Sean Meier is a Series 66-licensed financial advisor with Oppenheimer in Los Angeles, CA, where he has worked since 2012. He has 14 years of industry experience and has also been affiliated with Global Platinum Securities LLC since 2004. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers a range of advisory and brokerage services, utilizing strategic and tactical asset allocation along with manager selection, mutual funds, ETFs, and fixed-income and equity strategies.

Herbert Quick IV is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes roles with multiple companies across various sectors, including estate planning services with InheritGuard, LLC, and referral partnerships in home loans and insurance. Outside of financial advising, Herbert is involved in creative services such as writing, editing, music production, graphic design, photography, and videography. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models and manages substantial discretionary and non-discretionary assets.

Aaron Gallardo is a financial advisor with Schwab Wealth Advisory Inc. He holds Series 63 and Series 66 licenses and has 27 years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at RBC Capital Markets for 13 years and briefly at Wells Fargo Advisors. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews and investment recommendations across various asset types. The firm operates as an internal advisory unit within the Schwab ecosystem and uses Schwab’s research tools and standard asset allocation models to support client decision-making.

Cynthia Georghiou is a financial advisor at Sanctuary Advisors, LLC with eight years of industry experience. She holds a Series 66 designation and has worked at organizations including Bank of America, Merrill, and Blue Source Inc. prior to joining Sanctuary Advisors. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates as a subsidiary of Sanctuary Wealth, managing approximately $34.9 billion in assets through a large network of independent advisers and offers a range of discretionary and non-discretionary investment solutions tailored to client goals.

Alan Varnishung is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and two years of industry experience. His prior roles include positions at Riess London and Mercer Advisors. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and portfolio construction techniques that include mutual funds, ETFs, alternative investments, and custom indexing.

Amitha Harichandran is a CFP® with 17 years of industry experience. She has worked at SB Capital Management, Inc. from 2011 to 2025 and joined Mercer Global Advisors Inc. in 2025. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation focused approach with tax-aware implementation and manages multiple private equity and hedge funds as a fund-of-funds manager.

Bradley Levin is a CFP® with 31 years of industry experience, currently serving as a financial advisor at Focus Partners Wealth, LLC. His prior roles include positions at M. S. Howells & Co., Legacy Wealth Partners, Triad Advisors, and Commonwealth Financial Network. Focus Partners Wealth, LLC provides wealth advisory and investment management services to individuals, high-net-worth families, family offices, retirement plans, institutions, and businesses. The firm employs a long-term investment approach that integrates active and passive strategies within an enhanced open architecture framework and offers a range of specialized services including portfolio management, financial counseling, and fiduciary consulting.

Drew Clanton is a financial advisor with Hightower Advisors in Los Angeles, holding a Series 65 credential and currently beginning his advisory career. His prior experience includes roles at SteelPeak Wealth and involvement with nonprofit and community organizations such as House of Bread and City of Irvine Aquatics. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager selection approach with a mix of affiliated and third-party managers, offering services that include portfolio management, financial planning, and retirement consulting.

Aaron Bayne is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Greenspring Advisors LLC and J.P. Morgan Securities LLC. Outside of finance, Bayne is involved in the music industry as a partner and performer with The Trills, LLC, a vocal group based in Los Angeles, and as a partner in Bayne Artist Management, which manages local musicians. 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 employs a diversified, risk-class based investment approach blending passive and active management with quantitative, momentum, and fundamental analysis.

Jonathan Drubner is a CFP® with 14 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2025. His prior roles include positions at Lindbrook Capital, LLC, Intersect Capital LLC, and L & S Advisors, Inc. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, employing a multi-manager investment approach that includes both affiliated and third-party managers, along with proprietary research and custom portfolio construction.

Samuel Garcia is a CFP® professional with 29 years of experience in the financial services industry. He is currently with Cerity Partners LLC and previously worked at Arkadios Capital and SagePoint Financial. Garcia holds Series 65 and Series 63 licenses. Cerity Partners provides customized wealth management and related services to a diverse national client base, including individuals, families, trusts, business entities, and institutional investors. The firm employs tailored asset-allocation and manager selection strategies, and offers a range of services including portfolio management, financial planning, tax preparation, and access to alternative and private-market investments.

Haim Shepes is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 credentials and with 34 years of industry experience. His prior work includes roles at Legend Equities Corporation and Lincoln Investment, alongside running his own insurance and securities sales businesses. PlanMember provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary and offering a range of participant-level investment options. The firm’s investment approach centers on a strategic asset allocation framework with risk-based mutual fund portfolios, supported by education and support services for plan sponsors and participants.

Nicole Hammick is a financial advisor at Lincoln Investment with three years of industry experience. She previously worked at Raymond James Financial and Cetera Investment Services, LLC. Outside of finance, she owns White Birch Herbal, LLC, a business that sells herbal products in Connecticut. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services using both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Marko Jaric is a Series 65-licensed advisor with Primerica Advisors, based in Venice, CA. He has experience working with Guardian Life Insurance and Park Avenue Securities since 2024 and was previously affiliated with Libra Sun. Outside of his advisory work, Jaric is involved with Young Hollywood LLC, dedicating time to this non-investment related activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms.

Edward Rusowicz is a CFP® certificant with 27 years of industry experience. He has worked at Kestra Advisory since 2016 and has been with Kestra Investment Services, LLC since 2005. Outside of his advisory role, he is a recording artist who owns master recordings and publishing rights for his music compositions. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a range of institutional and individual clients. The firm supports ERISA fiduciary services, offers multiple management platforms and third-party solutions, and serves large institutional investors including sovereign wealth funds.

Stewart Schrader is a CFP® professional with 24 years of experience in financial advising. He is currently with Mercer Global Advisors Inc. and has previously worked with firms including SAGE Private Wealth Group, Raymond James Financial Services, Fifth Third Securities, and BMO Harris Financial Advisors. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with strategic use of low-cost index vehicles and tax management.

Chad Anderson is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds the Series 66 designation and has been with Centaurus Financial and Coles Capital Management since 2018. Prior to his advisory roles, he worked outside the financial sector at Corky's Kitchen & Bakery and served at California Polytechnic State University, San Luis Obispo. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, providing financial planning, portfolio management, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts. The firm employs a combination of fundamental, technical, and top-down analysis across both discretionary and non-discretionary arrangements.

Reiji Kodama is a financial advisor at Oppenheimer with a Series 66 designation and one year of industry experience. Prior to joining Oppenheimer, he held positions at HV Global Group, Irvine Management Company, Vistana Vacation Ownership, and Marriott International. Oppenheimer serves a broad client base including individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled vehicles, and retirement plan fiduciaries. The firm offers a range of advisory and brokerage services, employing strategic and tactical asset allocation, manager selection, and various investment strategies to construct client solutions.

Iris Ilao is a financial advisor with Commonwealth Financial Network based in Westlake Village, CA, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She is the owner and president of Polaris Lighthouse, Inc., which operates Postal Junction, a private business offering pack and ship services, mailbox rentals, and gift shop sales. Ilao has worked with several firms, including Powell Financial Group and Cetera Advisor Networks. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including operations, trading, technology, compliance, and practice management. The firm offers discretionary model portfolios and multiple program structures designed to support advisors in managing client portfolios.

Zara Guivi is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds the Series 66 designation and has previous experience at City National Securities, Unionbanc Investment Services, Perennial Investment Advisors, Perennial Financial & Insurance Services, LLC, and LPL Financial LC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.