James King Sr. is a financial advisor at Centaurus Financial, Inc. with 55 years of industry experience. He has been with Centaurus Financial since 1992. Outside of his advisory role, he serves as a course instructor and consultant for Brokerage Design & Development, works as a marketing consultant with Hamilton Strategic Marketing, and owns a tax preparation service, Wespac Tax Service. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements, and incorporates multiple analytical approaches in its investment process.

Patrick Paragas is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding a Series 66 credential and two years of industry experience. His prior roles include positions at Merrill Lynch Pierce, Northwestern Mutual Wealth Management Company, and New York Life Insurance Company. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Jared Furlong is an advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds Series 65 and Series 63 licenses and has been in the financial industry since 2025. Prior to his advisory role, he was a student for nine years. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party solutions.

Brian Seaman is a CFP® and ChFC® with 38 years of industry experience. He is affiliated with United Planners' Financial Services of America as a limited partner and has held roles at Capital Planning Group, LLC and Navigator Family Legacy Planning, LLC. He also serves as a member of the Lutheran Church of the Master. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base with advisory and brokerage services, notable for its limited-partnership ownership structure and a majority of assets managed on a non-discretionary basis.

James Shanton is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. since 2019. Prior to Mercer, he worked at Jackson Financial Management for over two decades. Outside of his advisory role, he is a board member of Premier Christian Education Group, a nonprofit organization in San Juan Capistrano, CA. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of implementation options and offering both discretionary and non-discretionary portfolio management.

David Bolton is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. In addition to his advisory role, he is involved in providing life insurance services outside of Guardian policies. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending solutions and donor-advised funds.

Jessica Shore is a CFP® professional with six years of industry experience. She currently serves at Beacon Pointe Advisors, LLC and previously worked at Waypoint Wealth Partners and Ashfield Capital Partners. Shore remained involved with Waypoint Wealth Partners in a limited capacity following its acquisition. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm uses a combination of active and passive investment strategies and maintains proprietary private funds alongside third-party manager selection.

Jeffrey Paskwietz is a financial advisor at PlanMember Securities Corporation in Laguna Niguel, CA, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at PlanMember since 2011 and with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary under ERISA Section 3(38) for many plans. The firm uses a top-down strategic asset allocation approach to manage risk-based mutual fund portfolios, and offers education, support, and personalized retirement planning services to plan sponsors and participants.

Patrick Crowley is a financial advisor at Oppenheimer with a Series 66 designation and four years of industry experience. He has worked at Oppenheimer since 2021 and has held positions in various industries including retail and home services. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering a range of advisory programs including portfolio management, consulting, and financial planning. The firm’s investment approach varies by program and includes strategic asset allocation, manager selection, and rebalancing, managing approximately $36.7 billion in assets as of December 31, 2025.

Steven Arrigo is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as assistant treasurer for the Newport Harbor Yacht Club, a nonprofit organization in Newport Beach, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Philemon Kang is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2015. Outside of his advisory role, Kang is the owner of WestPac Wealth Partners, Bay Area, LLC. He works within Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Brandt Kuhn is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior experience includes roles at Purshe Kaplan Sterling Investments and Integrated Wealth Management, Inc. He is also licensed as an insurance agent and conducts limited insurance sales activities. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a disciplined approach involving third-party independent managers, asset allocation modeling, and a formal due-diligence process, and sponsors proprietary investment vehicles such as private funds and a registered interval fund.

Harold Klein is a financial advisor with NewEdge Advisors, holding Series 63 and Series 66 credentials and bringing 44 years of industry experience. His prior work includes roles at Mid Atlantic Capital Corporation, LPL Financial, and National Planning Corporation. Outside of advisory work, he manages a rental property in Lakewood, California. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, institutions, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management, financial planning, and consulting services, combining in-house and third-party manager strategies with technology-supported solutions.

John Gerken Jr. is a financial advisor with Centaurus Financial, Inc. in Lake Forest, CA. He holds Series 63 and Series 65 credentials and has 32 years of industry experience. Gerken has been with Centaurus Financial since 1997 and also has long-standing roles with The Acacia Group, Financial Mgmt Specialist, and Allmerica 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 services, including discretionary and non-discretionary arrangements, utilizing a variety of analytical approaches and third-party managers.

James Andrews is a CFP® professional at Hightower Advisors with three years of industry experience. He previously worked for Goldman Sachs for eight years before joining Hightower in 2023. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm’s advisory model focuses on manager selection and multi-manager strategies, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Cristian Zuniga is a financial advisor at Hightower Advisors with a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley and Independent Financial Group, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles, utilizing a multi-manager approach that incorporates proprietary research and a broad range of investment strategies.

Maximiliano Briones is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation. He has been with Goldman Sachs & Co. LLC since 2026. Prior to this, he held various positions including roles at Advantage xPo, San Jose State University, Instacart, Imperial Valley College, and Southwest High School. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base ranging from individual investors to institutional clients. The firm offers tailored investment strategies and integrates resources across the broader Goldman Sachs ecosystem, including specialized programs and access to alternative investments.

Frank Sanchez is a CFP® and ChFC® with 30 years of industry experience. He has worked at MAI Capital Management, LLC since 2020 and previously held positions at Bank of the West, BancWest Investment Services, and Comerica Securities. MAI Capital Management, LLC provides investment management, wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages a diverse range of portfolios using various strategies and integrates financial planning and tax services into many client relationships.

Stephanie Saccone is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and one year of industry experience. She has been with Citibank since 2016 and briefly worked at MUFG Union Bank in 2016. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and broker-dealer execution and custody services. The firm combines large institutional scale with specialized market roles, including in-house research and functioning as a swap dealer and futures commission merchant.

Raymond Lee is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked in various roles related to health and Medicare insurance, college planning, and financial education since 2009. Outside of his advisory work, he is involved in college consulting and serves as an instructor at the Heartland Institute of Financial Education. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors.