Jared Furlong is a financial advisor at Guardian Life with a Series 65 designation and less than one year of industry experience. He previously worked at Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

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 served as owner and principal of Capital Planning Group, LLC since 2000. Seaman is also a member of the board for Lutheran Church of the Master. United Planners Financial Services is a national wealth-management enterprise with approximately $12.77 billion in assets under management and over 350 advisors. The firm serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, delivering advisory services through independent representatives and a variety of custodians and platform programs.

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.

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 with D.A. Davidson & Co. in Newport Beach, CA, holding Series 63 and Series 65 credentials and with 41 years of industry experience. He 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. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, and charitable organizations. The firm offers services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for ultra-high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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 at NewEdge Advisors with 43 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including LPL Financial and National Planning Corporation. Klein manages advisory services through NewEdge Advisors, LLC, doing business as Pacific Pointe Advisors. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning and consulting.

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.

Paul Huddle is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Independent Financial Group since 2010 and has additional experience running his own businesses in mortgage lending, construction consulting, and notary services. He also serves on the board of a local homeowners association. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, and plan sponsors with a range of investment advisory programs and financial planning services. The firm uses a combination of in-house and third-party models to tailor strategies across different risk profiles and offers both discretionary and non-discretionary solutions.

Stephen Thuilot is a financial advisor with GWN Securities Inc. in Orange, CA, holding Series 63 and Series 66 credentials and possessing 16 years of industry experience. He formerly worked at Mill Creek Agency, Inc. for 15 years prior to joining GWN Securities. Outside of his advisory role, he is also a registered representative for a financial services DBA and an insurance agent procuring home, auto, and business insurance. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients, including high-net-worth individuals. The firm offers discretionary managed accounts, financial planning, and access to third-party sub-advisers and model portfolios, utilizing a range of investment strategies including traditional asset allocation and legacy market-timing and momentum-based approaches.

Kobe Couyoumjian is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and four years of industry experience. He has been with Independent Financial Group since 2020, with a brief period of unemployment in 2020–2021. Outside of his advisory role, he is involved as a registered representative in a marketing DBA named Cinergy Financial. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Allyson Bonner is a financial advisor at Guardian Life with Series 65 and Series 63 credentials and one year of industry experience. She has worked at Guardian Life, Park Avenue Securities, and Pacific Advisors since 2025. Outside of her advisory role, she is involved in insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Melissa Clarke is a financial advisor with Savant Wealth Management in Fullerton, CA, holding Series 63 and Series 66 licenses and 22 years of industry experience. Her prior roles include positions at Sagepoint Financial Advisors and Kemp Financial Management, LLC. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, corporations, and high-net-worth clients with wealth management, financial planning, and related services. The firm employs an investment approach that combines evidence-based, model-driven asset allocation with actively managed strategies, supported by centralized resources and affiliated legal and accounting entities.