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.

Jin Hymers is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 licenses and currently based in Brea, CA. He has been with Transamerica since 2026. His prior experience includes roles with World Financial Group Insurance Agency and Pinnacle Tax Services, alongside involvement in property-related businesses. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through a mix of proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Daniel Fan is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024, following seven years at First Foundation Advisors and two years at First Bank. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolio allocation using both proprietary quantitative screening and third-party managers.

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.

Lesley Cannan is a CFP® professional with 14 years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to this, she spent 14 years at Litman Gregory Wealth Management. She is involved in transitioning her former advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jennifer Zaat Wright is a CFP® professional with 35 years of experience in the financial services industry. She is currently affiliated with PlanMember Securities Corporation and Fourth Point Wealth, and has been self-employed since 2005. She is also the owner and president of Dutch Girl, Inc., a banking and tax entity, and serves as president of a Christian Science study group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and risk-based mutual fund portfolios to support retirement planning, sponsor education, and participant support.

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 (New York Life) based in Irvine, CA, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has been with Eagle Strategies since 2018 and affiliated with New York Life and Nylife Securities LLC since 2014. Kasia is also appointed as an insurance broker, providing brokerage services for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients. The firm offers a range of advisory services and emphasizes tailored solutions, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Orlino David is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 licenses and one year of industry experience. He has a long career with Torrance Unified School District, where he manages accounting and financial services, and served in the United States Marine Corps for 29 years. He is also involved with Inheritguard, LLC, providing estate planning education and client communications. Transamerica Financial Advisors serves a wide range of clients, including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with access to proprietary and third-party model portfolios.

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 Series 66–licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied and held a role with the Los Angeles Dodgers LLC. 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 and offers a range of fee arrangements, leveraging its integration with various Goldman Sachs affiliates to deliver comprehensive wealth management solutions.

Peter Sousa is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has been with Beacon Pointe Advisors, LLC since 2026 and previously worked for iM Global Partner Fund Management, LLC for 13 years. He holds Series 66 and Series 63 licenses. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

George Avila is a financial advisor with Osaic Institutions, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to joining Osaic, he worked at Infinex Investments, Inc. and LPL Financial. Avila also provides consultations related to living trusts through AmeriEstate Legal Plan. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services, financial planning, and access to alternative investments through a hybrid adviser and broker-dealer model.

Michael Goddard is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Integrated Wealth Concepts LLC since 2025. His prior experience includes roles at OneDigital Investment Advisors LLC, Independent Financial Partners, LPL Financial, and Triad Advisors. He is the founder and CEO of C-Suite Connector, a web-based executive networking group. Integrated Wealth Concepts LLC serves individuals, families, high-net-worth clients, 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, offering customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term investment approach complemented by shorter-term rebalancing.

Devon Nick is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at AWM Capital, LLC, Bridge Advisory LLC, and United Planners' Financial Services. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

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 at Hightower Advisors with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on multi-manager solutions and offers access to affiliated and third-party managers, employing proprietary research and a variety of portfolio construction techniques.

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.