Loren Ehlers is a financial advisor at Centaurus Financial, Inc. with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2004. In addition to his advisory role, he owns a wholesale clothing supply business called Too Ripped and manages Tame Financial Services, which sells life insurance and fixed annuities. 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 range of financial planning and portfolio management services through its CLASSIC Plus platform, with both discretionary and non-discretionary arrangements.

Robert Bukacek is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has previously worked at Mass Mutual Investors Services. Outside of his advisory role, he hosts a life coaching podcast called Rob Bukacek Life Coaching. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Angela Lord is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Independent Financial Group since 2016 and has been associated with Capital Financial Consultants since 2012. Outside of financial advising, she is the owner and hypnotherapist at Feel Good on Purpose. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs strategies combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence.

Jeremy Mincks is a CFP® professional with 13 years of experience in the financial advisory industry. He has been with Stratos Wealth Partners, Ltd since 2016 and concurrently affiliated with LPL Financial since 2015, following a one-year tenure at Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor managing approximately $18.6 billion in assets with a team of around 379 advisors. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management tailored to client goals.

Robert Nguyen is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of tailored offerings, leveraging its integration within a large financial group to provide comprehensive wealth management solutions.

Justtini Aliaga is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and previously worked at Amerivest Investment Management, LLC and TD Ameritrade Inc. before joining TIAA-CREF in 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with connections to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary portfolio management, offering both model-based and customized portfolio options.

Kiho Choi is a financial advisor with CWM, LLC in Lake Forest, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes extensive roles at Haussmann Financial Inc., Securities America, Inc., and his own firm, Choi Financial Planning, Inc. Outside of advising, he is also an insurance agent specializing in fixed insurance products. CWM, LLC is an SEC-registered investment adviser with over 650 advisors and approximately $50.6 billion in assets under management. The firm serves corporate, institutional, and high-net-worth clients through discretionary asset management, financial planning, retirement plan services, and tailored portfolio solutions supported by an Investment Committee and integrated technology platforms.

Kevin Crabb is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Spencer Kubit is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Monet Networks. Goldman Sachs Wealth Services offers 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 range of discretionary and non-discretionary managers, providing tailored wealth solutions within a large integrated financial group.

Brandon Au is a financial advisor with Guardian Life and holds a Series 66 credential. He has 21 years of industry experience, including roles at Park Avenue Securities and MML Investor Services. Outside of his advisory work, he is involved with Plan C Agency, a non-investment related business he has managed since 1996. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning and consulting supported by proprietary and third-party platforms.

Christopher Bissonnette is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at AK Financial Group, LPL Financial, MassMutual Financial, Guardian Life, and Equitable Advisors. He serves as a board member of the Irvine Holistic Chamber of Commerce and works as a continuing education instructor for California and Arizona. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various advisory programs. The firm employs a fiduciary-based model that incorporates a variety of investment strategies and technology platforms while often utilizing third-party managers and turnkey asset management programs.

Isha Menon is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Goldman Sachs, she worked at Pimco and has concurrent experience as a part-time instructor at Kumon Math & Reading Center, tutoring children in math and reading. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, and institutional clients, utilizing strategic allocation models and specialized programs integrated with the broader Goldman Sachs ecosystem.

Brady Hanson is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Centaurus Financial Inc., Lueder Financial Group, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Gilbert Agyemang Badu is a financial advisor at Eagle Strategies (NY Life) with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. Badu has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Brandon Bishop is a CFP®-certified financial advisor with seven years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at Great Valley Advisor Group, LPL Financial, Bernicke Wealth Management, and Triad Advisors. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Debra Doe is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She has held roles at Goldman Sachs & Co. LLC, The AYCO Company, L.P./Mercer Allied, Bank of America, Merrill, and Navy Federal Credit Union. Outside of her advisory work, she owns a metals recycling company and is involved in cosmetic product sales and food delivery services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem and a range of advisory platforms.

Benjamin Mckinney is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Windes Inc., a CPA firm where he is a partner, and at HBLA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios that combine internal management with third-party asset managers.

Christopher Struckhoff is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Creative Planning since 2021 and previously worked at Lionheart Capital Management and Case Packaging Inc. Outside of his advisory role, he teaches CFP classes at the University of California, Irvine. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by affiliated legal, trust, and recordkeeping services.

Jennifer Haddad is a financial advisor with Integrated Wealth Concepts LLC and holds over two years of industry experience. She has concurrently served as an audit partner at Wright Ford Young & Co, a CPA firm, for 20 years. 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, utilizing customized portfolios with a primarily long-term approach.

Darryl Richardson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.