Yevgeniy Vitebskiy is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds the Series 63 and Series 65 registrations and has been affiliated with New York Life Insurance Company and its related entities since 2011. He also operates under the DBA Axiom Financial & Insurance Solutions, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages a substantial majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Randall Allen is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Kayne Anderson Rudnick since 2014. The firm provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. Kayne Anderson Rudnick emphasizes fundamental company-level research with proprietary governance and sustainability assessments and offers a broad range of active equity and fixed-income strategies across various market capitalizations.

Luke Rollins is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC / AYCO since 2019, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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, delivering services through integrated teams and a range of tailored offerings such as Executive Wealth and Private Family Office support.

Daniel Fan is a CFP® and holds a Series 66 license with 10 years of industry experience. He currently works at Cerity Partners LLC, joining the firm in 2024, and previously spent seven years with First Foundation Advisors. Earlier in his career, he held roles at Morgan Stanley and Citigroup Global Markets. Cerity Partners advises individuals, families, trusts, business entities, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment approach based on client-specific profiles, quantitative screening, and a combination of third-party strategies and direct security selection, with access to alternative and private market solutions for qualified clients.

Eric Mueller is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at KPMG, LLP from 2017 to 2020. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Michael Mares is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Irvine, CA. He has three years of industry experience and previously worked at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. Outside of his advisory role, Mares serves as Government Relations Chair for NAIFA California, acting as a liaison with policymakers and handling legislative analysis and advocacy. He is also a committee chair for Cub Scout Pack 361 and holds board membership at NAIFA-Los Angeles. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Lesley Cannan is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, she spent 14 years at Litman Gregory Wealth Management and two years at Fidelity. She is involved in transitioning the advisory business under Litman Gregory following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Jennifer Zaat Wright is a CFP® professional affiliated with PlanMember Securities Corporation, based in Huntington Beach, CA, with 36 years of industry experience. Her career includes roles at Fourth Point Wealth and Capital Planning Group, LLC, among others. She is also president of Dutch Girl, Inc. and serves as board president for The Christian Science Association of the Pupils of Kim Robertwaker, CSD. PlanMember 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 top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Manideep Bommakanti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and one year of industry experience. His prior roles include positions at BNY Mellon and Capita Customer Solutions, as well as academic appointments at the University of California, Riverside and University College Cork. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Pushkar Murthy is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at Citigroup Global Markets since 2019 and previously spent five years at Affinity Investment Advisors. Outside of his advisory role, he has passive ownership interests in residential real estate through several entities in California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and offers solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Kasia Hargrave is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Since 2018, she has also worked as an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of assets managed on a non-discretionary basis.

Jennifer Nguyen is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has nine years of industry experience, including six years at The Ayco Company, L.P./Mercer Allied and five years with Goldman Sachs. Outside of her advisory role, Jennifer participates as a product reviewer for TopBox, LLC and BzzAgent, Inc., both product sampling companies. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across Goldman Sachs affiliates to offer a broad range of financial services.

Eamon Mcosker is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company and Los Angeles Dodgers LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides tailored financial planning and portfolio management supported by strategic allocation models and a variety of service programs, leveraging capabilities across the broader Goldman Sachs network.

Peter Sousa is a CFP® with 21 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined in 2026, after previous roles at iM Global Partner Fund Management, Blackrock Fund Advisors, Credit Suisse Securities, and Lehman Brothers. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to a broad client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using active and passive strategies across public and private asset classes.

Devon Nick is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at AWM Capital, LLC, Bridge Advisory LLC, and United Planners' Financial Services. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Juan Thorn is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Thorn is involved in insurance sales separate from Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment platforms.

Amir Kiani is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Elevate Wealth Management, LLC and Stratton Group - Keller Williams Southern Arizona. Outside of his advisory role, Kiani is involved in real estate referral and business services related to tax preparation and estate planning. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and providing both discretionary and non-discretionary investment arrangements.

Darren Lightfoot is a financial advisor with Hightower Advisors in Newport Beach, CA, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. Prior to joining Hightower in 2022, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2022. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

Jennifer Muir is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2019, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse clientele, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and proprietary analytics within an integrated platform supported by the broader Goldman Sachs ecosystem.

Zhasmen Atamyan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Their career includes roles in health insurance sales and supportive in-home services, alongside ongoing work with Anthem Blue Cross and World Financial Group. Outside of advisory work, Atamyan provides in-home supportive services and has experience managing rental property. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, employing a model portfolio approach supported by third-party managers and digital platforms to deliver investment advisory and brokerage services.