Kevin Crabb is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services 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 individual, high-net-worth, corporate, charitable, 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.

Spencer Kubit is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Monet Networks. Goldman Sachs Wealth Services offers 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 a range of discretionary and non-discretionary managers, providing tailored wealth solutions within a large integrated financial group.

Brandon Au is a financial advisor with Primerica Advisors who holds a Series 66 designation and has 21 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MML Investor Services, and Mass Mutual Financial Group. He is also involved with Plan C Group, a business he has operated since 1996. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages accounts through various strategies, including discretionary and non-discretionary models, and supports lending and tax-related features.

Isha Menon is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Goldman Sachs, she worked at Pimco and has concurrent experience as a part-time instructor at Kumon Math & Reading Center, tutoring children in math and reading. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, and institutional clients, utilizing strategic allocation models and specialized programs integrated with the broader Goldman Sachs ecosystem.

Nicole Joko is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2012, including through the firm’s transition and rebranding. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.

Brady Hanson 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 prior experience at Centaurus Financial Inc., Lueder Financial Group, and Northwestern Mutual. 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 a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Gilbert Agyemang Badu is a financial advisor at Eagle Strategies (NY Life) with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. Badu has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Brandon Bishop is a CFP®-certified financial advisor with seven years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at Great Valley Advisor Group, LPL Financial, Bernicke Wealth Management, and Triad Advisors. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Malcolm Roane is a financial advisor with OSAIC Institutions, INC. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at Infinex Investments, Inc., LPL Financial, and Financial Partner Credit Union. Outside of his advisory work, he is involved with AmerEstate Legal Plan, Inc., providing referrals for living trusts and wills. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory and brokerage services. The firm offers a range of solutions including financial planning, ERISA plan services, access to alternative investments, and lending and cash-management options, with a notable emphasis on predominantly non-discretionary assets.

Debra Doe is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She has held roles at Goldman Sachs & Co. LLC, The AYCO Company, L.P./Mercer Allied, Bank of America, Merrill, and Navy Federal Credit Union. Outside of her advisory work, she owns a metals recycling company and is involved in cosmetic product sales and food delivery services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem and a range of advisory platforms.

Benjamin Mckinney is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Windes Inc., a CPA firm where he is a partner, and at HBLA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios that combine internal management with third-party asset managers.

Christopher Struckhoff is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Creative Planning since 2021 and previously worked at Lionheart Capital Management and Case Packaging Inc. Outside of his advisory role, he teaches CFP classes at the University of California, Irvine. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by affiliated legal, trust, and recordkeeping services.

Khashayar Emrani is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including J.P. Morgan Securities, Bank of America, Merrill, and LPL Financial. His prior business activities include managing a real estate rental investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Jennifer Haddad is a financial advisor with Integrated Wealth Concepts LLC and holds over two years of industry experience. She has concurrently served as an audit partner at Wright Ford Young & Co, a CPA firm, for 20 years. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with a primarily long-term approach.

Kari Pel is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has worked with United Planners since 2003. In addition to her advisory role, she owns Pel & Associates, a tax preparation, accounting, and bookkeeping firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions.

Allison Donecker is a financial advisor at Centaurus Financial, Inc. with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2014. Outside of her advisory role, she serves as President of Your Family Bank, a business focused on using whole life insurance strategies to help clients eliminate debt. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and annuity account management, employing both discretionary and non-discretionary approaches.

Darryl Richardson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at The Ayco Company, L.P./Mercer Allied. 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.

Jonathan Endo is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at First Foundation Advisors for eight years before joining Cerity Partners in 2024. He holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Eric Salvio is a financial advisor with SPC based in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of advising, he operates EBS Tax Services as an enrolled agent preparing individual and corporate tax returns and is an independent insurance agent for life, health, and annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

James Mantosh is a CFP® and CFA® with nine years of industry experience. He has been with Creative Planning since 2017 and previously worked at Syverson Strege - VBHC from 2014 to 2017. Mantosh is based in Irvine, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting.