Darren Henderson is a financial advisor with Corient, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Corient-affiliated entities since 2015, including Corient Capital Partners, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party managers, with continuous portfolio monitoring and risk management tools.

Carin Luyben is a financial advisor at Goldman Sachs Wealth Services with 14 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a decade at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Arvind Mehta is a financial advisor with Principal Financial Services in Irvine, CA, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at GT Securities, Ducat Capital Partners LLC, and various firms in the financial services sector. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Stephen Ripic is a financial advisor at Mariner with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Cambridge Investment Research Advisors and Capital Synergy Partners. Outside of advising, he is an independent insurance agent for various companies. Mariner serves a diverse client base ranging from individuals and high-net-worth households to pension plans and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm’s approach includes customized discretionary portfolios supported by in-house research and third-party managers, with integrated tax and accounting services not commonly found in large advisory enterprises.

Matthew Belfanti is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Infinex Investments, First Bank Wealth Management, RSM US Wealth Management, and AdvicePeriod. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Dan Chang is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience, including over 14 years at Transamerica Financial Advisors and 25 years with Wfgia. Outside of his advisory role, he is a 50% owner and broker at Ponderosa Realty. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes a model portfolio and third-party manager approach, delivering services through multiple platforms such as Transamerica ONE and TFA365.

Jonathan Acosta is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 66 license with 13 years of industry experience. He has been with Beacon Pointe Advisors since 2013 and is also a licensed insurance agent involved in the sale of life and accident/health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a proprietary manager selection process and offers discretionary wealth management, financial planning, outsourced CIO solutions, and fiduciary services.

Brian Kirk is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 designations and 28 years of industry experience. He previously worked at Guardian Life Insurance Co. of America, Ohio National Financial Services, and The O. N. Equity Sales Company. Outside of his advisory role, he is licensed as an independent insurance agent selling fixed insurance products through his own business, Brian Kirk Life Insurance Sales. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Elizabeth Otoole is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. She has been with Goldman Sachs Ayco since 2021 and previously worked at Bodhi Leaf Trading Co, Chapman University, Target, and Mater Dei High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Drew Sherwood is a CFP® affiliated with Hightower Advisors in Newport Beach, CA. He has experience at Russell Investments and has previously worked in education at Boise State University and Sumner High School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Frances Maniscalco is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Pinnacle Financial Resources, MML Investors Services, and MassMutual Life Insurance Company. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base ranging from individuals to corporations, offering financial planning, portfolio management, retirement-plan consulting, and specialized annuity and variable life account management through its CLASSIC Plus platform.

Nichole Diaz is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Beacon Pointe Advisors and its predecessor entities since 2013. Outside of her advisory role, she is involved with Barr Realty, where she assists as a broker of title for residential real estate transactions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and OCIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, offering comprehensive reporting and specialized private fund partnerships.

Jeffrey Wolfe is a financial advisor at Equity Services, Inc. with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Morgan Stanley, UBS Financial Services, and New York Life Insurance Co. Wolfe is also licensed as an insurance agent through True Path Financial and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm operates as both a broker-dealer and SEC-registered investment adviser, offering advisory programs that combine long-term strategies with options for shorter-term trading and utilize multiple third-party asset managers and model portfolios.

Jose Dosal Jr. is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Citibank since 2004. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal standards and oversight committees to select and monitor managers, providing solutions that include separately managed accounts, mutual funds, ETFs, alternative funds, and exposure to digital-asset products.

Jeffrey Demaio is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 63 designation and over 31 years of industry experience. He previously worked at Ayco/Mercer Allied Company, L.P. for 27 years before joining Goldman Sachs in 2021. He serves as an Investment Committee Member at St. Joseph Hospital Foundation. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as executive wealth and private family office support within a large integrated financial group.

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 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.