Scott Irribarra is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has one year of industry experience. Prior to joining Stratos, he worked at LPL Financial and held positions at AT&T, Game Stop, and in the music industry. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio solutions through an open-architecture platform, integrating third-party managers and providing diverse financial planning and retirement consulting services.

James Yanelli is a financial advisor at Mariner with 29 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes over a decade with Cambridge Investment Research. Outside of advisory work, he has been an independent insurance agent. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, including alternatives and digital assets, supported by integrated tax and accounting capabilities.

Jonathan Mayol is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent seven years with The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutions. The firm offers financial planning, portfolio management, and specialized programs, leveraging strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Adam Heapy is an advisor at NewEdge Advisors with a Series 65 credential and less than one year of industry experience. His prior work includes roles outside the financial sector, such as managing Acapulco Mexican Restaurant and Bar and positions in the automotive and food service industries. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that combines asset management with financial planning and consulting.

Richard Means is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and over 43 years of industry experience. Prior to joining Centaurus Financial in 2019, he worked at Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company for more than four decades. In addition to his advisory role, he serves as President of CRMA Insurance & Financial Services, focusing on fixed insurance products, and provides financial review services for Anaheim Rod & Custom, Inc. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting through a variety of discretionary and non-discretionary arrangements. The firm employs a range of investment analyses and supports specialized services such as advisory management of annuity and variable life sub-accounts.

Cam Liang is a Certified Financial Planner® at Transamerica Financial Advisors with nine years of industry experience. He has held roles at firms including Jack Schroeder & Associates and LSPN Pro LLC, and he also assists clients with Medicare and health insurance enrollment. Additionally, he acts as a referral partner for estate planning services through LSPN Pro LLC. Transamerica Financial Advisors serves a diverse client base, offering both advisory and broker-dealer services such as fee-based wrap programs, model portfolios, and access to third-party money managers. The firm operates as both a registered broker-dealer and a registered investment adviser and provides a range of discretionary and non-discretionary investment programs.

Anthony George is a financial advisor with D.A. Davidson & Co., holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm offers fiduciary-standard advisory services, comprehensive financial planning, and specialized wealth management programs, with a distinctive involvement in municipal advisory and underwriting activities.

Gerald Larr is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with HPM Partners Advisor Alliance LLC and HPM Partners LLC since 2012. He is based in Costa Mesa, California. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors, advising on approximately $126.9 billion in client assets. The firm offers a range of services such as investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, emphasizing customized, diversified portfolios and a combination of proprietary and third-party management.

Seyed Ahmad Hashemian is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Centaurus Financial since 2009 and has operated Capital Aspects since 1987. Outside of his advisory work, he serves on the board of the Brookhollow Office Park Association. 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 its CLASSIC Plus platform, and retirement-plan consulting, using a combination of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Yanhua Xu is a financial advisor at Citigroup Global Markets with nine years of industry experience. Xu holds a Series 66 designation and has worked at CitiGroup since 2022, with prior experience at Cetera and CTBC Bank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional scale with unique market roles, including in-house research, swap dealer and futures commission merchant operations.

Kevin Lee is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Centaurus Financial since 2017, following a one-year tenure at Newport Coast Securities. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients, 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 both discretionary and non-discretionary arrangements.

Marc Linsky is a CFP® with 40 years of experience in the financial services industry. He is currently with Centaurus Financial, Inc., where he has worked since 2022. His prior experience includes roles at Concourse Financial Group Securities, ProEquities, and Concorde Asset Management. Outside of his advisory work, he is president of E Street Financial, a non-investment-related entity used for branding purposes. 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 both discretionary and non-discretionary portfolio management, employing a variety of analytical approaches and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Caleb Patterson is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses. He has one year of industry experience, including his current role at Goldman Sachs & Co. LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm utilizes strategic allocation models and a range of implementation options, integrating capabilities across the broader Goldman Sachs network.

Daniel Vigil is a financial advisor with Bankers Life Advisory Services, Inc., holding a Series 65 credential and six 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 manages a team of agents involved in life and health insurance sales and training. Additionally, he is principal of MEV Enterprises, where he analyzes and makes decisions on real estate investments. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm’s investment process focuses on customized asset allocation, tax efficiency, and a combination of fundamental, technical, and cyclical analysis to guide portfolio management.

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 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Stratos Wealth Partners and LPL Financial since 2014. Outside of his advisory role, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm employs an open-architecture investment platform and utilizes a range of affiliated and third-party sub-advisors to deliver tailored portfolio management and financial planning solutions.

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 66 and Series 63 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, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including serving as a swap dealer and futures commission merchant.