Cynthia Leberthon is a financial advisor at Integrated Wealth Concepts LLC with two years of experience in the industry. She has previously worked at Wright Ford and Young & Co for eight years and LTSP Inc for fifteen years. She also serves as a senior audit partner at the CPA firm Wright Ford Young, a role unrelated to her investment advisory activities. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, emphasizing customized portfolios and a long-term investment approach.

Michael Tootle is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and six years of industry experience. He has prior experience with PREP Securities, CR Capital Financial, and has held multiple roles at Centaurus Financial since 2013. Outside of financial advising, he is licensed to practice law in Arizona and Missouri and works as an attorney. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental, technical, bottom-up, and top-down analysis.

Martin Chiu is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 credentials. He has 38 years of industry experience and has been involved with multiple consulting and wealth advisory entities, including founding VANTAQUEST. In addition to his advisory work, he has served as an instructor since 2017 and operates a consulting firm focused on family wealth matters. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory and brokerage services through independent representatives and emphasizes a predominantly non-discretionary approach to asset management.

Mark Townsend is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Western International Securities, Inc., Crown Capital Securities, L.P., and other firms. Outside of advisory work, Townsend provides financial oversight for residential care facilities for the elderly and serves as a real estate broker for Townsend Properties, Inc. Money Concepts Capital Corp is an enterprise-scale adviser serving a diverse client base that includes individual investors, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation strategies, offering a range of discretionary and non-discretionary portfolio programs supported by third-party managers and technology platforms.

Kitmen Gunther is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has been affiliated with Transamerica Financial Advisors since 2012. Outside of his advisory role, he is involved in several business ventures including property management for Casa Sereno, LLC, and serves as president of the nonprofit Asian Community Development. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a wide range of clients, including individuals, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and platforms to deliver its services.

Kevin King is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and spent 33 years at The AYCO Company, L.P./Mercer Allied prior to that. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office and Specialized Executive Wealth programs, supported by integrated resources across the Goldman Sachs platform.

Elisha Torrance is a CFP®-certified financial advisor at Schwab Wealth Advisory with 15 years of industry experience. Prior to joining Schwab Wealth Advisory, Torrance held roles at JP Morgan Chase Bank and Columbia Private Bank among other firms. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., focusing on personalized advice without discretionary trading authority.

Stephen Bennett is a financial advisor at Citigroup Global Markets with 13 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Citigroup since 2019, following nine years at JP Morgan Securities LLC. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and operates with a combination of large institutional scale and specialized market roles.

Andrew Chan is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds the Series 66 designation and has worked previously at JP Morgan Securities, JP Morgan Chase Bank, Bank of America, and Merrill Lynch. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs alongside broker-dealer execution and custody services. The firm utilizes multi-asset, multi-manager strategies with both discretionary and non-discretionary programs, supported by internal standards and oversight committees to select and monitor managers.

Kelley Slaught is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Centaurus Financial since 2012 and is also involved in American Patriotic Merchandise, a business selling American patriotic promotional items. Additionally, she is the author of "The Great Retirement Mystery," which she promotes through a radio show. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services, employing a variety of investment strategies and both discretionary and non-discretionary arrangements.

Metro Malasavage IV is a CFP® and holds a Series 65 license with five years of industry experience. He is currently with Mariner and previously worked at Beacon Pointe Advisors, LLC, Mass Mutual Arizona, and Financial Management Network. Mariner serves a wide range of clients, including high-net-worth individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and access to third-party managers. The firm employs discretionary, customized portfolios supported by in-house research and third-party allocations, and it distinguishes itself with integrated tax and accounting services along with specialized family office and financial wellness solutions.

Joshua Hernandez is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is involved in several entrepreneurial ventures focused on marketing, training, consulting, and estate planning document services. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, employing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Darcy Pierce is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Regal Wealth Group and EmancipAction, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures that combine in-house and external investment strategies.

Shawn Jeong is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as experience with Seoul Hospitality Group and MGM Studios, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Darin Tuttle is a financial advisor at Corient with nine years of industry experience. He holds the CFA® designation and Series 65 and 63 licenses. His prior roles include positions at Martinsen Wealth Management, Pacific Capital Wealth Advisors, and Vanguard Marketing Corporation. Outside of his advisory work, he serves as a program manager for a dental education company, coordinating education programs nationwide. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and uses risk management tools and alternative investments to align portfolios with client objectives.

Stuart Spivak is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he is involved in several non-investment businesses, including a security window film and home monitoring company, a toy company, and operates an online educational class focused on 72(t) SEPP. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with various analytical approaches and specialized advisory services.

Katherine Neil is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She is also a partner at Windes, Inc., a CPA firm. Her prior experience includes seven years at Armanino LLP and 23 years at Bolar Hirsh & Jennings LLP. 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, employing a long-term approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Michael Friedman is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including a long tenure at Churchill Management Group. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that combines active and passive strategies within an enhanced open architecture framework and offers a range of specialized services such as fiduciary consulting, tax compliance, and family office support.

Ryan Hook is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to this, he worked at SC Distributors, LLC for one year. He also teaches a personal financial planning course for the CFP program at the University of California, Irvine’s Division of Continuing Education. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated non-investment businesses such as estate legal services and trust administration.

Alexander Cruz is a CFP® professional with 22 years of experience in the financial services industry. He has been with SPC since 2015 and also maintains a role with Parkland Securities LLC. In addition to his advisory work, he provides referral services for estate planning and trust-related matters through local law firms. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management options.