Emily Sang is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses, bringing 12 years of industry experience. Her background includes work as a certified public accountant and involvement with multiple business ventures, including tax preparation and real estate brokerage. Sang is also active in consulting and sales for restoration 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, providing a range of fee-based and commission-based products through proprietary and third-party model portfolios.

Jacqueline Zweig is a CFP® professional with 17 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. Her prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Zweig is also a partner at Zweig & Associates CPAs LLP, providing tax and planning services, and serves as Treasurer on the Board of Directors for the Financial Planning Association of Orange County. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model of advisory representatives and utilizes multiple portfolio management strategies alongside technology platforms for asset aggregation and estate planning.

Matthew Fournier is a financial advisor with Stratos Wealth Partners, Ltd. based in Irvine, CA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. Prior to joining Stratos and LPL Financial in 2024, he worked with GWFS Equities, Inc. and SC Distributors, LLC. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a wide range of clients including high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional investors. The firm employs an open-architecture, advisor-driven model that integrates multiple third-party platforms and offers customized portfolio management alongside financial planning and outsourced CIO solutions.

Heather Catsouras is a financial advisor with J.W. Cole Advisors, Inc. in San Clemente, CA. She holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining J.W. Cole Advisors, she worked at OSAIC and Securities America, Inc. Outside of her advisory role, she serves as CFO for a bookkeeping and payroll firm, William K Hall, Inc. J.W. Cole Advisors operates a large network of independent advisors and offers fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm uses a range of investment strategies and provides access to digital advice platforms and third-party managers.

Jess Esposito is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. Prior to joining Goldman Sachs in 2021, Jess worked for six years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers within a large integrated financial group that offers a range of specialized programs and cross-affiliate products.

Barry Wong is a financial advisor at Transamerica Financial Advisors with nine years of industry experience. He holds Series 63 and Series 65 licenses and has additional experience in physical therapy and entrepreneurial ventures. Outside of advising, he is involved with LSPN Pro, LLC, which provides estate planning services, and has participated as a contestant on the game show "Deal or No Deal Island." Transamerica Financial Advisors serves a broad range of clients including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with multiple investment program options and access to proprietary and third-party model portfolios.

Tanner Mees is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and three years of industry experience. Prior to joining Goldman Sachs, he worked at Advantage xPO and has a background that includes time at Freeman Motor Co. and the University of Oregon. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office and Executive Wealth services. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by tools like model rebalancing and tax-aware techniques, and integrates capabilities from across the broader Goldman Sachs ecosystem.

Gemma Cooper is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2018, including three years with The Ayco Company, L.P./Mercer Allied and four years as a self-employed professional prior to that. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Alternative Investments. The firm uses tailored allocation models and a range of fee arrangements, integrating capabilities across the broader Goldman Sachs ecosystem.

Patrick Paragas is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Merrill Lynch Pierce, Northwestern Mutual Wealth Management Company, and New York Life Insurance Company. 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 affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Jared Furlong is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations. Although he has less than one year of industry experience, his background includes recent roles at both firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions through advisor-led and model-based strategies, integrating proprietary programs and third-party platforms.

Patrick Vasicovschi is a financial advisor with Voya Financial Advisors, Inc. He holds Series 63 and Series 65 designations and has 17 years of industry experience. His prior roles include positions at Hightower Securities, GWFS Equities, Cambridge Investment Research Advisors, HUB International Investment Services, Capital Group, and UBS Financial Services. Voya Financial Advisors, Inc. is an enterprise-scale advisory and broker-dealer affiliate of Voya Financial that offers financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm combines in-house and external strategists with technology-enabled tools to support non-discretionary and limited discretionary investment management.

David Bolton is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked multiple terms with both Guardian Life and Park Avenue Securities since 2015. He is also involved in providing life insurance services outside of Guardian policies. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm blends advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Jeffrey Paskwietz is a financial advisor at PlanMember Securities Corporation in Laguna Niguel, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2011 and with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios, and offers education, support, and personalized retirement planning services to plan sponsors and participants.

Philemon Kang is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and over 15 years of industry experience. He has been with Guardian Life since 2015. Kang is also the owner of WestPac Wealth Partners, Bay Area, LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and investment solutions tailored to client needs.

Austin Lachapelle is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Millennial Advisers and Ten-X prior to joining Wealth Enhancement. No additional outside activities are noted. Wealth Enhancement Advisory Services provides 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 assets and uses a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and affiliated services.

John Gerken Jr. is a financial advisor with Centaurus Financial, Inc. in Lake Forest, CA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Gerken has been with Centaurus Financial since 1997 and also has long-standing roles with The Acacia Group, Financial Mgmt Specialist, and Allmerica Financial. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, including discretionary and non-discretionary arrangements, utilizing a variety of analytical approaches and third-party managers.

Maximiliano Briones is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2026. Prior to this, he held various positions including roles at Advantage xPo, San Jose State University, Instacart, Imperial Valley College, and Southwest High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies and integrates resources across the broader Goldman Sachs ecosystem, including specialized programs and access to alternative investments.

Frank Sanchez is a financial advisor with MAI Capital Management, LLC, holding the CFP® and ChFC® designations and over 30 years of industry experience. His prior roles include positions at Bank of the West, Comerica Securities, Fidelity, Banc Of America Investment Services, and Merrill. He is based in Newport Beach, CA. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base that includes high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutions. The firm offers a range of customized portfolio strategies and integrates financial planning, tax, and bill-pay services within its client relationships.

Kobe Couyoumjian is a financial advisor at Independent Financial Group, LLC in Tustin, CA, holding Series 63 and Series 65 licenses with five years of industry experience. His career includes roles at Independent Financial Group since 2020, with an earlier period as a student. He is also involved in a marketing DBA named Cinergy Financial as a registered representative. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm provides financial planning and portfolio management through various platforms, utilizing both firm and third-party models tailored to client risk profiles.

Allyson Bonner is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has one year of industry experience and has worked at Guardian Life, Park Avenue Securities, and Pacific Advisors. Outside of advising, she is involved in outside insurance sales. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored financial planning and discretionary management using proprietary and third-party platforms, combined with access to insurance products and alternative investments through its connection with Guardian Life.