasurer of the Inland Empire Pharmacists Association. He also provides client education and support related to estate planning through affiliated organizations. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm operates both as a registered broker-dealer and RIA, with programs that can be discretionary or non-discretionary depending on client needs.

Jasmine Smalls is a financial advisor at TIAA-CREF with six years of industry experience. She holds a Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, JP Morgan, and Edward Jones, among others. She serves as Treasurer and a board member of OMG Women Outreaching Women, a nonprofit focused on education, mentorship, and community support to promote financial independence. TIAA-CREF's Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients with existing employer retirement relationships. The firm provides both point-in-time planning and ongoing portfolio management through various managed account programs and acts as adviser to a donor-advised fund.

Ishkhan Boghossian is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. His work history includes roles at NYLIFE Securities LLC and New York Life Insurance Company since 2012 and 2013 respectively, as well as operating his own business, Boghossian Financial Inc., since 2022. Outside of his advisory work, he serves as a caretaker for his parents. 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 advisers. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis, working closely with both retail and institutional sponsors.

Dongzhe Jin is a financial advisor with Eagle Strategies (NY Life) based in Yorba Linda, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2016 and is involved with multiple affiliated entities including Abacus Financial Strategies and OpenWin Financial & Insurance Services. Jin is also the owner of Golden Summit Insurance & Financial Center, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of advisory programs and emphasizes tailored solutions, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Solo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked for Ameriprise Financial Services, Inc. for one year. Solo is also a co-owner of Tranquility Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.