Graham Forrester is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 20 years at The AYCO Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and delivers services through various tailored programs, combining discretionary and non-discretionary management within a large integrated financial group.

Insun Song is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 66 licenses and drawing on 17 years of industry experience. His work history includes roles at New York Life Insurance Company, NYLIFE Securities LLC, and Jooha Financial & Insurance Services Inc. He has been with Eagle Strategies since 2026. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Quang Mike Tran is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and one year of industry experience. His background includes roles at Golden Choice Lending Corporation, 24/7 Mortgage Corporation, and WFGIA, along with 20 years of service in the Army National Guard and involvement in QTD International LLC since 2012. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker‑dealer services, utilizing proprietary and third‑party model portfolios with discretionary and non‑discretionary options.

Edgardo Ortiz Flores is a CFP® professional with 15 years of experience in the financial services industry. He currently works at Citigroup Global Markets and has prior experience at J.P. Morgan Securities, Merrill, and MSI Financial Services, Inc. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and execution services, and provides tailored solutions for high-net-worth relationships.

Luke Belden is a financial advisor with Guardian Life and holds a Series 66 license. He has two years of industry experience, including roles at Park Avenue Securities and Proverbs Financial & Insurance Services. Outside of advisory work, he is involved in insurance sales and performs investment-related data entry tasks. He works within Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, high-net-worth clients, and institutional investors. The firm offers diverse investment advisory programs including discretionary and non-discretionary accounts utilizing both proprietary and third-party models.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Jules Yang is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2024. Prior to that, he was affiliated with the University of California, Riverside. 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 integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, multi-affiliate financial group.

Michael Horne is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he manages a rental property in Chatham, MA. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Vanessa Pearson is a financial advisor with Integrated Wealth Concepts LLC in Huntington Beach, CA, holding Series 63 and Series 66 registrations and 13 years of industry experience. She has operated Pearson Advisory Services, LLC since 2013, focusing on financial coaching and money relationship education through her business Fix Your Money Mindset. Pearson also serves as Board Treasurer for Viet-CARE, a nonprofit supporting the Vietnamese community with mental health education and outreach. 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, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach alongside shorter-term trading for rebalancing or liquidity needs.

Kate King is a CFP®-certified financial advisor with 23 years of industry experience. She has been with Centaurus Financial, Inc. since 2010. In addition to her role at Centaurus, she is the owner and founder of The KFK Group and is involved with Waltz and King, both non-investment-related ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary arrangements with various analytical approaches and specialized services.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Transamerica, she managed strategy and implementation at Snapsheet, Inc. and serves as Executive Director of The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on developing college students. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services using proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Frank Milnarik is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent 12 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 tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eileen Lee is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. She has been affiliated with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2015. Lee serves as a board member of the Taiwanese Chamber of Commerce in Orange County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

William Hunnicutt is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He worked at Mercer Allied Company, L.P. for 25 years before joining Ayco/Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm combines strategic allocation models and manager selections with discretionary and non-discretionary implementations, offering a range of services such as Private Family Office programs, Specialized Executive Wealth, and access to Alternative Investments.

Edwin Unland is a financial advisor with Independent Financial Group, LLC, holding a Series 63 credential and bringing 33 years of industry experience. He has been with Independent Financial Group since 2010 and has maintained his own insurance agency under the name Money Matters since 1996. In addition to his advisory work, he is a licensed insurance agent and a notary public, and he serves as a part-time supervisor at UPS. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and retirement plans. The firm utilizes a combination of firm- and third-party models to develop tailored client strategies and offers a range of services from financial planning to portfolio management across multiple platforms.

Joseph Silla is a financial advisor with Primerica Advisors in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he provides clients with insurance products such as long-term care, income annuities, disability, and life insurance 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, offering both brokerage and fee-based advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.

Adam Wass is a financial advisor with OSAIC Institutions, Inc. He holds Series 63 and Series 65 licenses and has 34 years of industry experience. His prior work includes roles at Infinex Investments, Inc., LPL Financial, and Financial Partners Services. Wass is involved with AmeriEstate, referring clients for prepaid legal and trust services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory and financial planning services, combining a hybrid adviser/broker-dealer structure with access to alternative investments, lending solutions, and third-party manager arrangements.

Eric Gallinger is a financial advisor at Stratos Wealth Partners, Ltd. with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, N.A. and Merrill. Stratos Wealth Partners is an SEC-registered enterprise advisor serving a diverse client base that includes high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services through independent advisor representatives, utilizing an open-architecture investment approach with third-party platforms and sub-advisors.