Scott Warner is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Life Design Financial and Global Financial Private Capital, LLC. He is also involved in insurance sales and services through his ownership of Life Design Financial. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors with internal consulting and licensing programs.

Maria Angelica San Felipe is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 63 designation with three years of industry experience. Her prior work includes roles at Peninsula Wealth, LLC, EH Shum Financial Solutions, and BC Forward. EP Wealth Advisors is a registered investment adviser serving 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 for qualified clients. The firm uses a blend of fundamental, technical, and cyclical analysis, and offers customized model portfolios with ongoing monitoring and rebalancing.

Lenna Choi is a financial advisor at Goldman Sachs Wealth Services based in Newport Beach, CA. She holds a Series 66 credential and joined Goldman Sachs in 2025. Her prior experience includes time as a student at the University of Pennsylvania and work at Corient. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic and tactical allocation models, manager selections, and a range of implementation options, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Fei Li is a financial advisor with Citigroup Global Markets in Manhattan Beach, CA, holding a Series 66 designation and one year of industry experience. Prior to joining Citigroup, Fei worked at Bank of America and Nanyang Commercial Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, custody services, and derivatives and futures capabilities. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs, combining large institutional scale with unique market roles and arrangements.

Curtis Calomeni is a financial advisor at Mariner with three years of industry experience. He holds a Series 65 designation and has previously worked at Ocean Heights Advisors and BNY Mellon Wealth Management. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Anthony Richardson is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Citigroup Global Markets with 19 years of industry experience. His prior roles include positions at City National Bank and Fidelity Brokerage Services LLC. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

Christian Fontal is a financial advisor at EP Wealth Advisors with two years of industry experience. He holds a Series 65 designation and has worked previously at Charles Schwab & Co., Inc. Outside of finance, he has experience working at Indian Peaks Golf Course. 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, using customized model portfolios and a range of investment strategies including fundamental and technical analysis.

Stefan Oglevee is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services Inc. and Postmates. 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 a consolidated investment platform with access to direct portfolio management, third-party managers, and alternative investment vehicles.

Alexa Winograd is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs and five years at Trader Joe's. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Nicole Vong is a financial advisor with Commonwealth Financial Network in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Ameriprise and Sterling Wealth Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chad Turner is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has operated Chad R. Turner & Associates, Inc., an accounting practice, since 1983. In addition to his advisory work, Turner is involved in the sale and service of health and life insurance contracts and has a background as a real estate broker. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

Trevor Bush is a CFP® with 18 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He has been with the firm since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds. Their investment approach includes customized model portfolios and ongoing monitoring using fundamental, technical, and cyclical analysis.

Jeffrey Mantoani is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America Advisors, Duncan Investment Advisors, and Securities America, Inc. Outside of his advisory work, he serves as team manager for a youth hockey team, coordinating travel and managing the team roster. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Maurice Franklin Jr. is a CFP® with five years of industry experience, currently serving as a financial advisor at Mariner. His prior work experience includes six years at Saks Fifth Avenue. Mariner serves a broad mix of clients, including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm uses discretionary, customized portfolios supported by internal research and third-party managers, with notable integration of tax and accounting services uncommon at this enterprise scale.

Jonathan Proctor is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for eight years before joining Goldman Sachs in 2021. 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 model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Alfred Rivera is a financial advisor at Centaurus Financial, Inc. with 25 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with Centaurus Financial since 2017, following a one-year tenure at S2K Financial, LLC. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary arrangements.

Jonathan Markowicz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs since 2018, with prior roles at The Ayco Company, Mercer Allied, Mass Mutual Life Insurance, MML Investors Services, and Lecce Financial Services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Kristina Rudolph is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Walsh College, and North American Bancard. 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 utilizes centralized investment resources and a mix of discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Samuel Ledwitz is a financial advisor with Private Advisor Group, LLC and holds a Series 65 designation. He has two years of industry experience and also serves as president and attorney for the law firm Bezaire, Ledwitz & Borncamp, APC, which constitutes the majority of his professional work. His prior affiliations include Jack Keeter & Associates, Mariner Independent, and Equity Development Corporation. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers advisory programs featuring third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Frank Ro is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Morgan Stanley. Frank also provides tax preparation and accounting services through FTR Tax Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers a range of investment and financial planning services, utilizing an open-architecture approach that incorporates external platforms and both advisor-managed and model-based strategies.