Ebenezer Thompson is a Series 66 licensed advisor with Goldman Sachs Wealth Services and has one year of industry experience. Prior to joining Goldman Sachs, he held roles at Ernst and Young and was affiliated with Pitzer College for two separate periods. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models supported by proprietary research and offers a range of advisory platforms integrated within the broader Goldman Sachs ecosystem.

Victor Avila is a financial advisor with Citigroup Global Markets who holds the Series 63 and Series 66 licenses and has 11 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and U.S. Bancorp Investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains institutional-scale operations with unique market roles such as swap dealing and futures commission merchant activities.

Steven Nielsen is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding a Series 66 designation and 26 years of industry experience. He has worked at Centaurus Financial since 2017 and has been involved with Nielsen Wealth Management Group since 2010. Outside of advisory roles, he is active in teaching financial awareness seminars to the public and participates in a deferred sales trust marketing team, as well as managing a tax preparation business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers both discretionary and non-discretionary portfolio management, employing a mix of fundamental, technical, and overlay strategies.

Matthew Collins is a financial advisor at Principal Financial Services with 16 years of industry experience. He holds a Series 66 designation and has worked at Principal Financial Services and Principal Life Insurance Company since 2026. Prior to that, he was affiliated with MassMutual and its related entities from 2017 to 2026, and with Tax and Financial Services and Securian Financial Services from 2010 to 2017. 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 U.S. military personnel overseas. 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.

Brandon Hauck is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Principal Securities, Principal Life Insurance, Capital Synergy Partners, Inc., and CPS Financial & Insurance Services. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Steve Shim is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding a Series 66 designation and 18 years of industry experience. His prior work includes a decade at Axa Advisors, LLC, and he currently operates Coram Deo Insurance and Financial Services, Inc., brokering non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and mainly manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Pascal Nguyen is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 35 years of industry experience. His prior work includes roles at P2 Partners Insurance & Financial Services LLC and his own firm, Pascal Insurance and Financial Services. He also serves as a member of PIFS Management LLC, a management company overseeing business activities unrelated to investments. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, institutional investors, and corporate clients. The firm offers multiple advisory program types with an emphasis on tailoring recommendations to client objectives and manages the majority of its assets on a non-discretionary basis.

Richard Barry is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 26-year tenure at The Ayco Company, L.P./Mercer Allied. 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 leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a broad range of affiliated services.

Madhavi Holay is a CFP® professional with seven years of industry experience, currently serving at Schwab Wealth Advisory in Irvine, CA. Her prior experience includes roles at Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, utilizing standardized asset allocation models and Schwab research tools. The firm delivers annual financial reviews and investment recommendations while clients retain final trading decisions.

Tammi Reinders is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. She holds Series 63 and Series 66 credentials and previously worked at Coordinated Capital Securities, Inc. for 21 years before joining Centaurus Financial in 2020. Outside of her advisory role, she is a co-owner of Reinders Tax, a tax preparation 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 and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Jared Backner is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 66 and Series 63 licenses with four years of industry experience. His prior roles include positions at Nylife Securities LLC and New York Life Insurance Company. He also operates under the DBA Blue Cedar Financial and Insurance Solutions, focusing on brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individuals, defined contribution and defined benefit plans, and corporate clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages a significant portion of assets on a non-discretionary basis 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 with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at Downey Federal Credit Union and J.P. Morgan Securities. 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 variety of financial planning and portfolio management services through its CLASSIC Plus platform, using both discretionary and non-discretionary arrangements.

Austin Lemoine is a financial advisor with Independent Financial Group, LLC and holds the Series 66 designation. He has one year of experience in the financial industry and previously worked in various emergency medical and fire rescue roles. He has been involved with Murrieta Fire & Rescue since 2020. Independent Financial Group is a large enterprise firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers investment advisory programs, financial planning, and retirement plan services through a combination of in-house and third-party managed portfolios, utilizing both discretionary and non-discretionary strategies tailored to client risk profiles.

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.