Jared Backner is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 66 licenses with four years of industry experience. His career includes roles at New York Life Insurance Company and Nylife Securities LLC. He is also involved in insurance brokering through Blue Cedar Financial and Insurance Solutions. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services, emphasizing tailored recommendations and a largely non-discretionary asset base within an integrated New York Life affiliate structure.

Natalia Bartolone is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Seton Hall Law and AER Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth, Personal Wealth, and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

George Nabeshima is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes over 25 years at The Prudential Insurance Company of America and Pruco Securities, LLC, as well as experience in academic roles at the University of Hawaii and Kansas State University. He is also the owner of Seasons Quest Asset Management. 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 services such as financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and management of annuity and variable life sub-accounts, employing both discretionary and non-discretionary strategies.

Wilmer Cordoba is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA, holding a Series 66 credential and seven years of industry experience. He previously worked at Morgan Stanley and currently serves as a portfolio manager for Nest Egg ETFs, LLC. Cordoba is also involved in insurance and annuity advisory roles through independent agencies. 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 multiple platforms, managing a combination of discretionary and non-discretionary assets.

Rene Moran IV is a financial advisor at Centaurus Financial, Inc. with Series 63 and Series 65 credentials and two years of industry experience. His prior experience includes roles at Downey Federal Credit Union, J.P. Morgan Securities, and JPMorgan Chase Bank. Moran has also worked in various non-financial roles, including positions at Hambone's Bar and Grill and Martin Luther King Daycare. 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 with a variety of investment analysis techniques.

Austin Lemoine is a financial advisor with Independent Financial Group, LLC in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Lemoine has worked with various emergency services organizations, including Murrieta Fire & Rescue and Morongo Basin Ambulance. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions utilizing both firm- and third-party models.

Christopher Martin is a financial advisor at Centaurus Financial, Inc. with 26 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he serves as president and CFO of Glorietta Management Group Inc., a company providing business and personnel management solutions to niche businesses. Centaurus Financial, Inc. offers advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm employs a variety of analytical approaches and provides financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Pei Li Wang is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She holds a Series 63 designation and has worked at Integrated Wealth Concepts since 2024. Outside of her advisory role, Wang is a partner at Windes, Inc., a CPA firm, where she has served since 2000. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, utilizing customized portfolios with a long-term investment approach combined with tactical rebalancing and oversight of third-party managers.

Callum Abernethy is a Series 66 licensed advisor at Goldman Sachs Wealth Services with one year of industry experience. His background includes roles at FS Investments and M2O Private Fund Advisors, as well as academic positions at the University of Pennsylvania. 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 integrates strategic allocation models and manager selections with a broad array of affiliated capabilities across the Goldman Sachs ecosystem.

Alice Agyemang Badu is a CFP® professional with 14 years of industry experience, currently advising with Eagle Strategies (NY Life). She has been with Eagle Strategies since 2013 and also maintains roles with Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory work, she serves on the board of Amasan Radio, an online station focused on supporting the immigrant Ghanaian community, and holds leadership roles in nonprofit organizations related to education and library support. Additionally, she volunteers with the CFP Board’s Disciplinary and Ethics Commission. Eagle Strategies serves a diverse client base, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm provides tailored solutions across multiple program types, working with individual investors, institutional clients, and plan sponsors, with an emphasis on non-discretionary asset management and fiduciary responsibilities.

Robert Schimmel is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation with 23 years of industry experience. He has been with Centaurus Financial since 2015. Outside of his advisory role, he serves as an operations manager at Hamilton Wealth Management, where he is involved in administrative, sales, marketing, and advisory services. 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 its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with various analytical approaches.

Melissa Jones is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 40 years of industry experience. Her career includes roles at J.W. Cole Advisors, J.W. Cole Financial, Douglas W. Jones Associates Financial and Insurance Services, Accent Insurance Brokerage, and Transamerica Life. Outside of her advisory work, she authored a book on Oregon Trail history and created a related website. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Michael Mackesy II is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds the Series 63 and Series 66 designations and has prior experience at The Ayco Company, Mercer Allied, and Northwestern Mutual Investment Services. Outside of his advisory role, he is involved in dog breeding in Escondido, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning and portfolio management along with specialized wealth programs. The firm integrates resources across Goldman Sachs affiliates to provide tailored investment strategies and a broad range of advisory services.

Richard Yuen is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at CitiGroup, UnionBanc Investment Services, and MUFG Union Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs combined with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

John Carter is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with United Planners since 2009 and has maintained business activities in insurance and real estate development through his ownership of Carter Financial and consultancy at GRE Development, Inc. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and institutional clients. The firm employs independent Investment Adviser Representatives and uses various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Joseph Ordonez is a financial advisor with Principal Financial Services located in Huntington Beach, CA. He holds Series 63, Series 65, and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at John Hancock, Pensionmark Financial Group, and Kestra Advisory Services. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through various advisory and promoter arrangements.

Yossry Ghaly is a financial advisor at Citigroup Global Markets with five years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities LLC, JP Morgan Chase Bank, N.A., Equitable Advisors LLC, Swiss International Financial Brokerage, and Henyep Asiya. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs and brokerage services. The firm combines large institutional scale with specialized market roles and provides discretionary and non-discretionary solutions that include exposure to alternative and digital-asset products.

Caden Wiles is a CFP® with five years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and The Vanguard Group. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes internal research tools and standard asset-allocation models, with recommendations tailored to client goals and risk tolerance.

Richard Nelson is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 43 years of industry experience. Nelson has worked at Centaurus Financial since 2012 and has operated Nelson Pension and Insurance Services since 1994, where he also serves as president and sells fixed insurance products. 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 through a variety of discretionary and non-discretionary arrangements.

Alfred Valencia is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience and has worked primarily with Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is a part owner of a small family restaurant where he helps manage the kitchen staff. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.