Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Chiahsin Ku is a financial advisor at Citigroup Global Markets with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities, including in-house research and roles as a swap dealer and futures commission merchant.

Alicia Byrnes is a financial advisor at Corient with five years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Kayne Anderson Capital Advisors and Crescent Bay Advisors. Byrnes joined Corient in 2024, where she also serves Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kimberlee Davis is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse positions such as a brief tenure with Villarreal CF and several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, 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.

Connor Jorgenson is a Series 65 credentialed advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, he worked at D.A. Davidson & Co. and has experience in both financial services and asset management. He also has a background in education at the University of Wyoming. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management and financial planning services, including customized model portfolios and ongoing monitoring using a range of analytical approaches and investment strategies.

Daxesh Maniar is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Eagles Securities LLC since 2015 and has been affiliated with NYLIFE Securities and New York Life Insurance since 2004 and 2003, respectively. Maniar volunteers as a member of the CALCPA Financial Literacy program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Paul is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and also has experience at Synergy Financial and Debtmerica Relief. His business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs including proprietary model portfolios and access to third-party money managers, operating as both a registered broker-dealer and registered investment advisor.

Jonathan Spector is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with EP Wealth Advisors since 2019 and previously worked at Personal Financial Consultants, Inc. for five years. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing customized model portfolios and a mix of fundamental, technical, and cyclical analysis.

Richard Janke is a CFP® professional at EP Wealth Advisors with 19 years of industry experience. Prior to joining EP Wealth Advisors in 2020, he was affiliated with The Insight Group Insurance Agency and Financial Insight Center. His previous association with Insight Group Insurance Agency is limited to receiving commission trails from prior insurance sales and is no longer active. EP Wealth Advisors serves individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using a combination of fundamental, technical, and cyclical analysis along with third-party manager recommendations.

Ignacio Jimenez is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has been with HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

James Schlager is a CFP® with 37 years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2026. His prior roles include positions at Running Point Capital Advisors, Valmark Securities, and Moss Adams Wealth Advisors. Cerity Partners provides customized wealth management and related services to a broad national client base, including high-net-worth individuals, families, trusts, business entities, and institutional investors. The firm utilizes tailored asset allocation, manager selection, and proprietary quantitative screens, alongside multiple private-market offerings and affiliated consulting and insurance services.

Mark Mitamura is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial for over 14 years and previously spent 10 years with Level Four Advisory Services. Integrated Wealth Concepts 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 and financial planning, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Clarissia Skinner is a Series 66 licensed financial advisor with Transamerica Financial Advisors, based in Torrance, CA, with five years of industry experience. She has been involved in various professional roles including consulting and community education through Matriarch Enterprises LLC, a forum focused on empowering women in topics such as financial literacy and entrepreneurship. Skinner also engages in estate planning education and tax relief services through partnerships with firms like LSPN Pro LLC and Optima Tax Relief. Transamerica Financial Advisors serves a broad client base including individual investors, pension plans, trusts, and corporations, offering a mix of advisory and broker-dealer services. The firm provides proprietary and third-party investment model portfolios with options for discretionary and non-discretionary management.

Michael Zunino is a financial advisor with Eagle Strategies (New York Life) in Huntington Beach, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with New York Life Investments since 2010. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services often linked to insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Ty Smith is a financial advisor at EP Wealth Advisors with Series 65 credentials and one year of industry experience. Prior to joining EP Wealth Advisors, he worked at Adams Wealth Advisors and spent four years at Caspers Ice Cream. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, using customized model portfolios with ongoing monitoring and a variety of investment strategies.

Cody Boring is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, Norwalk La Mirada Unified School District, and Biola University. Outside of advisory services, he is also licensed as an insurance agent selling life, health, disability, annuities, long-term care, home, auto, and commercial insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary account management with model portfolios overseen by an internal Investment Committee.

April Punch is a CFP® and holds a Series 66 license with 11 years of industry experience. She is currently with EP Wealth Advisors and has prior experience at Robert W. Baird & Co., Inc., Interstate Gas Supply, Inc., and Morgan Stanley Smith Barney LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, and utilizes customized model portfolios with a combination of fundamental, technical, and cyclical analysis.

Randall Huntimer is a CFP® with 34 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following 13 years at GENEOS Wealth Management Inc. and ongoing tenure at Schooner Financial Associates since 1995. Outside of advisory work, he is president of Starfire Financial, a property and casualty insurance business. Centaurus Financial, Inc. serves a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through both discretionary and non-discretionary arrangements, utilizing a range of analytical approaches and third-party resources.

Jaunell Silvera is a Series 65-licensed financial advisor at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors, Silvera held roles at various companies including Awe Inspired and Circle Graphics. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm utilizes customized model portfolios and a combination of fundamental, technical, and cyclical analysis, along with access to alternative investments and third-party managers.