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 in Costa Mesa, CA, holding Series 63 and Series 65 credentials and possessing 29 years of industry experience. His prior roles include positions at Laurel Wealth Advisors, Inc., Morgan Stanley, and Citigroup Global Markets. 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, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and combines enterprise-scale resources with a range of model and wrap-fee options.

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.

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 a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials. He has been in the industry since 2025 following nine years as a student. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including both discretionary and non-discretionary options.

Brian Seaman is a financial advisor with United Planners' Financial Services of America and holds the CFP® and ChFC® designations. He has 38 years of industry experience and has been associated with United Planners since 2009. Seaman is also a member of the Lutheran Church of the Master board. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm’s advisory services are delivered through independent representatives using a variety of custodians, third-party managers, and platform programs, with a significant portion 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 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.

Stephanie Saccone is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. She has been with Citibank since 2016 and briefly worked at MUFG Union Bank in 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Raymond Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked in various roles related to health and Medicare insurance, college planning, and financial education since 2009. Outside of his advisory work, he is involved in college consulting and serves as an instructor at the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors.

Stephen Thuilot is a financial advisor with GWN Securities Inc. in Orange, CA, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He formerly worked at Mill Creek Agency, Inc. for 15 years prior to joining GWN Securities. Outside of his advisory role, he is also a registered representative for a financial services DBA and an insurance agent procuring home, auto, and business insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.

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 at Guardian Life with Series 63 and Series 65 registrations and one year of industry experience. Her prior roles include positions at Park Avenue Securities, Pacific Advisors, and Well Organized. Outside of advisory work, she is involved in insurance sales. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary strategies.