Michael Zunino is a financial advisor with Eagle Strategies (New York Life) in Huntington Beach, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with New York Life Investments since 2010. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services often linked to insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Cody Boring is a financial advisor with Carson Wealth and holds a Series 65 designation. He has two years of industry experience and has previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, and in education with Norwalk La Mirada Unified School District and Biola University. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and property and casualty insurance. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

Jane Choi is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life, Eagle Strategies, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Randall Huntimer is a CFP® with 35 years of industry experience. He has worked at Centaurus Financial, Inc. since 2018 and previously held positions at Geneos Wealth Management Inc. and Schooner Financial Associates. Huntimer is also president of Starfire Financial, a property and casualty insurance business. 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 and portfolio management through the CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches and specialized advisory services.

Charles Garin is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

Christopher Capezuto is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been president of Financial Concepts Unlimited, Inc., an outside registered investment advisor, since 1997. 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 through both discretionary and non-discretionary arrangements.

James Yocom III is a financial advisor with OSAIC Institutions, Inc., holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Infinex Investments, LPL Financial, BCU Wealth Advisors, Baxter Credit Union, CUSO Financial Services, and U.S. Bancorp Advisors. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, leveraging a hybrid adviser/broker-dealer structure and providing access to alternative investments and lending solutions.

James Ostrander is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Eagle Strategies since 1999 and has worked with New York Life and Nylife Securities Inc. since 1993. Ostrander is also involved in brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

Lori Vanden Berg is a ChFC®-designated financial advisor with 27 years of industry experience, currently affiliated with Eagle Strategies (NY Life) since 2023. She has also worked with Nylife Securities Inc and New York Life Insurance Co since 2004. Outside of finance, she is involved in motivational speaking on topics such as positive attitude and team building, and is a consultant for Mary Kay products. Eagle Strategies serves a diverse range 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, with a significant portion of assets managed on a non-discretionary basis.

Cameron Rose is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 10 years of industry experience. He previously worked at Edward Jones for four years and spent one year with Capital Planning Group LLC. Beyond his advisory role, he operates a marketing DBA, Bridgepoint Financial Advisors. United Planners Financial Services is a national wealth-management enterprise serving a wide range of clients, including individuals, retirement plans, corporations, trusts, estates, and institutional investors. The firm utilizes both advisory and brokerage services delivered through independent representatives and employs a mix of custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Arthur Molina is a financial advisor at Hightower Advisors with a Series 65 credential and experience in the industry since 2021. His prior roles include positions at EP Wealth Advisors, Trilogy Financial, and Rottweiler Performance, following earlier work at AutoZone and UC Irvine. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, using a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research. The firm’s services include portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles and private funds.

Tong Zheng is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs Ayco in 2021, Zheng worked at Sterling Bank & Trust from 2018 to 2021 and attended the University of California, Davis. Outside of advisory work, Zheng serves as a real estate broker for Harvest Realty Development, Inc., providing brokerage services on a limited basis. Goldman Sachs Wealth Services offers 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.

Howard Ouyang is a financial advisor with HSBC Securities (USA) Inc. based in Yorba Linda, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. Ouyang has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2016. HSBC Securities (USA) Inc. offers managed account programs to a diverse client base including individuals, retirement accounts, charitable organizations, and corporations. The firm’s investment approach combines strategic and tactical asset allocation across multiple risk profiles and utilizes both discretionary and client-directed program types.

Courtney Mccutchan is a CFP® professional with eight years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior roles include positions at Bridge Advisory, LLC, Union Bank, and MML Investors Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Maricela Shenouda is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Merrill and Bank of America. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Charles Munoz is a financial advisor with Centaurus Financial, Inc. in Costa Mesa, CA, holding a Series 66 designation and 26 years of industry experience. He has been with Centaurus Financial since 2005. Munoz teaches retirement planning at Santiago Canyon College and serves as a board member of a local homeowners association. Centaurus Financial, Inc. provides advisory and brokerage services to a broad client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management services through both discretionary and non-discretionary arrangements.

Nathaniel Spruiell is a Series 65-licensed financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. Prior to joining Beacon Pointe in 2024, he was employed at Kane Investment Management Inc. for six years and has held positions in both academic and professional settings, including at Santa Clara University and De Anza College. Beacon Pointe Advisors offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional investors. The firm employs a blend of active and passive investment strategies, combines asset-allocation modeling with third-party independent managers, and provides comprehensive reporting and education services.

Hadi Hassan is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2003 and has worked with New York Life Insurance Company and NYLife Securities Inc. since 1993. Outside of his advisory role, Hassan is involved in insurance brokering for non-registered insurance products and invests passively in cryptocurrency. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of program types focused on tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Andrew Fuller is a CFP® professional with 20 years of industry experience, currently serving at Creative Planning since 2013. He holds a Series 66 license and is based in Irvine, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process featuring low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Michael Mc Callister is a financial advisor with PlanMember Securities Corporation and holds a Series 65 designation. He has recent experience working at McCallister Financial Group and Palos Verdes Practice Management. Prior to his advisory roles, his work history includes Deloitte and positions in education. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, offering fiduciary oversight, participant investment options, and educational support. The firm employs a top-down strategic asset allocation process with risk-based mutual fund portfolios and utilizes third-party custodians while maintaining dual registration as a broker-dealer and investment adviser.