Jonathan Estrada is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Big Bear Mountain Resorts for four years. Estrada has been with Centaurus Financial since 2011. Centaurus Financial 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 the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts.

Quinn Hamilton is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Corvus Wealth Advisors and Goldman Sachs. Outside of finance, he has worked in the food service industry, including roles at Giuseppe's Cucina Rustica, Jamba, and Domino’s Pizza. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research tools, leveraging the broader Goldman Sachs ecosystem to provide a wide range of tailored advisory services.

Spencer Johnston is a financial advisor with CWM, LLC, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at Thrivent Financial and Ameriprise Financial Services, among others. Johnston serves as a relationship manager providing operational support, paraplanning, and client service. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jason Bettendorf is a financial advisor with Schwab Wealth Advisory in Irvine, CA. He holds a Series 65 designation and has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026, following prior experience at Charles Schwab from 2013 to 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and Schwab research tools, while leaving final trading decisions to clients.

Abbass Agahi is a financial advisor at Eagle Strategies (NY Life) with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Infinite Wealth Financial & Insurance Services since 2010. Agahi has been affiliated with Eagle Strategies and New York Life-related entities since the late 1990s. Outside of his advisory work, he is involved in brokering non-New York Life products through his DBA, Infinite Wealth Financial and Insurance Services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Manorama Pai is a CFP® professional with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has worked at Financial Advocates Investment Management since 2020 and has prior experience at Fountain Strategies, LLC from 2007 to 2020. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Mark Gieser is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior work includes 19 years at Crown Capital Securities, LP, and he has operated his own business since 2002. Outside of advisory work, he owns and operates a tax preparation business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers.

Lisette Ramos is a financial advisor at Centaurus Financial, Inc. with Series 65 and Series 63 licenses and two years of industry experience. Prior to joining Centaurus Financial, she has worked at Michael DiPietro, CPA, and has held roles outside of finance in the food service and entertainment industries. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm delivers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

Martin Vanamen is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has held roles at Centaurus since 2012, including its predecessor entity, and briefly worked at Ameriprise Financial Services Inc. Vanamen holds Series 63 and Series 65 licenses. Outside his advisory role, he is involved in health insurance sales and business consulting, connecting clients with business brokers on a finder's fee basis. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, using both discretionary and non-discretionary arrangements with a variety of analytical approaches and access to model overlay programs and approved third-party managers.

Manuel Ramos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a ChFC® designation and Series 63 license, with 37 years of industry experience. He has been with Centaurus Financial since 2011 and also has a longstanding affiliation with PSP Financial since 1994. Ramos is involved in media as the owner of a radio and TV outlet under the name Ramos Economia or Ramos Finanzas. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary portfolio management alongside specialized financial planning and consulting services.

Loren Conners is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for The Ayco Company, L.P./Mercer Allied for 13 years. Loren owns a residential real estate investment property in Indio, California, which he manages personally. 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 combines centralized investment resources with tailored strategies and cross-affiliate capabilities within a large integrated financial group.

Kelly Smith is a Series 66-licensed financial advisor at J.W. Cole Advisors, Inc. with four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at PacSun and Starbucks. She also operates Smith Wealth Partners, providing investment advisory services. J.W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms.

Ward Lyon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also affiliated with WealthWave and World Financial Group. Outside of advisory work, he is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse 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 proprietary model portfolios and third-party managers, with a notable presence in both discretionary and non-discretionary program offerings.

Ariel Gonzalez is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and Stanford Pre-Collegiate Studies. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic and tactical allocation models and offers access to alternative investments and specialized wealth programs within the broader Goldman Sachs ecosystem.

Christine Lapidus is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Park Avenue Securities LLC and Guardian Life Insurance Company throughout her career. In addition to her advisory role, she sells fixed life, health, and disability insurance products outside of Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory relationships with various proprietary and third-party investment programs, integrating multiple strategies and services across a large network of advisers.

Mark Jacoby is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with True Path Financial in an insurance and investment relationship capacity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Kylie Corwin is a Series 66-credentialed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has experience with Goldman Sachs & Co. LLC and Cetera Wealth Services, LLC. Prior to her advisory roles, she worked briefly in the restaurant industry. Goldman Sachs Wealth Services advises a diverse client base, offering tailored financial planning and portfolio management supported by a range of specialized programs and access to alternative investments. The firm integrates capabilities across the broader Goldman Sachs organization to deliver customized strategies, research, and operational tools.

Jack Chou is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in multiple roles since 2018, and previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a trustee for his parents’ investment and pension accounts. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Zachary Smith is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at JP Morgan Securities and Cetera Wealth Services. Outside of his advisory work, he owns a sole proprietorship called Study Tech, which involves branding and selling various products online. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies while offering a range of specialized services such as sub-advisory arrangements and private market investments.

Zhenxing Lao is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities USA Inc., HSBC Bank USA Inc., and Wells Fargo. 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 with internal oversight and offers both discretionary and non-discretionary investment solutions.