Ariel Gonzalez is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and Stanford Pre-Collegiate Studies. 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 uses a combination of strategic and tactical allocation models and offers access to alternative investments and specialized wealth programs within the broader Goldman Sachs ecosystem.

Mark Jacoby is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with True Path Financial in an insurance and investment relationship capacity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Kylie Corwin is a Series 66-credentialed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has experience with Goldman Sachs & Co. LLC and Cetera Wealth Services, LLC. Prior to her advisory roles, she worked briefly in the restaurant industry. Goldman Sachs Wealth Services advises a diverse client base, offering tailored financial planning and portfolio management supported by a range of specialized programs and access to alternative investments. The firm integrates capabilities across the broader Goldman Sachs organization to deliver customized strategies, research, and operational tools.

Jack Chou is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in multiple roles since 2018, and previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a trustee for his parents’ investment and pension accounts. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Zachary Smith is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at JP Morgan Securities and Cetera Wealth Services. Outside of his advisory work, he owns a sole proprietorship called Study Tech, which involves branding and selling various products online. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies while offering a range of specialized services such as sub-advisory arrangements and private market investments.

Zhenxing Lao is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities USA Inc., HSBC Bank USA Inc., and Wells Fargo. 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 employs multi-asset, multi-manager strategies with internal oversight and offers both discretionary and non-discretionary investment solutions.

Bret Miller is a CFP® professional with four years of industry experience, currently serving as a financial advisor at EP Wealth Advisors in Torrance, CA. His work history includes multiple roles at EP Wealth Advisors as well as experience outside the financial sector, including positions with Five Guys, Inc. and the United States Air Force. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a variety of investment strategies including fundamental, technical, and cyclical analysis.

Christopher Hopkins is a financial advisor with EP Wealth Advisors based in Torrance, CA, holding Series 63 and Series 65 licenses and 23 years of industry experience. His prior roles include positions at TD Ameritrade, Scottrade, and Executive Wealth Management, where he also engaged in tax preparation and client services through Executive Wealth Management Tax Solutions. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis, and provides ongoing monitoring, third-party manager recommendations, and ERISA plan services.

Tyler Lang is a financial advisor at EP Wealth Advisors with 18 years of industry experience. He holds a Series 65 designation and previously worked for Buffington Mohr McNeal for 19 years before joining EP Wealth Advisors in 2025. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis, along with third-party manager recommendations and ERISA plan services.

Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

Debra Curry is a CFP® with 39 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her prior roles include positions at Yosemite Capital Management and Syndicated Capital Inc, where she worked for 16 years each, as well as Bridge Advisory LLC. Outside of advisory services, she is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes asset allocation across third-party independent managers, employing both active and passive strategies alongside a formal manager due-diligence process.

Steven Rodriguez is a financial advisor at Oppenheimer with a Series 66 designation and six years of industry experience. He served in the United States Marine Corps from 2015 to 2019 before joining Oppenheimer in 2019. Outside of his advisory role, he manages a rental property in Huntington Beach, CA. Oppenheimer serves individual and institutional clients, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of year-end 2025.

Adam Fein is a financial advisor with EP Wealth Advisors holding a Series 66 designation and 12 years of industry experience. His prior roles include positions at RBC Capital Markets and Wells Fargo Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Alyssa Martinez is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Elevate Wealth Management and Modern Wealth Management. Martinez also sells fixed term insurance as an agent for Elevate Insurance Group. 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, retirement-plan consulting, and specialized advisory services, utilizing a range of investment approaches across discretionary and non-discretionary arrangements.

Christopher Haberl is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Haberl has been with Centaurus Financial since 2013 and previously worked at Direct Insurance Business beginning in 1996. Outside of advising, he is involved with Retirement Educators, where he offers a retirement planning workshop, and he invests personally in trust deeds and a biotech investment fund. Centaurus Financial serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management, and specialized services such as advisory management of annuities and variable life sub-accounts, utilizing a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Jeremiah Pangan is a financial advisor with Prime Capital Financial holding a Series 66 designation and nine years of industry experience. He has worked with firms including 20/20 Financial Advisers of San Diego, Ameritas Investment Corp, and 2020 Capital Management. Outside of advising, he serves as a board member of Mountain View Church, overseeing church operations and budgeting. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for private investments.

Robert Mauldin II is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2013. Outside of his advisory role, he instructs CFP candidates at the University of California Irvine. 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 specialized market roles, providing a broad range of advisory and execution services.

Shawn Finley is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at GWN Securities Inc. since 2014. Based in Torrance, CA, he holds a Series 66 license and has experience in annuities and insurance products as part of his broader financial advisory work. GWN Securities is an SEC-registered investment adviser and broker-dealer that offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios for individual and business clients. The firm manages approximately $3.65 billion across more than 37,000 accounts, providing a range of investment strategies including traditional asset allocation and legacy market-timing approaches.

Derek Finley is a financial advisor with GWN Securities Inc. in Torrance, CA, holding a Series 66 credential and bringing 11 years of industry experience. He has been with GWN Securities since 2015. Outside of his financial advisory role, he also works as a restaurant server. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs and financial planning. The firm employs a combination of affiliated and unaffiliated sub-advisers and uses market-timing and momentum-based strategies in certain legacy programs.

Amber Lembo is a CFP®-credentialed financial advisor with four years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to that, she was employed at Purshe Kaplan Sterling Investments and Integrated Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes.