Daniel Vigil is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 designation and seven years of industry experience. He has been with Bankers Life Advisory Services since 2019 and has worked at Bankers Life And Casualty Company since 2014, where he serves as a Branch Sales Manager overseeing hiring and training of agents. Outside of his advisory role, he is a principal of MEV Enterprises, where he conducts analysis and decision-making on real estate investments. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals through discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations and manages portfolios across a range of securities.

Janice Jim is a financial advisor at Goldman Sachs Wealth Services with 27 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for The Ayco Company L.P./Mercer Allied for 22 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 individuals, high-net-worth households, 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.

Alec Viruet is a financial advisor at Bankers Life Advisory Services, Inc. holding a Series 66 designation with one year of industry experience. Prior to joining Bankers Life, he worked in various roles including positions at Fed HVAC and Rutgers University. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to create tailored asset allocations aligned with clients’ goals and risk tolerances.

Natalia Kuchinic is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at Synapse Services LLC, Houston's, and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm integrates multiple specialized teams and employs strategic allocation models and manager selections to tailor client portfolios, leveraging the broader Goldman Sachs network for expanded product access.

Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners and LPL Financial throughout his career. Papadopoulos also operates a business entity, Papadopoulos Incorporated, for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers.

Kathleen Short is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering tailored solutions across various client segments through an integrated financial group.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Bank N.A., Elewish Inc., and Tristar Risk Management/Tristar Managed Care. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Haleh Homeh Behbahani is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and joined Goldman Sachs in 2026. Prior to her current role, she gained experience through various positions, including roles at George Washington University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to support its advisory teams.

Ronald Burkard is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and 65 credentials and has worked at Centaurus since 2005. Outside of his advisory role, he is involved in acting, participating in movies, TV shows, and commercials. 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 via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Jeffrey Regalado is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with GWN Securities since 2010 and has directed Titanium Financial & Insurance Services Inc. since 2013. Outside of financial advising, he serves as a trustee for a family grandchildren trust and holds executive roles in several startups and businesses, including a recruiting firm and a pharmaceutical contracts law office, and serves on the board of an aerospace manufacturing company. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings, utilizing a portfolio approach based on asset allocation and Modern Portfolio Theory, with some programs emphasizing market-timing and momentum-based strategies.

Maria Beisser is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked in campus recreation at the University of North Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized programs and alternative investments.

Peter Mason is a CFP® with six years of industry experience, currently associated with Foundations Investment Advisors LLC. He has held roles at Elite Advisory Group, Broadridge Advisor Solutions, Aloha Wealth Partners, and Cambridge Financial. In addition to his advisory duties, he works as an insurance agent specializing in life and health insurance. Foundations Investment Advisors, LLC provides financial planning and portfolio management to individual and high-net-worth clients, employer-sponsored retirement plans, and registered investment companies. The firm employs a combination of fundamental, technical, and cyclical analysis, using model portfolios and an asymmetric rebalancing approach, and offers a wide range of services through a large network of affiliated offices and representatives.

Chao Zhao is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses. Zhao has been in the industry since 2024, having previously worked at Wfgia and currently affiliated with Transamerica since 2025. Outside of advisory work, Zhao is involved in sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to implement its advisory model and offers a range of programs and platforms such as Transamerica ONE and the TFA365 Advisory Program.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Gary Corderman is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for six years and Halbert, Hargrove & Co. for nineteen years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Alain Brito is a financial advisor at NewEdge Advisors with six years of industry experience. He holds a Series 66 credential and has worked at firms including Securities America Advisors and John Stokes Financial. Brito is also an associate financial advisor with PacificView Wealth Management. 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 broad range of portfolio management and consulting services, using multiple program structures and technology tools to support both advisors and clients.

James Meussner is a CFP® with five years of industry experience and currently serves as a financial advisor at Creative Planning. His prior roles include positions at Charles Schwab, Tarbox Family Office, and Principal Securities. He has also been involved in entrepreneurial ventures such as 10 Point Pizza Inc. and Corona Del Mar Pizza Co. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure and institutional services.

Brody Dorsh is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Elevate OC, and San Diego State University. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and tools with a variety of fee arrangements and platforms to tailor strategies to client objectives.

Sean Mccarty is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 19 years of industry experience. He has worked at Commonwealth since 2009 and has been associated with Diversified Investment Services since 2003. In addition to his advisory role, he has engaged in fixed insurance sales on a limited basis. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports advisors with operations, trading, technology, investment management, compliance, and practice-management resources.