Brandi Palermo is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has been with Kestra since 2008 in various capacities. Outside of her advisory role, she serves as a contractor providing a property and casualty license for pet insurance sales with Pawsome Pet Company and is a director at Financial Architects Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Marc Hsu is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities LLC and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Sophia De Luca is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. She has held prior roles at Goldman Sachs Ayco, Infinity Financial Services, NBCUniversal, and AMC Theaters. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial group affiliates to offer tailored wealth management solutions and specialized corporate programs.

Fina Sneed is a CFP® professional with 10 years of industry experience and is currently affiliated with Independent Advisor Alliance, LLC. She has been associated with LPL Financial, LLC and Provence Registered Investment Advisors, LLC since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through discretionary and non-discretionary portfolio management and various analytical strategies.

Sarah Yuen is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked previously at Ayco and Mercer Allied, as well as at several law firms and Chapman University’s Dale E. Fowler School of Law. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm offers financial planning and portfolio management supported by strategic allocation models and manager selections, integrating resources across Goldman Sachs affiliates to provide a broad range of specialized wealth services.

Tristan Bettinghausen is a Series 66-licensed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He joined Goldman Sachs & Co. LLC in 2026 and has prior experience at Advantage xPO, the Federal Deposit Insurance Company, and several educational institutions. 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 offers tailored advisory solutions supported by proprietary research, strategic allocation models, and access to a broad range of affiliated Goldman Sachs resources.

Kirk Cox is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 13 years of industry experience. He is also the sole proprietor of Cox Strategic Insurance Solutions, a life insurance and annuity sales business he has operated since 2006. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm provides fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program.

Liliana Radu is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. She holds a Series 63 designation and has worked at Commonwealth since 2018, following prior roles at Coastal Wealth Inc. and Linsco/Private Ledger Corp. Outside of her advisory work, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Truell Williams is a financial advisor at Goldman Sachs Wealth Services with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Goldman Sachs, he held positions at Charles Schwab and Experis. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning and portfolio management, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by affiliated Goldman Sachs entities and advanced analytical tools.

Ian Hornstein is a financial advisor with Centaurus Financial, Inc. in Irvine, CA. He holds a Series 66 designation and has 17 years of industry experience. Since 2007, he has also worked as a tax manager at Kieckhafer, Schiffer and Company LLP, focusing on tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, and specialized retirement-plan consulting through multiple investment platforms and employs a mix of fundamental and technical analysis.

Adam Lewis is a CFP® professional at Schwab Wealth Advisory with four years of industry experience. He previously worked at J.P. Morgan and has additional work history outside of financial services, including a role in catering. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is based on proprietary asset-allocation models and research tools, offering tailored recommendations and requiring client authorization for trades.

Linda Wang is a financial advisor at Citigroup Global Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, Fidelity Brokerage Services, and in roles outside finance including Bloomingdales and Central Escrow Group. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and also operates in market roles such as swap dealing and futures commission merchant activities.

Jeffrey Myers is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also the managing partner of Wright Ford Young, a CPA firm where he has worked since 2007. 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 long-term approach and oversight of third-party asset managers.

Aaron Gabriel is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to his current roles, he worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also an active associate with LegalShield, offering clients legal services related to estate planning and other attorney needs. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.

Verne Weisberg is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his financial advisory role, he has an extensive career including medical practice and business mentoring. He is also the managing partner of Birchwood Holdings, LLC, which invests in various opportunities including equities, commodities, venture capital, and private placements. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing a mix of proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Nicole Gasque is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. She previously worked at Spectrum Wealth Management and has a background in the restaurant industry. Gasque holds Series 63 and Series 65 licenses and also serves as a power of attorney for her mother. J. W. Cole Advisors operates a large network of independent advisers offering fee-based portfolio management, financial planning, retirement plan services, and digital advice to individuals, high-net-worth clients, and institutions. The firm utilizes both discretionary and non-discretionary management and employs a combination of fundamental and technical analysis alongside model and manager-based strategies.

Brian Ephraim is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has previously worked at Northwestern Mutual in various roles from 1998 to 2018. Ephraim also conducts fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors, offering advisory support, managed-account programs, and a range of investment products to individual and institutional clients.

Michael Nemzek is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Creative Planning since 2018. Prior to joining Creative Planning, he worked at JPMORGAN Securities LLC for three years. He also teaches fundamental principles of comprehensive personal financial planning at the University of California, Irvine. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and affiliated non-investment businesses such as a law firm, trust company, and retirement plan recordkeeping services.

Phu Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the Series 63 and Series 66 designations and with 17 years of industry experience. He has worked with New York Life Insurance Company and its affiliated entities since 2006. 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, with an emphasis on tailoring recommendations to client objectives and plan sponsor criteria.

Monica Yeung is a financial advisor with Principal Financial Services in Irvine, CA, holding Series 63, Series 65, and Series 66 licenses and three years of industry experience. She has previously worked at Wells Fargo Bank and AIA International Ltd. Outside of her advisory role, she is also a licensed realtor and provides notary services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services emphasize direct advisory programs, financial planning, and access to third-party money manager solutions.