Megan Minogue is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has been with Transamerica Financial Advisors since 2012 and has a background that includes roles at SoCal Technologies, Inc. and Wfgia. Outside of finance, she owns and operates Castles Made of Sand, a business creating custom stained glass products. Transamerica Financial Advisors, LLC provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individual investors, employer-sponsored plans, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver its advisory services through a large network of advisors and multiple program platforms.

Jeffery Goble is a financial advisor at Citigroup Global Markets with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Citigroup Global Markets since 2007. Outside of his advisory role, he manages several rental properties. Citigroup Global Markets serves individual and institutional clients across wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with oversight committees to select and monitor managers, supporting both discretionary and non-discretionary portfolios.

Carlos Rasmussen is a financial advisor with Centaurus Financial, Inc., holding the PFS™ designation and Series 63 and 65 licenses. He has 27 years of industry experience, including 15 years at Centaurus Financial and ongoing leadership at Rasmussen Capital Management Inc., where he serves as President and CEO. Outside of his advisory role, he is involved in insurance sales, business consulting, and serves as corporate secretary for a clinical counseling and life coaching organization. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary strategies with a combination of fundamental and technical analysis.

Matthew Steelman is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding a Series 65 credential and two years of industry experience. He also works with Windes, Inc. as a CPA. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors, offering discretionary investment management, financial planning, family office, and retirement plan advisory services. The firm constructs customized portfolios using mutual funds, ETFs, individual equities, and fixed income, employing both long-term and shorter-term trading strategies while maintaining client assets with third-party custodians.

Taylor Parks is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2018, including prior roles at The Ayco Company and Mercer Allied. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, and institutional clients. The firm offers tailored investment strategies supported by proprietary research and integrates capabilities from across the Goldman Sachs ecosystem.

Jackson Barnes is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has previously worked at AdvantageXPO and Newport Beach Country Club, among other roles. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm utilizes strategic allocation models, specialized programs, and proprietary analytics to tailor plans and portfolios aligned with client objectives.

Matthew Crandall is a financial advisor at Citigroup Global Markets with 18 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Merrill, Wells Fargo Advisors, and other financial institutions. Outside of his advisory work, he owns rental properties in Long Beach, California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies using internal standards and oversight committees, supporting both discretionary and non-discretionary portfolios.

Anju Mohindru is a financial advisor at Mariner with 18 years of industry experience. She holds a Series 66 designation and previously worked at Cambridge Investment Research Advisors for 15 years. Outside of advisory work, she serves as a notary public in Laguna Woods, 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 employs discretionary, customized portfolios supported by in-house research and third-party managers, and offers integrated tax, accounting, and family office services alongside traditional portfolio management.

David Stevens is a financial advisor at SPC with 40 years of industry experience. He holds the CFP® designation and has worked at firms including The Planners Network and National Planning Corp. Stevens also owns a CPA firm where he prepares tax returns and bookkeeping for a small number of clients. SPC provides investment management, financial planning, and retirement-plan advisory services to a diverse client base that includes individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm operates a large advisory network and delivers tailored, discretionary investment advice primarily through the SIGMA Managed Account and other account programs.

Christopher Lenihan is a financial advisor with D.A. Davidson & Co. in Irvine, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes service at the LA County Fire Department and seven years at the Robert E Harris Agency. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Faryal Ahsan 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, she held positions at Pimco and has also worked in educational roles at Chapman University, Irvine Valley College, and Northwood High School. 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 employs strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging a broad range of affiliated resources within the Goldman Sachs ecosystem.

Eric Chen is a financial advisor at Citigroup Global Markets with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Bank of America, and Merrill Lynch. 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, including in-house research, security pricing, and derivatives services.

Garett Rodriguez is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has four years of industry experience, including roles at Goldman Sachs Ayco and prior positions in accounting and mortgage services. Outside of finance, he has worked in educational settings at Chapman University and local schools. Goldman Sachs Wealth Services provides comprehensive financial planning and investment management to individual and high-net-worth clients, corporate participants, and institutional clients. The firm leverages centralized investment resources and a broad range of affiliated services, including private family office support and retirement plan education, operating within a large integrated financial group.

Joseph Papez Jr. is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2010. Outside of his advisory role, he manages insurance services including term life, whole life, health, and disability insurance through a separate business. 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, and retirement-plan consulting through various platforms, utilizing both discretionary and non-discretionary investment arrangements.

Nathan Herrera is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Lulu Lemon, Champs, Firstline Home Loans, and California State University Fullerton. Goldman Sachs Wealth Services advises a diverse client base, ranging from individual investors to institutional clients, providing financial planning and portfolio management alongside specialized programs such as Private Family Office services and Executive Wealth programs. The firm integrates strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

David Choi is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has worked at LPL Financial since 2015 and was previously affiliated with Level Four Advisory Services. Outside of his advisory roles, he owns a retail tea and coffee shop, Y.E.S. Hospitality Group DBA Sharetea FV. 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, family office, and retirement plan advisory services, using customized portfolios built from mutual funds, ETFs, individual equities, and fixed income while employing both long-term and shorter-term trading strategies.

Justin Kessler is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Ayco/Goldman Sachs & Co. LLC since 2019 and was previously with The AYCO Company, L.P./Mercer Allied from 2014 to 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a wide range of clients, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a variety of discretionary and non-discretionary managers to implement tailored portfolios and services.

John Stephens Jr. is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 63 designation and 40 years of industry experience. He has been with Centaurus Financial since 2002. Outside of his advisory role, he owns Stephens Financial & Insurance Services, a non-investment related branding entity. Centaurus Financial, Inc. serves a diverse client base including individuals, families, businesses, and trusts, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm provides both discretionary and non-discretionary management, employing various analytical approaches and specialized advisory services.

Valerie Bullock is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has been with Transamerica Financial Advisors since 2015 and also has affiliations with World Financial Group, Inc. Outside of her advisory work, she is involved in the sales of insurance products for companies affiliated with her firm. Transamerica Financial Advisors serves a broad client base including individual investors, employer-sponsored retirement plans, trusts, estates, charitable organizations, and businesses. The firm’s advisory approach emphasizes model portfolios and third-party managers, supported by multiple program platforms such as Transamerica ONE and TFA365.

Austin Mc Gowan is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding Series 66 and Series 63 licenses with two years of industry experience. His prior roles include positions at Platinum Equity Advisors, LLC and KPS Capital Partners, LP. J. W. Cole Advisors operates a large network of independent investment adviser representatives and offers fee-based portfolio management, financial planning, retirement plan services, and access to third-party manager platforms for individual, high-net-worth, and institutional clients. The firm employs a combination of fundamental and technical analysis along with model or manager-based strategies, and advisors may manage client accounts on either a discretionary or non-discretionary basis.