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.

Mark Laquin is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 21 years of industry experience. He previously worked for The AYCO Company, L.P./Mercer Allied for 15 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management with specialized programs and access to alternative investments, utilizing strategic allocation models and a range of implementation platforms tailored to client objectives.

David Lien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 10 years of industry experience. He has worked with Ameritas Advisory Services since 2021 and maintains roles at David White & Associates and Ameritas Life Insurance Corp. Outside of his advisory work, he is a minority owner of a former manufacturing company that now holds real estate. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies.

Chris Yeung is a financial advisor at Citigroup Global Markets with nine years at the firm and a total of eleven years in the industry. He holds the Series 66 designation and previously worked at Cathay Bank for two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, swap dealer and futures commission merchant roles, and offers bespoke discretionary solutions for very large relationships.

Albert Martinez is a financial advisor with Transamerica Financial Advisors, holding a Series 66 designation and 20 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and is also involved in several non-investment ventures, including proprietary medical software support at Tower Systems, Inc., and managing digital marketing and social media for Enlace Digital Media and Nessie Media Group. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm utilizes model portfolios and third-party managers to implement its advisory services, supported by an extensive advisor network and multiple program platforms.

Hani Sharestan is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also a partner at Wright, Ford, Young & Co, a CPA firm where he has worked for over 20 years. In addition to his advisory role, Sharestan is actively involved in his CPA partnership. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios and a long-term investment approach combined with tactical rebalancing.

Dylan Dunlea is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. His prior roles include positions at Reilly Financial Advisors, Bank of America, and Merrill. Outside of his advisory work, he operates an Amazon selling business. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, complemented by various active strategies and access to private market investments.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. 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 futures commission merchant activities.

Patrick Duignan is a financial advisor with Money Concepts Capital Corp in Brea, CA, holding a Series 66 designation and bringing 15 years of industry experience. He has been with Money Concepts Capital Corp since 2010. Outside of his advisory role, Duignan is the owner of NorthPoint Tax, Wealth & Business Advisory, LLP, a tax preparation and business consulting firm. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension plans, trusts, charitable organizations, and corporations. The firm uses a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, applying fundamental and technical analysis alongside modern portfolio theory to manage assets and offer a range of managed programs and account structures.

Timothy Suarez is a financial advisor with Integrated Wealth Concepts LLC, holding two years of industry experience. He is also a partner at Windes, Inc., a CPA firm where he has worked for over 15 years. Integrated Wealth Concepts serves individuals, families, trusts, 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 a long-term investment approach with customized portfolios and a range of model and wrap-fee options.

Derris Werstler is a financial advisor at GWN Securities Inc. with three years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual Investment Services LLC. Outside of his advisory role, he serves on the board of the CSR Children's Foundation, a nonprofit organization supporting children with special needs. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts and financial planning. The firm offers a range of managed-account programs and model portfolios, including SMA, UMA, and fund-strategist options, with a notable history of using market-timing and momentum-based investment strategies.

Timothy Higgins is a CFP® and PFS™ credentialed financial advisor with 13 years of industry experience. He is currently with Money Concepts Capital Corp and has held roles at Blue Palm Consulting and NorthPoint Tax, Wealth & Business Advisory, LLP, where he provides tax preparation and consultation. Outside of advisory work, he is involved in consulting through Blue Palm Consulting and participates in an investment club as an owner. Money Concepts Capital Corp is an enterprise firm with approximately 431 advisors managing $3.33 billion across about 14,700 clients. The firm serves individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations, offering a range of managed programs that include model portfolios, third-party sub-advisers, and both discretionary and non-discretionary account structures.

Aaron Overlien is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life Insurance Company and NYLIFE Securities, LLC since 2008. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and a largely non-discretionary asset management approach.

Samir Thakkar is a CFP® professional with 37 years of experience in financial advising. He is currently with Prime Capital Financial and has held prior roles at Ameritas Investment Corp. and 20/20 Capital Management, among others. Outside of advisory work, he serves as CFO for a local nonprofit focused on social interaction and is on the advisory board of a software and technology company. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and platforms, along with affiliated tax advisory services and consolidated reporting for private investments and real estate.

Joseph Liao is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 21 years with 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various programs such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Brian Mercado is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Private Advisor Group, LLC since 2025. He previously worked at Mid Atlantic Capital Corporation and JSF Financial LLC from 2013 to 2025. In addition to his advisory role, Mr. Mercado owns Leda Financial Corp., an independent financial services practice. Private Advisor Group, LLC is an SEC-registered firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients through discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, employing a range of investment strategies and access to third-party asset managers.

Andrew Montoya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience that includes roles at Franklin and Marshall College and Context Capital Partners. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers a range of tailored investment strategies and wealth management solutions, integrating resources from various Goldman Sachs affiliates.

Nikesh Parikh is a financial advisor with Eagle Strategies (New York Life) based in Irvine, CA, holding the CFP® and ChFC® designations and with 18 years of industry experience. He has been associated with Eagle Strategies since 2008 and operates Dynamic Wealth & Insurance Solutions, Inc., focusing on brokering insurance products. Parikh is also an investor in biotech and hotel redevelopment ventures. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advice through multiple program types and manages a substantial portion of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Lovely May Zunino is a CFP® and ChFC® professional with 14 years of experience in the financial services industry. She is currently affiliated with Eagle Strategies (NY Life) in Irvine, CA, where she has worked since 2021. Prior to this, she has been associated with NYLife Securities LLC and New York Life Insurance Company since 2012. Eagle Strategies serves a diverse range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types and places emphasis on tailoring recommendations to client objectives, managing a substantial portion of assets on a non-discretionary basis.