Natalia Kuchinic is a financial advisor at Goldman Sachs Wealth Services with Series 66 credentials and one year of industry experience. Her prior work includes roles at Synapse Services LLC, Houston's, and Goldman Sachs. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, and institutional clients. The firm integrates multiple specialized teams and employs strategic allocation models and manager selections to tailor client portfolios, leveraging the broader Goldman Sachs network for expanded product access.

Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Papadopoulos has worked at both Stratos Wealth Partners and LPL Financial since 2014. He is also involved in administrative support for Stratos Wealth Partners and operates a separate business entity for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm with approximately $18.6 billion in assets under management and over 366 advisors serving more than 24,000 clients. The firm offers a range of investment management and financial planning services utilizing an open-architecture platform that incorporates both advisor-managed and model-based strategies.

Kathleen Short is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 17 years of industry experience. She has been with Goldman Sachs since 2021 and previously worked at The Ayco Company, L.P./Mercer Allied from 2008 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers, delivering tailored solutions across various client segments through an integrated financial group.

Mc Kay Hardy is a Financial Advisor at Merrill Lynch Wealth Management. He works to connect clients with the people, plans, and processes that best align with their unique ambitions. Mc Kay helps clients pursue personal goals such as funding education, planning for retirement and potential healthcare costs, and creating personalized plans to achieve long-term family objectives. His approach considers each client's individual perspectives and priorities, aiming to bring simplicity and transparency to the complexities of investing. Mc Kay holds a Bachelor's Degree from Utah Valley University and is a Personal Investment Advisor (PIA). His professional philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.

Ken Tsang is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at HSBC Securities (USA) Inc., HSBC Bank USA, N.A., Wells Fargo Bank N.A., Elewish Inc, and Tristar Risk Management/Tristar Managed Care. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains unique market roles, including serving as a swap dealer and futures commission merchant.

Joshua Klooz is a CFP® with eight years of experience in the financial industry, currently serving at Hightower Advisors since 2024. His prior roles include positions at Carson Wealth, CWM, LLC, Cetera Advisor Networks, and UBS Financial Services. He is a founding board member of Evergreen Classical School, a 501(c)(3) nonprofit. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering multi-manager solutions that incorporate affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternatives.

Haleh Homeh Behbahani is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and joined Goldman Sachs in 2026. Prior to her current role, she gained experience through various positions, including roles at George Washington University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to support its advisory teams.

Ronald Burkard is a financial advisor at Centaurus Financial, Inc. with 30 years of industry experience. He holds Series 63 and 65 credentials and has worked at Centaurus since 2005. Outside of his advisory role, he is involved in acting, participating in movies, TV shows, and commercials. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm provides financial planning, portfolio management via the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Rebecca Napier is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Lion Street Financial, Visionlink Corporate Insurance Services, M Holdings Securities, The VisionLink Advisory Group, and Visionlink Financial Advisors. Outside of her advisory work, she is involved in compensation consulting and third-party administration through The VisionLink Advisory Group, Inc. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement plan consulting through a network of 164 independent advisers. The firm employs a variety of portfolio management approaches and leverages multiple custodial platforms and program sponsors to support client engagements.

Larry Rollins is a financial advisor with Transamerica Financial Advisors holding Series 65 and Series 63 licenses and has one year of industry experience. In addition to his role at Transamerica, he has experience in mortgage origination and real estate brokerage, supervising two Realtors and providing broker price opinions. He is also involved in mortgage loan origination through Vintage Lending. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs available on discretionary and non-discretionary platforms.

Jeffrey Regalado is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been affiliated with GWN Securities since 2010 and has directed Titanium Financial & Insurance Services Inc. since 2013. Outside of financial advising, he serves as a trustee for a family grandchildren trust and holds executive roles in several startups and businesses, including a recruiting firm and a pharmaceutical contracts law office, and serves on the board of an aerospace manufacturing company. GWN Securities provides investment advisory services to individual and corporate clients through a variety of managed account programs and financial planning offerings, utilizing a portfolio approach based on asset allocation and Modern Portfolio Theory, with some programs emphasizing market-timing and momentum-based strategies.

Danielle Wen is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at Castor Ventures and Retail Ecommerce Ventures. Outside of finance, she owns Lace and Liberty, a custom wedding dress retail business based in San Francisco, which she oversees without operational duties. Beacon Pointe Advisors serves a diverse client base including individual, institutional, and retirement plan clients, offering wealth advisory, consulting, standalone financial planning, and outsourced CIO services. The firm combines asset-allocation modeling with third-party Independent Managers, employs both active and passive strategies, and provides customized reporting and education, distinguishing itself with proprietary private fund management and interval fund advisement.

Emily Gemeinhardt is a financial advisor at Oppenheimer in Newport Beach, CA, holding a Series 66 designation with one year of industry experience. Prior to joining Oppenheimer, she worked at Starbucks and has a background that includes various roles in education and community settings. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans with a range of advisory programs that include portfolio management, consulting, and financial planning. The firm employs varied investment strategies and supports both institutional and unaffiliated advisors through its consulting and retirement-plan services.

Gene Ka is a financial advisor at Beacon Pointe Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with Beacon Pointe Advisors since 2021. Prior to this, he operated his own RIA firm, Gene Ka RIA, for 25 years and was involved with APW Capital, Inc. since 2010. Outside of his advisory role, he 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 retirement plans. The firm employs a manager-driven investment approach using a proprietary Focus List and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Maria Beisser is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, she worked in campus recreation at the University of North Carolina. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by strategic allocation models and manager selections, with access to specialized programs and alternative investments.

Victor Kuo is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved as managing member of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm delivers advisory services primarily through model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Luc Ceci is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked with Eagle Strategies, NYLife Securities, and New York Life. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory, incorporating low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by financial, tax, retirement, and estate planning services.

Alain Brito is a financial advisor at NewEdge Advisors with five years of industry experience and holds the Series 66 designation. He has worked at several firms, including Securities America Advisors and John Stokes Financial, before joining NewEdge Advisors. He also serves as an Associate Financial Advisor at PacificView Wealth Management. 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 portfolio management and consulting services through a network of independent advisers, utilizing multiple program structures and technology tools to support client needs.

James Meussner is a CFP® with five years of industry experience and currently serves as a financial advisor at Creative Planning. His prior roles include positions at Charles Schwab, Tarbox Family Office, and Principal Securities. He has also been involved in entrepreneurial ventures such as 10 Point Pizza Inc. and Corona Del Mar Pizza Co. Creative Planning provides wealth management and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies alongside selective private market exposure and institutional services.

Brody Dorsh is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and approximately one year of industry experience. His prior roles include positions at Goldman Sachs & Co. LLC, Elevate OC, and San Diego State University. Goldman Sachs Wealth Services advises a broad client base, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates proprietary research and tools with a variety of fee arrangements and platforms to tailor strategies to client objectives.