Kevin Fryc is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 license and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, Ernst & Young, LLP, and Cohnreznick LLP. His background includes roles in both financial services and accounting. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management through personalized strategies and access to resources across the Goldman Sachs ecosystem.

Robert Baytosh is a financial advisor with SPC in Tustin, CA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Sigma Planning Corporation and Sigma Financial Corporation since 2012. In addition to his advisory role, he is involved with Matles Wealth Management and is an independently licensed insurance agent appointed with various insurance companies. 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 offers portfolio management, financial planning, and ERISA-related retirement plan services, combining discretionary and nondiscretionary management approaches while maintaining formal succession protocols and compliance controls.

Arthur Castro is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2013. Outside of his advisory role, he serves as president of the Cowan Hills Homeowners Association board and works as a professional ski instructor and trainer during weekends and winter months. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Michael Oliver is a financial advisor with Primerica Advisors who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 20 years of industry experience, including multiple roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a board member for the June Lake Fire Department. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies through discretionary and non-discretionary accounts.

Na Li is a financial advisor at Citigroup Global Markets with a Series 66 designation and three years of industry experience. She has been with Citigroup since 2019, initially at Citibank and then at Citigroup Global Markets starting in 2022. 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, including in-house research and functioning as a swap dealer and futures commission merchant.

Joseph Colianni Jr. is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Robert Baird & Co. and various roles outside the financial industry, including positions at the American University of Rome and community organizations. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Thomas Kim is an advisor with Integrated Wealth Concepts LLC in Irvine, CA. He has been with the firm since 2026 and has over 22 years of experience in accounting with Wright Ford & Young, CPA. 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 offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both long-term and tactical approaches.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. 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 and portfolio management through its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Bradly Stevens is a financial advisor with Guardian Life in Irvine, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience, including a long tenure at BAS Financial from 2008 to 2026 and currently works at Farther since 2026. Outside of his advisory role, Stevens is a certified personal trainer, providing fitness training to individuals and small groups. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves a diverse client base including individuals, pension plans, and charitable organizations, offering brokerage services, financial planning, and a combination of proprietary and third-party investment advisory programs.

Victoria Wang is a financial advisor at Private Advisor Group, LLC with 20 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked with LPL Financial LLC, Mariner Independent Advisor Network, LLC, and First Financial Equity Corporation. Wang serves as treasurer on the board of Soroptimist International of Long Beach. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a network of investment adviser representatives. The firm provides access to third-party asset managers and turnkey asset management platforms, utilizing various analytical approaches and trading horizons to align with client objectives.

Mathew Lee is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2018 and previously spent 13 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 utilizes centralized investment resources and offers integrated services through a large financial group with specialized programs such as Executive Wealth and Private Family Office support.

Juan Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. He worked at Wells Fargo Bank NA from 2005 to 2021 before joining Citigroup in 2021. Outside of his advisory role, Guzman owns a residential landscaping business in Westminster, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional roles such as operating as a swap dealer and futures commission merchant.

Douglas Brown is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Eagle Strategies (NY Life), having joined in 2023, and has a long tenure with NYLIfe Securities Inc. and New York Life Insurance Company dating back to 1980. Outside of his advisory work, Brown serves on the board of the Relationship Research Foundation and volunteers with The Third Option, where he teaches communication and relationship skills. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes fiduciary responsibilities, with most assets managed on a non-discretionary basis.

Robert Gascon is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license. He has 42 years of industry experience, including over 35 years at Hornor, Townsend & Kent and a concurrent role at Penn Mutual Life since 1983. Gascon also owns and operates a life insurance brokerage business, Penn Equity & Insurance Services, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Robert Henderson II is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Windes Inc, a CPA practice, where he has worked since 2013. Integrated Wealth Concepts serves a broad client base including 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 services, and sponsors wrap-fee programs, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Mark Antariksa is a financial advisor with RBC Rochdale, LLC in Huntington Beach, CA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at City National Rochdale, Vance Wealth, Inc., and Raymond James Financial Services Advisors. Outside of finance, he briefly operated a coffee kiosk. RBC Rochdale serves a diverse client base, including high net worth individuals, corporations, charitable organizations, and government entities. The firm employs a multi-strategy investment approach that integrates quantitative screening, statistical modeling, and fundamental analysis, utilizing proprietary tools such as the Galaxy asset-allocation system to construct tailored portfolios often in collaboration with third-party sub-advisors.

Elijah Goble is a financial advisor with Citigroup Global Markets in Huntington Beach, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Citigroup in 2018, he worked at Bank of America and Merrill Lynch. Outside of finance, he manages Grant Goble LLC, a live entertainment production company specializing in audiovisual support for music events. 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 implements multi-asset, multi-manager strategies with an emphasis on internal oversight and combines large institutional scale with specialized market roles.

Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Jeffrey Yim is a financial advisor with Eagle Strategies (New York Life) based in Orange, California, holding a Series 66 license and three years of industry experience. He has served as an adjunct professor of philosophy at Concordia University Irvine since 2016 and holds a board officer position with Love Orange, a local organization that brings together faith, business, and city partners for community service. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients, with a focus on tailored solutions and primarily non-discretionary asset management.

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse positions such as a brief tenure with Villarreal CF and several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, 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.