Natalia Kuchinic is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at Synapse Services LLC, Houston's, and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm integrates multiple specialized teams and employs strategic allocation models and manager selections to tailor client portfolios, leveraging the broader Goldman Sachs network for expanded product access.

Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Stratos Wealth Partners and LPL Financial since 2014. Outside of his advisory role, he provides administrative support to Stratos Wealth Partners. Stratos Wealth Partners offers advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm employs an open-architecture investment platform and utilizes a range of affiliated and third-party sub-advisors to deliver tailored portfolio management and financial planning solutions.

Kathleen Short is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering tailored solutions across various client segments through an integrated financial group.

Phu Phan is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at infinex Investments, Inc. since 2016 and California National Bank since 2004. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory and financial planning services through a large network of investment adviser representatives and features a hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

Mc Kay Hardy is a Financial Advisor at Merrill Lynch Wealth Management. He works to connect clients with the people, plans, and processes that best align with their unique ambitions. Mc Kay helps clients pursue personal goals such as funding education, planning for retirement and potential healthcare costs, and creating personalized plans to achieve long-term family objectives. His approach considers each client's individual perspectives and priorities, aiming to bring simplicity and transparency to the complexities of investing. Mc Kay holds a Bachelor's Degree from Utah Valley University and is a Personal Investment Advisor (PIA). His professional philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Bank N.A., Elewish Inc, and Tristar Risk Management/Tristar Managed Care. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including serving as a swap dealer and futures commission merchant.

Joshua Klooz is a CFP® with eight years of experience in the financial industry, currently serving at Hightower Advisors since 2024. His prior roles include positions at Carson Wealth, CWM, LLC, Cetera Advisor Networks, and UBS Financial Services. He is a founding board member of Evergreen Classical School, a 501(c)(3) nonprofit. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering multi-manager solutions that incorporate affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternatives.

Alfonso Rodriguez Arriaga is a CFA® charterholder with four years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2023. His prior experience includes roles at Tarbox Family Office, GC1 Ventures, Wells Fargo, and Bank of America. EP Wealth Advisors serves individual, corporate, and retirement plan clients, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and provides ongoing monitoring, including ERISA plan services and access to alternative investments.

Haleh Homeh Behbahani is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and joined Goldman Sachs in 2026. Prior to her current role, she gained experience through various positions, including roles at George Washington University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to support its advisory teams.

Ronald Burkard is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and 65 credentials and has worked at Centaurus since 2005. Outside of his advisory role, he is involved in acting, participating in movies, TV shows, and commercials. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Jeffrey Regalado is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with GWN Securities since 2010 and has directed Titanium Financial & Insurance Services Inc. since 2013. Outside of financial advising, he serves as a trustee for a family grandchildren trust and holds executive roles in several startups and businesses, including a recruiting firm and a pharmaceutical contracts law office, and serves on the board of an aerospace manufacturing company. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings, utilizing a portfolio approach based on asset allocation and Modern Portfolio Theory, with some programs emphasizing market-timing and momentum-based strategies.

Danielle Wen is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at Castor Ventures and Retail Ecommerce Ventures. Outside of finance, she owns Lace and Liberty, a custom wedding dress retail business based in San Francisco, which she oversees without operational duties. Beacon Pointe Advisors serves a diverse client base including individual, institutional, and retirement plan clients, offering wealth advisory, consulting, standalone financial planning, and outsourced CIO services. The firm combines asset-allocation modeling with third-party Independent Managers, employs both active and passive strategies, and provides customized reporting and education, distinguishing itself with proprietary private fund management and interval fund advisement.

Emily Gemeinhardt is a financial advisor at Oppenheimer in Newport Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer, she worked at Starbucks and has a background that includes various roles in education and community settings. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs that include portfolio management, consulting, and financial planning. The firm employs varied investment strategies and supports both institutional and unaffiliated advisors through its consulting and retirement-plan services.

Ru Bai is a CFP®-certified financial advisor with six years of industry experience, currently with Independent Financial Group, LLC. Prior to joining Independent Financial Group in 2020, Ru Bai worked at Capital Financial Consultants Group Inc, Equity Services, Inc., True Path Financial, and Leyard American Corporation. Outside of financial advising, Ru Bai is involved in forming a CPA firm focused on bookkeeping and tax services for individuals and small businesses, where he manages marketing and client introductions. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, with services including brokerage, portfolio management, financial planning, and retirement plan solutions.

Gene Ka is a financial advisor at Beacon Pointe Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with Beacon Pointe Advisors since 2021. Prior to this, he operated his own RIA firm, Gene Ka RIA, for 25 years and was involved with APW Capital, Inc. since 2010. Outside of his advisory role, he is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, and retirement plans. The firm employs a manager-driven investment approach using a proprietary Focus List and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Richard Mccallister is a CFP® professional with 33 years of experience in the financial services industry. He is currently affiliated with PlanMember Securities Corporation and leads Palos Verdes Practice Management, Inc., a firm focused on managing financial practices. He also serves as an insurance agent for McCallister Financial Group, where he handles fixed annuities and life insurance products. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm uses a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios, offering education and support services to plan sponsors and participants.

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.

Mollie Privett is a CFP® professional with four years of industry experience, currently serving at EP Wealth Advisors. She has previously worked at Beacon Pointe Advisors, Morton Wealth, Pure Financial Advisors, and Northwestern Mutual. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Patricia Parker is a financial advisor at EP Wealth Advisors in Torrance, CA, holding a Series 65 license with nine years of industry experience. Her prior roles include positions at The Holben Group and Holben Hay Lake Balzer CPAs. She is also the managing partner of P3 Financial Services, where she occasionally performs financial consulting work outside of her firm responsibilities. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm uses customized model portfolios with a range of investment strategies and provides ancillary services such as tax preparation and estate-document support for qualified clients.