Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Jordan Leonard is a financial advisor with TIAA-CREF based in Irvine, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at Morgan Stanley and several other financial services firms. Outside of finance, Leonard is also active as a professional wrestler. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated advisory model.

Kevin Jack is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Newport Beach, CA. His entire advisory career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Olivio Gomez is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Edward Jones. Outside of his advisory work, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning support. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s internal research tools and asset allocation models, with trades executed only upon client authorization.

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.

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.

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.

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.

Joanne Kuy is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has 24 years of industry experience, including 20 years with The Ayco Company, L.P./Mercer Allied and 5 years with Ayco/Goldman Sachs & Co. LLC. Joanne serves on the Investment Committee of St. Margaret of Scotland Episcopal School, a nonprofit educational institution in San Juan Capistrano, CA. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide specialized programs and advanced investment strategies.

Nicholas Schell is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has one year of industry experience and has worked in various roles including positions at Goldman Sachs & Co. LLC and KPMG Espana. Outside of finance, his work history includes roles in hospitality and retail sectors. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic investment models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple account and pricing platforms.

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.

Hector Hernandez is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. Although he has no prior industry experience, he has been involved in multiple business ventures, including providing mobile notary services and participating in various management and ownership roles across several LLCs. Transamerica Financial Advisors serves a broad client base, including individuals, pension and profit-sharing plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment models and programs.

Edward Oxford is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Kestra Advisory since 2017, following seven years at LPL Financial. Outside of advisory work, he conducts theological presentations and research through a nonprofit documentary film project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting clients with multiple management platforms and third-party managed solutions.

Monica Chandra is a CFP® professional affiliated with Osaic Institutions, Inc., based in Garden Grove, CA, with 22 years of industry experience. Her career includes roles at Infinex Investments, CUNA Brokerage Services, SchoolsFirst FCU, LPL Financial, and Orange County's Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary assets.

David Bahnsen is a CFP® and Series 66 credentialed advisor with 25 years of industry experience. He has worked at firms including Morgan Stanley, UBS Financial Services, and Hightower Advisors, where he currently serves as part of The Bahnsen Group. Outside of his advisory work, he hosts the National Review Capital Record Podcast, focusing on theology, philosophy, and the quest for optimal human flourishing. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services through its network of advisors.

Mariday Taruc is a financial advisor at GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with GWN Securities since 2010 and is a part owner and director at Titanium Financial & Insurance Services Inc., which she joined in 2013. In addition to advisory work, she is a certified tax preparer and provides bookkeeping services as a sole proprietor. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes a range of tactical, momentum-based investment strategies alongside model portfolios and discretionary management.

Philip Ho is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at Buckingham Strategic Wealth, LLC and Wealth Management Group, LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Eric Sirich is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and six years of industry experience. He has worked in various roles including pharmacist and estate planning services, and serves as Treasurer for the Inland Empire Pharmacists Association, a nonprofit local association. Transamerica Financial Advisors serves individual investors, pension plans, trusts, charitable organizations, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Jacob Conway is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including GWFS Equities, Robinhood Financial, Morgan Stanley, and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Christopher Blades is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 23-year tenure at Mercer Allied Company, L.P. Outside of his advisory role, he is the owner of Llama Joe's LLC, a personal residence holding company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.