Thomas Jones is a financial advisor at Cerity Partners LLC with 35 years of industry experience. He previously worked for Gamble Jones Investment Counsel for 49 years before joining Cerity Partners in 2023. Cerity Partners is an SEC-registered investment adviser serving a broad range of clients, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers customized portfolio management with diversified asset allocation and provides a range of services such as financial planning, tax and insurance support, retirement plan consulting, and access to alternative and private-market investments.

Amitha Harichandran is a CFP® with 17 years of industry experience. She has worked at SB Capital Management, Inc. from 2011 to 2025 and joined Mercer Global Advisors Inc. in 2025. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation focused approach with tax-aware implementation and manages multiple private equity and hedge funds as a fund-of-funds manager.

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.

Kendra Baranko is a CFP®, CFA®, and Series 65 credentialed advisor with 11 years of industry experience. She currently works at Wealth Enhancement Advisory Services, LLC and was previously with Pillar Pacific Capital Management, LLC. 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 manages over $122 billion in regulatory assets under management, utilizing diversified, risk-class based allocations that combine passive and active management overseen by an internal Investment Committee.

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.

Tony Yang is a financial advisor at Citigroup Global Markets with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup since 2013. 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 with in-house research and oversight, supporting both discretionary and non-discretionary investment solutions.

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 previously worked at Kestra Advisory, Kestra Investment Services, LLC, First Citizens Bank, and D.A. Davidson & Co. First Citizens Investor Services, Inc. offers investment advisory and brokerage services to a diverse client base, including individuals, trusts, estates, charitable organizations, pension plans, and business entities. The firm combines risk- and outcomes-based asset allocation with discretionary and non-discretionary management, leveraging fundamental, quantitative, and technical analysis alongside technology-driven model portfolios and tax-aware services.

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.

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.

Ani Atnos is a financial advisor at Citigroup Global Markets with eight years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Citibank and CGMI since 2012. Outside of her advisory work, she provides in-home supportive services to disabled individuals, including assisting her father with daily activities. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs, brokerage execution, and custody services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and includes specialized roles such as swap dealer and futures commission merchant.

Anush Haddadian is a financial advisor at Independent Financial Partners with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including Securities America, Verus Capital Partner, and LPL Financial. Outside of his advisory role, Haddadian provides in-home health care services to his parents. Independent Financial Partners is a nationwide enterprise serving individual, charitable, corporate, and high-net-worth clients through a network of approximately 261 advisors. The firm offers investment advisory, financial planning, trust, and retirement-plan services, with a decentralized advisory model that supports both discretionary and non-discretionary account management.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

Mary Ghobry is a financial advisor at First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials with 13 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank, N.A. She has worked at First Citizens Investor Services since 2023. First Citizens Investor Services, Inc. provides investment advisory, brokerage, and licensed insurance services to individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm uses a mix of strategic and tactical asset-allocation approaches and offers portfolio management through model portfolios, separately managed accounts, and an automated Guided Investing platform.

Christine Lee is a financial advisor with Eagle Strategies (NY Life) based in Pasadena, CA. She holds the ChFC® designation and Series 63 license, with 20 years of industry experience. Lee has been with Eagle Strategies since 2014 and has worked in various roles at New York Life and Nylife Securities since 2005. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and maintains a significant portion of assets under non-discretionary management.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds the Series 66 designation and has previous experience at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. 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, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.