Angel Ventura is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with Eagle Strategies since 2009 and has operated Louis Ventura Insurance & Financial Services since 2008. Ventura has also maintained long-term affiliations with Nylife Securities Inc. and New York Life since the early 1980s. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutions, and plan sponsors, emphasizing tailored solutions and a predominantly non-discretionary asset management approach.

Scot Shier is a CFP® with 31 years of industry experience, currently affiliated with Money Concepts Capital Corp since 2019. He previously worked at Next Financial Group for 13 years. Outside of his advisory work, Shier serves as a board member for Crowdrank, Inc. and the Scripture Therapy Center, Inc., and holds director and consulting roles in community and health-related organizations. Money Concepts Advisory Service is an enterprise firm with approximately 431 advisors managing around $3.33 billion for nearly 14,700 clients. The firm offers portfolio management, financial planning, and consulting services using a combination of model portfolios, adviser-designed portfolios, and third-party sub-advisers, serving individuals, retirement plans, trusts, and institutional clients.

Matthew Aurelio is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He has been with Diversified Investment Services since 2014. Aurelio serves as a trustee for a family trust outside of his advisory role. Commonwealth Financial Network supports a national network of approximately 2,950 advisors by providing operations, technology, investment management, and compliance services. The firm offers a variety of advisory programs and model portfolios, allowing advisors discretion in portfolio construction alongside managed solutions.

Patrick Dailey is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked at multiple firms including Northwestern Mutual Investment Management and Acorns Securities. Outside of financial advising, he operates a notary signing business and manages a self-help project called PK's Quotes. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services with a variety of fee-based and commission-based investment programs. The firm utilizes proprietary and third-party model portfolios and operates as both a registered broker-dealer and an RIA.

Ryan Molesworth is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NIM Wealth Solutions, NIM Financial & Insurance and Annuity Solutions, Inc., BrightHouse Financial, Fan Insider LLC, and Fire Island Concessions. Goldman Sachs Wealth Services advises a broad client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers tailored financial planning and portfolio management, leveraging strategic allocation models and diverse investment platforms, with access to specialized programs and alternative investments through the broader Goldman Sachs ecosystem.

Christian Del Giorgio is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial, CUNA Brokerage Services, Schoolsfirst Federal Credit Union, Quest Capital Strategies, and Woodbury Financial Services. 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 under a hybrid adviser/broker-dealer structure that includes discretionary and non-discretionary account management.

David Boynton is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Eagle Strategies since 2002. Boynton is also active as a board member of the Orange Catholic Foundation, a charitable organization supporting the Diocese of Orange, California. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis.

Noel Vonuelos is a CFP® professional with 10 years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Mariner Wealth Advisors, JPMorgan Chase Bank, J.P. Morgan Securities, Mercer Allied Company, L.P., and The Ayco Company, L.P. He also held a role at the University of California early in his career. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a diverse range of portfolio strategies implemented through in-house managers and third-party advisers.

Catherine Cheng is a financial advisor at Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 credentials. She has experience with Bohan Consulting LLC since 2011 and previously worked at Quantum Wellness Botanical Institute and HBT Labs. Cheng has been with Transamerica Financial Advisors since 2026. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers advisory and broker-dealer services with a variety of program choices that include proprietary and third-party model portfolios, managed on either a discretionary or non-discretionary basis.

Linh Pham is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2021. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and J.P. Morgan Securities LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and integrates capabilities across the broader Goldman Sachs ecosystem.

Yuan Yao is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Yuan held roles at GWN Securities, Thaddeus Resource Center, and has experience working in educational institutions including California State Polytechnic University, Pomona, Mt. San Antonio College, and Mark Keppel High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Chambers is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Park Avenue Securities. Chambers also serves as lead pastor at Grace Community Church of Saddleback Valley, where he preaches weekly and oversees church operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory programs.

Charlotte Parnell is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Goldman Sachs & Co since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Nickel Designs. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, corporate participants, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Jordan Leonard is a financial advisor with TIAA-CREF in Irvine, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Morgan Stanley and multiple financial services firms. Outside of finance, Leonard works as a professional wrestler, performing in sports entertainment events. TIAA-CREF Individual & Institutional Services, LLC offers financial planning and managed account programs primarily to individuals linked to TIAA-administered retirement plans, as well as trusts and corporate entities. The firm distinguishes its planning services from ongoing discretionary management and operates within a vertically integrated structure that includes affiliated funds and donor-advised fund advisory services.

Olivio Gomez is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 designations and 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Edward Jones. Outside of advisory work, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning services. Schwab Wealth Advisory serves clients in the Schwab Wealth Advisory program and Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Charles Schwab’s asset-allocation models and internal research, with recommendations tailored to client goals and risk tolerance.

Xi Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at City National Bank and World Financial Group, alongside multiple tenures at Transamerica Financial Advisors. Chen is also involved in the sales of insurance and non-insurance products affiliated with his firm. Transamerica Financial Advisors, LLC serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio and third-party manager approach across multiple advisory platforms, managing approximately $1.7 billion in regulatory assets under management.

Max Matles is a CFP® with six years of industry experience, currently affiliated with SPC and Sigma Financial Corporation. He has operated Matles Wealth Management since 2019 and is also a published author. His background includes positions at Sender One, Orange Coast Community College, Fullerton College, Rock City, and the University of Redlands. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base including individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm supports a large advisory network delivering tailored, discretionary advice through various account programs and maintains distinctive operational features through its partnerships with Fidelity and other third-party providers.

Citlalli Rojas is a financial advisor with Eagle Strategies (New York Life) based in Corona, CA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, including roles at NYLIFE Securities LLC and New York Life Insurance Company since 2016. Rojas serves on several local boards, including the La Sierra Council Greater Riverside Chambers of Commerce, the Greater Riverside Chambers of Commerce executive board, and the Riverside Community Hospital Board of Trustees. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored advice and offers multiple program types, with most assets managed on a non-discretionary basis.

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.