Angel Ventura is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with Eagle Strategies since 2009 and has operated Louis Ventura Insurance & Financial Services since 2008. Ventura has also maintained long-term affiliations with Nylife Securities Inc. and New York Life since the early 1980s. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors, emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Matthew Aurelio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Diversified Investment Services since 2014. Aurelio serves as a trustee for a family trust outside of his advisory role. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and model portfolios, allowing advisors discretion in portfolio construction alongside managed solutions.

Stephanie Garcia is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at Merrill, Bank of America, and Wells Fargo. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment programs, broker-dealer execution, and custody services. The firm combines large institutional scale with specialized market roles such as swap dealing and futures commission merchant activities.

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.

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.

Max Matles is a CFP® with six years of industry experience, currently associated with SPC. He has held roles at Sigma Planning Corporation and Sigma Financial Corporation since 2020 and has operated Matles Wealth Management since 2019. Outside of advising, Matles is a published author. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm delivers tailored and discretionary advice through a large network of advisors and supports various account programs with custody provided through Fidelity/NFS.

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 and is currently associated with Carson Wealth. Her prior roles include positions at Haussmann Financial Inc. and Securities America Inc. She also operates a separate LLC for accounting purposes and holds a fixed insurance license. Carson Wealth is an SEC-registered investment adviser overseeing over $50 billion through a network of more than 650 advisors. The firm offers services including discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that creates and monitors model portfolios and provides tailored solutions.

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.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016, and he operates under his own firms, Lozano Financial Strategies and Insurance Solutions LLC, and Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and fiduciary responsibilities, offering a range of program types primarily managed on a non-discretionary basis.

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.

Philip Board is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2014. Outside of advisory work, he is involved in elder care benefits planning, estate planning facilitation, financial education, and is a co-author of books on retirement and personal finance; he also hosts a financial-themed podcast. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary arrangements along with specialized advisory services.

Jason Santos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he serves as president of JPS Financial Services, Inc., a life, health, and disability insurance firm, and is involved in estate planning education as a member of an estate planning team. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

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.