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.

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 licenses with three years of industry experience. His prior roles include positions at Bank of America Corp. and Capital Group Companies, Inc. Cerity Partners advises a diverse client base including individuals, families, trusts, institutions, and pooled investment vehicles, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs a quantitative and client-specific investment approach, providing access to alternative and private market solutions alongside traditional investment strategies.

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.

Eric Sirich is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles in pharmacy and healthcare, including work as a pharmacist at Walgreens, along with involvement in estate planning services through LSPN Pro LLC and Inheritguard, LLC. He also serves as Treasurer of the Inland Empire Pharmacists Association, a nonprofit local affiliate. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios and maintains assets under management in discretionary and non-discretionary programs.

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. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Eagle Strategies, he was associated with NYLIFE Securities LLC, New York Life Insurance Co, Transglobal Holding Company, and he served at Vineyard of Hope Church for over two decades. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through various program types and manages a majority of its assets on a non-discretionary basis, working within an integrated New York Life affiliate structure.

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 license and 12 years of industry experience. He has worked primarily within Capital Group-affiliated firms since 2014, including Capital Bank and Trust Company and Capital Guardian Trust Company. Based in Los Angeles, CA, Sandler has been with Capital Group Private Client Services since 2021. Capital Group Private Client Services provides discretionary investment management mainly to high-net-worth individuals and charitable organizations, utilizing a multi-manager approach known as the Capital System. The firm implements portfolios through separately managed accounts, mutual funds, ETFs, and offers access to private-equity and alternative strategy funds.

Samuel Soler Conklin is a financial advisor with Wealth Enhancement Advisory Services, LLC in Brea, CA, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at LPL Financial LLC, Householder Group Estate and Retirement Specialists, Wescom Financial Services, and Merrill. He is involved with the American Financial Education Alliance, providing educational services to local colleges and libraries. Wealth Enhancement Advisory Services offers 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 and emphasizes diversified, risk-class-based investment allocations using both passive and active strategies overseen by an internal Investment Committee.