Scot Landborg is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Commonwealth Financial Network. He has held positions at several firms including Sterling Wealth Partners, USA Financial Securities, and J P Turner & Company Capital Management, LLC. Landborg is also the owner of Sterling Wealth Partners LLC and Scot Strategy, Inc., entities related to his advisory and insurance activities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and various investment options, operating as both a portfolio manager and back-office service provider.

Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His career includes long-term roles with New York Life Insurance Company and Nylife Securities Inc., and he has operated Bennett Financial & Insurance Services since 1999. Outside of his advisory work, he volunteers with the Boy Scouts, serves on the finance committee of Tara's Chance, and is president of the Kiwanis Club of Fullerton. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm provides multiple program options tailored to client objectives and maintains a primarily non-discretionary asset base with fiduciary responsibilities for retirement investors.

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.

Maimoona Ahmed is a financial advisor at Schwab Wealth Advisory with a Series 65 designation and one year of industry experience. Prior to joining Schwab Wealth Advisory, she worked at Charles Schwab & Co., Inc. and Richardson Kontogouris Emerson, LLP. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to offer tailored investment guidance, with trades executed only upon client authorization.

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.

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.

Claudia Leao is a financial advisor at Empower Advisory Group with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at GWFS Equities, Inc. and TIAA-CREF. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and retail brokerage clients. The firm uses an integrated delivery model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates in its planning services.

Matthew Hemphill is a Series 66 licensed financial advisor at Private Advisor Group, LLC with one year of industry experience. He previously worked at Mariner Independent and Zion Capital and serves as a pastor at New Life Orange County Church. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans with portfolio management, financial planning, and retirement consulting. The firm offers managed account solutions, including proprietary and third-party platforms, and employs a fiduciary-based advisory model with access to a range of investment strategies.

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.

Thea El Khoury is a financial advisor with Eagle Strategies (NY Life) located in Anaheim, CA. She holds a Series 66 designation and has been with Eagle Strategies and affiliated firms since 2026. Her prior experience includes roles in environmental engineering and academic positions. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and manages the majority of its assets on a non-discretionary basis, operating within the integrated New York Life affiliate structure.

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.