Erica Berger is a financial advisor at Cresset Asset Management, LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Knightsbridge Wealth Management and Buffalo Capital Corporation. Cresset Asset Management, LLC is an SEC-registered investment adviser managing approximately $71.9 billion in client assets for a diverse client base, including individuals, families, trusts, retirement plans, and charitable organizations. The firm employs a diversified, asset-allocation-driven investment approach using both active and passive strategies, supported by a structured due-diligence program and a range of affiliated entities offering specialized advisory and family office services.

Paul Apodaca is a Series 66-credentialed advisor with 11 years of industry experience, currently with Money Concepts Capital Corp. He has worked with the firm since 2015 and also serves as a tax advisor and preparer at NorthPoint Tax, Wealth & Business Advisory, LLP. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, and corporations. The firm utilizes model-driven and asset-allocation approaches, offering both discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Daniel Aytekin is a financial advisor at Citigroup Global Markets with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked at several major firms, including JPMorgan Chase and Wells Fargo. Outside of finance, he was involved with RTR Bakery DBA Pandor Boulangerie & Cafe for five years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and broker-dealer services. The firm employs multi-asset, multi-manager strategies with oversight committees and manages both discretionary and non-discretionary portfolios.

Louis Richards Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with firms including Park Avenue Securities, Mutual of Omaha, Northwestern Mutual, and State Farm. Outside of his advisory role, he is active as a social media content creator focused on lifestyle topics and serves on the board of directors for the Cal Poly Pomona Sales Center. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial, Citigroup Global Markets, and Transamerica Financial Advisors. He is also involved in managing Basdakis Wealth Management Group, Inc., which operates within his LPL business activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including financial planning and outsourced CIO solutions through an independent-advisor model with an open-architecture investment approach.

Katherine Salter is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has worked at Independent Financial Group since 2018, following nine years at Sagepoint Financial, Inc. and twelve years at Financial Insights. Salter serves as a board member of St. Jude Memorial Hospital, a nonprofit organization. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm employs a model-based approach combining strategic asset allocation and manager selection across active and passive exposures, offering various portfolio management and financial planning services.

Ray Joseph is a financial advisor at Citigroup Global Markets with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Axxes Capital, Barclays Capital, and Wilshire Associates Incorporated. Citigroup Global Markets serves individual and institutional clients across a broad range of wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs that include separately managed accounts, mutual funds, ETFs, and alternative products. The firm combines large institutional scale with unique market roles such as swap dealing and futures commission merchant services.

Rita Reggio is a financial advisor with PlanMember Securities Corporation, holding a Series 63 designation and bringing 36 years of industry experience. She has been with PlanMember since 2002 and also works as a substitute teacher in the Long Beach Unified School District. Additionally, she is licensed to sell life, disability, and long-term care insurance. PlanMember provides retirement-plan advisory services to employers and participants, acting as a fiduciary for many plans and offering a range of risk-based mutual fund portfolios. The firm emphasizes education and support for plan sponsors and participants through seminars, personalized planning, and a strategic asset allocation investment process.

Hai Uy Dang is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that delivers discretionary and non-discretionary solutions across various asset classes, along with registered broker-dealer capabilities.

Craig Brueckner is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Commonwealth Financial Network since 2015. He is also a partner and co-owner of BRS Financial Group, LLC, where he has worked since 1998. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors with a range of advisory programs and back-office services. The firm provides portfolio construction flexibility and manages discretionary model portfolios through its Investment Management and Research team.

Brett Dulyea is a CFA® charterholder with 20 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined in 2025. His prior experience includes roles at First Foundation Advisors and Merrill Lynch Investment Managers LP. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm combines portfolio management and financial planning with a broker-dealer platform, offering discretionary and non-discretionary investment solutions, including access to alternative investments and affiliated trust and insurance services.

Alex Partalala is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 registrations. He has one year of industry experience and previously worked at First Foundation Bank Inc and World Vision International. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models, manager selections, and a range of fee and platform options within the broader Goldman Sachs ecosystem.

Zhuolin Hu is a financial advisor at Citigroup Global Markets with two years of industry experience and holds a Series 66 designation. Prior to joining Citigroup, Hu worked at LPL Financial and has been the owner of Degree International Group, Inc., a business unrelated to investments. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with both discretionary and non-discretionary approaches, supported by internal oversight and large-scale institutional capabilities.

Sally Ng is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at WCG Wealth Advisors, LLC for 10 years and LPL Financial, LLC for 23 years. Outside of her advisory role, she is an insurance agent with Beacon Pointe Insurance Services and owns residential property management businesses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Rick Lowe 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 25-year tenure at Ayco/Mercer Allied Company. 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Hamilton is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Centaurus since 2015. Outside of advising, he owns Eagle Tax Group, a tax preparation business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services. The firm employs both discretionary and non-discretionary arrangements and utilizes a variety of analytical approaches and model overlay programs.

Miguel Martin Jr. is a financial advisor with Transamerica Financial Advisors, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. His career includes roles at Nationwide Student Loan and Debtmerica, alongside his ongoing positions at Transamerica Financial Advisors and World Financial Group. Outside of financial advising, he is involved with R&M Farm Service, assisting with agricultural parts and errands. 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 through a variety of fee-based and commission-based programs, combining proprietary and third-party investment models.

Nvard Ter Matevosyan is a Series 66-licensed financial advisor with eight years of industry experience. She currently works with NewEdge Advisors and NewEdge Securities Inc, having previously held roles at Bank of America and Merrill. Ter Matevosyan is a general partner of God First Enterprises LLC, a for-profit entity. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of portfolio management, financial planning, consulting services, and access to sponsored advisory programs, utilizing both in-house manager selection and third-party model portfolios.

Maria Angrisani is a financial advisor at Goldman Sachs Wealth Services with five years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to that, she held roles at Ayco, In-N-Out Burger, Subway, California State University, Long Beach, and the School of Engineering and Sciences. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored financial planning and portfolio management supported by proprietary research, specialized programs, and access to alternative investments.

Sean Mcferson is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has served as a partner at Windes Inc., a CPA firm, since 2012. Integrated Wealth Concepts LLC 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, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a predominantly long-term approach and utilizing internal and third-party asset management.