Dominica Henderson is a CFP® with 13 years of industry experience, currently affiliated with CWM, LLC. Her prior experience includes a twelve-year tenure at Haussmann Financial Inc. She also operates a separate financial planning LLC for accounting purposes and works part-time as an insurance agent. 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 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and having nine years of industry experience. He has worked with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2016, and he operates under his own firms, Lozano Financial Strategies and Insurance Solutions LLC, and Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and fiduciary responsibilities, offering a range of program types primarily managed on a non-discretionary basis.

Philip Board is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2014. Outside of advisory work, he is involved in elder care benefits planning, estate planning facilitation, financial education, and is a co-author of books on retirement and personal finance; he also hosts a financial-themed podcast. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary arrangements along with specialized advisory services.

Joanne Kuy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 20 years with The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves on the Investment Committee of St. Margaret of Scotland Episcopal School, a nonprofit educational institution in San Juan Capistrano, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial services within a large diversified financial group to deliver tailored wealth management solutions.

Nicholas Schell is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has one year of industry experience and has worked in various roles including positions at Goldman Sachs & Co. LLC and KPMG Espana. Outside of finance, his work history includes roles in hospitality and retail sectors. 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 investment models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple account and pricing platforms.

Jason Santos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he serves as president of JPS Financial Services, Inc., a life, health, and disability insurance firm, and is involved in estate planning education as a member of an estate planning team. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

Hector Hernandez is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 credentials and no prior industry experience. He has been involved in multiple business activities including mobile notary services since 2026 and has held roles in various private companies spanning real estate, therapy services, and asset management for over a decade. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, and charitable organizations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, managing approximately $2.1 billion in assets across discretionary and non-discretionary accounts.

Edward Oxford is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Kestra Advisory since 2017, following seven years at LPL Financial. Outside of advisory work, he conducts theological presentations and research through a nonprofit documentary film project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting clients with multiple management platforms and third-party managed solutions.

Monica Chandra is a CFP® professional affiliated with Osaic Institutions, Inc., based in Garden Grove, CA, with 22 years of industry experience. Her career includes roles at Infinex Investments, CUNA Brokerage Services, SchoolsFirst FCU, LPL Financial, and Orange County's Credit Union. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary assets.

Mariday Taruc is a financial advisor at GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with GWN Securities since 2010 and is a part owner and director at Titanium Financial & Insurance Services Inc., which she joined in 2013. In addition to advisory work, she is a certified tax preparer and provides bookkeeping services as a sole proprietor. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes a range of tactical, momentum-based investment strategies alongside model portfolios and discretionary management.

Philip Ho is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at Buckingham Strategic Wealth, LLC and Wealth Management Group, LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Eric Sirich is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles in pharmacy and healthcare, including work as a pharmacist at Walgreens, along with involvement in estate planning services through LSPN Pro LLC and Inheritguard, LLC. He also serves as Treasurer of the Inland Empire Pharmacists Association, a nonprofit local affiliate. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers advisory and broker-dealer services with proprietary and third-party model portfolios and maintains assets under management in discretionary and non-discretionary programs.

Jacob Conway is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWFS Equities, Morgan Stanley, Robinhood Financial, and JPMorgan Chase. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm uses an integrated service model connected to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing in its planning approach.

Christopher Blades is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 23-year tenure at Mercer Allied Company, L.P. Outside of his advisory role, he is the owner of Llama Joe's LLC, a personal residence holding company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, 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 that includes banking and futures capabilities.

Aditya Vashi is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He has been with Goldman Sachs / Ayco since 2022 and previously worked in educational and retail sectors, including positions at Silver Oak Learning K-12 and Walmart Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of specialized affiliate capabilities.

Sean Lee is a financial advisor at Farther with 14 years of industry experience. He holds a Series 66 designation and previously spent 15 years at Hollencrest Capital Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm’s approach is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing, using a range of investment vehicles supplemented by AI tools under internal review.

Westley King is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 1994. Outside of his advisory role, King serves as Executive Vice President of Brokerage Design and Development, Inc., where he creates training curricula and organizes workshops. 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, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a range of investment approaches.

Stephen Lee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory and previously held roles at Charles Schwab & Co., Inc., IIYGroup LLC, and Research Affiliates. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm emphasizes asset allocation and investment selection based on Schwab’s internal research and standard models, with recommendations tailored to individual client goals and risk tolerance.

Kevin Suen is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Merrill, American Funds, and Principal Financial Group. 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 abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Charles Burling III is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to his advisory role, he was involved with Academy Jiu Jitsu and Kickboxing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.