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.

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.

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® professional affiliated with Osaic Institutions, Inc., based in Garden Grove, CA, with 22 years of industry experience. Her career includes roles at Infinex Investments, CUNA Brokerage Services, 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 network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, and access to alternative investments, operating a hybrid adviser/broker-dealer model with a combination of discretionary and non-discretionary assets.

David Bahnsen is a CFP® and Series 66 credentialed advisor with 25 years of industry experience. He has worked at firms including Morgan Stanley, UBS Financial Services, and Hightower Advisors, where he currently serves as part of The Bahnsen Group. Outside of his advisory work, he hosts the National Review Capital Record Podcast, focusing on theology, philosophy, and the quest for optimal human flourishing. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services through its network of advisors.

Mariday Taruc is a financial advisor at GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with GWN Securities since 2010 and is a part owner and director at Titanium Financial & Insurance Services Inc., which she joined in 2013. In addition to advisory work, she is a certified tax preparer and provides bookkeeping services as a sole proprietor. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes a range of tactical, momentum-based investment strategies alongside model portfolios and discretionary management.

Philip Ho is a CFP®-designated financial advisor with 25 years of industry experience. He currently works at Focus Partners Wealth, LLC and has held prior roles at Buckingham Strategic Wealth, LLC and Wealth Management Group, LLP. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, providing wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds.

Jacob Conway is a financial advisor at Empower Advisory Group with nine years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including GWFS Equities, Robinhood Financial, Morgan Stanley, and JPMorgan Chase Bank. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and select retail brokerage clients. The firm delivers services through an integrated model connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

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.

Sean Lee is a financial advisor at Farther with 14 years of industry experience. He holds a Series 66 designation and previously spent 15 years at Hollencrest Capital Management. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform as well as in-person meetings. The firm’s approach is based on Modern Portfolio Theory and employs proprietary model portfolios with algorithmic rebalancing, using a range of investment vehicles supplemented by AI tools under internal review.

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.

Stephen Lee is a CFA® charterholder and holds a Series 66 license with four years of industry experience. He currently works at Schwab Wealth Advisory and previously held roles at Charles Schwab & Co., Inc., IIYGroup LLC, and Research Affiliates. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm emphasizes asset allocation and investment selection based on Schwab’s internal research and standard models, with recommendations tailored to individual client goals and risk tolerance.

Kevin Suen is a financial advisor at Principal Financial Services with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Merrill, American Funds, and Principal Financial Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

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. in Newport Beach, CA. She holds a Series 65 designation and has nine years of industry experience. She has also been associated with AT Investment Advisers Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment process integrates internal teams and external managers to create customized portfolios, with a focus on high asset levels per advisor and specialized services for investment company 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.

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.

Niza Oun Nguyen is a financial advisor at Mariner with five years of industry experience. She holds a Series 65 credential and has worked at Mariner Wealth Advisors, AdvicePeriod, and BNY Mellon Wealth Management. Outside of her advisory role, she is involved in several entrepreneurial and community activities, including founding online platforms focused on Cambodian culture and wellness, authoring a children's book and supervising educational YouTube content, and serving as Chief Operating Officer for Females for Football. Mariner serves a diverse client base including individuals, pension plans, and charitable organizations through investment management, financial planning, and retirement consulting. The firm combines in-house research with third-party managers and offers integrated tax services and family office support uncommon among large enterprises.