Richard Sturm is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and has 35 years of industry experience. His prior career includes twenty years at National Planning Corporation and nine years at LPL Financial. Outside of his advisory work, he is also a motivational speaker and educator. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, with a focus on combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

Jonathan Estrada is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Big Bear Mountain Resorts from 2014 to 2018. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis and provides both discretionary and non-discretionary investment arrangements.

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 at CWM, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial, Ameriprise Financial Services Inc, and EWI Worldwide. Johnston provides operational support, paraplanning, and client service in his current roles. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services using a discretionary, model-portfolio approach supported by an in-house Investment Committee and various third-party resources.

Jason Bettendorf is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and one year of industry experience. He previously worked at Wells Fargo from 2013 to 2026. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

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 at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Crown Capital Securities, Lp and SII Investments, Inc. In addition to his advisory work, he operates a tax preparation business. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with both passive and active investment exposures.

Lisette Ramos is a financial advisor at Centaurus Financial, Inc. with Series 63 and Series 65 credentials and two years of industry experience. Her work history includes positions at Centaurus Financial, Michael DiPietro, CPA, Raising Canes, Skyzone, Cal Poly Pomona, and Gladstone High School. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental and technical analysis under 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-registered financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, he worked 13 years at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he manages a residential real estate investment property. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated resources across the Goldman Sachs enterprise to tailor client solutions.

Ronald Savageau is a financial advisor with Empower Advisory Group in Corona, CA, holding Series 63, 65, and 66 licenses and possessing 22 years of industry experience. He previously worked at Nationwide Investment Services Corporation from 2011 to 2022 before joining Empower Financial Services, Inc. in 2022. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, utilizing an integrated service model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its planning approach and serves a large participant base relative to its advisor headcount.

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, holding a Series 66 designation and six years of industry experience. His career includes roles at Goldman Sachs & Co. LLC since 2021 and at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. He has also been involved in academic settings, including Stanford Pre-Collegiate Studies and Brown University Athletics during his earlier years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic and tactical allocation models, along with proprietary and third-party analytics, to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to offer a wide range of financial services.

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.