Brian Kirk is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. His prior roles include positions at The O. N. Equity Sales Company, Ohio National Financial Services, and Guardian Life Insurance Co of America. Kirk is also licensed as an independent insurance agent through his business, Brian Kirk Life Insurance Sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary advice, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Elizabeth Otoole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has been with Goldman Sachs Ayco since 2021 and previously worked at Bodhi Leaf Trading Co, Chapman University, Target, and Mater Dei High School. Goldman Sachs Wealth Services provides 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, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Drew Sherwood is a CFP® affiliated with Hightower Advisors in Newport Beach, CA. He has experience at Russell Investments and has previously worked in education at Boise State University and Sumner High School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Nichole Diaz is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its predecessor firms since 2013. Outside of her advisory role, Diaz is involved in real estate as a broker of title with Barr Realty. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles as an operating general partner.

Jeffrey Wolfe is a financial advisor at Equity Services, Inc. with 18 years of industry experience. He holds a Series 66 designation and has previously worked at firms including New York Life Insurance Co., Eagle Strategies, and Western International Securities. Outside of his advisory role, he is also active as an insurance agent with True Path Financial and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and offers both discretionary and non-discretionary management options.

Jose Dosal Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Citibank since 2004. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital-asset products.

Jeffrey Demaio is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Ayco/Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs in 2021. He serves as an Investment Committee Member at St. Joseph Hospital Foundation. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources and offers tailored solutions such as executive wealth and private family office support within a large integrated financial group.

Gavin Gruenberg is a CFP® with 26 years of industry experience, currently serving as a financial advisor at VOYA Financial Advisors, Inc. since 2014. He previously worked at Voya Financial Partners, LLC starting in 2025. In addition to his advisory role, he is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) products. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a variety of adviser-led investment programs and combines an advisory platform with an active broker-dealer distribution model supported by an extensive affiliate network.

Anh Thu Damiani is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Damiani worked at Goldbook Financial, a MassMutual firm, and has held roles in training, fitness, education, and hospitality. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support through an integrated financial group structure.

Jiajie Yuan is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes roles at Faraday Future, Karma Automotive, and Indi EV. Transamerica Financial Advisors serves a broad client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Jing Zhang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhang has worked in the financial industry since 2023 and has additional experience with Ginfinity Consulting Inc. prior to joining Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Scott Perkins is a CFP® professional with 15 years of industry experience. He is currently affiliated with Focus Partners Wealth, LLC and has been with Churchill Management Group since 2014. Focus Partners Wealth serves a diverse range of clients, including individual, high-net-worth, family office, corporate, retirement plan, and institutional investors. The firm employs a long-term, tax- and fee-sensitive investment approach that combines fundamental and quantitative analysis with third-party managers, offering a variety of investment and wealth management services across multiple asset types.

John Kincannon is a financial advisor at Sanctuary Advisors, LLC in Aliso Viejo, CA, holding Series 63 and Series 66 licenses with two years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of discretionary and non-discretionary solutions through a large network of advisors and is part of Sanctuary Wealth, which manages approximately $34.9 billion in assets.

Savita Govind is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs since 2022. Her prior experience includes roles at The George Washington University and the Office of the Comptroller of the Currency. 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 utilizes centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Austin Rouk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He has been affiliated with Beacon Pointe Advisors since 2017 and also works with Beacon Pointe Insurance Services, LLC as a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse clientele including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Ryan Stockbauer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs from 2020 onward, with earlier experience outside the financial sector. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized executive wealth programs, utilizing both discretionary and non-discretionary strategies supported by proprietary research and a broad affiliate network.

Olivia Sula Wang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work at InheritGuard and LSPN Direct. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Timothy Winterbottom is a financial advisor at PlanMember Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PlanMember since 2012. Prior to his advisory role, he was employed at Trader Joe's for three years. In addition to his advisory work, Winterbottom is engaged in insurance sales and services focused on fixed insurance products. 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 utilizes a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Sandipa Pardeshi is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Churchill Management Group. Prior to her advisory career, she spent five years as a stay-at-home mom. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Justin Medeiros is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and nine years of industry experience. He has worked at UBS Financial Services since 2014. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with institutional minority owners.