Adam Salman is a financial advisor with Principal Financial Services in Irvine, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. His work history includes roles at Principal Life Insurance Company, NYLIFE Securities LLC, New York Life, Chase Bank, JP Morgan Chase Bank, and AJS Investments. Outside of his advisory duties, he is the sole member of SHIBA Enterprises LLC, which offers health insurance to individual and business clients. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and businesses. The firm’s offerings include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed accounts.

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.

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.

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.

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.

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.

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.

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.

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.

Jeffrey Paskwietz is a financial advisor at PlanMember Securities Corporation in Laguna Niguel, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2011 and with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios, and offers education, support, and personalized retirement planning services to plan sponsors and participants.

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.

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.

Austin Lachapelle is a financial advisor at Wealth Enhancement Advisory Services, LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Millennial Advisers and Ten-X prior to joining Wealth Enhancement. No additional outside activities are noted. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified investment approach combining passive and active strategies, supported by an internal Investment Committee and a range of implementation tools and affiliated services.