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 with OSAIC Institutions, Inc., holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. Her career includes over two decades at Wescom Financial Services and recent roles at CUSO Financial Services and Infinex Investments. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, 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 and lending solutions, operating with a hybrid adviser/broker-dealer structure that combines discretionary and non-discretionary accounts.

Jerome Jostak is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience and has worked at Transamerica Financial Advisors since 2012. In addition to his advisory role, he manages small projects 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. The firm offers a range of advisory and broker-dealer services with proprietary and third-party investment models, supporting both discretionary and non-discretionary program choices.

Aaron Tucker is a CFP® professional with six years of industry experience. He is currently an advisor at Schwab Wealth Advisory Inc., having joined in 2025, and previously worked at firms including Charles Schwab & Co., Inc., Coldstream Wealth Management, and Goldman Sachs & Co. LLC. He served in the Army Reserves for six years and has held various positions at University of California campuses. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients. The firm utilizes Charles Schwab’s asset-allocation models and research tools to guide investment decisions while requiring client authorization for trades.

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 in Brea, CA. He holds Series 63 and Series 65 licenses and has been with Transamerica since 2026. Prior to his current role, Hymers has experience in insurance and tax services, including work with World Financial Group Insurance Agency and Pinnacle Tax Services. Transamerica Financial Advisors serves a diverse client base that includes individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services, utilizing 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.

Michael Mares is a financial advisor at Guardian Life with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. He serves as Government Relations Chair for NAIFA California and is active as an at-large board member of NAIFA-Los Angeles, in addition to chairing the Cub Scout Pack 361 committee. He works through Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individual and institutional clients. The firm provides both discretionary and non-discretionary advisory solutions, including digital advisory options and tailored retirement plan management.

Jennifer Zaat Wright is a CFP® professional affiliated with PlanMember Securities Corporation, based in Huntington Beach, CA, with 36 years of industry experience. Her career includes roles at Fourth Point Wealth and Capital Planning Group, LLC, among others. She is also president of Dutch Girl, Inc. and serves as board president for The Christian Science Association of the Pupils of Kim Robertwaker, CSD. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Manideep Bommakanti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and one year of industry experience. His prior roles include positions at BNY Mellon and Capita Customer Solutions, as well as academic appointments at the University of California, Riverside and University College Cork. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Pushkar Murthy is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at Citigroup Global Markets since 2019 and previously spent five years at Affinity Investment Advisors. Outside of his advisory role, he has passive ownership interests in residential real estate through several entities in California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and offers solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Kasia Hargrave is a financial advisor with Eagle Strategies (New York Life) based in Irvine, California, holding Series 63 and Series 65 credentials and with 12 years of industry experience. She has served with Eagle Strategies since 2018 and has also been affiliated with Nylife Securities LLC and New York Life Insurance Co. since 2014. In addition to her advisory role, she is appointed as an insurance broker for non-registered insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers a range of program types and focuses primarily on non-discretionary assets, operating within an integrated structure alongside New York Life affiliates.

Orlino David is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has one year of industry experience and has previously been involved with Inheritguard, LLC and Wfgia. Outside of finance, he has worked in accounting and finance management for Torrance Unified School District since 2000 and served in the United States Marine Corps for 29 years. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs including proprietary model portfolios and access to third-party money managers, with both discretionary and non-discretionary management options.

Jennifer Nguyen is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has nine years of industry experience, including six years at The Ayco Company, L.P./Mercer Allied and five years with Goldman Sachs. Outside of her advisory role, Jennifer participates as a product reviewer for TopBox, LLC and BzzAgent, Inc., both product sampling companies. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across Goldman Sachs affiliates to offer a broad range of financial services.

Eamon Mcosker is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company and Los Angeles Dodgers LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides tailored financial planning and portfolio management supported by strategic allocation models and a variety of service programs, leveraging capabilities across the broader Goldman Sachs network.

George Avila is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Infinex Investments, LPL Financial, and Financial Partners Credit Union. He is also involved with AmeriEstate Legal Plan, where he discusses living trusts on a limited basis. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves individuals, 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 a focus on firm supervision and a sizable non-discretionary asset book.

Michael Goddard is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2025. His prior experience includes roles at OneDigital Investment Advisors LLC, Independent Financial Partners, LPL Financial, and Triad Advisors. He is the founder and CEO of C-Suite Connector, a web-based executive networking group. Integrated Wealth Concepts LLC serves individuals, families, high-net-worth clients, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by shorter-term rebalancing.