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 licenses and has previously worked at Kayne Anderson Capital Advisors and Crescent Bay Advisors. Byrnes joined Corient in 2024, where she also serves Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kimberlee Davis is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse positions such as a brief tenure with Villarreal CF and several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Barton Pearce is a financial advisor with Primerica Advisors based in Irvine, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Caden Fehr is a financial advisor with Focus Partners Wealth, LLC in Irvine, CA, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Focus Partners Wealth, he held roles at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and has experience in educational and retail settings including Trinity School and Home Depot. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, family office services, and fiduciary retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture and offers an extensive network of affiliated service companies and product relationships beyond typical custody or manager platforms.

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 22 years of industry experience. He holds a Series 66 designation and has been with HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

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.

Sundy Clark is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and with seven years of industry experience. Clark’s career includes roles in global logistics and transportation, serving as Director of Key Accounts at Kuehne & Nagel and Global Account Director at Hellmann. Clark is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Cody Boring is a financial advisor at CWM, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at Aspire Financial Planning, Pacific Unity Insurance Solutions, Norwalk La Mirada Unified School District, and Biola University. Outside of advisory services, he is also licensed as an insurance agent selling life, health, disability, annuities, long-term care, home, auto, and commercial insurance. CWM, LLC is an SEC-registered investment adviser serving individuals, families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm provides portfolio management, financial planning, and retirement-plan services, employing discretionary account management with model portfolios overseen by an internal 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 34 years of industry experience. He is currently with Centaurus Financial, Inc., where he has worked since 2018, following 13 years at GENEOS Wealth Management Inc. and ongoing tenure at Schooner Financial Associates since 1995. Outside of advisory work, he is president of Starfire Financial, a property and casualty insurance business. Centaurus Financial, Inc. serves a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized services through both discretionary and non-discretionary arrangements, utilizing a range of analytical approaches and third-party resources.

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.

Christopher Capezuto is a financial advisor with Centaurus Financial, Inc. based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has 40 years of industry experience. He has been president of Financial Concepts Unlimited, Inc., an outside registered investment advisor, since 1997. 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, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

James Yocom III is a financial advisor with OSAIC Institutions, Inc. holding Series 63 and Series 65 licenses and has 31 years of industry experience. His prior roles include positions at Infinex Investments, LPL Financial, BCU Wealth Advisors, Baxter Credit Union, CUSO Financial Services, and UnionBanc Investment Services. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and utilizing third-party promoters and subadvisory relationships.