Jeremiah Pangan is a financial advisor with Prime Capital Financial holding a Series 66 designation and nine years of industry experience. He has worked with firms including 20/20 Financial Advisers of San Diego, Ameritas Investment Corp, and 2020 Capital Management. Outside of advising, he serves as a board member of Mountain View Church, overseeing church operations and budgeting. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and third-party manager selection. The firm employs a variety of investment strategies and offers family office services, tax advisory through an affiliated subsidiary, and consolidated reporting for private investments.

Amber Lembo is a CFP®-credentialed financial advisor with four years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to that, she was employed at Purshe Kaplan Sterling Investments and Integrated Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes.

Yiwei Li is a financial advisor at Citigroup Global Markets with Series 65 and Series 63 designations and four years of industry experience. Prior to joining Citigroup in 2026, Yiwei worked at JPMorgan Chase Bank and J.P. Morgan Securities, and has entrepreneurial experience with Yingfu Branding in Shanghai and Evey Jewelry. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services supported by in-house research, extensive manager oversight, and multi-asset, multi-manager strategies.

Robert Bukacek is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes multiple roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he operates a life coaching podcast. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs, using both proprietary and third-party strategies.

Lucas Dipietro is a financial advisor at Centaurus Financial, Inc. with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and has worked at Centaurus Financial since 2016. Outside of his advisory role, he serves on the board of a nonprofit organization where he advises on finance and budgeting, and he is involved in property and casualty insurance as well as health insurance sales. 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 both discretionary and non-discretionary arrangements.

John Choi is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, CrossStar Financial and Blue Cedar Financial and Insurance Solutions. Choi serves as a board member for Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach to underserved communities. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Rudolph Brandes is a CFP® professional with 11 years of experience currently advising at Mercer Global Advisors Inc. in Newport Beach, CA. His prior experience includes roles at Jackson Financial Management. Outside of advising, he serves on the finance committee of the Woodbridge Village Association, is a board member of the Vista Verde Foundation, and is the founder and principal consultant of Rudymentary AI Consulting LLC, which provides AI strategy and training services. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of investment vehicles and specialized programs.

Angela Lord is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Independent Financial Group since 2016 and has been associated with Capital Financial Consultants since 2012. Outside of financial advising, she is the owner and hypnotherapist at Feel Good on Purpose. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs strategies combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence.

Ananta Chhippi Mourya is a CFA® charterholder currently with Beacon Pointe Advisors, LLC, bringing one year of industry experience. Prior to joining Beacon Pointe, Mourya held roles at MassMutual Life Insurance Company, MML Investors Services LLC, Grodin Financial Services, Center Point Inc, and Lincoln University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to individual and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

David Tang is a Series 65-licensed financial advisor with NewEdge Advisors, where he has worked since 2024. He has two years of industry experience and previously spent ten years at UCI Medical Center and five years at St. Joseph's Hospital. NewEdge Advisors is a large 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 range of portfolio management, financial planning, retirement consulting services, and access to third-party managers, emphasizing centralized due diligence and technological tools to support advisors and clients.

Jeremy Mincks is a CFP®-designated financial advisor with 13 years of industry experience. He has worked at Stratos Wealth Partners, Ltd since 2016 and previously at LPL Financial and Edward Jones. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with proprietary and third-party strategies across multiple custodians.

Robert Nguyen is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 19-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers 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 a range of tailored offerings, leveraging its integration within a large financial group to provide comprehensive wealth management solutions.

Justtini Aliaga is a financial advisor at TIAA-CREF with 21 years of industry experience. She holds a Series 66 designation and previously worked at Amerivest Investment Management, LLC and TD Ameritrade Inc. before joining TIAA-CREF in 2016. TIAA‑CREF Individual & Institutional Services, LLC’s Advice & Planning Services division provides financial planning and discretionary managed account programs to individuals with connections to TIAA-administered retirement plans, as well as to trusts, estates, partnerships, corporate entities, and small retirement plans. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing discretionary portfolio management, offering both model-based and customized portfolio options.

Kiho Choi is a financial advisor at CWM, LLC with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Cetera Wealth Services, LLC and Haussmann Financial Inc. Choi has also operated his own financial planning business since 2003. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of more than 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, retirement-plan solutions, and access to alternative investments.

Kevin Crabb is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Goldman Sachs Wealth Services since 2021 and previously spent eight years at The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Stan Dreyfuss is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co., Crowell, Weedon & Co., RBC Capital Markets, and Wells Fargo Clearing. In addition to his advisory role, he serves as a trustee for his son's trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and performance reporting, delivered on both discretionary and non-discretionary bases.

Spencer Kubit is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Monet Networks. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, providing tailored wealth solutions within a large integrated financial group.

Brandon Au is a financial advisor with Primerica Advisors who holds a Series 66 designation and has 21 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, MML Investor Services, and Mass Mutual Financial Group. He is also involved with Plan C Group, a business he has operated since 1996. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages accounts through various strategies, including discretionary and non-discretionary models, and supports lending and tax-related features.

Christopher Bissonnette is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at MassMutual Financial, LPL Financial, Guardian Life, and Equitable Advisors. He serves as a board member of the Irvine Holistic Chamber of Commerce and works as a continuing education instructor for California and Arizona. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that integrates multiple investment approaches and utilizes technology platforms alongside third-party managers and strategists.

Isha Menon is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and having one year of industry experience. Prior to joining Goldman Sachs, she worked at Pimco and has concurrent experience as a part-time instructor at Kumon Math & Reading Center, tutoring children in math and reading. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse clientele, including individual investors, corporate participants, and institutional clients, utilizing strategic allocation models and specialized programs integrated with the broader Goldman Sachs ecosystem.