Jeffrey Cruz is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 17 years of industry experience. He has worked at Gwfs Equities, Inc. since 2014. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, utilizing an integrated model connected to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing through its proprietary financial planning service and manages a large participant base relative to its advisor headcount.

Anh Thu Damiani 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, Damiani worked at Goldbook Financial, a MassMutual firm, and has held roles in training, fitness, education, and hospitality. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth, Personal Wealth, and Private Family Office support through an integrated financial group structure.

Kenneth Mccabe is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. He has been with Centaurus Financial since 2011. Centaurus Financial, Inc. provides advisory and brokerage services to 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, employing both discretionary and non-discretionary arrangements.

Jiajie Yuan is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Faraday Future and Toyota Motor North America. Yuan is also involved in ownership of a rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, managing over $2 billion in assets across discretionary and non-discretionary accounts.

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 one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with WFGIA and Ginfinity Consulting Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, and access to third-party money managers.

Scott Perkins is a CFP® with 15 years of industry experience, currently serving as an advisor at Focus Partners Wealth, LLC since 2025. His prior work includes roles at Churchill Management Group, Cetera Wealth Services, LLC, and Ronald Blue & Co., LLC. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach using a mix of active and passive strategies, third-party managers, and private funds.

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 a Series 66 designation and three years of industry experience. She has worked at Goldman Sachs since 2022 and has prior experience at the Office of the Comptroller of the Currency and Gulati Financial and Insurance Services. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management through integrated teams, utilizing strategic allocation models and proprietary analytics, with access to a wide range of investment and advisory services across the Goldman Sachs network.

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.

Sandipa Pardeshi is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Churchill Management Group for seven years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive 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 separate account managers, and private funds under an enhanced open architecture framework.

Justin Medeiros is a financial advisor with Rockefeller Financial LLC based in Newport Beach, CA. He holds a Series 66 designation and has 10 years of industry experience, including seven years at UBS Financial Services. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

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 (New York Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with New York Life and its affiliates since 2008 and owns Paving Roads Financial Strategies and Insurance Solutions LLC, through which he brokers non-registered insurance products. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers tailored advice through multiple program types and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Legaspi Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he engages in photography and videography for amateur youth sports teams, particularly travel and club-level sports. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment programs and consulting services, managing assets through both discretionary and non-discretionary strategies while maintaining custody of client assets.

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.

Sean Bates is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Wealth Benefit Advisors, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual 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.