Andrew Montoya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience that includes roles at Franklin and Marshall College and Context Capital Partners. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers a range of tailored investment strategies and wealth management solutions, integrating resources from various Goldman Sachs affiliates.

Ge Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Chen worked at World Financial Group and Randstad Professionals, and has experience in real estate with Mel Wilson & Associates. Chen is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers for investment advisory services, supported by a large network of advisors and multiple program platforms.

Nikesh Parikh is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Parikh has been associated with multiple financial services entities, including New York Life Insurance Company and NYLIFE Securities LLC, since 2007. Outside of advisory work, he is involved as an investor in ventures spanning hotel conversion projects and biotech developments related to cancer research. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types, including fee-based advice, retirement plan consulting, and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.

Lovely May Zunino is a CFP® and ChFC® professional with 14 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) in Irvine, CA, where she has worked since 2021. Prior to this, she has been associated with NYLife Securities LLC and New York Life Insurance Company since 2012. 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 multiple advisory program types and places emphasis on tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis.

Andrew Mc Farland is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior firms include Merrill and First Republic Investment Management, among others. Outside of his advisory role, he is involved in insurance sales and life insurance solutions through BKA Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services ranging from portfolio management to ERISA fiduciary services and a direct-to-consumer program called Starlight Portfolios.

Jeremy Amposta is a CFP® certificant and Series 66 license holder with six years of experience in the financial services industry. He currently works at Schwab Wealth Advisory Inc. and Charles Schwab & Co., Inc., having previously held roles at JP Morgan Chase. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab-referred clients, using proprietary asset-allocation models and research tools while requiring client authorization for trades.

Edward Fazio is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a partner at Windes, Inc., a CPA firm, since 2006. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios that combine internal management with third-party asset managers and a primarily long-term investment approach.

Donna Mcclure is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 32 years of industry experience. She has been with PlanMember since 2006 and has also operated as a self-employed advisor since 1992. Additionally, Mcclure is involved in the sale of insurance products through McClure & Associates. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

Brandon Morenz is a financial advisor with NewEdge Advisors in Irvine, CA, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at NewEdge Advisors since 2022 and previously at Securities America Advisors, Investacorp, and John Stokes Financial. Outside of advisory work, he is a managing partner at PacificView Wealth Management and serves as successor trustee of the Morenz Family Trust. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement consulting, and access to third-party managers through multiple program structures that combine in-house manager selection with advisor discretion and emphasizes centralized due diligence and technology integration.

Evan Lamb is a CFA® charterholder and financial advisor with Creative Planning, LLC, based in Newport Beach, CA. He has four years of industry experience, including roles at Cetera Wealth Services, Carta, The Siegfried Group, and Haskell & White LLP. In addition to his work with Creative Planning, he is also a financial advisor at SageView Advisory Group, where he provides private wealth management and asset management services. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by tax-loss harvesting, direct indexing, and other portfolio enhancements.

Joseph Cooper is a Series 65-licensed financial advisor with six years of industry experience. He is currently with MAI Capital Management, LLC, where he has worked since 2023. His prior experience includes roles at Pariax Private Wealth Management, JK Sports Management LLC, and a PGA Tour affiliate. MAI Capital Management, LLC provides a range of investment management and wealth planning services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse portfolio of strategies and integrates financial planning, tax, and administrative services while also acting in both product-sponsor and advisory capacities for registered mutual funds and private investment vehicles.

Courtney Brown is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding one year of experience in the industry. He is also a CPA partner at Windes, a CPA firm where he has worked since 2010. Brown divides his professional time between wealth management and accounting. 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 provides discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term investment approach alongside shorter-term rebalancing strategies.

Jason Colin Patrick is an investment advisor affiliated with Kestra Advisory, holding Series 63 and Series 66 licenses and with 21 years of industry experience. He has been with Kestra Advisory since 2016 and also serves as owner and CEO of Fiduciary Advisors, LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients, offering services that include fiduciary consulting, plan-level investment advice, and access to multiple management platforms and third-party solutions.

Graham Forrester is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 20 years at The AYCO Company, L.P. 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 delivers services through various tailored programs, combining discretionary and non-discretionary management within a large integrated financial group.

Richard Du Vernet is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at NPB Financial Group, LLC, Associated Planners Investment Advisory Inc., and PRUCO Securities, LLC. He also serves as an insurance agent for Prudential Financial, focusing on term life, whole life, and variable universal life policies. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm employs a combination of strategic asset allocation and manager selection across passive and active portfolios, offering financial planning, portfolio management, and retirement plan services through multiple platforms.

Troy Dueker is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PlanMember since 2000 and also serves on the board of Mary’s Shelter, a nonprofit supporting pregnant teens and their babies. Prior to and alongside his advisory role, he has been involved with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Thomas Heuer is a financial advisor at Wealthspire Advisors with CFP®, CFA®, and Series 65 designations and seven years of industry experience. He previously worked at NFP Retirement, Inc. for six years and has experience with Frank, Rimmerman, LLP, Xponential Growth Solutions, and San Diego State University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, portfolio management, and retirement-plan consulting.

Luke Belden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with roles at Guardian Life, Park Avenue Securities, Proverbs Financial & Insurance Services, and WLA Investments. Outside of advisory work, he is also involved in insurance sales. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through proprietary and third-party solutions.

Jules Yang is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2024. Prior to that, he was affiliated with the University of California, Riverside. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, multi-affiliate financial group.

Michael Horne is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he manages a rental property in Chatham, MA. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary 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.