Christian Knauer is a financial advisor with Empower Advisory Group, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Bank of America, Merrill, JP Morgan Chase, and The Ritz-Carlton in Laguna Niguel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers integrated services that focus on long-term portfolio returns and client savings rates within a framework closely tied to Empower’s administrative platforms.

Luke Rollins is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC / AYCO since 2019, following an 11-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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through integrated teams and a range of tailored offerings such as Executive Wealth and Private Family Office support.

Daniel Fan is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024, following seven years at First Foundation Advisors and two years at First Bank. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolio allocation using both proprietary quantitative screening and third-party managers.

Eric Mueller is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at KPMG, LLP from 2017 to 2020. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Michael Mares is a financial advisor at Guardian Life with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. He serves as Government Relations Chair for NAIFA California and is active as an at-large board member of NAIFA-Los Angeles, in addition to chairing the Cub Scout Pack 361 committee. He works through Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individual and institutional clients. The firm provides both discretionary and non-discretionary advisory solutions, including digital advisory options and tailored retirement plan management.

Luke Vandermillen is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds a Series 63 designation and previously worked at Principal Securities and Principal Life Insurance for over three decades. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm emphasizes customized portfolio management supported by an internal investment team and offers integrated tax, family office, and financial wellness services uncommon among large advisory firms.

Lesley Cannan is a CFP® professional with 14 years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to this, she spent 14 years at Litman Gregory Wealth Management. She is involved in transitioning her former advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jennifer Zaat Wright is a CFP® professional with 35 years of experience in the financial services industry. She is currently affiliated with PlanMember Securities Corporation and Fourth Point Wealth, and has been self-employed since 2005. She is also the owner and president of Dutch Girl, Inc., a banking and tax entity, and serves as president of a Christian Science study group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and risk-based mutual fund portfolios to support retirement planning, sponsor education, and participant support.

Manideep Bommakanti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and one year of industry experience. His prior roles include positions at BNY Mellon and Capita Customer Solutions, as well as academic appointments at the University of California, Riverside and University College Cork. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Pushkar Murthy is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at Citigroup Global Markets since 2019 and previously spent five years at Affinity Investment Advisors. Outside of his advisory role, he has passive ownership interests in residential real estate through several entities in California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and offers solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Kasia Hargrave is a financial advisor with Eagle Strategies (New York Life) based in Irvine, CA, holding Series 65 and Series 63 licenses and 12 years of industry experience. She has been with Eagle Strategies since 2018 and affiliated with New York Life and Nylife Securities LLC since 2014. Kasia is also appointed as an insurance broker, providing brokerage services for non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, charitable, and corporate clients. The firm offers a range of advisory services and emphasizes tailored solutions, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jennifer Nguyen is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has nine years of industry experience, including six years at The Ayco Company, L.P./Mercer Allied and five years with Goldman Sachs. Outside of her advisory role, Jennifer participates as a product reviewer for TopBox, LLC and BzzAgent, Inc., both product sampling companies. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across Goldman Sachs affiliates to offer a broad range of financial services.

Kathleen Knight is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. She holds a Series 66 designation and has 22 years of industry experience. Knight has been with Eagle Strategies and related New York Life entities since 2016. She serves as a board member and secretary of the Huntington Beach Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client goals, with most assets managed on a non-discretionary basis.

Eamon Mcosker is a Series 66–licensed financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied and held a role with the Los Angeles Dodgers LLC. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of fee arrangements, leveraging its integration with various Goldman Sachs affiliates to deliver comprehensive wealth management solutions.

Peter Sousa is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has been with Beacon Pointe Advisors, LLC since 2026 and previously worked for iM Global Partner Fund Management, LLC for 13 years. He holds Series 66 and Series 63 licenses. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Devon Nick is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at AWM Capital, LLC, Bridge Advisory LLC, and United Planners' Financial Services. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Adam Herzing is a CFP® professional with 18 years of experience, currently affiliated with Eagle Strategies (New York Life). He has worked with Eagle Strategies since 2009 and has been associated with New York Life Insurance Company and Nylife Securities, LLC since 2007. Outside of his advisory role, he serves on the board of his office building’s homeowners association and is involved in cryptocurrency investment. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers a range of advisory programs, including fee-based advice, retirement consulting, and co-advisory relationships, with a focus on tailoring recommendations to client and plan sponsor objectives.

Juan Thorn is a financial advisor with Primerica Advisors holding a Series 66 designation and six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2018. Outside of his advisory work, Thorn is involved in insurance sales beyond his Guardian affiliation. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Amir Kiani is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Elevate Wealth Management, LLC and Stratton Group - Keller Williams Southern Arizona. Outside of his advisory role, Kiani is involved in real estate referral and business services related to tax preparation and estate planning. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and providing both discretionary and non-discretionary investment arrangements.

Darren Lightfoot is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on multi-manager solutions and offers access to affiliated and third-party managers, employing proprietary research and a variety of portfolio construction techniques.