Jeffrey Ruderman is a CFP® with 14 years of industry experience. He is currently with Capital Group Private Client Services, Inc. in Los Angeles, where he has worked since 2021. Prior to that, he spent five years at Capital Bank and Trust Company. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach through separately managed account programs, mutual funds, ETFs, and access to private-equity and alternative strategy funds.

Henry Norman IV is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 15 years of industry experience. His career includes prior roles at Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is a partner at BlueRidge Partners, a non-investment-related business. Henry advises through Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs, third-party solutions, and integrated lending options.

Robin Rodriguez is a financial advisor at TIAA-CREF with 12 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at firms including Edward Jones and Massachusetts Mutual Life Insurance Company. Outside of advising, he is active as an Airbnb and Peerspace host. TIAA-CREF Individual & Institutional Services, LLC’s Advice & Planning Services division offers financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm provides a range of management options from model portfolios to customized strategies and serves as adviser to a donor-advised fund.

Shaminder Dhindsa is a financial advisor with GWN Securities Inc. in San Diego, CA, holding a Series 66 designation and 10 years of industry experience. Prior to joining GWN Securities in 2023, Dhindsa worked at Bank of America and Merrill from 2017 to 2023, and Axa Advisors from 2015 to 2017. Outside of finance, Dhindsa owns Purple Mango Films, LLC, a wedding videography business. 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 from traditional asset allocation to legacy market-timing and momentum-based approaches.

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.

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 based in Baldwin Park, CA. He holds a Series 66 designation and has 12 years of industry experience. His prior roles include positions at Voya Financial Advisors, American United Life, OneAmerica Securities, MissionSquare Retirement, JP Morgan Securities, and Ameriprise. 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 U.S. military personnel overseas. 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.

Yuxuan Wang is a financial advisor at Eagle Strategies (NY Life) based in Pasadena, CA, holding Series 63 and Series 65 licenses with three years of industry experience. Prior to joining Eagle Strategies, Wang has worked with NYLIFE Securities LLC and New York Life Insurance Co. Outside of advisory work, Wang is also appointed as an insurance broker for non-registered insurance products. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Warren Williamson II is a financial advisor at Cerity Partners LLC in Los Angeles, CA, holding Series 63 and Series 65 designations with three years of industry experience. Prior to joining Cerity Partners in 2025, he worked at Bank of America Corp. from 2021 to 2025 and Capital Group Companies, Inc. from 2016 to 2018. Cerity Partners advises a diverse client base including high-net-worth individuals, families, trusts, and institutional investors, managing approximately $166.2 billion in client assets as of the end of 2025. The firm utilizes a client-specific investment framework that combines quantitative screening, manager selection, and direct security selection, and offers access to alternative and private market solutions through affiliated platforms.

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.

Mark Flower is a financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA. He holds Series 63 and Series 65 designations and has 32 years of industry experience, including 19 years at Wells Fargo and more recently five years with Capital Group. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that emphasizes fundamental research and long-term investing across separately managed accounts, mutual funds, ETFs, and alternative strategies.

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 at Integrated Wealth Concepts LLC with 25 years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Morgan Stanley, and Citigroup Global Markets. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios with a long-term approach alongside shorter-term rebalancing trades.

Jasmine Smalls is a financial advisor at TIAA-CREF with six years of industry experience. She holds the Series 66 designation and has previously worked at Fidelity Personal and Workplace Advisors, JP Morgan Securities, and Edward Jones. Outside of her advisory work, she serves as Treasurer and Board Member for OMG Women Outreaching Women, an organization focused on education, mentorship, and community support to promote financial independence. TIAA-CREF’s Advice & Planning Services division provides financial planning and discretionary managed account programs primarily to individuals with TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and small retirement plans. The firm’s advisory model separates one-time planning services from ongoing portfolio management, using both model and customized portfolios.

Nathaniel Kirk is a financial representative at LA Pension Planners and holds a Series 66 credential. He has experience working at Masterworks Agency, Westmont College, Victory Foam Inc, and Spirit Christian Academy. Kirk is involved in pension education through an educational platform called Pension 101. GWN Securities is an SEC-registered investment adviser and broker-dealer managing approximately $3.65 billion across more than 37,000 client accounts. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment programs including traditional asset allocation and legacy market-timing strategies.

James Lugo is a financial advisor with First Citizens Investor Services, Inc. in Pasadena, CA, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior roles include positions at Nationwide Investment Services Company, IMA Wealth, Inc., and Equitable Distributors, LLC. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and businesses, utilizing a client process that emphasizes assessments of financial needs and risk tolerance combined with fundamental, quantitative, and technical analysis. The firm offers a range of portfolio management solutions, including managed accounts, wrap programs, and an automated investing platform.

Dean Catalano is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 66 designation and 19 years of industry experience. His prior roles include positions at Capital Bank & Trust Company, Wells Fargo Private Bank, and AllianceBernstein L.P. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach that combines separately managed accounts, mutual funds, ETFs, and access to private equity and alternative strategies.

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.

Dennis Liu is a financial advisor with Eagle Strategies (NY Life) in Glendale, CA, holding Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Transglobal Holding Company and a long tenure at Vineyard of Hope Church. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and emphasizes tailoring advice to client objectives, managing the majority of its assets on a non-discretionary basis.