Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Eagle Strategies since 2022, alongside operating Bennett Financial & Insurance Services since 1999. Lawrence is also involved in community activities, volunteering with the Boy Scouts, serving on the finance committee for Tara’s Chance, and holding an officer position as president of the Kiwanis Club of Fullerton. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and primarily manages client assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior firms include Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. Dawn is also a Certified Divorce Financial Analyst, providing divorce financial analysis to individuals and couples. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm’s investment approach combines in-house research with third-party managers across various asset classes and includes integrated tax and administrative services uncommon in large advisory enterprises.

Kahni Bizub is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, Bizub has worked at Wright Ford Young & Co since 1988 in a CPA role. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term focus and risk management through rebalancing and third-party asset management.

Maimoona Ahmed is a financial advisor at Schwab Wealth Advisory with one year of industry experience. She holds a Series 65 designation and has previously worked at Richardson Kontogouris Emerson, LLP from 2016 to 2024. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations using Schwab’s asset allocation models and research tools. The firm operates as an internal advisory unit within Charles Schwab & Co., Inc., delivering advice without discretionary trading authority.

Alexandra Sandoval is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. She has worked at CNR Securities, LLC since 2023 and was previously affiliated with the University of California, Los Angeles from 2019 to 2023. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management alongside various advisory services.

Yueyi Du is a financial advisor with Transamerica Financial Advisors and holds a Series 63 designation. She has three years of industry experience and has been involved with DU Advisors, LLC since 2020, where she provides accounting and tax services. Her prior experience includes roles at Smarter Tools, Inc. and Wfgia. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services. The firm provides proprietary and third-party model portfolio solutions with discretionary and non-discretionary options.

Daniel Roberts is a financial advisor with Centaurus Financial, Inc. He holds a Series 63 designation and has 47 years of industry experience. He has worked with Centaurus Financial since 2016. Outside of his advisory role, he is co-owner and general manager of Pet Buddies, a non-investment business in Santa Ana, CA, where he oversees billing, collections, and legal matters. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a combination of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

Matthew Hemphill is a financial advisor with Private Advisor Group, LLC, holding a Series 66 credential and one year of industry experience. He has previously worked with Mariner Independent and Zion Capital, and serves as a pastor at New Life Orange County Church. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers. The firm supports its network of investment adviser representatives with multiple analytical approaches and tools tailored to client objectives.

Gary Klein is a financial advisor with NewEdge Advisors holding the ChFC® designation and Series 63 registration. He has 28 years of industry experience, including 19 years at Regal Wealth Group Inc before joining NewEdge Advisors in 2024. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to sponsored advisory programs, with a focus on combining in-house and third-party manager solutions supported by technology and centralized due diligence.

Jeffrey Golan is a financial advisor at Principal Financial Services based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. Outside of advisory services, he is also an agent involved in fixed insurance products including fixed life, disability, long-term care, group, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Esther Ebo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the founder of Miragate USA Inc., a startup focused on confectionary food products and online sales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions alongside institutional-scale research and execution capabilities.

John King is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Devere Acuma LLC. Outside of his advisory role, he serves as Vice President of Beach Financial Group, Inc., a branding and marketing firm. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Brian Gilbert is a financial advisor with Commonwealth Financial Network in Irvine, CA, holding Series 63, 65, and 66 designations and 33 years of industry experience. He has been with Commonwealth since 2003 and previously worked at A. G. Edwards & Sons, Inc. since 1999. Outside of advisory work, he leases oyster farming rights on privately owned land. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including discretionary model portfolios and various customized investment solutions.

Danielle Britton is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and has recently started her career in the financial industry, having joined Goldman Sachs in 2025. Prior to her current role, she held various positions including roles at Bartlett, Pringle & Wolf and teaching positions at Wake Forest University and San Marcos High School. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic and tactical allocation models and a wide range of investment and operational tools within the larger Goldman Sachs ecosystem.

Geoffrey Waters is a CFP® with 26 years of industry experience, currently advising at Mariner since 2025. His prior roles include over two decades at Strategic Advisers and multiple positions at Fidelity Investments and Alpha Cubed Investments, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Jamie Ta is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Integrity Alliance, LLC. Jamie has been associated with Retirement Planning Advisors, Inc. since 2012. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through multiple platforms.

Crystal Duong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary investment solutions.

Shane Valdez is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years and is also involved in coaching youth wrestling through ownership of the Valdez Wrestling Club, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types and manages a significant portion of its assets on a non-discretionary basis.

William Chan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.