Lawrence Smith is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, he owns and operates a sales business called First Portfolio Financial. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, employing various analytical approaches and third-party resources.

Matthew Steelman is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding a Series 65 credential and two years of industry experience. He also works with Windes, Inc. as a CPA. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both long-term and shorter-term trading strategies while maintaining client assets with third-party custodians.

Taylor Parks is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and eight years of industry experience. Prior to joining Goldman Sachs in 2019, he worked at The Ayco Company, L.P./Mercer Allied and Provident Equipment Finance. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of advisory services, leveraging resources across the Goldman Sachs ecosystem.

Jackson Barnes is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at AdvantageXPO and Newport Beach Country Club, among other roles. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, specialized programs, and proprietary analytics to tailor plans and portfolios aligned with client objectives.

Anju Mohindru is a financial advisor at Mariner with 18 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors for 15 years. Outside of advisory work, she serves as a notary public in Laguna Woods, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

Christopher Lenihan is a financial advisor with D.A. Davidson & Co. in Irvine, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes service at the LA County Fire Department and seven years at the Robert E Harris Agency. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Faryal Ahsan is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she held positions at Pimco and has also worked in educational roles at Chapman University, Irvine Valley College, and Northwood High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging a broad range of affiliated resources within the Goldman Sachs ecosystem.

Garett Rodriguez is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. He has worked at Goldman Sachs Ayco since 2021 and has held roles in tax and financial services firms including Hyun and Co, CPA, and Sureprep, LLC. He also has experience teaching, having been involved with Chapman University, Loving Savior Lutheran School, and Damien High School. 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 employs strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, with access to services across the Goldman Sachs ecosystem and specialized programs such as Private Family Office and Financial Wellness offerings.

Nathan Herrera is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lulu Lemon, Champs, Firstline Home Loans, and California State University Fullerton. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

David Choi is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at LPL Financial since 2015 and was previously affiliated with Level Four Advisory Services. Outside of his advisory roles, he owns a retail tea and coffee shop, Y.E.S. Hospitality Group DBA Sharetea FV. 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 offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios built from mutual funds, ETFs, individual equities, and fixed income while employing both long-term and shorter-term trading strategies.

Justin Kessler is a financial advisor at Goldman Sachs Wealth Services with 11 years of industry experience. He holds a Series 66 designation and has worked within Ayco/Goldman Sachs & Co. LLC since 2014. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections through its Private Wealth Investment Strategy Group and External Investment Group, providing clients with tailored investment solutions supported by proprietary research and technology.

Austin Mc Gowan is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding Series 63 and Series 66 licenses and possessing two years of industry experience. Prior to joining J.W. Cole Financial, he worked at Platinum Equity Advisors, LLC and KPS Capital Partners, LP. J.W. Cole Advisors operates through a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary management styles using fundamental and technical analysis, model or manager-based strategies, and digital advice providers.

Saivaroon Diehl is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Penn Mutual Insurance Co. and Hornor, Townsend & Kent, Inc. since 1998. Outside of his advisory role, he is the proprietor of Saffron Financial, a life insurance brokerage serving multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a focus on tailored asset allocation and diversified investment strategies.

Ebenezer Thompson is a Series 66 licensed advisor with Goldman Sachs Wealth Services and has one year of industry experience. Prior to joining Goldman Sachs, he held roles at Ernst and Young and was affiliated with Pitzer College for two separate periods. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models supported by proprietary research and offers a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

William Hall is a CFP® with 42 years of experience in the financial services industry. He is currently with J. W. Cole Advisors, Inc. and previously worked at Arbor Point Advisors and Securities America Advisors, Inc. He is also the CEO of William K. Hall, Inc., a bookkeeping and payroll business, and serves on the finance committee of the Mission Hospital Foundation. Additionally, he is an advisor and key opinion leader for Luminous Global Tech LLC, a company involved with breast cancer screening devices. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, employing both discretionary and non-discretionary strategies.

Chad Milling is a financial advisor with Planmember Securities Corporation, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been involved with Highmark Financial Solutions Group since 2010 and has worked in tax and financial services as well as with the Mccloskey Agency since 1994. In addition to his advisory role, he is active in insurance sales, focusing on long-term care. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, personalized planning, and participant services.

Matthew Collins is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services and Principal Life Insurance Company since 2026. Prior to that, he was affiliated with MassMutual and its related entities from 2017 to 2026, and with Tax and Financial Services and Securian Financial Services from 2010 to 2017. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Amir Boghdady is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. 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 and provides bespoke discretionary solutions for high-net-worth relationships.

Pascal Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at P2 Partners Insurance & Financial Services LLC and his own firm, Pascal Insurance and Financial Services. He also serves as a member of PIFS Management LLC, a management company overseeing business activities unrelated to investments. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate clients. The firm offers multiple advisory program types with an emphasis on tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Richard Barry is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 26-year tenure 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 high-net-worth individuals, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a broad range of affiliated services.