Tyler Merrill is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Raymond James and held positions at the University of California, Irvine, among other roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Shawn Bragdon is a financial advisor with TLG Advisors, Inc. based in Costa Mesa, CA, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at The Leaders Group, Inc. since 2017, with prior roles at Arete Wealth Management LLC and as managing partner of BGA Insurance Services, where he oversees wholesale life insurance and annuity product relationships. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors, offering investment supervisory services, portfolio management, and fiduciary services. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and provides both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Aridaman Singh is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with several New York Life affiliated firms. Outside of his advisory work, Singh is a partial owner of a restaurant franchise holding company involved in opening a TOGOs sandwich shop. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. 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.

Shunsuke Fukushi is a CFP® professional at Independent Financial Group, LLC with 20 years of industry experience. He previously worked at Centaurus Financial, Inc. and Mark Geschwind & Associates. Outside of his advisory work, he owns a college consulting company that advises on obtaining financial aid. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets.

Michael Thai is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P. He is based in Newport Beach, CA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selection, and advanced analytics to tailor solutions across multiple platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

Michael Brescione is a financial advisor at OSAIC Institutions, Inc. with 25 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Money Concepts Capital Corp and LPL Financial, LLC. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions through a hybrid adviser/broker-dealer structure.

Andrew Meyer is a CFP® and CFA® with 11 years of industry experience, currently serving at MAI Capital Management, LLC since 2015. He is based in Newport Beach, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management strategies across equities, fixed income, ETFs, and private investments, integrating financial planning and tax services into client relationships.

Samuel Soler Conklin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at LPL Financial, Wescom Financial Services, and Bank of America/Merrill Lynch. He is also involved with the American Financial Education Alliance, contributing educational services at local colleges and libraries. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a dedicated Investment Committee.

Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2025, he worked at MWA Financial Services Inc. and Modern Woodmen of America, among other roles spanning financial services and restaurant management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Jacob Koller is a financial advisor at Corient with a Series 66 designation and three years of industry experience. Prior to joining Corient in 2025, he held positions at Agia and Valic Financial Advisors. He has also worked in roles related to healthcare and sports medicine at Zimmer Biomet and the University of Tennessee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and incorporates advanced risk management tools.

Barbara Cole is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked with New York Life and its affiliates since 1987 and operates Cole Insurance & Financial Services, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. 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.

Petra Chien is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA, as well as First Republic Investment Management, Inc., and First Bank Wealth Management. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options and maintaining several affiliated service lines.

Sean Okeefe is a CFP® professional with 34 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd and LPL Financial since 2015. His background includes providing advisory services as an independent investment advisor and involvement in life insurance and fixed annuity products. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm offers a range of advisor-managed and model portfolio services, utilizing an open-architecture approach that integrates multiple external platforms and third-party managers.

Mark Redman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 44 years of industry experience. His career includes roles at Legacy Shield, WFG Direct, Net Law Group Inc, WealthWave, and American Funding Center. Outside of his advisory work, he owns and sells individual and group life and health insurance products through Mark Redman Insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party money managers and platform providers, supported by a large network of advisors and multiple program platforms.

Alpesh Patel is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Rockefeller Capital Management since 2025, Rockefeller Financial LLC since 2021, and previously spent a decade at Bank of America and Merrill. Patel is also the owner of Navigator Holdings LLC, a cash-holding entity with no active operations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Richard Goldberg is a financial advisor at Citigroup Global Markets with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2007. Outside of finance, he is the president and owner of Befocus, Inc., a business specializing in selling Disney collectibles and used books. 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 specialized market roles, providing a broad range of advisory, execution, and custody services.

Kevin Thomas is a financial advisor with Goldman Sachs Wealth Services based in Newport Beach, CA. He holds Series 65, Series 63, and Series 66 credentials and has six years of industry experience. Prior to joining Goldman Sachs in 2026, he worked at Altruist Financial LLC and The Vanguard Group, among other firms. 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 a broad range of affiliated resources across the Goldman Sachs ecosystem.

Jonathan Koester is a financial advisor with OSAIC Institutions, Inc. in Newport Beach, CA. He holds Series 65 and Series 63 licenses and has 15 years of industry experience. His prior firms include Raymond James and Associates, Inc., and K2 Capital Management, LLC. Outside of finance, he is a part-owner of FIX 24-7, a restoration company providing mitigation services such as water damage and mold remediation. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and employs a hybrid adviser/broker-dealer structure, providing clients access to discretionary and non-discretionary management, alternative investments, and lending solutions through a network of investment adviser representatives.

Taylor Salisbury is a financial advisor with LPL Financial based in Irvine, CA, holding a Series 66 designation and possessing 11 years of industry experience. He has been with LPL Financial since 2014 and is also involved with Stratos Wealth Partners, Ltd, where he provides administrative support. Additionally, he has connections to multiple related advisory entities including Rooted Advisory Group. LPL Financial offers advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm provides diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Mid Atlantic Capital Corporation, and HarbourVest Partners. Outside of her advisory role, she provides tax preparation services through Klein Tax Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves 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 and consulting services, employing multiple program structures and centralized due diligence supported by technology, including recent adoption of artificial intelligence in certain operations.