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 (NY Life) based in Irvine, CA. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Since 2018, she has also worked as an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of assets managed on a non-discretionary basis.

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 financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company and Los Angeles Dodgers LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides tailored financial planning and portfolio management supported by strategic allocation models and a variety of service programs, leveraging capabilities across the broader Goldman Sachs network.

George Avila is a financial advisor with Osaic Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Infinex Investments, LPL Financial, and Financial Partners Credit Union. He is also involved with AmeriEstate Legal Plan, where he discusses living trusts on a limited basis. Osaic Institutions, Inc. is an SEC-registered investment adviser that serves individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a focus on firm supervision and a sizable non-discretionary asset book.

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 Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Thorn is involved in insurance sales separate from Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment 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 with Hightower Advisors in Newport Beach, CA, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. Prior to joining Hightower in 2022, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2022. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

Jennifer Muir is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2019, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse clientele, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and proprietary analytics within an integrated platform supported by the broader Goldman Sachs ecosystem.

Zhasmen Atamyan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Their career includes roles in health insurance sales and supportive in-home services, alongside ongoing work with Anthem Blue Cross and World Financial Group. Outside of advisory work, Atamyan provides in-home supportive services and has experience managing rental property. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, employing a model portfolio approach supported by third-party managers and digital platforms to deliver investment advisory and brokerage services.

James Edleman is a financial advisor with GWN Securities Inc. in Cerritos, CA, holding a Series 66 designation and over 20 years of industry experience. He has been with GWN Securities since 2014 and also works with American United Life. Edleman is the owner and president of JBE Financial, an insurance sales business, and is involved in the renovation and reopening of a historic hotel and restaurant in Pittsburgh, PA, as a minority investor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Teke Bower 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, Bower worked at Morgan Stanley and Bank of Hawaii. Outside of his advisory roles, he has been involved with Santa Clara University and the Pat Malley Fitness Center. 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 a range of tailored investment strategies and operational tools, leveraging the broader Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Saimir Prapaniku is a CFP® with 17 years of industry experience, currently serving at Fifth Third Securities, Inc. Since 2026, he has worked at Fifth Third Securities following prior roles at Ameriprise Financial Services, U.S. Bancorp Investments, Invest Financial Corporation, and Chase Investment Services. Outside of his advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types, including mutual fund and ETF models, separately managed accounts, and tax-overlay solutions via its Passageway Managed Account Program.

Amir Kolyani is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and bringing four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management and Red Table. Goldman Sachs Wealth Services serves a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and manager selections with proprietary research and technology, drawing on the broader Goldman Sachs ecosystem to provide comprehensive advisory services.

Jeffrey Hobert is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has been associated with Centaurus Financial since 2015. He also operates under the Hobert Wealth Management brand, which is used for branding purposes only. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes 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, employing a combination of fundamental, technical, bottom-up, and top-down investment analysis.

Constantin Brancov is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at PlanMember since 2013 and has been the CEO and president of Brancov Financial Services since 2000. 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 offers a top-down strategic asset allocation framework with risk-based mutual fund portfolios and supports clients through education, personalized planning, and separation counseling.

Lauren Zuniga is a CFP® professional with four years of industry experience, currently serving as an advisor at Savant Wealth Management. Her prior experience includes roles at Kemp Financial Management, Independent Financial Group, and SagePoint Financial Advisors. Outside of finance, she was involved with Cha Cha's Latin Kitchen for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.