HomeMy WebLinkAbout2026 Shuster Advisory Group - Assignment to HUB International Co.Docusign Envelope ID: AF3D2CE6-EBBA-8DCB-8210-A4642E536751
ISHUSTER
ADVISORY GROUP
A HUB International Company
May 18, 2026
Jon McMillen
City of La Quinta
78495 Calle Tampico
La Quinta, CA 92253
155 N. Lake Ave • Suite 950
Pasadena, CA 91101
Phone: 626-578-0816
Notice of Assignment and Consent
Re: City of La Quinta 401(a) — Plan ID(s): 106363
City of La Quinta 457(b) — Plan ID(s): 302425
Dear Jon:
sfgrpc.com
hubinternational.com
On June 30, 2026, the investment advisory relationship currently maintained by Shuster Advisory Group,
LLC will be assigned to Global Retirement Partners, LLC (GRP), the SEC -registered investment adviser
affiliated with HUB International. Following this assignment, we will continue to operate as Shuster
Advisory Group, a HUB International Company.
There will be no change to your fees, services, or your advisory team. Mark Shuster will remain your
investment advisory representative.
In accordance with the Investment Advisers Act of 1940, your written consent is required to complete
this assignment. Please indicate your consent by signing below. If you have any questions, please do not
hesitate to contact us.
We are grateful for your continued trust and look forward to serving you as Shuster Advisory Group, a
HUB International Company. Thank you.
Sincerely,
Mark Shuster, Managing Partner
JoAnn Parrino, Partner
mshuster@sfgrpc.com Iparrino@sfgrpc.com
[Acceptance continued on next page]
Docusign Envelope ID: AF3D2CE6-EBBA-8DCB-8210-A4642E536751
On behalf of City of La Quinta, as an authorized signer for the 401(a) and 457(b) plans, I consent to this
assignment.
Signature
DDocuSigned by:
OW AttfititILIA.
11-96EA6I-D04 :414...
Printed Name Jon McMillen
Title City Manager
Date 6/29/2026
0 docusign
Certificate Of Completion
Envelope Id: AF3D2CE6-EBBA-8DCB-8210-A4642E536751
Subject: Complete with Docusign: City of La Quinta_Consent_Letter.docx
Source Envelope:
Document Pages: 2 Signatures: 1
Certificate Pages: 3 Initials: 0
AutoNav: Enabled
Envelopeld Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
Status: Completed
Envelope Originator:
JoAnn Parrino
300 N LaSalle Street
Chicago, IL 60654
joann.parrino@hubinternational.com
IP Address: 170.85.204.222
Record Tracking
Status: Original Holder: JoAnn Parrino
6/24/2026 7:53:30 PM joann.parrino@hubinternational.com
Location: DocuSign
Signer Events Signature
Timestamp
Jon McMillen
jmcmillen@laquintaca.gov
City Manager
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Accepted: 6/29/2026 5:07:03 PM
ID: 843c2543-8eb4-4bbf-ac96-3d6c6c09f2e7
Company Name: HUB International Ltd.
CDocuSigned by:
ain, kck LLt,vn,
1F96EA6FDB45414...
Signature Adoption: Pre -selected Style
Using IP Address: 47.176.173.157
Sent: 6/24/2026 7:55:58 PM
Viewed: 6/29/2026 5:07:03 PM
Signed: 6/29/2026 5:07:34 PM
In Person Signer Events Signature
Timestamp
Editor Delivery Events Status
Timestamp
Agent Delivery Events Status
Timestamp
Intermediary Delivery Events Status
Timestamp
Certified Delivery Events
Status
Timestamp
Carbon Copy Events
Status
Timestamp
JoAnn Parrino
joann.parrino@hubinternational.com
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Mark Shuster
mark.shuster@hubinternational.com
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Nagisa Anju
nagisa.anju@hubinternational.com
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
COPIED
COPIED
COPIED
Sent: 6/24/2026 7:55:55 PM
Sent: 6/24/2026 7:55:56 PM
Sent: 6/24/2026 7:55:56 PM
Carbon Copy Events
Status
Timestamp
Not Offered via Docusign
Sarah Yauchzee
sarah.yauchzee@hubinternational.com
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via Docusign
Serena Fitchard
serena.fitchard@hubinternational.com
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via Docusign
COPIED
COPIED
Sent: 6/24/2026 7:55:57 PM
Sent: 6/24/2026 7:55:57 PM
Witness Events
Signature
Timestamp
Notary Events
Signature
Timestamp
Envelope Summary Events
Status
Timestamps
Envelope Sent
Certified Delivered
Signing Complete
Completed
Hashed/Encrypted
Security Checked
Security Checked
Security Checked
6/24/2026 7:55:58 PM
6/29/2026 5:07:03 PM
6/29/2026 5:07:34 PM
6/29/2026 5:07:34 PM
Payment Events
Status
Timestamps
Electronic Record and Signature Disclosure
Electronic Record and Signature Disclosure created on: 11/14/2023 9:53:41 AM
Parties agreed to: Jon McMillen
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