Xianli Zhou is a CFP®-certified financial advisor with Transamerica Financial Advisors, bringing nine years of industry experience. Zhou has held roles at Transamerica Financial Advisors since 2016 and has additional experience in semiconductor manufacturing with ASML and Cymer LLC. Outside of advising, Zhou is involved in tax preparation services. Transamerica Financial Advisors serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

Analiese Lauro is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. She holds a Series 66 designation and previously worked at The Ayco Company, L.P./Mercer Allied and Financial Partners Credit Union. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers specialized programs such as Private Family Office services and Executive Wealth programs, leveraging integrated resources across the Goldman Sachs ecosystem to deliver customized investment solutions.

Gordon Wang is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds Series 63 and Series 65 credentials and has worked with several firms, including Yu Yan Lin and USA GSD Aesthetics Corporation. 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, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Jordan Freund is a financial advisor at Mariner with six years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Beacon Pointe Advisors, UBS Financial Services, and RBC Wealth Management. Based in Newport Beach, CA, Freund joined Mariner in 2026. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and tax services. The firm employs a discretionary, customized portfolio approach supported by an internal team and third-party managers, with notable integration of tax and accounting services uncommon among large advisory enterprises.

Mohammad Rahimi is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Britton Hammock is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at National Life Group, Northwestern Mutual, and VS Associates. Outside of his advisory role, he is involved 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 to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently employs third-party asset managers and model portfolios, balancing long-term strategies with options for shorter-term trading and specialized instruments.

Henry Terrell is a ChFC® and holds a Series 66 license, with 53 years of industry experience. He has been with Guardian Life and its affiliated entities since 1991 and has operated his own insurance services business since 1987. His work includes insurance sales covering long-term care, group, individual, and disability insurance. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and a digital advisory platform.

Saunders Carlson is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, Saunders held positions at Cresset Capital, CoreWeave, and worked in the foodservice sector with Woodgrain Bagel and Deli, SALT Bistro, Shine, and Lucky Pie Pizza. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by proprietary research, integrating resources across the Goldman Sachs network to deliver comprehensive wealth management solutions.

Christopher Vaccaro is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and has long-standing roles at Ameritas Life Insurance Company and Ameritas Investment Company, dating back to 2006, as well as extensive experience with Capstone Financial Group and Capstone Financial Resources, Inc. Outside of advisory work, he is an independent insurance agent licensed to sell fixed insurance products and serves as president of Capstone Financial Resources, which provides medical and dental insurance services. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a range of investment vehicles and program platforms, incorporating both proprietary and third-party models, and operates within a mutual holding company structure that includes affiliated broker-dealer and insurance entities.

Grant Prescott is a CFP® professional with six years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wedbush Securities, Inc. and Ernst & Young. Outside of his advisory role, Prescott serves as an officer and director of Prescott Real Estate Services Inc., which provides real estate sales and property management services. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a combination of proprietary and third-party models, employing both passive and active investment strategies tailored to client risk tolerance.

Patrick Dailey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at multiple firms including Northwestern Mutual Investment Management and Acorns Securities. Outside of financial advising, he operates a notary signing business and manages a self-help project called PK's Quotes. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm utilizes proprietary and third-party model portfolios and operates as both a registered broker-dealer and an RIA.

Ryan Molesworth is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NIM Wealth Solutions, BrightHouse Financial, Fan Insider LLC, and Fire Island Concessions. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs both strategic and tactical allocation models and offers access to alternative investments through its integrated platform within the broader Goldman Sachs organization.

Jeffrey Parmer is a financial advisor with Equity Services, Inc. based in Irvine, CA. He holds Series 63 and Series 65 licenses and has four years of industry experience. Prior to joining Equity Services, he worked at National Life Group and New York Life, and he has been involved with Great Magic Productions since 1981. Equity Services, Inc. (ESI Financial Advisors) provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently utilizing third-party asset managers and model portfolios, and operates with both discretionary and non-discretionary client programs.

David Boynton is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Eagle Strategies since 2002. Boynton is also active as a board member of the Orange Catholic Foundation, a charitable organization supporting the Diocese of Orange, California. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis.

Noel Vonuelos is a CFP® professional with 10 years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Mariner Wealth Advisors, JPMorgan Chase Bank, J.P. Morgan Securities, Mercer Allied Company, L.P., and The Ayco Company, L.P. He also held a role at the University of California early in his career. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a diverse range of portfolio strategies implemented through in-house managers and third-party advisers.

Catherine Cheng is a financial advisor at Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 credentials. She has experience with Bohan Consulting LLC since 2011 and previously worked at Quantum Wellness Botanical Institute and HBT Labs. Cheng has been with Transamerica Financial Advisors since 2026. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a variety of program choices that include proprietary and third-party model portfolios, managed on either a discretionary or non-discretionary basis.

Linh Pham is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2021. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and J.P. Morgan Securities LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and integrates capabilities across the broader Goldman Sachs ecosystem.

Yuan Yao is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Yuan held roles at GWN Securities, Thaddeus Resource Center, and has experience working in educational institutions including California State Polytechnic University, Pomona, Mt. San Antonio College, and Mark Keppel High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Chambers is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Irvine, CA. Prior to his current role, he worked at Thrivent Financial and held leadership responsibilities outside the financial sector as the lead pastor at Grace Community Church of Saddleback Valley. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Charlotte Parnell is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Goldman Sachs & Co since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Nickel Designs. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, corporate participants, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.