Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. 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 third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Jordan Leonard is a financial advisor at TIAA-CREF with seven years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Morgan Stanley and several other financial services firms. Outside of finance, Leonard is also involved in professional wrestling as an independent contractor. TIAA-CREF Individual & Institutional Services, LLC serves individuals and entities often connected to TIAA-administered retirement plans, providing financial planning, discretionary managed account programs, and brokerage services. The firm employs a fiduciary standard in its advisory services and offers both model-based and customized portfolio management within a vertically integrated framework.

Kevin Jack is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Newport Beach, CA. His entire advisory career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Clay Zachry is a CFP® and holds a Series 66 designation with 25 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked at Harris Financial Advisors, Inc. for 11 years. EP Wealth Advisors serves individuals, business clients, and retirement plans with wealth management and discretionary portfolio management, offering customized model portfolios and ancillary services including tax preparation and estate-document preparation for qualified clients. The firm integrates fundamental, technical, and cyclical analysis along with access to alternative investments and third-party managers.

Timothy Vanderhoof is a financial advisor at EP Wealth Advisors with four years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at J.P. Morgan Investment Management, JPMorgan Distribution Services, and Homeside Financial. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, providing wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses a mix of fundamental, technical, and cyclical analysis to construct customized portfolios and offers ERISA plan services including discretionary fiduciary management.

Dominica Henderson is a CFP® with 13 years of industry experience, currently affiliated with CWM, LLC. Her prior experience includes a twelve-year tenure at Haussmann Financial Inc. She also operates a separate financial planning LLC for accounting purposes and works part-time as an insurance agent. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a range of portfolio management, financial planning, and retirement plan services.

Christian Lozano is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA. He holds Series 63 and Series 66 licenses and has eight years of industry experience. Lozano has worked with New York Life Insurance Company and NYLIFE Securities LLC since 2016 and maintains business activities involving brokering non-registered insurance products under his own entities. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers a variety of advisory programs, emphasizing tailored solutions and predominantly managing assets on a non-discretionary basis.

Philip Board is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Centaurus Financial since 2014. Outside of advisory work, he is involved in elder care benefits planning, estate planning facilitation, financial education, and is a co-author of books on retirement and personal finance; he also hosts a financial-themed podcast. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations, offering financial planning and portfolio management through its CLASSIC Plus platform. The firm uses a mix of fundamental and technical analysis and offers both discretionary and non-discretionary arrangements along with specialized advisory services.

Joanne Kuy is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Ayco/Goldman Sachs & Co. LLC since 2021 and previously spent 20 years with The AYCO Company, L.P./Mercer Allied. Outside of her advisory role, she serves on the Investment Committee of St. Margaret of Scotland Episcopal School, a nonprofit educational institution in San Juan Capistrano, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and integrated financial services within a large diversified financial group to deliver tailored wealth management solutions.

Brett Hughes is a CFP® with 12 years of industry experience and is currently with EP Wealth Advisors in Torrance, CA. He has held prior roles at CCG Wealth Management LLC, AlphaCore Capital LLC, and Delphi Private Advisors. Brett holds Series 63 and Series 66 registrations. EP Wealth Advisors is a registered investment adviser serving individual, corporate, and retirement plan clients. The firm offers wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualified clients, using a combination of fundamental, technical, and cyclical analysis in managing customized model portfolios.

Carrie Sax is a CFP® and CFA® with 12 years of industry experience. She is currently an advisor at EP Wealth Advisors in Torrance, CA, where she has worked since 2021. Her prior experience includes roles at DeYoe Wealth Management, Bank of America, Merrill, and Parsec Financial Management. EP Wealth Advisors serves individuals, business clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm employs customized model portfolios with ongoing monitoring, integrating fundamental, technical, and cyclical analysis along with alternative investment options when appropriate.

Nicholas Schell is a financial advisor at Goldman Sachs Wealth Services holding a Series 66 designation. He has one year of industry experience and has worked in various roles including positions at Goldman Sachs & Co. LLC and KPMG Espana. Outside of finance, his work history includes roles in hospitality and retail sectors. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic investment models and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across multiple account and pricing platforms.

Tyler Petersen is a CFP® with 14 years of industry experience. He is currently with EP Wealth Advisors in Torrance, CA, where he has worked since 2020. His prior experience includes roles at The Insight Group Insurance Agency, Financial Insight Center, and American United Life. EP Wealth Advisors serves individuals, including high-net-worth clients, as well as corporate and business clients and retirement plans. The firm provides wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for qualifying clients, utilizing customized portfolios and a range of investment strategies.

Jason Santos is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Centaurus Financial since 2015. Outside of advisory work, he serves as president of JPS Financial Services, Inc., a life, health, and disability insurance firm, and is involved in estate planning education as a member of an estate planning team. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

Hector Hernandez is a financial advisor with Transamerica Financial Advisors in Torrance, CA. He holds Series 63 and Series 65 licenses and began his advisory career in 2026. Outside of his advisory role, he has extensive experience in various business ventures dating back nearly three decades, including real estate and asset management companies. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, providing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Edward Oxford is a Series 66-credentialed financial advisor with 22 years of industry experience. He has been with Kestra Advisory since 2017, following seven years at LPL Financial. Outside of advisory work, he conducts theological presentations and research through a nonprofit documentary film project. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse mix of institutional and individual clients. The firm offers fiduciary consulting, plan-level investment advice, and employee education, supporting clients with multiple management platforms and third-party managed solutions.

Monica Chandra is a CFP®-certified financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. She has worked at firms including Infinex Investments, Inc., CUNA Brokerage Services, Inc., SchoolsFirst FCU, LPL Financial, and Orange County's Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating under a hybrid adviser and broker-dealer structure.

David Bahnsen is a CFP® and Series 66-credentialed financial advisor with 24 years of industry experience. He is affiliated with Hightower Advisors and has been with the firm since 2015, also leading The Bahnsen Group since 2018. Outside of his advisory role, he records a weekly podcast for National Review focusing on theology, philosophy, and the human quest for flourishing. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and a combination of affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with extensive financial planning services.

Chad Parker is a CFP® and ChFC® with 26 years of experience in the financial industry. He currently works at EP Wealth Advisors and previously led Parker Advisory Group for 15 years. Outside of his advisory roles, he serves as president and managing member of investment-related entities involved in real estate investing. EP Wealth Advisors is a registered investment adviser that serves individuals, including high-net-worth clients, businesses, and retirement plans. The firm offers wealth management, financial planning, discretionary portfolio management, and ancillary services such as tax preparation and estate-document preparation, with a focus on customized portfolios and ongoing monitoring using fundamental, technical, and cyclical analysis.

Kristyn Gibson is a CFP®-certified financial advisor with nine years of industry experience, currently serving at EP Wealth Advisors. She previously worked at Rappaport Reiches Capital Management for eight years in various roles. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm uses a combination of fundamental, technical, and cyclical analysis to construct customized model portfolios and provides ancillary services such as tax preparation and estate-document preparation for qualified clients.