Alexander Powell is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Goldman Sachs since 2021 and previously worked at The AYCO Company, L.P./Mercer Allied from 2015 to 2021. 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 offers tailored wealth solutions and integrates centralized investment resources with a range of discretionary and non-discretionary management options.

Ryan Barlow is a Series 66-registered advisor with Goldman Sachs Wealth Services and has one year of industry experience. He has held prior roles at Goldman Sachs & Co. LLC and has experience with Serendipity Garden Weddings and CEO Advisor. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm tailors investment strategies using proprietary research and offers access to specialized programs such as Private Family Office services, Executive Wealth programs, and Alternative Investments.

Travis Banks is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. He has worked within the Charles Schwab organization since 2022 and previously held roles at TD Ameritrade. Outside of finance, he owns and manages Demeir Investments LLC and Demeir Home Solutions LLC, entities involved in real estate activities. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its wealth advisory program, delivering guidance based on Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Nazih Yehya is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 66 designations and has 20 years of industry experience. Yehya is involved in various insurance brokering activities through multiple related entities. He serves on the boards of the Cerritos College Foundation and the CSU Fullerton Center for Leadership. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement plan advisory services. The firm delivers customized advice through multiple program types, primarily managing assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Colton Peck is a CFP® professional with two years of industry experience. He is currently with EP Wealth Advisors and previously worked at Zions Bancorporation. Peck has also held multiple roles at Utah Valley University. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, financial planning, and ancillary services including tax preparation and estate-document assistance, employing customized portfolios and a variety of investment strategies.

Margaret Kelly is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. She holds a Series 66 designation and has operated Kelly and Associates since 2011, where she is also involved in tax preparation as an enrolled agent. 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 both discretionary and non-discretionary portfolio management and utilizes a variety of investment analysis approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Randal Brown is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2010. Brown serves as a volunteer board member and consulting CEO of California Friends Homes. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Amanda Skrivanich is a CFP® professional with 11 years of industry experience. She is currently with EP Wealth Advisors and has previously worked at Fidelity Personal and Workplace Advisors and other wealth management firms. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients.

Lianne Larson is a financial advisor with Independent Financial Group, LLC in Irvine, CA, holding Series 63 and Series 65 registrations and bringing 23 years of industry experience. She has been affiliated with Independent Financial Group since 2022 and also serves as president of LNL Retirement, LLC, a DBA used for marketing purposes. Larson is additionally an officer and director at KDM Meridian. Independent Financial Group is a large, integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement services, utilizing a range of platforms and combining in-house and third-party manager models to deliver investment strategies tailored to clients’ risk profiles.

Bettina Marie Banzon is a financial advisor with Citigroup Global Markets who holds a Series 66 designation and has one year of industry experience. Her prior work includes a brief tenure at Morgan Stanley and involvement with Bomber Eyewear. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs and broker-dealer execution and custody services. The firm integrates internal standards and oversight committees to select and monitor investment managers and provides solutions that include discretionary and non-discretionary accounts, mutual funds, ETFs, alternative funds, and digital asset exposure.

Randy Takayama is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His work history includes roles at TKYM, Inc., FirstService Residential, and World Financial Group. Outside of advisory work, he performs internal audits in property management at FirstService Residential. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers across multiple platforms to deliver its services.

Raymond Kinjo is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Eagle Strategies, New York Life, and NYLife Securities LLC since 2014 and operates Kinjo Insurance and Financial Services, focusing on brokering non-registered insurance products. Kinjo is also an author, having written a book sharing his personal and family experiences. Eagle Strategies serves a diverse client base, including individual investors and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services. The firm provides multiple program types tailored to client objectives and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andreas Ispas is a Series 66 licensed advisor with PlanMember Securities Corporation and has experience working with Brancov Financial Services and in educational roles at Marymount Manhattan College and Santa Monica College. He provides administrative and trade support as well as fixed insurance sales and services through Brancov Financial Services. PlanMember Securities Corporation offers retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios to support its comprehensive education, planning, and support services.

Rodrigo Muro is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds a Series 66 designation and has worked at Citi bank, Israel Discount Bank of New York, IDB Capital Corp., Bank of New York Mellon, Torrey Pines Bank, and Banc of California. Outside of his advisory role, he owns AVEA LLC, a retail business selling vitamin and supplemental products. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering multi-asset, multi-manager investment programs along with broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles including in-house research, swap dealing, and futures commission merchant services.

Donna Woodruff is a CFP® with nine years of industry experience, currently serving as an advisor at EP Wealth Advisors since 2026. Prior to this, she worked at Capital Insight Partners for nine years. She is also the President of the Financial Planners Association Arizona, a role she began in 2026. EP Wealth Advisors is a registered investment adviser serving individuals, business clients, and retirement plans. The firm offers customized wealth management, financial planning, and ancillary services, using a combination of fundamental, technical, and cyclical analysis to manage portfolios and provide fiduciary services.

Rachelle Fragnito Dufault is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and bringing 28 years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 25 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 high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and integrated solutions across affiliated entities to deliver tailored wealth management services.

Jonathan Deyoe is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously led Deyoe Wealth Management, Inc. for 19 years before joining EP Wealth Advisors in 2021. Outside of his advisory work, Mr. Deyoe is the founder and president of Mindful Money, a financial education business focused on writing, speaking, and workshops. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document assistance, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Adam Hancock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with several organizations, including LegacyShield Solutions, Inc., and the Freedom To Live Foundation, where he serves as a consultant and mentor for independence training programs for spinal cord injured individuals. Additionally, he is involved with the Student Debt Solution Center, assisting clients in identifying appropriate government repayment plans for their student loans. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement investment strategies across multiple platforms such as Transamerica ONE and TFA365, managing regulatory assets of approximately $1.7 billion.

Richard Sandoval is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with several firms, including World Financial Group and American Funding Center, and operates a small accounting and tax practice serving several hundred clients. Additionally, he serves as a representative payee for his disabled son’s Social Security and in-home supported services. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory approach and offers multiple program platforms such as Transamerica ONE and TFA365.

Carlos Bautista is a financial advisor at EP Wealth Advisors in Torrance, CA, holding the CFP®, ChFC®, and Series 66 designations with 25 years of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Mass Mutual Investors Services, and MBSC Securities Corporation. Bautista has been with EP Wealth Advisors since 2020. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, offering customized model portfolios and ongoing portfolio monitoring using fundamental, technical, and cyclical analysis.