Seungjin Seok is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® and Series 63 designations and bringing 13 years of industry experience. He has been affiliated with Eagle Strategies since 2023, and has prior experience with New York Life and Nylife Securities LLC dating back to 2012. Outside of his advisory work, Seok serves on the advisory board of the Korean American Special Education Center, which supports individuals with developmental disabilities. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored solutions through multiple program types, emphasizing non-discretionary asset management and fiduciary responsibilities to retirement investors within an integrated New York Life affiliate structure.

Silvia Camacho Gonzalez is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She has been with D.A. Davidson since 2013 and holds a Series 66 designation. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

Scott Warner is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at multiple firms, including Life Design Financial and Global Financial Private Capital, LLC. He is also involved in insurance sales and services through his ownership of Life Design Financial. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach with model portfolio solutions, discretionary asset management, financial planning, and plan services, supporting advisors with internal consulting and licensing programs.

Maria Angelica San Felipe is a financial advisor at EP Wealth Advisors with three years of industry experience. She holds a Series 63 designation and has previously worked at Peninsula Wealth, LLC and EH Shum Financial Solutions. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients.

Curtis Calomeni is a financial advisor at Mariner with three years of industry experience. He holds a Series 65 designation and has previously worked at Ocean Heights Advisors and BNY Mellon Wealth Management. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Julia Robichaud is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at MFS Fund Distributors, MFS Investment Management, and Next Generation Children's Center. Robichaud is based in Irvine, CA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within Charles Schwab and uses standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Christian Fontal is a financial advisor at EP Wealth Advisors with a Series 65 credential and two years of industry experience. Prior to joining EP Wealth Advisors, he worked at Charles Schwab & Co., Inc. from 2020 to 2022. 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, utilizing customized model portfolios with a blend of fundamental, technical, and cyclical analysis.

Stefan Oglevee is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. and Postmates. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering a range of portfolio management, financial planning, and consulting services. The firm operates as both an investment adviser and a registered broker-dealer, providing access to equities, fixed income, alternatives, and specialized investment solutions through a consolidated platform.

Alexa Winograd is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs and five years at Trader Joe's. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Nicole Vong is a financial advisor with Commonwealth Financial Network in Costa Mesa, CA, holding a Series 66 designation and four years of industry experience. Her career includes roles at Ameriprise and Sterling Wealth Partners. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform with discretionary and nondiscretionary managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Chad Turner is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds a Series 66 designation and has operated Chad R. Turner & Associates, Inc., an accounting practice, since 1983. In addition to his advisory work, Turner is involved in the sale and service of health and life insurance contracts and has a background as a real estate broker. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services.

Trevor Bush is a CFP® and Series 66–registered financial advisor with 18 years of industry experience. He has been with EP Wealth Advisors since 2014. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, tax preparation, and estate-document services, utilizing a combination of fundamental, technical, and cyclical analysis along with access to alternative investments and third-party managers.

Jeffrey Mantoani is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America Advisors, Duncan Investment Advisors, and Securities America, Inc. Outside of his advisory work, he serves as team manager for a youth hockey team, coordinating travel and managing the team roster. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach utilizing a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Jonathan Proctor is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for eight years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate 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.

Alfred Rivera is a financial advisor at Centaurus Financial, Inc. with 25 years of industry experience. He holds the Series 65 and Series 63 licenses and has been with Centaurus Financial since 2017, following a one-year tenure at S2K Financial, LLC. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts, utilizing both discretionary and non-discretionary arrangements.

Jonathan Markowicz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs since 2018, with prior roles at The Ayco Company, Mercer Allied, Mass Mutual Life Insurance, MML Investors Services, and Lecce Financial Services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Kristina Rudolph is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Walsh College, and North American Bancard. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Samuel Ledwitz is a financial advisor with Private Advisor Group, LLC and holds a Series 65 designation. He has two years of industry experience and also serves as president and attorney for the law firm Bezaire, Ledwitz & Borncamp, APC, which constitutes the majority of his professional work. His prior affiliations include Jack Keeter & Associates, Mariner Independent, and Equity Development Corporation. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, providing portfolio management, financial planning, and retirement-plan consulting. The firm offers advisory programs featuring third-party asset managers, turnkey asset management platforms, and a firm-managed separately managed account program.

Frank Ro is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Morgan Stanley. Frank also provides tax preparation and accounting services through FTR Tax Services. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm overseeing approximately $18.6 billion in assets with about 366 advisors serving over 24,000 clients. The firm offers a range of investment and financial planning services, utilizing an open-architecture approach that incorporates external platforms and both advisor-managed and model-based strategies.

Joshua Belkin is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Leumi Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns a travel and wrestling merchandise business and operates a financial planning DBA called Modern Wealth Design. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions made on discretionary or non-discretionary bases.