Shirley Quackenbush is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 licenses. She has 42 years of industry experience, including prior roles at Bank of America, N.A. and Merrill Lynch Pierce Fenner & Smith Inc. since 2003. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Troy Folk is a Certified Financial Planner® with 12 years of industry experience, currently affiliated with Independent Financial Group, LLC and StoneKimbro. He holds the CFP® and Series 66 designations and has been working with Independent Financial Group since 2013. In addition to his advisory role, he owns a tax preparation and accounting business and is a licensed notary public. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement services through a national network of advisors and utilizes multiple advisory platforms and third-party asset managers.

Brett Bonecutter is a CFP®-certified financial advisor at Hightower Advisors with four years of industry experience. He has previously worked with AKT American Capital and Emerson Equity, LLC, and is also involved with eXp Realty of Southern California, Inc. and Hybrid Agent Group, Inc. outside of his advisory role. Hightower Advisors serves a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm’s advisory approach focuses on multi-manager solutions and manager selection, utilizing both affiliated and third-party managers alongside proprietary research to offer a range of investment strategies and portfolio management services.

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.

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.

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.

Akira Ogasawara is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing four years of industry experience. He is involved in several business ventures including managing Kamotty Financial Services, LLC, and acts as a referral contractor for Vanity Fair Media, Inc. dba Funding Suite, specializing in business loans. Additionally, he supports visa acquisition processes for Visa to America, Inc. through referrals and communication facilitation. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers across multiple program platforms. The firm serves individual investors, retirement plans, trusts, estates, charitable organizations, and businesses through a large network of advisors and integrated retirement plan 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.

James Shanton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2019. Prior to Mercer, he worked at Jackson Financial Management for over two decades. Outside of his advisory role, he is a board member of Premier Christian Education Group, a nonprofit organization in San Juan Capistrano, CA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of implementation options and offering both discretionary and non-discretionary portfolio management.

Angel Davis is a CFP® professional with three years of industry experience. Currently an advisor at EP Wealth Advisors, LLC, she has held prior roles at Focus Partners Wealth, Adero Partners, Centaurus Financial, and Fox Hill Financial & Insurance Services. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized portfolios with a combination of fundamental, technical, and cyclical analysis.

Jessica Shore is a CFP® professional with six years of industry experience. She currently serves at Beacon Pointe Advisors, LLC and previously worked at Waypoint Wealth Partners and Ashfield Capital Partners. Shore remained involved with Waypoint Wealth Partners in a limited capacity following its acquisition. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm uses a combination of active and passive investment strategies and maintains proprietary private funds alongside third-party manager selection.

Samuel Terminello is a CFP® with eight years of industry experience currently working at EP Wealth Advisors. His prior roles include positions at Peninsula Wealth, Facet Wealth, and The Vanguard Group. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios using various analysis methods and also provides ERISA plan services and oversight of third-party managers.

Patrick Crowley is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has worked at Oppenheimer since 2021 and has held positions in various industries including retail and home services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and rebalancing, managing approximately $36.7 billion in assets as of December 31, 2025.

Steven Arrigo is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as assistant treasurer for the Newport Harbor Yacht Club, a nonprofit organization in Newport Beach, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Brandt Kuhn is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior experience includes roles at Purshe Kaplan Sterling Investments and Integrated Wealth Management, Inc. He is also licensed as an insurance agent and conducts limited insurance sales activities. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a disciplined approach involving third-party independent managers, asset allocation modeling, and a formal due-diligence process, and sponsors proprietary investment vehicles such as private funds and a registered interval fund.

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.