Elizabeth Goeltz is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2017. Prior to this, she worked for six years at H. Beck, Inc. Her additional business activities include involvement with Wealth & Healthy, LLC, where she manages payroll and tax processing. 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 through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

Rachel Rieger is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. She has been with Goldman Sachs since 2025 and has experience in various roles including positions at Clemson University and Ulta Beauty. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored strategies supported by the firm’s integrated investment and advisory resources.

Adrian Gomez is a Series 65-licensed financial advisor with three years of industry experience, currently associated with Equity Services, Inc. He previously worked at The Walt Disney Company for nine years. In addition to his advisory role, Adrian is also involved in insurance sales and services through multiple entities. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to a diverse client base including individuals, corporations, trusts, and charitable organizations. The firm utilizes multiple advisory platforms and third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.

Chance Wegner is a financial advisor at Goldman Sachs Wealth Services with eight years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019. Prior to that, he was with The Ayco Company, L.P./Mercer Allied and Merrill Lynch. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs such as Private Family Office services and Financial Wellness, using strategic allocation models and a range of fee arrangements supported by tools like tax-aware techniques and proprietary analytics.

Ryan Freeman is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities. He is also involved in outside insurance sales on a limited basis. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management options.

Nancy Van Lanen is a financial advisor with Integrated Wealth Concepts LLC and holds a partner role at Wright Ford Young & Co, a CPA firm. She has six years of experience at Wright Ford Young & Co and has worked in the financial services industry for a total of eight years across multiple firms. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios and a long-term investment approach supplemented by shorter-term trades.

Christian Buccola is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Eagle Strategies since 2013 and has worked with New York Life Insurance Company and Nylife Securities Inc. since 2005. Outside of his advisory role, he is involved as a passive investor in cryptocurrency. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis while serving diverse client types including defined contribution and defined benefit plans.

Zane Drobenko is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. He has been with Goldman Sachs & Co. LLC since 2021 and has prior experience that includes roles at Imperial Waterpolo Club, Inc. Outside of finance, he has been involved with the Imperial Waterpolo Club. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, tailoring strategies through proprietary models and affiliated capabilities across the broader Goldman Sachs ecosystem.

Michael Klein is a financial advisor at NewEdge Advisors with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at firms including LPL Financial and Gerber Kawasaki Wealth & Investment Management. Klein is also president of Pacific Pointe Advisors, an S corporation he established to manage his business activities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through a network of independent investment adviser representatives. The firm offers a variety of portfolio management and consulting services and incorporates technology tools and centralized due diligence in its investment approach.

Jesus Rodriguez is a CFA® charterholder based in Irvine, CA, with four years of industry experience. He is currently affiliated with CNR Securities, LLC and previously worked at Wells Fargo for five years. Rodriguez holds a Series 63 registration. RBC Rochdale, LLC serves a diverse client base including high net worth individuals, investment companies, and governmental entities. The firm employs an active, multi-strategy investment process that integrates quantitative and fundamental analysis across various asset classes, frequently collaborating with third-party sub-advisors to create customized portfolios.

William Beeler is a financial advisor with NewEdge Advisors, holding a Series 63 designation and 28 years of industry experience. Prior to joining NewEdge Advisors in 2024, he spent 19 years with Regal Wealth Group Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a range of services such as portfolio management, financial planning, retirement plan consulting, and access to third-party advisory programs, utilizing multiple program structures and technology tools to support advisors and clients.

Jason Depetris is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding CFP® and Series 63 credentials with 15 years of industry experience. He has been affiliated with New York Life and its related entities since 2010 and currently operates under his own business names, including Blue Cedar Financial and Insurance Solutions and Be Here Now Insurance and Financial Services. Outside of advising, he is a published fiction writer working with a publisher on short stories and potentially a novel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and specializes in non-discretionary asset management, working extensively with defined contribution and defined benefit plans within an integrated New York Life affiliate structure.

Lisa Esposito is a Series 66-licensed financial advisor with nine years of industry experience. She has worked at Goldman Sachs & Co. LLC since 2021 and previously spent seven years with The Ayco Company, L.P./Mercer Allied. Outside of her advisory role, she has experience working at Normanside Country Club. 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 within a large integrated financial group.

Dennis Mollison is a financial advisor at Osaic Institutions, Inc. with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Infinex Investments, Inc. as well as SchoolsFirst Federal Credit Union and CUNA Brokerage Services, Inc. for 15 years each. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and financial planning through a hybrid adviser/broker-dealer model, with a focus on both discretionary and non-discretionary assets and access to alternative investments and lending solutions.

Matthew Patterson is a financial advisor at NewEdge Advisors with Series 63 and Series 65 licenses. He joined NewEdge Advisors in 2025 and previously worked at Ignition Creative LLC for nine years and Team Whistle for three years. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management, financial planning, and consulting services, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

Spiridoula Courouklis is a financial advisor at Farther with eight years of industry experience and holds a Series 66 designation. Her prior experience includes roles at Goldman Sachs & Co., Aaron Wealth Advisors, and TSG Wealth Management. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform combined with direct client meetings. The firm employs a Modern Portfolio Theory-based investment approach using bespoke and algorithmic model portfolios, primarily allocating among ETFs, mutual funds, equities, and fixed income.

Nathaniel Burns is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory career, he spent five years at Raising Canes and ten years as a full-time student. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm leverages centralized investment resources and a broad array of affiliated services within a large integrated financial group.

Yang Xu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Transamerica Financial Advisors, Wfgia, and ATW LLC. Outside of his advisory work, Xu provides software development and consulting services through his management role at ATW LLC. Transamerica Financial Advisors serves a diverse client base with investment advisory, brokerage, and retirement-plan services, utilizing a large advisor network and multiple program platforms. The firm’s approach relies on model portfolios and third-party managers, supporting clients ranging from individuals to charitable organizations and employer-sponsored plans.

Douglas Jones is a financial advisor with J.W. Cole Advisors, Inc., holding the ChFC® designation and Series 63 and 65 licenses. He has 50 years of industry experience and has been associated with multiple firms, including his own Douglas W. Jones Associates Financial & Insurance Services since 1988. Outside of advising, he serves as a board member of the Foothill Business Park Owner’s and Condo Owner’s Associations. 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 representatives. The firm provides portfolio management, fee-based financial planning, and access to various managed account solutions, with investment decisions implemented by advisers using fundamental and technical analysis or digital platforms.

Brock Becker is a financial advisor at Creative Planning with 24 years of industry experience. He holds the CFP® designation and Series 63 and 66 licenses. His prior work includes roles at Cetera and Sageview Private Client Group. Outside of advisory services, he is also an insurance agent selling life, health, disability, annuities, and long-term care insurance. Creative Planning provides investment advisory and financial planning services to individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supported by a range of supplemental investment options and integrated retirement plan services.