Kile Kropko is a CFP® and holds a Series 65 license, currently serving as a financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning, he worked at Roth Staffing Company and Apple. He has also been involved with the Orange County Baseball Officials Association. 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 emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure.

Mitchell Taing is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. He has worked with NYLIFE Securities, LLC and New York Life Insurance Co since 2018. Taing also operates Taing Financial Wealth and Insurance Solutions, LLC and is appointed as an insurance broker for non-registered products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes customized solutions across multiple program types and manages a majority of its assets on a non-discretionary basis, often working with institutional plan sponsors.

Jeffrey Fields is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked since 2011. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, and family office services, employing a primarily long-term investment approach with customized portfolios and a selection of internally managed and third-party strategies.

Loren Ehlers is a financial advisor at Centaurus Financial, Inc. with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2004. In addition to his advisory role, he owns a wholesale clothing supply business called Too Ripped and manages Tame Financial Services, which sells life insurance and fixed annuities. 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 its CLASSIC Plus platform, with both discretionary and non-discretionary arrangements.

Debra Curry is a CFP® with 39 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her prior roles include positions at Yosemite Capital Management and Syndicated Capital Inc, where she worked for 16 years each, as well as Bridge Advisory LLC. Outside of advisory services, she 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 charitable organizations. The firm emphasizes asset allocation across third-party independent managers, employing both active and passive strategies alongside a formal manager due-diligence process.

Steven Rodriguez is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2019, he served four years in the United States Marine Corps. Outside of advising, he manages a rental property in Huntington Beach, CA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary options.

Alyssa Martinez is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. She holds the Series 66 designation and has previously worked at Elevate Wealth Management and Modern Wealth Management. Martinez also sells fixed term insurance as an agent for Elevate Insurance Group. 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, retirement-plan consulting, and specialized advisory services, utilizing a range of investment approaches across discretionary and non-discretionary arrangements.

Christopher Haberl is a ChFC®-designated financial advisor with 34 years of industry experience, currently with Centaurus Financial, Inc. since 2013. He has been involved in the Direct Insurance Business for over 30 years. Outside of advisory services, he owns and operates a retirement planning workshop and participates as an investor in private biotech-focused investment funds. Centaurus Financial, Inc. serves a diverse clientele including individuals, families, businesses, and institutions, offering financial planning, portfolio management, and retirement-plan consulting. The firm employs a variety of investment analysis techniques and provides both discretionary and non-discretionary services through multiple platforms and approved third-party managers.

Jeremiah Pangan is a financial advisor with Prime Capital Financial holding a Series 66 designation and nine years of industry experience. He has worked with firms including 20/20 Financial Advisers of San Diego, Ameritas Investment Corp, and 2020 Capital Management. Outside of advising, he serves as a board member of Mountain View Church, overseeing church operations and budgeting. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for private investments.

Robert Mauldin II is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2013. Outside of his advisory role, he instructs CFP candidates at the University of California Irvine. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with specialized market roles, providing a broad range of advisory and execution services.

Amber Lembo is a CFP®-credentialed financial advisor with four years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to that, she was employed at Purshe Kaplan Sterling Investments and Integrated Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes.

Yiwei Li is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 designations and four years of industry experience. Prior to joining Citigroup in 2026, Yiwei worked at JPMorgan Chase Bank and J.P. Morgan Securities, and has entrepreneurial experience with Yingfu Branding in Shanghai and Evey Jewelry. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services supported by in-house research, extensive manager oversight, and multi-asset, multi-manager strategies.

Robert Bukacek is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes multiple roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he operates a life coaching podcast. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs, using both proprietary and third-party strategies.

Lucas Dipietro is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Centaurus Financial since 2016. Outside of his advisory role, he serves on the board of a nonprofit organization where he advises on finance and budgeting, and he is involved in property and casualty insurance as well as health insurance sales. 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 the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

John Choi is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, CrossStar Financial and Blue Cedar Financial and Insurance Solutions. Choi serves as a board member for Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach to underserved communities. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Rudolph Brandes is a CFP® professional with 11 years of experience currently advising at Mercer Global Advisors Inc. in Newport Beach, CA. His prior experience includes roles at Jackson Financial Management. Outside of advising, he serves on the finance committee of the Woodbridge Village Association, is a board member of the Vista Verde Foundation, and is the founder and principal consultant of Rudymentary AI Consulting LLC, which provides AI strategy and training services. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of investment vehicles and specialized programs.

Ananta Chhippi Mourya is a CFA® charterholder currently with Beacon Pointe Advisors, LLC, bringing one year of industry experience. Prior to joining Beacon Pointe, Mourya held roles at MassMutual Life Insurance Company, MML Investors Services LLC, Grodin Financial Services, Center Point Inc, and Lincoln University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

David Tang is a Series 65-licensed financial advisor with NewEdge Advisors, where he has worked since 2024. He has two years of industry experience and previously spent ten years at UCI Medical Center and five years at St. Joseph's Hospital. NewEdge Advisors is a large 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 range of portfolio management, financial planning, retirement consulting services, and access to third-party managers, emphasizing centralized due diligence and technological tools to support advisors and clients.

Jeremy Mincks is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Stratos Wealth Partners, Ltd since 2016 and previously at LPL Financial and Edward Jones. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with proprietary and third-party strategies across multiple custodians.

Robert Nguyen is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of tailored offerings, leveraging its integration within a large financial group to provide comprehensive wealth management solutions.