Marie Paul is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Her prior roles include positions at CBRE and other firms, as well as a period working with the San Francisco Giants. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs tailored allocation models and manager selections, offering a range of fee arrangements and leveraging the broader Goldman Sachs ecosystem for expanded product access.

Tracy Sula Wang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has held roles at Revolution Financial Management and Rise Inc, where she serves as a board member and president. Wang is also involved in insurance sales through affiliated companies connected to Transamerica. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and charitable organizations, offering a combination of advisory and broker-dealer services. The firm provides access to proprietary and third-party investment models with both discretionary and non-discretionary management options.

Timothy Carter is a financial advisor with Eagle Strategies (NY Life) in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with Eagle Strategies since 2006 and has been affiliated with NYLife Securities LLC and New York Life Insurance Company since the early 1980s. His other business activities include brokering non-registered insurance products. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple advisory programs tailored to client needs and emphasizes non-discretionary management alongside fiduciary responsibilities to retirement investors.

Cynthia Couyoumjian is a financial advisor with Independent Financial Group, LLC in Tustin, CA. She holds Series 63 and Series 65 licenses and has 40 years of industry experience, including prior roles at First Allied Securities, Inc., LPL Financial, and Equitable Advisors. Cynthia is the author of three books and is involved in financial education through public speaking and online training modules, including initiatives focused on increasing financial literacy among women. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, pension plans, and charitable organizations. The firm employs a model-based investment approach combining strategic asset allocation with multi-manager portfolios, offering both active and passive exposures, and supports advisors in developing tailored strategies based on client risk tolerances.

Robinder Saggu is a CFA® charterholder with 20 years of industry experience, currently serving at Corient. He has held roles within various Corient entities since 2016. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate entities. The firm utilizes a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs advanced risk management tools to align portfolios with client objectives.

Victoria Martin is a financial advisor at Centaurus Financial, Inc. with 20 years of industry experience. She holds the Series 63, Series 65, and Series 66 licenses and has worked at Centaurus Financial since 2006. In addition to her advisory role, Martin is a licensed attorney and owns a law practice specializing in estate planning, probate, special needs conservatorships, and trust administration. 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 a range of financial planning and portfolio management services through the CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with various analytical approaches.

Mai Nghiem is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Prior to joining Citigroup in 2021, they worked at Comerica Securities, Marcum Financial Services, Raymond James Financial Services, State Farm VP Management Corp., and Phillip Ngo Insurance Agency. Outside of their advisory role, Mai Nghiem is involved in providing in-home supportive services to individuals with limited self-care abilities. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a variety of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and incorporates a combination of institutional scale and specialized market functions.

Jack Mathews is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Goldman Sachs Ayco Personal Financial Management and has held various positions connected to Pepperdine University and Experian. 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 offers tailored strategies supported by integrated resources across the Goldman Sachs organization, utilizing advanced analytics and a range of service models.

Therese Cheevers is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA. She holds credentials as a CPA and has two years of experience in financial advising, alongside over 19 years as a partner at Windes, Inc., a CPA firm. Integrated Wealth Concepts 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, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and combining internal management with third-party asset managers.

Andrew Shires is a financial advisor with Goldman Sachs Wealth Services, holding Series 65 and Series 63 credentials and six years of industry experience. He has been with Goldman Sachs since 2020, including prior roles at Whaley Capital Group and Klaren Capital. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, plan sponsors, and institutions. The firm employs tailored allocation models and manager selections supported by proprietary research and integrates services across multiple Goldman Sachs affiliates.

Alexander Stimpson is a financial advisor at Corient with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has held various roles within Corient and its affiliated entities since 2015. Stimpson also serves as an individual trustee for clients of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes advanced risk management tools to align portfolios with client objectives.

Daniel Cox is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Creative Planning, LLC and previously held roles at Modern Wealth Management LLC and several other companies across various industries. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth and ultra-affluent individuals as well as pension plans and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques.

Xianjunliang Kong is a CFP® professional with two years of industry experience, currently serving at Eagle Strategies (NY Life) in Irvine, CA. His career includes roles at Nylife Securities LLC and Benson Liao Insurance & Financial Center. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm emphasizes tailored recommendations and delivers services across multiple program types, with a significant portion of assets managed on a non-discretionary basis.

Brian Vosberg is a financial advisor with Centaurus Financial, Inc., holding CFP® and ChFC® designations and over 24 years of industry experience. He has worked at Centaurus since 2009 and has operated Vosberg & Associates since 2005. Outside of his advisory work, Vosberg serves as an adjunct faculty member in the Finance, Real Estate, and Law Department at California State Polytechnic University Pomona and is involved in retirement education through various media formats. He also serves on the Citrus College Foundation Board and the Foothill Unity Center board. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements, employing a combination of fundamental, technical, bottom-up, and top-down investment analyses.

David Hopkins is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Beacon Pointe Advisors since 2010. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products through Beacon Pointe Insurance Services, LLC. 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-of-managers approach, utilizing a proprietary Focus List and quantitative and qualitative due diligence to select third-party investment managers.

Jason Chuang is a CFP® with one year of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BNY Wealth for four years and Globalink Securities, Inc. for one year. His background also includes roles outside the financial industry at the University of California, Riverside and Arcadia High School. 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 employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments, managing approximately $295.6 billion in client assets.

Alexander Montesinos Teran is a financial advisor at Centaurus Financial, Inc. with Series 63 and Series 65 licenses. He has one year of industry experience, joining Centaurus Financial in 2025 after three years at Bank of America. 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, employing a mix of fundamental and technical analysis with both discretionary and non-discretionary arrangements.

James Peters is a ChFC® with 30 years of industry experience and has been with Centaurus Financial, Inc. since 2012. In addition to his advisory role, he serves as president of Victory Financial Education, a nonprofit focused on financial education. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

David Le is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. He has been with Beacon Pointe Advisors continuously since 2014. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies in public and private markets.

Timothy Thompson is a financial advisor at Centaurus Financial, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2011, following 11 years at PRUCO Securities, LLC. In addition to his advisory role, he works as an insurance agent writing group and individual policies for health, disability, and term life insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through platforms such as CLASSIC Plus, employing a variety of investment analysis methods and both discretionary and non-discretionary arrangements.