Warren Williamson II is a financial advisor at Cerity Partners LLC in Los Angeles, CA, with three years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Bank of America Corp. from 2021 to 2025 and Capital Group Companies, Inc. from 2016 to 2018. Cerity Partners provides customized wealth management and related services to a national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm uses tailored asset allocation, manager selection, and proprietary quantitative screens alongside third-party managers and individual securities to build client programs.

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 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.

Jasmine Smalls is a Series 66-licensed financial advisor at TIAA-CREF with six years of industry experience. Her career includes roles at Fidelity, JP Morgan, and Edward Jones, along with operating her own consulting firm. She serves as Treasurer and a board member of OMG Women Outreaching Women, a nonprofit focused on education, mentorship, and community support. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, frequently serving clients connected through TIAA-administered employer retirement plans. The firm combines point-in-time planning with ongoing portfolio management under a fiduciary standard and acts as adviser to the TIAA Donor Advised Fund.

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 at Capital Group Private Client Services, Inc. with 18 years of industry experience. He previously worked at Capital Bank & Trust Company and Wells Fargo Private Bank. Catalano holds a Series 66 designation and is based in Los Angeles, CA. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, using a multi-manager approach called the “Capital System” that emphasizes fundamental research and long-term investing. The firm implements client portfolios through separately managed accounts, affiliated mutual funds, ETFs, and alternative investment vehicles.

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 roles include positions at NYLIFE Securities LLC, New York Life Insurance Co, and Transglobal Holding Company. He also served over two decades at Vineyard of Hope Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and offers multiple advisory programs, with most assets managed on a non-discretionary basis.

Justin Morales is a CFP® professional with three years of industry experience, currently with Capital Group Private Client Services, Inc. in Los Angeles. Prior to joining Capital Group, he held positions at Union Bank and US Bank. Capital Group Private Client Services provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, employing a multi-manager approach and fundamental research to construct client portfolios across various investment vehicles.

Eduardo Herrera is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2012. The firm serves individual and institutional clients across various wealth segments and offers a wide range of investment advisory programs, execution, and custody services. Citigroup Global Markets is notable for its multi-asset, multi-manager strategies, in-house research, and unique market roles including swap dealer and futures commission merchant activities.

Scott Sandler is a financial advisor with Capital Group Private Client Services, Inc., holding a Series 65 designation and 11 years of industry experience. He has worked at Capital Group Private Client Services since 2021 and previously spent five years at Capital Bank and Trust Company. Based in Los Angeles, CA, Sandler focuses on serving high-net-worth clients. 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 accounts, mutual funds, ETFs, and alternative strategy funds. The firm emphasizes fundamental research and long-term investment horizons in its portfolio management.

Kurt Vogel is a CFP® at Mercer Global Advisors Inc. with approximately eight years of experience in the financial services industry. Prior to joining Mercer, he worked for Singer Burke Zimmer & Kogan, LLP for ten years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office services. The firm uses a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, implemented through low-cost ETFs, index funds, separate account managers, and private funds.

Mario Reina is a financial advisor with GWN Securities Inc. in Pasadena, CA, holding Series 66 and Series 63 licenses and bringing 21 years of industry experience. His prior roles include positions at Infinity Financial Services and Infinity Financial Services Advisory, where he worked for a combined 15 years. Outside of his advisory duties, Reina is involved in tax preparation through his ownership of Onelink Financial Services. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning services. The firm uses a combination of affiliated and unaffiliated sub-advisers and model-based allocations grounded in asset allocation and Modern Portfolio Theory, with an emphasis on both discretionary portfolio management and tactical market-timing strategies.

William Fitzhugh is a financial advisor at D.A. Davidson & Co. with 28 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63, 65, and 66 licenses. Outside of his advisory role, he is involved in a land ownership business that rents land for farming. 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 operates under fiduciary standards and 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.

Jennifer Solis is a CFP® with 13 years of industry experience and has been with Creative Planning since 2015. She is also president of Jen Solis LLC, a personal beauty care business based in Burbank, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, and retirement plans, managing approximately $217 billion in assets. The firm employs a financial planning-led investment process with a range of strategies and offers affiliated legal, trust, and retirement plan services alongside its advisory business.

Eun Im is a financial advisor at Eagle Strategies (NY Life) based in Los Angeles, CA, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2010. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisors. The firm offers a variety of advisory programs and emphasizes tailoring recommendations to client objectives, managing the majority of its assets on a non-discretionary basis.

Patrick Kim is a financial advisor with TLG Advisors, Inc. based in Los Angeles, CA, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 26 years of industry experience, including roles at Ameritas Advisory Services, LLC, EMP Financial Network Inc, and FIT Planning Group. He is a founding board member of VISTA Marketing Partners LLC, which focuses on strategic growth and planning in the fixed insurance and annuity industry. TLG Advisors, Inc. serves individuals, high-net-worth clients, trusts, charitable organizations, corporations, pension and retirement plans, and other institutional investors. The firm provides investment supervisory services, portfolio management, and comprehensive financial planning, using fundamental analysis and Modern Portfolio Theory to construct diversified portfolios, with services delivered through a network of independent advisors and sub-advisors.