Gary Corderman is a financial advisor at Farther with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Goldman Sachs for six years and Halbert, Hargrove & Co. for nineteen years. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using proprietary algorithmic model portfolios and offers discretionary investment management, retirement plan consulting, and non-discretionary recommendations for private investment funds.

Howard Qu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at World Financial Group, INC., DebtMerica, and his own firm, Howard Hughes Qu & Associates, Inc. In addition to advisory work, he manages corporate compliance and tax matters for his firm. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, and charitable organizations, delivering services through a large advisor network and multiple program platforms that utilize model portfolios and third-party managers.

Anna Vo is a CFP® professional with EP Wealth Advisors and has been with the firm since 2022. Prior to joining EP Wealth Advisors, she worked in the mortgage lending industry at firms including Sprout Mortgage LLC and Stearns Lending LLC. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process for portfolio management and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

Luc Ceci is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked with Eagle Strategies, NYLife Securities, and New York Life. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory, incorporating low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by financial, tax, retirement, and estate planning services.

Stephen Reiches is a financial advisor at EP Wealth Advisors with 19 years of industry experience. He holds a Series 65 designation and previously worked at Rappaport Reiches Capital Management, LLC for 14 years. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Alain Brito is a financial advisor with NewEdge Advisors in Irvine, CA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Securities America Advisors, John Stokes Financial, and Investacorp. Brito is also an Associate Financial Advisor at PacificView Wealth Management, where he is involved in investment management, financial planning, and wealth management. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

James Meussner is a CFP® with five years of industry experience and currently serves as a financial advisor at Creative Planning. His prior roles include positions at Charles Schwab, Tarbox Family Office, and Principal Securities. He has also been involved in entrepreneurial ventures such as 10 Point Pizza Inc. and Corona Del Mar Pizza Co. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure and institutional services.

Brody Dorsh is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Elevate OC, and San Diego State University. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and tools with a variety of fee arrangements and platforms to tailor strategies to client objectives.

Joel Archer is a financial advisor at Centaurus Financial, Inc. with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Independent Financial Group and Summit Brokerage Services. Archer is also the owner of Archer Financial Services LLC, a marketing DBA. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions, offering financial planning, portfolio management, and specialized advisory services through a range of discretionary and non-discretionary arrangements.

Ryan Collette is a financial advisor with EP Wealth Advisors in Torrance, CA, holding a Series 66 designation and 14 years of industry experience. His prior roles include positions at RWA Wealth Partners, Polaris Wealth Advisory Group, and Polaris Greystone Financial Group. EP Wealth Advisors serves individuals, corporate clients, and retirement plans by providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. The firm uses customized model portfolios and a blend of analytical approaches, including fundamental, technical, and cyclical analysis, while also offering services related to ERISA plan management and private fund recommendations.

Joseph Querriera is a CFA® charterholder with 13 years of industry experience, currently serving as a financial advisor at RBC Rochdale, LLC. He has been with City National Rochdale and affiliated entities since 2012 and has overall financial services experience dating back to 2004 at City National Bank. Outside of his advisory role, he is the managing member of You Turn Music, LLC, a music products manufacturing business. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities, offering discretionary and non-discretionary portfolio management with a multi-strategy approach that integrates quantitative analysis and fundamental research across a variety of asset classes.

Dawson Halvorson is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Investment Services LLC. Outside of his advisory role, he is affiliated with Vanguard University. Eagle Strategies serves a diverse group of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm emphasizes tailored solutions and manages the majority of its assets on a non-discretionary basis.

Frank Patzke is a CFP®-certified financial advisor with 47 years of industry experience. He has been with EP Wealth Advisors since 2019 and previously worked at FP Financial Services, Inc. and LPL Financial, LLC. Outside of his advisory work, he is involved with FSKS Properties, a real estate rental business. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation.

Michael Byrne is a financial advisor at Equity Services, Inc. with 12 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at True Path Financial, MML Investor Services, and Mass Mutual. Outside of his advisory work, he serves as a committee head for an organization focused on raising awareness of Alzheimer's disease. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently employs third-party asset managers and model portfolios, and combines long-term strategies with options for shorter-term trading and specialized instruments.

Sandra Castro is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has four years of industry experience. She has worked at Goldman Sachs since 2021 and previously held roles at The Ayco Company, L.P. and Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers to deliver tailored wealth management solutions across multiple client segments.

Han Chen is a CFA® charterholder with 27 years of industry experience, currently serving at Principal Financial Services. He has been with Principal Securities Inc and Principal Life Insurance Co since 2008. In addition to his advisory role, he sells fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel stationed abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under multiple advisory and promoter arrangements.

Yisen Cai is a CFP® with 11 years of industry experience and is currently with OSAIC Advisory Services, LLC in Newport Beach, CA. His prior roles include positions at Triad Hybrid Solutions, Mercer Global Advisors Inc., and Barnwell Consulting LLC. Outside of his primary advisory work, he is involved in managing wealth through William and Wade Wealth and also owns a business focused on selling and managing life insurance and annuity products. OSAIC Advisory Services, LLC is an SEC-registered investment adviser serving individuals, pension plans, corporations, trusts, and other entities. The firm provides a range of services including investment management, financial planning, retirement plan consulting, and access to alternative investments through various program models and third-party platforms.

Madisen Karlson is a CFP® with five years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. Her prior roles include positions at Austin Private Wealth, The Real Wealth Collective, and The Vanguard Group. In addition to her advisory work, she serves as an adjunct faculty member at Idaho State University, teaching financial literacy and related topics. EP Wealth Advisors is a registered investment adviser that serves individual, corporate, and retirement plan clients with customized wealth management, discretionary portfolio management, and financial planning services. The firm employs a mix of fundamental, technical, and cyclical analysis and offers ancillary services including tax preparation and estate-document preparation for qualified clients.

Cameron Hebert is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he was with The Ayco Company, L.P./Mercer Allied from 2018 to 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a range of platforms supported by proprietary and third-party analytics.

Tana Hausch is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and four years of industry experience. She has worked with Dynex Group Benefits Solutions and operates as an independent commercial real estate agent. Her background also includes roles at Wfgia and World Financial Group. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors and employer-sponsored plans. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors.