Steve Kuan II is a CFP® and holds a Series 66 license with six years of industry experience. He has worked at several firms, including Bank of America, Merrill, Raymond James & Associates, BNY Mellon, Capital Group, and Starbucks before joining Creative Planning in 2026. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base that includes individuals, pension plans, trusts, foundations, and corporations. The firm emphasizes a financial-planning-led investment approach that incorporates low-cost indexing and buy-and-hold strategies, supported by access to private market investments and various retirement plan services.

Emily Sang is a financial advisor at Transamerica Financial Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses. Her background includes roles in tax preparation and consulting, as well as involvement with multiple business ventures such as Expansion World LLC and PEACOCK LLC. She also works as a real estate agent with REeBROKER GROUP. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension plans, trusts, and corporations. The firm provides advisory and broker-dealer services through proprietary and third-party model portfolios, offering both discretionary and non-discretionary program options.

Jacqueline Zweig is a CFP® with 17 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Zweig is 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, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs both discretionary and non-discretionary portfolio management, utilizing various analytical techniques and technology platforms to support its advisory services.

Matthew Fournier is a financial advisor at Stratos Wealth Partners, Ltd with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at GWFS Equities, SC Distributors, and Kana Pipeline. He provides administrative support to Stratos Wealth Partners in addition to his advisory role. Stratos Wealth Partners offers advisory services to a broad client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s Strategic Wealth Management platform features an open-architecture approach that integrates multiple investments into single accounts and supports both advisor-managed and model-based portfolios.

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.

Sherry Lin is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. She has been with Eagle Strategies since 2020 and has over two decades of continuous experience with NYLIFE Securities Inc and New York Life Insurance. Lin is active in community organizations, serving on the boards of the Diamond Bar Chinese American Association and School, the Brea Korean Sister Community Association, and the Korean American Chamber of Commerce of Orange County. Eagle Strategies serves a diverse client base, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored solutions across multiple program types, with a strong focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

Michael Budd is a financial advisor with Integrated Wealth Concepts LLC based in Costa Mesa, CA. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Prior to joining Integrated Wealth Concepts in 2023, he worked at Laurel Wealth Advisors, Inc. since 2013. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing a long-term investment approach with customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Barry Wong is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. His career includes roles at World Financial Group, LSPN Pro, LLC, and Lock and Key Productions. Outside of finance, he is a licensed physical therapist providing outpatient care through State of the Art Physical Therapy and has participated as a contestant on the game show "Deal or No Deal Island." Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and businesses, offering advisory and brokerage services through a large network of advisors and multiple program platforms that utilize model portfolios and third-party managers.

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 seven years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2018, following a three-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management with tailored strategies supported by proprietary research, access to alternative investments, and integration across Goldman Sachs affiliates.

James King Sr. is a financial advisor at Centaurus Financial, Inc. with 55 years of industry experience. He has been with Centaurus Financial since 1992. Outside of his advisory role, he serves as a course instructor and consultant for Brokerage Design & Development, works as a marketing consultant with Hamilton Strategic Marketing, and owns a tax preparation service, Wespac Tax Service. 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 a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements, and incorporates multiple analytical approaches in its investment process.

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 an advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds Series 65 and Series 63 licenses and has been in the financial industry since 2025. Prior to his advisory role, he was a student for nine years. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party solutions.

Brian Seaman is a CFP® and ChFC® with 38 years of industry experience. He is affiliated with United Planners' Financial Services of America as a limited partner and has held roles at Capital Planning Group, LLC and Navigator Family Legacy Planning, LLC. He also serves as a member of the Lutheran Church of the Master. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, notable for its limited-partnership ownership structure and a majority of assets managed on a non-discretionary basis.

David Bolton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. In addition to his advisory role, he is involved in providing life insurance services outside of Guardian policies. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending solutions and donor-advised funds.

Philemon Kang is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2015. Outside of his advisory role, Kang is the owner of WestPac Wealth Partners, Bay Area, LLC. He works within Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Harold Klein is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior work includes roles at Mid Atlantic Capital Corporation, LPL Financial, and National Planning Corporation. Outside of advisory work, he manages a rental property in Lakewood, California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house and third-party manager strategies with technology-supported solutions.

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 CFP® and ChFC® with 30 years of industry experience. He has worked at MAI Capital Management, LLC since 2020 and previously held positions at Bank of the West, BancWest Investment Services, and Comerica Securities. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of portfolios using various strategies and integrates financial planning and tax services into many client relationships.