Jeffrey Wolfe is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including New York Life Insurance Co., Eagle Strategies, and Western International Securities. Outside of his advisory role, he is also active as an insurance agent with True Path Financial and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

Jose Dosal Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Citibank since 2004. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital-asset products.

Frederick Williams is a financial advisor at Transamerica Financial Advisors with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Transamerica Financial Advisors since 2013. Outside of his advisory role, Williams is involved in the development and management of homeless housing and services through New Life Global Development Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, estates, and businesses. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through multiple program platforms.

Jeffrey Demaio is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Ayco/Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs in 2021. He serves as an Investment Committee Member at St. Joseph Hospital Foundation. 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 offers tailored solutions such as executive wealth and private family office support within a large integrated financial group.

Jeffrey Cruz is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through its proprietary financial planning service and manages a large participant base relative to its advisor headcount.

Kristie Garrett is a CFP® and holds a Series 66 license with 18 years of experience in the financial services industry. She currently works at EP Wealth Advisors and previously held roles at Zevenbergen Capital Investments LLC and Brighton Jones LLC. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Anh Thu Damiani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Damiani worked at Goldbook Financial, a MassMutual firm, and has held roles in training, fitness, education, and hospitality. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support through an integrated financial group structure.

Kenneth Mccabe is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Centaurus Financial since 2011. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Jeffrey Lehman is a financial advisor at EP Wealth Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in various capacities at Lehman & Derafelo Financial Resources LLC, Lehman Financial Resources, Inc., and Royal Alliance Associates, Inc. before joining EP Wealth Advisors in 2023. 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 using fundamental, technical, and cyclical analysis, with the inclusion of alternative investments and third-party manager recommendations when appropriate.

Robert Keane is a CFP® professional with eight years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2025. Prior to joining EP Wealth Advisors, he spent seven years at Peninsula Wealth, LLC, and six years at Wells Fargo Bank. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios with a combination of fundamental, technical, and cyclical analysis and provides ancillary services such as tax preparation and estate-document assistance for qualifying clients.

James King Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Grove Point Advisors LLC, Crown Capital Securities, Lp, Questar Capital, and Allianz Life of North America. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Savita Govind is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs since 2022. Her prior experience includes roles at The George Washington University and the Office of the Comptroller of the Currency. 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 solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Brillant is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 12 years before joining Centaurus Financial in 2019. Outside of his advisory role, he serves as president of Brillant and Associates and is involved in the sale of fixed insurance, disability, long-term care, and individual term insurance products. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, with advisors employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Austin Rouk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He has been affiliated with Beacon Pointe Advisors since 2017 and also works with Beacon Pointe Insurance Services, LLC as a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse clientele including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Ryan Stockbauer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs from 2020 onward, with earlier experience outside the financial sector. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized executive wealth programs, utilizing both discretionary and non-discretionary strategies supported by proprietary research and a broad affiliate network.

Patrick Donovan is a financial advisor with EP Wealth Advisors and holds a Series 66 designation. He has 19 years of industry experience, including roles at Minot Wealth Management LLC and J.P. Morgan. Since 2022, he has been with EP Wealth Advisors in Torrance, CA. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document assistance for clients meeting certain asset thresholds.

Austin Loveland is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 65 designation and four years of industry experience. He previously worked at Soltis Investment Advisors and SunWest Management. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Justin Medeiros is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2014. 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 offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Susanna Pinto is a CFP® professional currently with Creative Planning, LLC. She has worked in the financial services industry since 2022, including prior roles at Perigon Wealth Management and Oliver & Greb Capital Management. Outside of finance, she has experience in education, having worked at Shanghai Livingston American School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Ryan Caldwell is a CFP® professional with 17 years of industry experience. He has worked at EP Wealth Advisors since 2024 and previously spent 16 years at R.E. Wacker Associates, Inc. in Torrance, CA. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business 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 qualifying clients, utilizing customized model portfolios and various investment strategies.