Eric Brillant is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 23 years of industry experience. He previously worked at LPL Financial for 12 years before joining Centaurus Financial in 2019. Outside of his advisory role, he serves as president of Brillant and Associates and is involved in the sale of fixed insurance, disability, long-term care, and individual term insurance products. Centaurus Financial provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management, with advisors employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Austin Rouk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He has been affiliated with Beacon Pointe Advisors since 2017 and also works with Beacon Pointe Insurance Services, LLC as a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse clientele including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Ryan Stockbauer is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and four years of industry experience. His work history includes roles at Goldman Sachs from 2020 onward, with earlier experience outside the financial sector. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning, portfolio management, and specialized executive wealth programs, utilizing both discretionary and non-discretionary strategies supported by proprietary research and a broad affiliate network.

Olivia Sula Wang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and three years of industry experience. Her prior roles include work at InheritGuard and LSPN Direct. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios with discretionary and non-discretionary management options.

Justin Medeiros is a financial advisor with Rockefeller Financial LLC in Los Angeles, CA, holding a Series 66 designation and nine years of industry experience. He has worked at UBS Financial Services since 2014. Rockefeller Financial LLC serves ultra-high and high-net-worth individuals, families, family offices, charities, corporations, and retirement plans by providing wealth management, financial planning, portfolio management, and retirement plan consulting. The firm integrates wealth, trust, and insurance services and offers access to alternative and private investments through a recapitalized ownership structure with institutional minority owners.

Susanna Pinto is a CFP® professional currently with Creative Planning, LLC. She has worked in the financial services industry since 2022, including prior roles at Perigon Wealth Management and Oliver & Greb Capital Management. Outside of finance, she has experience in education, having worked at Shanghai Livingston American School. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm employs a financial planning–led investment approach focused on low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated investment infrastructure.

Daniel Chang is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He is also the owner of Paving Roads Financial Strategies and Insurance Solutions LLC, through which he brokers non-registered insurance products. Chang has worked with New York Life and its affiliates since 2008. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, emphasizing a largely non-discretionary asset management approach within an integrated New York Life affiliate structure.

Michael Legaspi Jr. is a financial advisor at Oppenheimer with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following roles at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he engages in photography and videography for amateur travel and club youth sports teams. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Chase Payne is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Wells Fargo Clearing, Golden State Wealth Management, LLC, and LPL Financial. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with unique market roles, providing both discretionary and non-discretionary strategies that include exposure to alternative and digital-asset products.

Gavin Haley is a financial advisor at MAI Capital Management, LLC with a Series 65 credential and one year of industry experience. Before joining MAI Capital Management in 2026, he held various roles outside the financial industry, including working at Puesto Mexican Food and The Farms Golf Club. MAI Capital Management provides investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base, including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management across multiple strategies and integrates financial planning with tax and administrative services.

Austin Kastenberg is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential. He has been with Beacon Pointe Advisors since 2021, with prior experience at San Diego State University's Fowler College of Business and Right Way Insurance Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Alexis Melchor is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds the Series 65 and Series 63 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. 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 through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a mix of fundamental, technical, bottom-up, and top-down investment analysis.

Robert Thomas is a Series 66-credentialed financial advisor with 14 years of industry experience. He has been with GWN Securities Inc. since 2016. In addition to his advisory role, he works as an independent agent placing fixed annuities and insurance products aimed at providing guaranteed benefits to suitable clients. GWN Securities provides investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning services. The firm employs a mix of sub-advisers and model-based allocations, incorporating tactical trading strategies in certain legacy programs.

Joy Anne Marie Gonzales is a financial advisor at Rockefeller Financial LLC with four years of industry experience. Her career includes roles at Merrill Lynch, Bank of America, and J.P. Morgan Securities. She holds Series 63 and Series 66 designations. 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, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Anthony Guinane is a financial advisor at Sanctuary Advisors, LLC with 27 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for 12 years. Guinane is also the founder and managing partner of Dial Square Private Wealth, an investment advisory business. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party platforms to implement strategies, supported by its integrated affiliate structure and recent consolidation activities.

Steven Henningson is a financial advisor with CWM, LLC in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His previous roles include positions at Cetera and Applied Financial Planning. Outside of his advisory work, he volunteers on the advisory board of The Effect Recovery Ministry and supports the Ronald Reagan Presidential Foundation & Library. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of partner offices. The firm provides portfolio management, financial planning, sub-advisory, and retirement plan services using model portfolios, a combination of fundamental and technical analysis, and access to alternative investments.

Colton Petty is a CFP® certificant with eight years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Newport Beach, CA. His work history includes roles at Northwestern Mutual Investment Services and several independent advisory firms prior to joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering a range of advisory services including investment management, financial planning, and family office support. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios constructed with low-cost ETFs, index funds, and other vehicles, alongside educational content and specialized client services.

Erick Mccreight is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 19 years at Ayco/Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with access to a broad range of investment and banking capabilities.

Julia Donnelly is a financial advisor at Empower Advisory Group with two years of industry experience. She holds Series 66 and Series 63 licenses and has worked at firms including Wells Fargo and Comprehensive Advisor LLC. Her background also includes roles outside finance, such as media work at Media Play News and teaching at Tri-City Christian High School. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to certain retail brokerage clients. The firm uses an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in its planning services.

Avinash Pai is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at Revant Wealth, Provence Wealth Management Group, and LPL Financial. Pai also serves as an adjunct professor, occasionally teaching in the personal financial planning program at UC Irvine’s Graduate School of Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, employing a network model of advisory representatives and utilizing various investment strategies and technology platforms to deliver client services.