Andrew Fuller is a CFP® professional with 20 years of industry experience, currently serving at Creative Planning since 2013. He holds a Series 66 license and is based in Irvine, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process featuring low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Scott Ziegelmeier is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2005 and operates Ziggy Financial & Insurance Services, which provides New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through multiple program types and manages a substantial portion of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Charles Conner is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 65 credential and previously worked at Churchill Management Group for 28 years before joining Focus Partners in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Mohsen Khodaverdi is a financial advisor with Foundations Investment Advisors LLC, holding Series 63 and Series 65 designations and two years of industry experience. His prior roles include positions at Lion Street Advisors and Balboa Tax & Accounting Services, as well as ongoing work in personal tax services. Foundations Investment Advisors LLC provides financial planning and portfolio management to individual, high-net-worth clients, retirement plans, and registered investment companies. The firm offers tailored advice through confidential client profiles, employing a mix of fundamental, technical, and cyclical analysis, and utilizes model portfolios alongside discretionary or non-discretionary authority assigned to its investment adviser representatives.

Shihua Chen is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Chen held roles at Transamerica Financial Advisors, Wfgia, and HRCF Investment Consulting Co., where they worked for ten years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and delivers bespoke solutions for large relationships alongside standard advisory services.

Joshua Woolslayer is a financial advisor at Goldman Sachs Wealth Services based in Newport Beach, CA. He holds a Series 66 designation and has four years of experience at Goldman Sachs & Co. LLC. Prior to his current role, he worked as an e-commerce entrepreneur and held various positions in the food service industry. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm’s advisory teams use strategic allocation models and both discretionary and non-discretionary implementations, leveraging resources across the broader Goldman Sachs network to offer a wide range of specialized financial services.

Wade Jones is a financial advisor with Principal Financial Services in Irvine, CA, holding a Series 66 credential and nine years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for eight years before joining Principal Life Insurance Company and Principal Securities, Inc. Wade is also involved in outside sales of life, disability, annuities, health, long-term care, dental, Medicare, and medical insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Brent Broaddus is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at First Allied Securities, Inc. and Alpine Star Wealth Management. Outside of his advisory work, he is co-owner of Aloha Bliss, a business involved in Hawaiian merchandise sales, and serves as president and handicap chairman of the Sandbaggers Golf Club. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, employing discretionary and non-discretionary investment strategies that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Michael Moises is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at New York Life and its affiliated entities, and he is a partial owner of a nail salon business, managing back office inventory and marketing. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Sophie Kempf is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Farmers and Merchants Bank of Long Beach and engaged in academic roles at the University of Southern California and Jserra Catholic High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth management solutions and leverages centralized investment resources and affiliated teams to implement portfolios across a range of strategies.

Anakaren Rosas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has four years of industry experience, including roles at Goldman Sachs Ayco Personal Financial Management and legal positions at the Fowler School of Law Chapman Tax Law Clinic and the Law Offices of Alicia D. Taylor. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management through a variety of strategies and platforms. The firm leverages integrated capabilities across the broader Goldman Sachs ecosystem, providing access to specialized programs and investment solutions.

Carly Gold is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds the Series 66 credential and has previously worked at Holmes Associates and LPL Financial. Outside of advisory roles, she has held various positions including involvement in training camps and photography. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors managing around $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of investment management and financial planning services through an open-architecture platform integrating multiple third-party managers.

John Solik is a financial advisor at Hightower Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Odeon Capital Group, Purshe Kaplan Sterling Investments, and Journey Strategic Wealth LLC. His outside business activities include serving as a private wealth manager at Journey Strategic Wealth and acting as an agent for fixed insurance products. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Simone Devenny is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience and holds a Series 66 designation. Her career includes positions at firms such as Morgan Stanley, Eaton Vance, and Pasadena Private Wealth. Outside of advisory work, she serves as co-trustee of the Miner Family Trust and is involved in consulting for retreat development through Aset Advisors LLC. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to implement customized investment strategies across a variety of asset classes.

Jordan Greenhall is a Series 66-licensed financial advisor with six years of industry experience, currently serving clients at Goldman Sachs Wealth Services. Prior to his current role beginning in 2021, he worked at The Ayco Company, L.P./Mercer Allied and NKSFB LLC. He has also been involved with the Newport Beach Wine and Food Festival and the Israel Lacrosse Association. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm customizes investment strategies through dedicated advisory teams, leveraging proprietary analytics and access to Goldman Sachs’ broad platform of affiliated services.

Thomas Demko is a financial advisor at Creative Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at Bay Mutual Financial and Creative Planning Institutional Advisors prior to his current role. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Gregory Johnstone is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 24 years at Centaurus Financial and over 30 years running Johnstone & Associates. Outside of advising, he serves as president of KSWM Inc., an accounting and administrative entity. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm’s investment approach combines fundamental and technical analysis with discretionary and non-discretionary management, offering specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Alan Bender is a financial advisor with SPC in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been associated with Precision Wealth Financial & Insurance Services since 2004. Outside of his advisory roles, he serves as president of Dynamis Wealth Solutions, LLC, which provides group health and life insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Gina Seid is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently an advisor at Creative Planning and has previously worked at Morgan Stanley, Wells Fargo Clearing, First Republic Investment Management, and Edward Jones. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and other tailored investment solutions.

Douglas Beaver is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also a partner at Windes Inc., a CPA firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios with a primarily long-term approach and a variety of investment vehicles.