Kenneth Donnelly is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and 28 years of industry experience. His career includes prior roles at National Planning Corporation and a break in employment between 2017 and 2018. He serves on the board of directors for the Joyful Child Foundation, a charity organization. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a strategic asset allocation approach and manages risk-based mutual fund portfolios, while also delivering education and support services to plan sponsors and participants.

Patrick Vahid is a financial advisor at Centaurus Financial, Inc. with 13 years of industry experience. He holds the Series 66 designation and previously worked at Axa Advisors, LLC from 2012 to 2018. Outside of his advisory role, he is president of StrandLife Wealth Management and conducts estate planning workshops focused on trust education and probate avoidance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, and retirement-plan consulting through both discretionary and non-discretionary arrangements, utilizing a blend of fundamental and technical analysis.

David Tate is a financial advisor at EP Wealth Advisors with 23 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Prior to joining EP Wealth Advisors in 2020, he worked at Financial Insight Center and The Insight Group Insurance Agency for nine years each. Outside of his advisory role, Tate works as a health coach, assisting clients with motivation toward healthy living. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by offering wealth management, financial planning, and ancillary services including tax preparation and estate-document facilitation. The firm uses customized model portfolios and a variety of analytical approaches, and it provides ERISA plan services and access to third-party managers.

Donald Peebles Jr. is a Series 65-credentialed advisor at EP Wealth Advisors with over 14 years of industry experience. He previously worked at CornerCap Investment Counsel from 2012 to 2024 before joining EP Wealth Advisors. EP Wealth Advisors serves 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. The firm utilizes customized model portfolios and a blend of fundamental, technical, and cyclical analysis, incorporating alternatives and third-party manager recommendations when appropriate.

Abel Kan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and previously held roles at Health Net Insurance Company and Debtmerica, LLC. Kan is also involved in the sale of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm employs a model portfolio approach with third-party managers and digital platforms, managing regulatory assets of about $1.7 billion.

Guillermo Sotelo Baizan is a financial advisor at Citigroup Global Markets with one year of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley. His background also includes roles at Walnut Village Orange County Retirement Community, California State University Long Beach, Orange Coast College, and Villa Valencia Healthcare Center. 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 and operates with significant institutional scale, providing customized solutions for high-net-worth and ultra-high-net-worth clients.

Gary Smith is a financial advisor with Transamerica Financial Advisors who holds the ChFC® and Series 63 designations and has 27 years of industry experience. He has been with Transamerica Financial Advisors since 2016 and is involved in several other business activities including real estate sales, tax preparation, and estate planning services. Smith also works as a tanker driver and operates an insurance agency that has been active since 1986. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, charitable organizations, and businesses. The firm delivers services through a large advisor network using model portfolios and third-party managers, with approximately $1.7 billion in regulatory assets under management.

Keaton Leslie is a CFP® credentialed financial advisor with five years of industry experience, currently serving clients at EP Wealth Advisors. Prior to joining EP Wealth Advisors in 2025, he held roles at Infinitas, Raymond James Financial, and Bank of America, among others. Leslie is also the owner and founder of KJL Talent Solutions, a recruiting firm operating outside of his advisory career. EP Wealth Advisors is a registered investment adviser that provides wealth management, financial planning, and ancillary services to individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm employs a customized investment approach incorporating fundamental, technical, and cyclical analyses, and offers ERISA plan fiduciary services along with a range of portfolio management options.

Jesse Espinoza Jr. is a financial advisor at Creative Planning in Irvine, CA, holding the Series 66 designation with 23 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Danova Chow is a financial advisor at OSAIC Institutions, Inc. with 35 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Wescom Financial Services for 21 years, followed by CUSO Financial Services and Infinex Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with both discretionary and non-discretionary management.

Jasmine Bair is a financial advisor at EP Wealth Advisors with a Series 65 credential and one year of industry experience. Prior to joining EP Wealth Advisors, she worked at LongView Asset Management and has held positions with the USDA Forest Service, among other roles. She owns a financial literacy education business, Keeping Finance Personal, which offers free and low-cost online workshops on budgeting, spending, and debt repayment. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios and a variety of investment strategies, alongside ancillary services such as tax preparation and estate-document preparation for clients meeting certain asset thresholds.

Jerome Jostak is a financial advisor with Transamerica Financial Advisors in Orange, CA, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with several firms, including Abbott Laboratories and multiple insurance companies, and currently manages small projects in medical device manufacturing as an R&D project manager at ICU Medical, Inc. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through various proprietary and third-party investment programs.

Aaron Tucker is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. His prior experience includes roles at Charles Schwab & Co., Coldstream Wealth Management, Goldman Sachs, and AYCO/Mercer Allied, as well as positions at multiple University of California campuses. He also served six years in the Army Reserves. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal unit within Charles Schwab, using proprietary research and models while leaving final investment decisions to clients.

Pejimmy Faragalla is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with 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 individual and high-net-worth households, 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.

Yevgeniy Vitebskiy is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds the Series 63 and Series 65 registrations and has been affiliated with New York Life Insurance Company and its related entities since 2011. He also operates under the DBA Axiom Financial & Insurance Solutions, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages a substantial majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Luke Rollins is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC / AYCO since 2019, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 utilizes centralized investment resources and model portfolios, delivering services through integrated teams and a range of tailored offerings such as Executive Wealth and Private Family Office support.

Jin Hymers is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and currently based in Brea, CA. He has been with Transamerica since 2026. His prior experience includes roles with World Financial Group Insurance Agency and Pinnacle Tax Services, alongside involvement in property-related businesses. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through a mix of proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Daniel Fan is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024, following seven years at First Foundation Advisors and two years at First Bank. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolio allocation using both proprietary quantitative screening and third-party managers.

Eric Mueller is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at KPMG, LLP from 2017 to 2020. 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, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Jennifer Zaat Wright is a CFP® professional with 35 years of experience in the financial services industry. She is currently affiliated with PlanMember Securities Corporation and Fourth Point Wealth, and has been self-employed since 2005. She is also the owner and president of Dutch Girl, Inc., a banking and tax entity, and serves as president of a Christian Science study group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and risk-based mutual fund portfolios to support retirement planning, sponsor education, and participant support.