Elijah Goble is a financial advisor with Citigroup Global Markets in Huntington Beach, CA, holding a Series 66 designation and nine years of industry experience. Prior to joining Citigroup in 2018, he worked at Bank of America and Merrill Lynch. Outside of finance, he manages Grant Goble LLC, a live entertainment production company specializing in audiovisual support for music events. 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 implements multi-asset, multi-manager strategies with an emphasis on internal oversight and combines large institutional scale with specialized market roles.

Lauren Hawekotte is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2014. She is also the owner and president of Hawekotte Financial Group, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while providing operational, compliance, and practice-management support to its affiliated advisors.

Jeffrey Yim is a financial advisor with Eagle Strategies (New York Life) based in Orange, California, holding a Series 66 license and three years of industry experience. He has served as an adjunct professor of philosophy at Concordia University Irvine since 2016 and holds a board officer position with Love Orange, a local organization that brings together faith, business, and city partners for community service. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele, including individual investors and institutional clients, with a focus on tailored solutions and primarily non-discretionary asset management.

Alicia Byrnes is a financial advisor at Corient with five years of industry experience. She holds Series 65 and Series 66 designations and has worked previously at Kayne Anderson Capital Advisors, Crescent Bay Advisors, and Evoke Wealth. Byrnes is based in Newport Beach, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and stress testing to align portfolios with client objectives.

Kimberlee Davis is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors and its affiliated broker-dealer Hightower Securities since 2015, following two years at Morgan Stanley. Based in Newport Beach, CA, Davis provides advisory services within a large enterprise firm. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and diverse portfolio construction techniques.

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. He holds a Series 66 designation and has been with Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse work experiences and multiple periods dedicated to full-time education. Goldman Sachs Wealth Services serves a broad client base, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning and portfolio management, leveraging integrated resources from across the Goldman Sachs platform and utilizing advanced tactical allocation models and proprietary analytics.

Barton Pearce is a financial advisor with Guardian Life and holds the Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and PRUCO Securities. His work involves offering insurance products from multiple carriers when appropriate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

Caden Fehr is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and Trinity School. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm combines active and passive strategies within a tax- and fee-sensitive framework and offers access to private funds and specialized investment solutions.

Timothy Conway is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 10 years of industry experience. He has been with Commonwealth since 2015. Outside of advisory work, he is involved in fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a range of advisory programs, wealth management, and retirement plan consulting. The firm provides operational, trading, technology, compliance, and practice-management support while allowing advisors discretion in portfolio construction.

Daxesh Maniar is a financial advisor with Eagle Strategies (NY Life) in Placentia, CA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Eagles Securities LLC since 2015 and has been affiliated with NYLIFE Securities and New York Life Insurance since 2004 and 2003, respectively. Maniar volunteers as a member of the CALCPA Financial Literacy program. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of representatives. The firm offers multiple program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Ignacio Jimenez is a financial advisor at Cerity Partners LLC with 23 years of industry experience. He holds the Series 66 designation and has worked at firms including HPM Partners LLC, Mullintbg Advisors, TBG Advisory Services Corporation, and Securian Financial Services, Inc. Jimenez is based in Costa Mesa, California. Cerity Partners advises a diverse client base that includes individuals, families, trusts, business entities, charitable organizations, and institutional investors, overseeing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services that combine proprietary quantitative methods with both third-party strategies and direct security selection, as well as access to alternative and private market solutions for qualified clients.

Shawn Lefebvre is an investment advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc, Lincoln Investment, Capital Analysts Inc, Pacific Southwest Financial, and Provident Mutual Life. Outside of his advisory role, he is involved in life insurance sales through his own business, Lefebvre Financial Services, and Pacific Southwest Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Mark Mitamura is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial for over 14 years and previously spent 10 years with Level Four Advisory Services. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management and financial planning, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Michael Zunino is a financial advisor with Eagle Strategies (New York Life) in Huntington Beach, CA, holding Series 63 and Series 66 licenses and 19 years of industry experience. He has worked with New York Life Investments since 2010. Eagle Strategies serves a diverse client base including individual investors, institutional sponsors, and retirement plans, providing financial planning, investment management, and advisory services often linked to insurance and annuity products. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis.

Cody Boring is a financial advisor with Carson Wealth and holds a Series 65 designation. He has two years of industry experience and has previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, and in education with Norwalk La Mirada Unified School District and Biola University. In addition to his advisory role, he is licensed as an insurance agent, selling life, health, disability, annuities, and property and casualty insurance. CWM, LLC is an SEC-registered investment adviser with an enterprise platform supporting over 650 advisors and managing approximately $50.6 billion. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services through a model portfolio approach overseen by an Investment Committee.

Jane Choi is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life, Eagle Strategies, Mass Mutual Life Insurance Company, and MML Investors Services LLC. 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. 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.

Kun Qian is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His work history includes roles with Everest Management LLC, BGLSK Management, KGW Management LLC, and a long tenure at Transamerica Financial Advisors since 2012. He is also involved in managing Everest Group, LLC, and Everest Group Partners LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, discretionary and non-discretionary program options, with a platform that integrates registered investment adviser and broker-dealer functions.

Randall Huntimer is a CFP® with 35 years of industry experience. He has worked at Centaurus Financial, Inc. since 2018 and previously held positions at Geneos Wealth Management Inc. and Schooner Financial Associates. Huntimer is also president of Starfire Financial, a property and casualty insurance 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 the CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements with a range of analytical approaches and specialized advisory services.

Steven Timbal is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has operated his own entities, including MDTB LLC, for over 10 years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a combination of advisory and brokerage services, primarily managing client-directed accounts on a non-discretionary basis.

Charles Garin is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.