Jiajie Yuan is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and four years of industry experience. His prior work includes roles at Kaiser Permanente, Heliogen, Faraday Future, and Toyota Motor North America. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and third-party money managers.

James King Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Grove Point Advisors LLC, Crown Capital Securities, Lp, Questar Capital, and Allianz Life of North America. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Jing Zhang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials. Zhang has worked in the financial industry since 2023 and has additional experience with Ginfinity Consulting Inc. prior to joining Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations. The firm offers a combination of advisory and broker-dealer services through proprietary and third-party model portfolios, providing both discretionary and non-discretionary investment options.

Scott Perkins is a CFP® with 15 years of industry experience. He is currently with Focus Partners Wealth, LLC and has previously worked at Churchill Management Group, Cetera Wealth Services, LLC, and Ronald Blue & Co., LLC. Focus Partners Wealth, LLC serves a broad client base including individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies within an enhanced open architecture framework.

John Kincannon is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Merrill Lynch. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports a network of over 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering both discretionary and non-discretionary management through various platforms and sub-advisers.

Savita Govind is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has been with Goldman Sachs since 2022. Her prior experience includes roles at The George Washington University and the Office of the Comptroller of the Currency. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, 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.

Eric Brillant is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 12 years before joining Centaurus Financial in 2019. Outside of his advisory role, he serves as president of Brillant and Associates and is involved in the sale of fixed insurance, disability, long-term care, and individual term insurance products. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, with advisors employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Austin Rouk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He has been affiliated with Beacon Pointe Advisors since 2017 and also works with Beacon Pointe Insurance Services, LLC as a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse clientele including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Ryan Stockbauer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs from 2020 onward, with earlier experience outside the financial sector. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized executive wealth programs, utilizing both discretionary and non-discretionary strategies supported by proprietary research and a broad affiliate network.

Olivia Sula Wang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work at InheritGuard and LSPN Direct. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Timothy Winterbottom is a financial advisor at PlanMember Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PlanMember since 2012. Prior to his advisory role, he was employed at Trader Joe's for three years. In addition to his advisory work, Winterbottom is engaged in insurance sales and services focused on fixed insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Sandipa Pardeshi is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. She has six years of industry experience, including roles at Churchill Management Group and a period as a stay-at-home mom. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

Justin Medeiros is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2014. 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 offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Susanna Pinto is a CFP® professional currently with Creative Planning, LLC. She has worked in the financial services industry since 2022, including prior roles at Perigon Wealth Management and Oliver & Greb Capital Management. Outside of finance, she has experience in education, having worked at Shanghai Livingston American School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Daniel Chang is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He is also the owner of Paving Roads Financial Strategies and Insurance Solutions LLC, through which he brokers non-registered insurance products. Chang has worked with New York Life and its affiliates since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing a largely non-discretionary asset management approach within an integrated New York Life affiliate structure.

Michael Legaspi Jr. is a financial advisor with Oppenheimer who holds Series 63 and Series 65 credentials and has 16 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services. Outside of his advisory work, he engages in photography and videography for amateur youth travel and club sports teams. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, consulting, and retirement services.

Janet Mendez is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Inc., Mollison & Sediqi Wealth Management Group, Cuna Brokerage Services, Inc., and SchoolsFirst Federal Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a hybrid adviser/broker-dealer model. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a combination of discretionary and non-discretionary account management.

Gavin Haley is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Before joining MAI Capital Management in 2026, he held various roles outside the financial industry, including working at Puesto Mexican Food and The Farms Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning with tax and administrative services.

Austin Kastenberg is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential. He has been with Beacon Pointe Advisors since 2021, with prior experience at San Diego State University's Fowler College of Business and Right Way Insurance Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Alexis Melchor is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental, technical, bottom-up, and top-down investment analysis.