Raymond Stellhorn Tavera is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Blue Cedar Financial and Insurance Solutions, AlpenWeis Financial & Insurance Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he serves as an independent contractor for the United Soccer Coaches Convention, assisting with event coordination. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Samuel Sutterfield is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Wells Fargo Clearing and Wells Fargo Bank N.A. Outside of his advisory role, he is involved in several business activities including ownership of entities focused on tax preparation, legal document preparation, insurance sales, and he is a minority owner of a video production company. 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 a range of financial planning and portfolio management services through the CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Makoa Hotz is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory duties, he works as an independent contractor in insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and institutional services.

Richard Sturm is a financial advisor with NewEdge Advisors holding Series 63 and Series 65 licenses and has 35 years of industry experience. His prior career includes twenty years at National Planning Corporation and nine years at LPL Financial. Outside of his advisory work, he is also a motivational speaker and educator. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, with a focus on combining in-house and third-party strategies supported by centralized due diligence and technology tools.

Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

Dennis Cunningham II is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Parkland Securities since 2014 and Precision Wealth Financial & Insurance Services since 2003. Outside of his advisory role, Cunningham is involved as a board member and partial owner of Complex Healthcare Solutions, where he contributes to sales and operational processes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies that include discretionary management, rebalancing, and co-advisor arrangements with third-party managers.

Eugene Stoeckly is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at firms including UBS Financial Services and Morgan Stanley. Stoeckly is a founding principal of Crown Bay Wealth and serves as treasurer for Harborview Dads, a local nonprofit supporting an elementary school. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that utilize mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Daniela Reyes is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Empower Advisory Group, she worked at Wells Fargo Clearing Services LLC and Wells Fargo Bank NA. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning services.

Jonathan Estrada is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds the Series 66 designation and previously worked at Big Bear Mountain Resorts from 2014 to 2018. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm uses a combination of fundamental and technical analysis and provides both discretionary and non-discretionary investment arrangements.

Quinn Hamilton is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Corvus Wealth Advisors and Goldman Sachs. Outside of finance, he has worked in the food service industry, including roles at Giuseppe's Cucina Rustica, Jamba, and Domino’s Pizza. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research tools, leveraging the broader Goldman Sachs ecosystem to provide a wide range of tailored advisory services.

Spencer Johnston is a financial advisor at Carson Wealth with five years of industry experience. He holds Series 66 and Series 63 licenses and has held roles at firms including Thrivent Financial and Ameriprise Financial Services. Johnston’s prior work includes a 15-year tenure at EWI Worldwide. Carson Wealth operates an enterprise platform overseeing approximately $50.6 billion through more than 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, with an investment approach guided by an Investment Committee that manages model portfolios and provides tailored solutions including custom indexing and alternative investments.

Jason Bettendorf is a Series 65-credentialed financial advisor with Schwab Wealth Advisory in Irvine, CA. He has 14 years of industry experience, including 13 years at Wells Fargo and recent roles at Charles Schwab & Co., Inc. and Schwab Wealth Advisory. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice and financial planning based on firm-developed asset allocation models and research tools. The firm offers at-least-annual portfolio reviews and typically recommends separately managed accounts managed by third-party or affiliated money managers.

Abbass Agahi is a financial advisor at Eagle Strategies (NY Life) with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Infinite Wealth Financial & Insurance Services since 2010. Agahi has been affiliated with Eagle Strategies and New York Life-related entities since the late 1990s. Outside of his advisory work, he is involved in brokering non-New York Life products through his DBA, Infinite Wealth Financial and Insurance Services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Manorama Pai is a CFP® and holds a Series 65 license, with 19 years of industry experience. She is currently with Independent Advisor Alliance, LLC in Irvine, CA, and previously worked over 13 years at Fountain Strategies, LLC and five years at Financial Advocates Investment Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering a range of services such as asset management, financial planning, wealth coaching, and retirement plan consulting. The firm employs a network model with independent advisory representatives and integrates technology platforms to enhance portfolio management and estate planning.

Jeffrey Davis is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Raymond James & Associates and Ameriprise Financial Services. His background includes roles in financial services as well as outside employment related to investment activities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Gregory Walters is a Series 66-credentialed financial advisor at Corient with 19 years of industry experience. He has held various roles within Corient and its affiliates since 2015. Walters serves as an Investment Committee Member for The Pacific Symphony. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

Mark Gieser is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Crown Capital Securities, Lp and SII Investments, Inc. In addition to his advisory work, he operates a tax preparation business. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with both passive and active investment exposures.

Lisette Ramos is a financial advisor at Centaurus Financial, Inc. with 2 years of industry experience. She holds the Series 65 and Series 63 designations. Her prior work experience includes roles at Michael DiPietro, CPA, Raising Canes, Skyzone, Cal Poly Pomona, and Gladstone High School. Centaurus Financial, Inc. serves a diverse client base, including individuals, families, businesses, trusts, and foundations, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a combination of discretionary and non-discretionary management with varied analytical approaches and provides specialized services such as advisory management of annuity and variable life sub-accounts.

Martin Vanamen is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He has held roles at Centaurus since 2012, including its predecessor entity, and briefly worked at Ameriprise Financial Services Inc. Vanamen holds Series 63 and Series 65 licenses. Outside his advisory role, he is involved in health insurance sales and business consulting, connecting clients with business brokers on a finder's fee basis. 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, retirement-plan consulting, and specialized advisory services, using both discretionary and non-discretionary arrangements with a variety of analytical approaches and access to model overlay programs and approved third-party managers.

Manuel Ramos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a ChFC® designation and Series 63 license, with 37 years of industry experience. He has been with Centaurus Financial since 2011 and also has a longstanding affiliation with PSP Financial since 1994. Ramos is involved in media as the owner of a radio and TV outlet under the name Ramos Economia or Ramos Finanzas. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary portfolio management alongside specialized financial planning and consulting services.