Wanqiu Wu is a financial advisor at Citigroup Global Markets with a Series 66 credential and three years of industry experience. Prior to joining Citigroup in 2022, Wanqiu worked at Citibank N.A. from 2017 to 2022 and at Bloomingdales from 2015 to 2017. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and brokerage services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including swap dealer and futures commission merchant activities.

Scott Schiffer is a financial advisor at Centaurus Financial, Inc. in Irvine, CA, with 27 years of industry experience. He holds a Series 63 designation and has been with Centaurus since 1998. In addition to his advisory role, Schiffer is a senior partner at Kieckhafer Schiffer LLP, a certified public accounting firm where he oversees client tax matters and supervises accountants. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements supported by a mix of fundamental and technical analysis.

Phillip Giese is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 19 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 15 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Kevin Leon is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 29 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, Trilogy Capital, Inc., and National Planning Corporation. Outside of his advisory work, he serves as a high school kicking coach at Orange Lutheran High School. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features including lending solutions and tax management.

Mark Burton is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. He holds the CFP® and ChFC® designations and has 43 years of industry experience. Burton also operates Burton Financial & Insurance Services, brokering non-registered insurance products through outside carriers. Eagle Strategies serves a diverse client base including individual investors and institutional plans, offering financial planning, investment management, and retirement plan advisory services. The firm emphasizes tailored advisory solutions and manages the majority of its assets on a non-discretionary basis.

John Cadwell is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Independent Financial Group since 2010 and also serves as the appointed administrator of the Estate of Paul E. Troutner. Cadwell provides financial consulting services to estate executors, including document preparation and asset management. Independent Financial Group, LLC offers investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and pension plans. The firm employs both firm- and third-party models for portfolio management, combining strategic asset allocation with active and passive exposures tailored to client risk profiles.

Lauren Lee is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and seven years of industry experience. She worked previously at The Ayco Company, L.P./Mercer Allied and Precision Wealth, among others. Lauren is based in Newport Beach, CA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models, manager selections, and a range of implementation options, integrating resources from across the Goldman Sachs organization.

Jeffrey Davis is a Series 63-licensed financial advisor at Hightower Advisors with 41 years of industry experience. His prior roles include positions at Raymond James & Associates, UBS Financial Services, Wedbush Securities, Wells Fargo Clearing, and A. G. Edwards & Sons. He has been with Hightower Advisors since 2026. Hightower Advisors provides investment advisory and planning services to a diverse clientele, including individual and institutional clients such as pension plans, charitable organizations, and corporations. The firm employs a multi-manager approach with access to affiliated and third-party managers, offering discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Charles Ramos is a CFP® with 24 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2023. Prior to this, he spent 21 years at Private Capital Management Inc. In addition to his advisory role, Ramos is an insurance agent with Beacon Pointe Insurance Services, LLC, focusing on life, health, and accident insurance products. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to individual, corporate, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it acts as general partner for proprietary private funds while providing extensive reporting and analytics.

Emmett Clancy is a financial advisor at Goldman Sachs Wealth Services with 21 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 17-year tenure at Ayco Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Qiyue Zhang is a financial advisor at HSBC Securities (USA) Inc. with nine years of industry experience. Zhang holds Series 63 and Series 66 designations and has worked at various HSBC entities since 2016, including HSBC Bank USA and Randstad Sourceright. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations. The firm provides client-directed and discretionary investment programs supported by a structured investment process and multiple affiliated and third-party advisory resources.

Derrick Shim is a financial advisor with CWM, LLC, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Twin Pines Wealth Management, Cetera Wealth Services, and Charles Schwab. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee, combining fundamental and technical analysis, third-party sub-advisors, and customization tools, with a particular focus on retirement plans and institutional services.

Adrienne Alvarez is a financial advisor at SPC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and U.S. Bancorp Investments, Inc. Outside of her advisory role, she has worked part-time as a golf cart and event server at Tijeras Creek Golf Club and as a seasonal sales associate at Anthropologie. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering primarily discretionary management with options for nondiscretionary arrangements and collaborating with third-party managers through co-advisor roles.

Chase Mcclung is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He also holds a senior managerial position at Windes, Inc., a CPA firm, where he has worked since 2010. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, providing discretionary investment management, financial planning, and family office services using a combination of internal management and third-party asset managers.

Kevin Hauri is a financial advisor at CIBC Private Wealth Advisors, Inc. in Newport Beach, CA, holding Series 63 and Series 65 licenses with 14 years of industry experience. Prior to joining CIBC Private Wealth Management in 2022, he spent 11 years at City National Bank. CIBC Private Wealth Advisors provides investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm uses a collaborative investment process involving internal teams and committees to create customized portfolios and model programs, combining proprietary and external managers, and offers a range of strategies including options hedges and structured notes.

Crystal Miner is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at J.P. Morgan Chase Bank, First Republic Investment Management, Bank of America, and Merrill. Based in Newport Beach, CA, she joined Rockefeller Financial in 2024. 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 operates as both a registered investment adviser and broker-dealer, offering comprehensive portfolio management, financial planning, and investment banking services through its consolidated Rockefeller Global Investment Management platform.

Francisco Sherren is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, CA. 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 and employer-sponsored 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.

Greg Lu is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent five years with The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a wide range of clients including individual investors, corporate participants, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm’s advisory teams tailor strategies using proprietary research and a broad ecosystem of affiliated Goldman Sachs entities, offering clients diverse fee structures and operational tools.

John Hart is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously was employed at The Ayco Company, L.P./Mercer Allied and River View Golf Course. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eric Johnson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Centaurus Financial since 2010. Outside of his advisory role, he is also engaged in fixed insurance sales as an insurance agent. 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, employing a mix of fundamental and technical analysis with discretionary and non-discretionary arrangements.