Rui Hu is a financial advisor at HSBC Securities (USA) Inc. with five years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining HSBC Securities, Rui worked at MML Investors Services LLC and MassMutual Life Insurance Company. He also served as a Bank Officer for HSBC Bank USA, N.A., engaging in the sale of bank-related products and services alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed and discretionary investment options. The firm’s investment process incorporates multiple risk profiles and utilizes asset allocation strategies developed in partnership with HSBC Global Asset Management.

Ross Christiansen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and six years of industry experience. He previously owned Rocketology LLC for eight years and currently receives residual income from the sale of that business. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Myron Mc Donald is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, and has two years of industry experience. He has held roles at multiple entities affiliated with New York Life since 2023 and previously worked in education and public administration. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Daniel Helms is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following a year at JPMorgan Chase & Co. Prior to his financial career, he served in the United States Marine Corps and worked for the Utah County Fire Department. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

James Barnes is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Equity Services, Inc. since 2021 and previously held roles at National Life Group, MML Investors Services LLC, and MassMutual. Barnes is a managing director and partner at True Path Financial and Insurance Services, where he recruits, trains, and develops advisors alongside personal production. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a combination of discretionary and non-discretionary client accounts.

Brian Tu is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has previously worked at HPM Partners LLC, Mullintbg Advisors, and Goldman Sachs Wealth Services. Cerity Partners advises a diverse client base including individuals, families, trusts, estates, business entities, and institutional investors, managing approximately $166.2 billion in assets as of December 31, 2025. The firm offers customized wealth management services with an investment approach centered on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, along with access to alternative and private market solutions for qualified clients.

Erwin Prieto is a financial advisor with Equity Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at National Life Group, MML Investors Services LLC, and MassMutual Life Insurance Company. He is also involved in insurance sales, educating clients on life, disability, long-term care, fixed annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines various investment strategies with both discretionary and non-discretionary management options.

Jeffrey Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has worked at LPL Financial Corporation and Central Life Assurance Co. (Smith Agency). Outside of advisory services, he is involved in life, health, disability, and long-term care insurance sales. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with a range of portfolio management and financial planning services. The firm employs a fiduciary-based advisory model, utilizing technology platforms and third-party managers to deliver both discretionary and non-discretionary investment solutions.

Jodie Kim is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Stephen Yim's Estate Planning Firm and The Wooden Floor. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management services tailored through strategic allocation models and access to a wide range of investment options and affiliated Goldman Sachs capabilities.

Sarah Locher is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Her prior roles include positions at Amazon, Hybrytec, Veron, and consulting at Umbrex, as well as multiple academic appointments at the University of Southern California. Goldman Sachs Wealth Services serves a wide range of clients, including individuals, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selection, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

Kahni Bizub is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, Bizub has worked at Wright Ford Young & Co since 1988 in a CPA role. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term focus and risk management through rebalancing and third-party asset management.

Alexandra Sandoval is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. She has worked at CNR Securities, LLC since 2023 and was previously affiliated with the University of California, Los Angeles from 2019 to 2023. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management alongside various advisory services.

Daniel Roberts is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 47 years of industry experience. He has worked with Centaurus Financial since 2016. Outside of his advisory role, he is co-owner and general manager of Pet Buddies, a non-investment business in Santa Ana, CA, where he oversees billing, collections, and legal matters. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a combination of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

Matthew Hemphill is a Series 66 licensed financial advisor at Private Advisor Group, LLC with one year of industry experience. He previously worked at Mariner Independent and Zion Capital and serves as a pastor at New Life Orange County Church. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model with access to a range of investment strategies.

Jeffrey Golan is a financial advisor at Principal Financial Services based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. Outside of advisory services, he is also an agent involved in fixed insurance products including fixed life, disability, long-term care, group, and health insurance. 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 military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Melinda Marburger is a financial advisor at Creative Planning with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lockton Investment Advisors and Transamerica. 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 assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques.

Brian Gilbert is a financial advisor with Commonwealth Financial Network in Irvine, CA, holding Series 63, Series 65, and Series 66 licenses and having 34 years of industry experience. He has been with Commonwealth since 2003 and previously worked at A. G. Edwards & Sons, Inc. from 1999 to 2003. Outside of his advisory work, he leases oyster farming rights on privately owned land. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of clients. The firm offers a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Danielle Britton is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and has recently started her career in the financial industry, having joined Goldman Sachs in 2025. Prior to her current role, she held various positions including roles at Bartlett, Pringle & Wolf and teaching positions at Wake Forest University and San Marcos High School. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic and tactical allocation models and a wide range of investment and operational tools within the larger Goldman Sachs ecosystem.

Chad Schiel is a Series 66-registered financial advisor with Independent Financial Group, LLC, where he has worked since 2012. He has 17 years of industry experience, including three years at Edward Jones prior to joining Independent Financial Group. Outside of his advisory role, Schiel owns Emergy Fly Fishing Specialties, a venture focused on fly fishing news, articles, speaking engagements, and custom retail. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of portfolio management solutions and financial planning services, combining strategic asset allocation with both passive and active investment exposures.

Luke Mokma is a CFP®-certified financial advisor with six years of industry experience, currently with Stratos Wealth Partners, Ltd. He has held roles at multiple firms including LPL Financial, The Bishoff Financial Group, and Cambridge Investment Research. Mokma is the owner of Gooselinq LLC, a passive business venture. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutions, utilizing an open-architecture investment approach featuring both affiliated and third-party managers with discretionary and non-discretionary portfolio management.