Nicholas Ellis is a financial advisor at Kestra Advisory with 42 years of industry experience. He previously spent 25 years at Centaurus Financial, Inc. In addition to his advisory role, Ellis is president of Ellis Advisory Group, where he prepares tax returns. Kestra Advisory provides investment advisory and retirement-plan consulting services to institutional and individual clients, offering a range of solutions including fiduciary consulting, plan design, and manager due diligence.

Anissa Attard is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2012. Outside of her advisory role, she is involved in coaching mindset programs through Strong Confident Living and owns Integrite Insurance Group, which sells group benefits. Centaurus Financial, Inc. serves 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, employing both discretionary and non-discretionary arrangements with a variety of analytical approaches.

Nathan Peters is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 20 years of industry experience. He has held roles at multiple firms including Peters Investment Management, Inc., Npb Financial Group, LLC, and David J. Peters Financial Services Inc. Outside of advisory work, Peters serves as president of David J. Peters Insurance Services, focusing on life, health, disability insurance, and annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized services such as advisory management of annuity and variable life sub-accounts, employing a combination of fundamental and technical analysis.

Kevin Fryc is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 license and has previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Republic Bank, Ernst & Young, LLP, and Cohnreznick LLP. His background includes roles in both financial services and accounting. Goldman Sachs Wealth Services serves a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management through personalized strategies and access to resources across the Goldman Sachs ecosystem.

Arthur Castro is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with J.W. Cole Advisors and its affiliated entity since 2013. Outside of his advisory role, he serves as president of the Cowan Hills Homeowners Association board and works as a professional ski instructor and trainer during weekends and winter months. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of more than 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions.

Kevin Shah is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has held roles at several firms including LPL Financial, Provence Wealth Management Group, and Revant Wealth Management. Shah also serves as a lecturer for the University of California, Irvine's Department of Continuing Education and operates KSHAH Consulting LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with numerous advisory representatives who utilize discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms.

Michael Oliver is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. He has held roles at both firms since 2012, alternating between Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, he serves as a board member of the June Lake Fire Department. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Na Li is a financial advisor at Citigroup Global Markets with four years of industry experience. She holds the Series 66 designation and has worked at Citigroup since 2019, including a prior role at Citibank. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies and combines large institutional scale with unique market roles, including in-house research and involvement in derivatives and futures services.

Joseph Colianni Jr. is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation. He joined the firm in 2025 and has prior experience at Robert Baird & Co. and various roles outside the financial industry, including positions at the American University of Rome and community organizations. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jared Walker is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC, Mammoth Wealth Management, Mammoth Mountain LLC, and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager approaches, utilizing both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques covering various investment vehicles.

Thomas Kim is an advisor with Integrated Wealth Concepts LLC in Irvine, CA. He has been with the firm since 2026 and has over 22 years of experience in accounting with Wright Ford & Young, CPA. 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, and family office services, utilizing customized portfolios that combine mutual funds, ETFs, equities, and fixed income with both long-term and tactical approaches.

Nicolae Cristea is a CFA® charterholder at Corient with seven years of experience at the firm, following a prior eight-year tenure at Pacific Alternative Management Company. He also manages Oomka Solar, LLC, a solar power generation business. Corient offers investment advisory and financial planning services to a wide range of clients, utilizing a goals-based, team investment approach that integrates in-house strategies with third-party solutions and specialized private fund platforms.

Sean Burr is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 11 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he owns and operates a direct clothing sales business and serves as an assistant manager at a client-services firm. 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 its CLASSIC Plus platform, employing both discretionary and non-discretionary approaches with a mix of fundamental and technical analysis.

Dale Hancock is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Team Advisors Group and Cetera ADVISORS LLC and has operated tax preparation and insurance services businesses under Legacy Financial and other entities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and delivers education and support services including seminars and personalized retirement planning.

Mathew Lee is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2018 and previously spent 13 years at The Ayco Company, L.P./Mercer Allied. 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 integrated services through a large financial group with specialized programs such as Executive Wealth and Private Family Office support.

Juan Guzman is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and 17 years of industry experience. He worked at Wells Fargo Bank NA from 2005 to 2021 before joining Citigroup in 2021. Outside of his advisory role, Guzman owns a residential landscaping business in Westminster, CA. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains unique institutional roles such as operating as a swap dealer and futures commission merchant.

Mark Phillips is a CFP® with 26 years of industry experience, currently serving at Farther since 2026. His prior roles include positions at Clearview Wealth Management, Commonwealth Financial Network, and Ameriprise. He is involved in community outreach through the Financial Planning Association of Orange County. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income to manage client assets.

Matthew Macdonald is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2018 to 2021, as well as over a decade at Deutsche Bank AG in Hong Kong. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing proprietary due diligence processes and third-party platforms to implement client strategies.

Deborah Kirste is a CFA® charterholder with 23 years of industry experience. She currently works at Independent Financial Partners and previously spent 12 years at LPL Financial. Outside of her advisory work, she is involved as an owner of a limited partnership managing an apartment building in Laguna Niguel. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is known for its formal retirement-plan advisory and pension consulting services.

John Baxman is a CFP® with 23 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked for Litman Gregory Asset Management, LLC for 17 years. Baxman serves as President and Investment Adviser Representative for Litman Gregory Wealth Management, overseeing the transition of its advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a combined asset-allocation modeling approach with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.