Allison Chema is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. She has been with Ayco, a Goldman Sachs Company, since 2019. Her prior roles include positions related to education and student housing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies, offering tailored solutions such as Executive Wealth and Private Family Office support.

Eduardo Ramirez is a CFP® with eight years of industry experience, currently serving as a financial advisor at EP Wealth Advisors. He previously worked at Mariner Wealth Advisors for eight years before joining EP Wealth Advisors. EP Wealth Advisors is a registered investment adviser that serves individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, using customized model portfolios and a range of investment strategies.

Todd Flynn is a CFP® and holds a Series 65 license with 24 years of experience in the financial industry. He has worked at EP Wealth Advisors since 2021 and previously spent 13 years at Soundmark Wealth Management, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers customized wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation for qualified clients, utilizing a mix of fundamental, technical, and cyclical analysis along with access to third-party managers and ERISA plan fiduciary services.

Robert Priola is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 66 and Series 65 licenses and four years of industry experience. He previously worked at Wacker Wealth Partners for eight years before joining EP Wealth Advisors. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans by offering wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients. The firm uses customized model portfolios and various analytical strategies, including fundamental, technical, and cyclical analysis, along with alternative investments and private fund recommendations.

Derek Holman is a financial advisor with EP Wealth Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with EP Wealth Advisors since 2005. EP Wealth Advisors serves individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, using customized model portfolios with ongoing monitoring and a combination of fundamental, technical, and cyclical analysis.

Vijaykrishna Sadagopan is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as earlier positions in the technology sector at Qualcomm Life Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides a range of financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, with a focus on tailored recommendations and fiduciary responsibilities under PTE 2020-02.

Analiese Lauro is a Series 66–licensed financial advisor with eight years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Financial Partners Credit Union. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging strategic models and proprietary analytics within the broader Goldman Sachs ecosystem.

David Martinez is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Centaurus Financial in 2020, he held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory role, Martinez owns several businesses offering tax preparation, legal document preparation, and insurance 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 employs a variety of investment approaches, offering both discretionary and non-discretionary portfolio management, financial planning, and specialized advisory services through its CLASSIC Plus platform.

Michael Martinelli is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017, following prior roles at Mass Mutual Investors Services and MetLife Securities. In addition to his advisory work, Martinelli is involved in fixed life insurance and owns Martinelli Financial Services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning and portfolio management through platforms like CLASSIC Plus. The firm manages assets via both discretionary and non-discretionary arrangements, employing various analytical approaches and providing specialized advisory services.

Jordan Freund is a financial advisor at Mariner with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Beacon Pointe Advisors, RBC Wealth Management, UBS Financial Services, and Bank of New York Mellon. Freund is based in Newport Beach, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a broad range of strategies alongside integrated tax and accounting services.

Mohammad Rahimi is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Linda Coffey is a financial advisor at EP Wealth Advisors with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at EP Wealth Advisors since 2021. Her prior experience includes roles at Wipfli Financial Advisors, LLC, and Independent Financial Partners. EP Wealth Advisors is a registered investment adviser serving individuals—including high-net-worth clients—corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning services, utilizing customized model portfolios and a combination of fundamental, technical, and cyclical analysis.

Britton Hammock is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at National Life Group, Northwestern Mutual, and VS Associates. Outside of his advisory role, he is involved as an insurance agent with True Path Financial and Insurance Services. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently employs third-party asset managers and model portfolios, balancing long-term strategies with options for shorter-term trading and specialized instruments.

Joan Wenglikowski is a CFP® with 17 years of experience in the financial services industry. She currently works at EP Wealth Advisors, where she has been since 2024, and previously spent 14 years at Wacker Wealth Partners. EP Wealth Advisors serves individuals, corporate clients, and retirement plans with wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm uses customized portfolios with ongoing monitoring and employs various investment strategies, including fundamental, technical, and cyclical analysis.

Michael Mccullough is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Anthony Azavedo, CPA since 2019 and previously at Orange Coast Financial Group. In addition to his advisory role, he is president of Beach Wealth Management and owner of McCullough Financial, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing largely non-discretionary assets.

Kara Duckworth is a CFP® with 14 years of industry experience and is currently with Mercer Global Advisors Inc. She previously led Duckworth Wealth Advisors, Inc. from 2013 to 2017 before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, while offering a range of portfolio management and planning services.

Ashley Oliveira is a CFP® professional at EP Wealth Advisors with one year of industry experience. Prior to joining EP Wealth Advisors in 2025, she worked at Aspiriant from 2023 to 2025 and Brown Advisory from 2019 to 2023. Before entering the financial industry, she spent four years as a homemaker. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation, utilizing customized model portfolios and a range of investment strategies tailored to client needs.

Saunders Carlson is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, Saunders held positions at Cresset Capital, CoreWeave, and worked in the foodservice sector with Woodgrain Bagel and Deli, SALT Bistro, Shine, and Lucky Pie Pizza. 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 offers tailored investment strategies supported by proprietary research, integrating resources across the Goldman Sachs network to deliver comprehensive wealth management solutions.

Brian Payne is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He currently serves as Treasurer on the board of the Educational Freedom Foundation and is involved in teaching homeschool classes through the Pacific Coast Learning Center. Brian’s background also includes roles in health and dental insurance agencies and residential real estate. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, charitable organizations, and corporations. The firm provides advisory and broker-dealer services with a range of investment programs, combining proprietary and third-party model portfolios, and manages both discretionary and non-discretionary assets.

Christopher Vaccaro is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been affiliated with Ameritas entities since 2006 and has operated Capstone Financial Group since 1989, where he also serves as president of Capstone Financial Resources, Inc. In addition to advisory work, he is a licensed independent insurance agent specializing in fixed insurance products, life and disability insurance, and medical and dental insurance for business clients. 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, with a focus on plan sponsors and participants.