Manuel Ramos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a ChFC® designation and Series 63 license, with 37 years of industry experience. He has been with Centaurus Financial since 2011 and also has a longstanding affiliation with PSP Financial since 1994. Ramos is involved in media as the owner of a radio and TV outlet under the name Ramos Economia or Ramos Finanzas. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment analysis techniques and offers both discretionary and non-discretionary portfolio management alongside specialized financial planning and consulting services.

Loren Conners is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for The Ayco Company, L.P./Mercer Allied for 13 years. Loren owns a residential real estate investment property in Indio, California, which he manages personally. Goldman Sachs Wealth Services offers 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 combines centralized investment resources with tailored strategies and cross-affiliate capabilities within a large integrated financial group.

Kelly Smith is a Series 66-licensed financial advisor at J.W. Cole Advisors, Inc. with four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at PacSun and Starbucks. She also operates Smith Wealth Partners, providing investment advisory services. J.W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms.

Ward Lyon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also affiliated with WealthWave and World Financial Group. Outside of advisory work, he is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary model portfolios and third-party managers, with a notable presence in both discretionary and non-discretionary program offerings.

Ariel Gonzalez is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and Stanford Pre-Collegiate Studies. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic and tactical allocation models and offers access to alternative investments and specialized wealth programs within the broader Goldman Sachs ecosystem.

Christine Lapidus is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Park Avenue Securities LLC and Guardian Life Insurance Company throughout her career. In addition to her advisory role, she sells fixed life, health, and disability insurance products outside of Guardian. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory relationships with various proprietary and third-party investment programs, integrating multiple strategies and services across a large network of advisers.

Mark Jacoby is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with True Path Financial in an insurance and investment relationship capacity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Kylie Corwin is a Series 66-credentialed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has experience with Goldman Sachs & Co. LLC and Cetera Wealth Services, LLC. Prior to her advisory roles, she worked briefly in the restaurant industry. Goldman Sachs Wealth Services advises a diverse client base, offering tailored financial planning and portfolio management supported by a range of specialized programs and access to alternative investments. The firm integrates capabilities across the broader Goldman Sachs organization to deliver customized strategies, research, and operational tools.

Jack Chou is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in multiple roles since 2018, and previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a trustee for his parents’ investment and pension accounts. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Zachary Smith is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at JP Morgan Securities and Cetera Wealth Services. Outside of his advisory work, he owns a sole proprietorship called Study Tech, which involves branding and selling various products online. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies while offering a range of specialized services such as sub-advisory arrangements and private market investments.

Zhenxing Lao is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Securities USA Inc., HSBC Bank USA Inc., and Wells Fargo. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with internal oversight and offers both discretionary and non-discretionary investment solutions.

Wendy Zimmerman is a financial advisor at HSBC Securities (USA) Inc. in Lake Forest, CA, holding Series 63 and 66 designations with 15 years of industry experience. She has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2014. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a multi-profile investment approach combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.

Juan Mansilla is a financial advisor at Win Team Advisory Services in Irvine, CA, with 21 years of industry experience. He holds the CFP® and Series 66 designations. Mansilla has worked at J.W. Cole Advisors, INC. and J.W. Cole Financial, Inc. since 2019 and has operated as a sole proprietor since 2018. He is also an insurance agent. Win Team Advisory Services provides discretionary asset management and financial planning services to individual and high-net-worth clients. The firm manages approximately $61 million across about 88 client relationships and uses a customized investment approach incorporating fundamental, technical, and asset-allocation analysis.

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.

Robert Kemp is a financial advisor at Savant Wealth Management with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Sagepoint Financial, Inc. and operated Kemp Financial Management, LLC for 28 years. Kemp also has a longstanding involvement in real estate through Robert J. Kemp Realty, where he remains licensed as a broker. Savant Wealth Management serves a diverse client base including individuals, families, pension and profit-sharing plans, charitable organizations, and corporations. The firm combines evidence-based, model-driven asset allocation with actively managed strategies and offers integrated services such as accounting, legal, and trust through affiliated entities.

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 at Oppenheimer with a Series 66 designation and six years of industry experience. He served in the United States Marine Corps from 2015 to 2019 before joining Oppenheimer in 2019. Outside of his advisory role, he manages a rental property in Huntington Beach, CA. Oppenheimer serves individual and institutional clients, offering a variety of advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches tailored by program and advisor, managing approximately $36.7 billion in assets as of year-end 2025.

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.