Eric Sirich is a financial advisor with Transamerica Financial Advisors in Brea, CA, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles in pharmacy and estate planning services, and he serves as Treasurer of the Inland Empire Pharmacists Association. He also provides client education and support related to estate planning through affiliated organizations. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering advisory and broker-dealer services through proprietary model portfolios and third-party money managers. The firm operates both as a registered broker-dealer and RIA, with programs that can be discretionary or non-discretionary depending on client needs.

Jacob Conway is a financial advisor with Empower Advisory Group in Huntington Beach, CA, holding Series 66 and Series 63 licenses and nine years of industry experience. His prior roles include positions at GWFS Equities, Pacific Life Insurance, Robinhood Financial, Morgan Stanley, and JPMorgan Chase. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients, delivering services integrated with Empower’s recordkeeping and administrative platforms.

Christopher Blades is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 23-year tenure at Mercer Allied Company, L.P. Outside of his advisory role, he is the owner of Llama Joe's LLC, a personal residence holding company. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

Aditya Vashi is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He has been with Goldman Sachs / Ayco since 2022 and previously worked in educational and retail sectors, including positions at Silver Oak Learning K-12 and Walmart Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of specialized affiliate capabilities.

Westley King is a financial advisor at Centaurus Financial, Inc. with 32 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 1994. Outside of his advisory role, King serves as Executive Vice President of Brokerage Design and Development, Inc., where he creates training curricula and organizes workshops. 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, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements with a range of investment approaches.

Charles Burling III is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds the Series 66 designation. Prior to his advisory role, he was involved with Academy Jiu Jitsu and Kickboxing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through various discretionary and non-discretionary arrangements.

Wendy Chen is a financial advisor with CIBC Private Wealth Advisors, Inc., holding a Series 65 designation and eight years of industry experience. She is based in Newport Beach, CA, and has a long tenure with AT Investment Advisers Inc., where she has worked since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management and wealth advisory services, integrating an internal investment team with governance committees and utilizing a mix of proprietary and external strategies.

Michael Simon is a CFA® charterholder with 26 years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked for Alpha Mark, LLC for 26 years. Outside of his advisory work, he owns and operates Dispenser Man, LLC, a business that creates and sells home art fixtures and provides rental services for hyperbaric chambers. EP Wealth Advisors serves individuals, corporate and business clients, and retirement plans, offering wealth management, discretionary portfolio management, and financial planning services. The firm constructs customized model portfolios using fundamental, technical, and cyclical analysis and provides additional services such as tax preparation and estate document preparation for qualifying clients.

Robert Davies is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, Davies is involved in insurance sales, offering products including health, Medicare, long-term care, life insurance, and fixed annuities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services such as portfolio management, financial planning, consulting, and access to sponsored advisory programs through various program structures and a centralized due diligence process.

Michael Mcginley is a CFP® with 24 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2020, following seven years at Providus Advisors, LLC. Mcginley holds Series 63 and Series 65 licenses. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers customized wealth management and financial planning services, employing a combination of fundamental, technical, and cyclical analysis, along with alternative investment options and third-party manager recommendations.

Loris Rose is a Series 66-licensed financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 26 years of industry experience. He has been with Centaurus Financial since 2005. Outside of his advisory role, he owns a business called Pinnacle Strategies Insurance and Financial Services and is involved in selling PEO services and group and individual health insurance. 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 platforms like CLASSIC Plus and employs both discretionary and non-discretionary arrangements, using a mix of fundamental and technical analysis.

Kristopher Gallaher is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Goldman Sachs since 2021, following 11 years at The Ayco Company, L.P./Mercer Allied. Based in Newport Beach, CA, his career spans both wealth management and advisory roles. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and 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.

Mark Menne is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Centaurus Financial since 2012 and has been with The Lotter Group since 2005. Outside of advisory services, he acts as an insurance agent specializing in life, long-term care, and disability insurance. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm employs a variety of investment approaches across discretionary and non-discretionary accounts, offering financial planning, portfolio management, retirement-plan consulting, and specialized advisory services.

Rachel Seaton is a CFP® and ChFC® affiliated with EP Wealth Advisors in Torrance, CA, with four years of industry experience. She has worked at EP Wealth Advisors since 2023 and previously held roles at Valeo Financial Advisors, Crewe Advisors, Charles Schwab & Co., Inc., and TD Ameritrade. Seaton is also a silent owner of Dauntless Financial, LLC, a family office trust administrator. EP Wealth Advisors serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document assistance. The firm constructs customized portfolios using a combination of fundamental, technical, and cyclical analysis, and provides ongoing monitoring and fiduciary services for retirement plans.

Douglas Jones is a CFP® professional with 14 years of industry experience. He is currently with EP Wealth Advisors and has previously worked at Riley Private Client LLC, Charles Schwab, and Neuberger Berman LLC. His background includes experience at both large firms and as a sole proprietor. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm constructs customized portfolios using various analytical methods and provides ongoing monitoring, including recommendations of third-party managers and ERISA plan services.

James Dewhurst is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a seven-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support through integrated strategies and affiliated managers.

Christopher Carlsen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Morgan Stanley and has held positions outside the financial industry, including roles at In N Out Burger and Ashton Carter for C&L Refrigeration. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Casey Conway is a financial advisor at EP Wealth Advisors with 22 years of industry experience. He holds a Series 66 designation and previously worked at Sloan Investment Management, L.L.C. for 17 years before joining EP Wealth Advisors in 2024. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate entities, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation, employing a customized investment approach that includes fundamental, technical, and cyclical analysis alongside alternative investment recommendations.

James Plaskey Jr. is a CFP® professional with 13 years of industry experience, currently serving at EP Wealth Advisors. His prior roles include positions at Executive Wealth Management, EWM Capital, and Private Client Services. Outside of his advisory work, he serves as a board member for the Alzheimer's Association Michigan Great Lakes and is involved with several nonprofit organizations, including the Brighton Chamber of Commerce and Team Suzy. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm provides wealth management, discretionary portfolio management, and financial planning services, with a focus on customized portfolios that incorporate fundamental, technical, and cyclical analysis.

Ricardo Gonzalez is a CFA® charterholder and holds a Series 66 license, with three years of industry experience. He is currently an advisor at EP Wealth Advisors and previously worked at Bank of America, Merrill, DoubleLine, Canyon Partners, and Trust Company of the West. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services like tax preparation and estate-document preparation, delivering customized model portfolios with ongoing monitoring using a range of analytical methods and investment strategies.