Maria Beisser 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, she worked in campus recreation at the University of North Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized programs and alternative investments.

Luc Ceci is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked with Eagle Strategies, NYLife Securities, and New York Life. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory, incorporating low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by financial, tax, retirement, and estate planning services.

Alain Brito is a financial advisor at NewEdge Advisors with five years of industry experience and holds the Series 66 designation. He has worked at several firms, including Securities America Advisors and John Stokes Financial, before joining NewEdge Advisors. He also serves as an Associate Financial Advisor at PacificView Wealth Management. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

James Meussner is a CFP® with five years of industry experience and currently serves as a financial advisor at Creative Planning. His prior roles include positions at Charles Schwab, Tarbox Family Office, and Principal Securities. He has also been involved in entrepreneurial ventures such as 10 Point Pizza Inc. and Corona Del Mar Pizza Co. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure and institutional services.

Brody Dorsh is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Elevate OC, and San Diego State University. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and tools with a variety of fee arrangements and platforms to tailor strategies to client objectives.

Joseph Querriera is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale and affiliated entities since 2012 and has overall financial services experience dating back to 2004 at City National Bank. Outside of his advisory role, he is the managing member of You Turn Music, LLC, a music products manufacturing business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, offering discretionary and non-discretionary portfolio management with a multi-strategy approach that integrates quantitative analysis and fundamental research across a variety of asset classes.

David Hansch is a CFP® with 42 years of industry experience and is affiliated with Independent Financial Group, LLC since 2017. He previously worked with Cetera Advisor Networks and operates Hansch Financial Group, a marketing entity for his securities and advisory services. Hansch serves on investment committees for the Grand Lodge Free and Accepted Masons of California and Saddleback Laguna Masonic Lodge. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Amanda Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 66 license, with 17 years of industry experience. She previously worked with LPL Financial and operates Huston & Associates. Outside of advisory work, she sells handmade shirts and craft kits through a home-based business called Makersuite and The Sassy Co. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, employing various investment strategies and supporting held-away account management through multiple custodians and third-party platforms.

Michael Byrne is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at True Path Financial, MML Investor Services, and Mass Mutual. Outside of his advisory work, he serves as a committee head for an organization focused on raising awareness of Alzheimer's disease. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Sandra Castro is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has four years of industry experience. She has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P. and Mercer Allied. 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 range of discretionary and non-discretionary managers to deliver tailored wealth management solutions across multiple client segments.

Michael Eustace is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Rockefeller Financial and ROCKEFELLER Capital Management. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary management across equities, fixed income, and alternatives, and operates as a registered broker-dealer providing a range of investment, placement, and banking services.

Han Chen is a CFA® charterholder with 27 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc and Principal Life Insurance Co since 2008. In addition to his advisory role, he sells fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Yisen Cai is a CFP®-credentialed financial advisor with 11 years of industry experience. He is currently with Osaic Advisory Services, LLC and has previously worked at Triad Hybrid Solutions, Mercer Global Advisors Inc., and Barnwell Consulting LLC. Outside of his advisory role, he is involved in managing life insurance and annuity products through his own business. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers a range of services including investment management, financial planning, retirement plan consulting, and third-party manager selection, delivering advisory services through multiple program models and a combination of proprietary and third-party platforms.

Cameron Hebert is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied from 2018 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary and third-party analytics.

Tana Hausch is a financial advisor with Transamerica Financial Advisors based in Irvine, CA, holding Series 63 and Series 65 licenses with five years of industry experience. She has worked at Transamerica Financial Advisors since 2021 and also has experience as an independent commercial real estate agent since 2023. Additionally, Hausch is involved in group health insurance sales through Dynex Group Benefits Solutions. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a variety of model portfolios and access to third-party money managers. The firm operates as both a registered investment adviser and broker-dealer, managing over $2 billion in assets under management as of the end of 2025.

Linda Neuenburg is a CFP® with nine years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her prior experience includes six years at First Financial Consulting. She provides financial reporting consulting services to Pasadena Nazarene Church and Lake Avenue Church as an independent contractor and serves as a trustee for personal and family trusts. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including model portfolio management and financial planning.

Tammy Pioch is a financial advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Hightower Advisors, Mariner Wealth Advisors, Ellevest, UBS Wealth Management, RBC Capital Markets, and Merrill. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional investors. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Josh Rummonds is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe in various capacities since 2018, as well as with Principal Financial Group from 2016 to 2018. Rummonds is also a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individual investors, corporations, and institutional clients. The firm employs a combination of internally modeled asset allocation and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Jonathan Schaeffer is a financial advisor at CWM, LLC with eight years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Cetera Wealth Services and Merrill. He also serves as a client services associate at Applied Financial Planning. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutions through a network of over 600 advisors. The firm manages portfolios on a discretionary basis using model portfolios and combines multiple investment strategies, while offering a range of retirement-plan services and maintaining fiduciary oversight.

Konstantinos Selk Anagnos is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. He has held roles at Goldman Sachs & Co. LLC since 2026 and previously worked at BackFund Venture Capital and Harbor Bay Club. He also has a longstanding affiliation with the University of San Diego. 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 tailored advisory solutions supported by strategic allocation models, manager selections, and a range of implementation platforms, leveraging resources across the Goldman Sachs ecosystem.