John Kincannon is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering both discretionary and non-discretionary management through various platforms and sub-advisers.

Savita Govind is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs since 2022. Her prior experience includes roles at The George Washington University and the Office of the Comptroller of the Currency. 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Ryan Stockbauer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs from 2020 onward, with earlier experience outside the financial sector. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized executive wealth programs, utilizing both discretionary and non-discretionary strategies supported by proprietary research and a broad affiliate network.

Olivia Sula Wang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work at InheritGuard and LSPN Direct. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Timothy Winterbottom is a financial advisor at PlanMember Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PlanMember since 2012. Prior to his advisory role, he was employed at Trader Joe's for three years. In addition to his advisory work, Winterbottom is engaged in insurance sales and services focused on fixed insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Sandipa Pardeshi is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Churchill Management Group for seven years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party separate account managers, and private funds under an enhanced open architecture framework.

Susanna Pinto is a CFP® professional currently with Creative Planning, LLC. She has worked in the financial services industry since 2022, including prior roles at Perigon Wealth Management and Oliver & Greb Capital Management. Outside of finance, she has experience in education, having worked at Shanghai Livingston American School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Janet Mendez is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Inc., Mollison & Sediqi Wealth Management Group, Cuna Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a combination of discretionary and non-discretionary account management.

Gavin Haley is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Before joining MAI Capital Management in 2026, he held various roles outside the financial industry, including working at Puesto Mexican Food and The Farms Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning with tax and administrative services.

Anthony Guinane is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. He has 28 years of industry experience, including 12 years at UBS Financial Services. Outside of his advisory role, Guinane is the founder and managing partner of Dial Square Private Wealth, an investment advisory operating entity. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who deliver customized portfolio management and consulting services utilizing a variety of investment approaches and platforms.

Steven Henningson is a financial advisor with CWM, LLC who holds Series 63 and Series 65 credentials and has 41 years of industry experience. His prior work includes roles at Cetera Wealth Services, Creative Planning Institutional Advisors, and Citigroup Global Markets. Outside of his advisory duties, Henningson serves on the advisory board of a community church focused on recovery ministries and is involved with the Ronald Reagan Presidential Foundation & Library. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients, providing discretionary asset management, financial planning, and retirement plan services through a committee-driven investment process that integrates multiple portfolio and technology solutions.

Erick Mccreight is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, 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 with access to a broad range of investment and banking capabilities.

Avinash Pai is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at Revant Wealth, Provence Wealth Management Group, and LPL Financial. Pai also serves as an adjunct professor, occasionally teaching in the personal financial planning program at UC Irvine’s Graduate School of Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, employing a network model of advisory representatives and utilizing various investment strategies and technology platforms to deliver client services.

Jessica Perez is a Series 66–licensed financial advisor with seven years of industry experience. She is currently with Goldman Sachs Wealth Services, where she has worked since 2021. Prior to this, she held positions at The Ayco Company, L.P./Mercer Allied and Stearns Lending, LLC, and also has experience in academia at the University of Redlands. 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 uses tailored allocation models and offers a range of services such as Private Family Office programs and Specialized Executive Wealth solutions, supported by proprietary analytics and integration with Goldman Sachs affiliates.

Gary Smith is a financial advisor with Transamerica Financial Advisors who holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is involved in several other business activities including real estate sales, tax preparation, and estate planning services. Smith also works as a tanker driver and operates an insurance agency that has been active since 1986. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Jesse Espinoza Jr. is a financial advisor at Creative Planning in Irvine, CA, holding the Series 66 designation with 23 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Aaron Tucker is a CFP® professional with six years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., having joined in 2025, and previously worked at firms including Charles Schwab & Co., Inc., Coldstream Wealth Management, and Goldman Sachs & Co. LLC. He served in the Army Reserves for six years and has held various positions at University of California campuses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and research tools to guide investment decisions while requiring client authorization for trades.

Ryan Murphy is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Churchill Management Group for 19 years and Charles Schwab for 7 years. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies within an enhanced open architecture framework.

Pejimmy Faragalla is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Yevgeniy Vitebskiy is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds the Series 63 and Series 65 registrations and has been affiliated with New York Life Insurance Company and its related entities since 2011. He also operates under the DBA Axiom Financial & Insurance Solutions, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages a substantial majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.