Robert Nguyen is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 19-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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of tailored offerings, leveraging its integration within a large financial group to provide comprehensive wealth management solutions.

Justtini Aliaga is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and previously worked at Amerivest Investment Management, LLC and TD Ameritrade Inc. before joining TIAA-CREF in 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with connections to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary portfolio management, offering both model-based and customized portfolio options.

Kevin Crabb is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Stan Dreyfuss is a financial advisor at Oppenheimer with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at D.A. Davidson & Co. for 11 years. Outside of his advisory role, he serves as a trustee for a family trust. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm utilizes strategic and tactical asset allocation, manager selection, and various investment vehicles to construct client solutions.

Spencer Kubit is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Monet Networks. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth solutions within a large integrated financial group.

Isha Menon is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Goldman Sachs, she worked at Pimco and has concurrent experience as a part-time instructor at Kumon Math & Reading Center, tutoring children in math and reading. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, and institutional clients, utilizing strategic allocation models and specialized programs integrated with the broader Goldman Sachs ecosystem.

Nicole Joko is a Certified Financial Planner (CFP®) with 24 years of industry experience. She is currently with Cerity Partners LLC, where she has worked since 2012, including through the firm’s transition and rebranding. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with an emphasis on customized, diversified portfolios and access to alternative and private-market investments.

Brady Hanson is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Centaurus Financial Inc., Lueder Financial Group, and Northwestern Mutual. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Gilbert Agyemang Badu is a financial advisor at Eagle Strategies (NY Life) with 8 years of industry experience. He holds the ChFC® designation and Series 63 license. Badu has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types and manages the majority of its assets on a non-discretionary basis.

Seiko Kuribayashi is a financial advisor at Independent Financial Group, LLC, holding a Series 66 designation with industry experience beginning in 2022. Prior to joining Independent Financial Group in 2026, she worked at Sumitomo Mitsui Banking Corporation from 2014 to 2022. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services through multiple platforms, combining in-house and third-party model portfolios while operating as both a registered investment adviser and active broker-dealer.

Lydia Dupont is a financial advisor at D.A. Davidson & Co. in Newport Beach, CA, with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.

Brandon Bishop is a CFP®-certified financial advisor with seven years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at Great Valley Advisor Group, LPL Financial, Bernicke Wealth Management, and Triad Advisors. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, 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.

Malcolm Roane is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 66 credentials and 36 years of industry experience. His prior roles include positions at Infinex Investments, Inc., LPL Financial, and Financial Partner Credit Union. Outside of his advisory work, he is involved with AmerEstate Legal Plan, Inc., referring clients for living trusts and wills. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive model that includes non-discretionary assets and a lending marketplace.

Debra Doe is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She has held roles at Goldman Sachs & Co. LLC, The AYCO Company, L.P./Mercer Allied, Bank of America, Merrill, and Navy Federal Credit Union. Outside of her advisory work, she owns a metals recycling company and is involved in cosmetic product sales and food delivery services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem and a range of advisory platforms.

Benjamin Mckinney is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, he worked at Windes Inc., a CPA firm where he is a partner, and at HBLA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm provides discretionary investment management, financial planning, family office, and retirement plan advisory services, offering customized portfolios that combine internal management with third-party asset managers.

Christopher Struckhoff is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Creative Planning since 2021 and previously worked at Lionheart Capital Management and Case Packaging Inc. Outside of his advisory role, he teaches CFP classes at the University of California, Irvine. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by affiliated legal, trust, and recordkeeping services.

Ethan Matkin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at EP Wealth Advisors, Alpha Cubed Investments, MML Investors Services, and Mass Mutual Life Insurance Company. Matkin receives residual insurance commissions as passive income from prior insurance sales. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Khashayar Emrani is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has worked at several major firms, including J.P. Morgan Securities, Bank of America, Merrill, and LPL Financial. His prior business activities include managing a real estate rental investment entity. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, providing a broad range of advisory, execution, and custody services.

Monica Munoz is a CFP® professional with 12 years of experience in financial advising. She has been with Beacon Pointe Advisors, LLC since 2026 and previously worked for 19 years at Litman Gregory Wealth Management, where she also served as president and investment adviser representative during the transition following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers to implement both active and passive strategies across multiple asset classes.

Kari Pel is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 licenses. She has 26 years of industry experience and has worked with United Planners since 2003. In addition to her advisory role, she owns Pel & Associates, a tax preparation, accounting, and bookkeeping firm. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering a mix of fee-based and commission-based financial planning, portfolio management, and brokerage solutions.