Daniel Butterly is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at TIAA-CREF with four years of industry experience. His prior roles include positions at RBC Rochdale, LLC and Wells Fargo. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and various entities, often serving clients with existing retirement plan relationships. The firm operates within a vertically integrated structure and provides both model-based and customized portfolio management under a fiduciary standard.

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.

Michael Hatch is a CFP® with 36 years of experience in financial advisory services. He is currently with Sterling Financial Group, Inc., where he has worked since 2019, following prior roles within affiliated Sterling entities dating back to 1999. In addition to his advisory work, he serves as a successor trustee for family estates and is a guardian for a family member. Sterling Financial Group serves individuals, trusts, estates, retirement plans, charitable organizations, and businesses by providing written financial planning, ongoing consulting, and fee-based investment management. The firm emphasizes individualized asset allocation with regular monitoring and diversification, utilizing a variety of investment vehicles including mutual funds, ETFs, and alternative investments.

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.

Kaising Lui is a CFP®-designated financial advisor with 14 years of industry experience. He is currently with GWN Securities Inc., where he has worked since 2021, following prior roles at Equitable Advisors and Axa Advisors. Lui is a silent partner in an event coordination company, Elit Productions, which focuses on photography and videography. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Thomas Jones is a financial advisor at Cerity Partners LLC with 36 years of industry experience. Prior to joining Cerity Partners in 2023, he worked for 49 years at Gamble Jones Investment Counsel. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, charitable organizations, and institutional investors. The firm employs tailored asset allocation, manager selection, and periodic rebalancing, utilizing proprietary quantitative screens alongside third-party managers and individual securities.

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.

Alison Gamble is a financial advisor at Cerity Partners LLC with 32 years of industry experience. She previously worked at Gamble Jones Investment Counsel for 21 years before joining Cerity Partners in 2023. Outside of her advisory role, she serves as a trustee and chair of the finance committee for Mayfield Senior School in Pasadena, CA. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on diversified asset allocation and access to alternative and private-market investments.

Kaevaan Mackay is a financial advisor at Focus Partners Wealth, LLC with one year of industry experience. He holds a Series 65 credential and has previously worked at Churchill Management Group and Vita CSUN. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, families, institutions, and businesses. The firm employs a long-term investment approach emphasizing tax- and fee-sensitivity within an enhanced open architecture framework that combines active and passive strategies across various asset classes.

Nevin Garcia is a financial professional at GWN Securities Inc. with one year of industry experience. Prior to joining GWN Securities in 2025, he held positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company, as well as a three-year tenure at HNTB Corporation and over a decade at Foss Maritime Company. Outside of finance, he provides ski instruction to youth as part of the Blue Angeles Youth Ski & Snowboard Program. GWN Securities offers investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and uses tactical market-timing and momentum-based strategies in some legacy programs.

Rosemary Martinez is a financial advisor at Principal Financial Services with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Principal since 1998. Martinez also serves as a bank trust officer, supporting Principal’s retirement plan account relationships across insurance, broker-dealer, and bank/trust offerings. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through various advisory and promoter arrangements.

Cindy Pheng is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. Her prior roles include nine years at JP Morgan Securities and over three decades at Modern Jewelers. She is also co-owner of two private rental property entities. 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 through discretionary and non-discretionary programs and maintains notable institutional scale with unique market roles.

Asif Faheem is a financial advisor with GWN Securities Inc. in Los Angeles, CA, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked at GWN Securities since 2023 and is currently associated with Pension 101 as a financial specialist. Faheem is also co-owner of AAAAF LLC, a holding company formed for tax purposes that maintains a long-term investment account. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individuals, including high-net-worth clients, and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios. The firm operates a large network of advisors and offers a range of managed-account programs with both traditional and legacy market-timing investment strategies.

Joseph Solomon is a CFP®-certified financial advisor with 39 years of industry experience. He is affiliated with LPL Financial and also provides investment advisory services through Private Advisor Group. Solomon has held various roles throughout his career, including leadership positions at Joseph Solomon Financial Group and Level Four Insurance Services. He is involved in tax preparation and accounting through Joseph Solomon Financial Group. LPL Financial serves a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and flexible investment solutions tailored to client needs.

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.