Kristina Rudolph is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Walsh College, and North American Bancard. Goldman Sachs Wealth Services provides 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 mix of discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Joshua Belkin is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Leumi Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns a travel and wrestling merchandise business and operates a financial planning DBA called Modern Wealth Design. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

David Selleck is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 20 years of industry experience. He has been with Commonwealth since 2016. Outside of his advisory role, he is the sole owner of The Selleck Group, LLC, a personal business entity not related to investment activities. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operations, technology, investment management, and compliance support to affiliated advisors who deliver personalized financial advice.

Shaojin Guo is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has been in the industry since 2026, with prior experience at National Life Group and Morgan Stanley. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Trevor Bauman is a financial advisor with Goldman Sachs Wealth Services based in Newport Beach, CA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Ayco, a Goldman Sachs company, and several other firms where he gained diverse professional experience. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutions. The firm integrates strategic investment models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored wealth management solutions.

David Askew is a CFP® and ChFC® credentialed advisor at Mercer Global Advisors Inc. in Newport Beach, CA, with 21 years of industry experience. He has been with Mercer since 2016 in various capacities and also teaches a finance class at California State University, Fullerton. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a range of implementation options including ETFs, mutual funds, and direct indexing.

Jesse Castillo is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Goldman Sachs & Co. LLC and positions in university recreation and hospitality. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning and portfolio management alongside specialized offerings such as Private Family Office and Executive Wealth programs. The firm leverages strategic allocation models, manager selections, and a range of fee arrangements, integrating capabilities across the broader Goldman Sachs ecosystem.

Adina Coca is a financial advisor at Transamerica Financial Advisors with 14 years of industry experience. She holds a Series 65 designation and has worked at Transamerica since 2012. In addition to her advisory role, she owns and operates B & C Tax Service, providing tax preparation and audit services since 1995. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services, combining proprietary and third-party investment models with discretionary and non-discretionary program options.

Brian Hammer is a financial advisor at Oppenheimer with 31 years of industry experience. He has been with Oppenheimer since 2005 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he serves on the Board of Governors for City of Hope Hospital and acts as secretary for his homeowners association. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm offers a variety of advisory and brokerage services, emphasizing strategic asset allocation and investment management tailored to client objectives.

Justin Frio is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and based in Newport Beach, CA. He has one year of experience at Beacon Pointe Advisors and previously worked for Bank of New York Mellon for four years. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Paul Duncan is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 17 years of industry experience. He previously worked at Securities America Advisors and Purshe Kaplan Sterling Investments. Outside of his advisory role, he serves as president of a youth football organization. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a manager-focused investment approach with both active and passive strategies. The firm sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

William Tran is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and previously worked at Principal Financial Group for five years. Tran has also pursued graduate education at the University of Southern California. Goldman Sachs Wealth Services serves a broad client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management solutions, integrating resources from across the Goldman Sachs ecosystem.

Jonathan Ayache is a Series 66-licensed financial advisor with seven years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, corporations, and institutional clients. The firm offers tailored services such as executive wealth management, personal wealth, private family office support, and retirement plan education, leveraging centralized investment resources and a range of affiliated and unaffiliated managers.

Parker Stone is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with United Capital Financial Advisers, LLC and The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm uses centralized investment resources and a combination of discretionary and non-discretionary managers, offering tailored solutions such as Executive Wealth and Private Family Office support.

Meileh Burns is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has held managerial roles in several real estate and trading-related companies. Outside of her advisory work, she is involved in music ministry as a worship leader and background singer for the Paul McDonald Big Band and Changed Church. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm delivers services through a large network of advisors and multiple program platforms, utilizing model portfolios and third-party managers for portfolio management.

Tatiana Howell is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her background includes internships and roles related to financial wellness and education at the University of California Merced and the Congressional Black Caucus Foundation. Goldman Sachs Wealth Services provides 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 model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Daniel Thomas is a financial advisor with D.A. Davidson & Co. in Newport Beach, CA, holding Series 63 and Series 66 credentials and over 33 years of industry experience. He has been with D.A. Davidson & Co. since 2013. Outside of his advisory role, he serves as a partner and representative of the Le Amis de Escoffier Society International, a nonprofit organization that promotes chefs and culinary arts. D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering services such as ERISA plan advisory, wrap fee programs, equity research, and comprehensive financial planning.

Maryam Khayali is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Newport Wealth Strategies, Inc. for five years before joining Beacon Pointe Advisors in 2022. Outside of her advisory role, Maryam owns and operates K2 Holistic Touch, a health and wellness center focused on massage, nutrition, and physical therapy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm implements client strategies primarily through third-party independent managers selected via a proprietary Focus List and employs a formal quantitative and qualitative due-diligence process.

Darren Henderson is a financial advisor with Corient, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Corient-affiliated entities since 2015, including Corient Capital Partners, CIPW Service Company, and 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 charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party managers, with continuous portfolio monitoring and risk management tools.

Carin Luyben is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides 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 combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.