Teke Bower 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, Bower worked at Morgan Stanley and Bank of Hawaii. Outside of his advisory roles, he has been involved with Santa Clara University and the Pat Malley Fitness Center. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers a range of tailored investment strategies and operational tools, leveraging the broader Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Scott Ayers is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Beacon Pointe entities since 2013. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes asset allocation across third-party independent managers selected through a proprietary due-diligence process and sponsors proprietary investment vehicles while offering a range of wealth management and consulting solutions.

Saimir Prapaniku is a CFP® with 17 years of industry experience, currently serving at Fifth Third Securities, Inc. Since 2026, he has worked at Fifth Third Securities following prior roles at Ameriprise Financial Services, U.S. Bancorp Investments, Invest Financial Corporation, and Chase Investment Services. Outside of his advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types, including mutual fund and ETF models, separately managed accounts, and tax-overlay solutions via its Passageway Managed Account Program.

Amir Kolyani is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and bringing four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management and Red Table. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections with proprietary research and technology, drawing on the broader Goldman Sachs ecosystem to provide comprehensive advisory services.

Kenneth Krell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 14 years of industry experience. He previously worked at Principal Securities Inc and Principal Life Insurance Company, each for six years, and spent four years at American Funds. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolios and tax-aware strategies delivered through both advisor support and an online planning tool.

Jeffrey Hobert is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 designations with 11 years of industry experience. He has been with Centaurus Financial since 2015 and operates Hobert Wealth Management as a branding entity. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management using a variety of analytical approaches and specialized services, including retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Luke Mckelvy is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with Sanctuary Advisors, LLC, where he has worked since 2022, and has prior experience at Bank of America and Merrill. Luke is also an owner of Auric Capital Partners, an outside business activity. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services utilizing various analytical approaches and maintains distinctive platform ownership and affiliations.

Raymond Stellhorn Tavera is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Blue Cedar Financial and Insurance Solutions, AlpenWeis Financial & Insurance Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he serves as an independent contractor for the United Soccer Coaches Convention, assisting with event coordination. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Samuel Sutterfield is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank N.A. Outside of his advisory role, he is involved in several business ventures including ownership of tax preparation and estate planning firms, as well as a minority interest in a video production company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, using a mix of fundamental and technical analysis across discretionary and non-discretionary arrangements.

Makoa Hotz is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he maintains an independent insurance contractor business. 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 brokerage services, financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

Tony Han is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe and its predecessor entity since 2011. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, charitable organizations, and retirement plans. The firm utilizes a proprietary manager “Focus List” and a combination of active and passive asset allocation strategies, supported by a formal quantitative and qualitative due-diligence process.

Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

Dennis Cunningham II is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Parkland Securities since 2014 and Precision Wealth Financial & Insurance Services since 2003. Outside of his advisory role, Cunningham is involved as a board member and partial owner of Complex Healthcare Solutions, where he contributes to sales and operational processes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies that include discretionary management, rebalancing, and co-advisor arrangements with third-party managers.

Eugene Stoeckly is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding a Series 66 license and 22 years of industry experience. He previously worked at UBS Financial Services for 14 years and is a founding principal of Crown Bay Wealth, a financial services firm. Outside of his advisory roles, he serves as treasurer for Harborview Dads, a nonprofit supporting a local elementary school. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios and both internal and third-party asset management.

Farhad Sediqi is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at CUNA Brokerage Services, Inc. and Schools First Federal Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary services.

Jonathan Estrada is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Big Bear Mountain Resorts from 2014 to 2018. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis and provides both discretionary and non-discretionary investment arrangements.

Quinn Hamilton is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Corvus Wealth Advisors and Goldman Sachs. Outside of finance, he has worked in the food service industry, including roles at Giuseppe's Cucina Rustica, Jamba, and Domino’s Pizza. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research tools, leveraging the broader Goldman Sachs ecosystem to provide a wide range of tailored advisory services.

Spencer Johnston is a financial advisor at CWM, LLC with five years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Thrivent Financial, Ameriprise Financial Services Inc, and EWI Worldwide. Johnston provides operational support, paraplanning, and client service in his current roles. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm offers portfolio management, financial planning, and retirement-plan services using a discretionary, model-portfolio approach supported by an in-house Investment Committee and various third-party resources.

Jason Bettendorf is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and one year of industry experience. He previously worked at Wells Fargo from 2013 to 2026. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and internal research tools and typically recommends separately managed accounts overseen by third-party or affiliated money managers.

Kelly Digonzini is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe in various capacities since 2012 and also holds a role as a licensed insurance agent at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.