Grant Prescott is a CFP® professional with six years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wedbush Securities, Inc. and Ernst & Young. Outside of his advisory role, Prescott serves as an officer and director of Prescott Real Estate Services Inc., which provides real estate sales and property management services. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a combination of proprietary and third-party models, employing both passive and active investment strategies tailored to client risk tolerance.

Patrick Dailey is a financial advisor with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. He has 30 years of industry experience and has previously worked at firms including Acorns Securities and Northwestern Mutual Investment Management. Outside of his advisory role, he operates a self-help venture called PK's Quotes and works as a part-time notary signing agent. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs, including proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

Ryan Molesworth is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at NIM Wealth Solutions, BrightHouse Financial, Fan Insider LLC, and Fire Island Concessions. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs both strategic and tactical allocation models and offers access to alternative investments through its integrated platform within the broader Goldman Sachs organization.

Christian Del Giorgio is a financial advisor at OSAIC Institutions, Inc. with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial, CUNA Brokerage Services, Schoolsfirst Federal Credit Union, Quest Capital Strategies, and Woodbury Financial Services. 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 under a hybrid adviser/broker-dealer structure that includes discretionary and non-discretionary account management.

Jeffrey Parmer is a financial advisor with Equity Services, Inc. in Irvine, CA, holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at National Life Group, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he has been involved with Great Magic Productions for over 40 years. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses a range of third-party asset managers and model portfolios, blending long-term strategies with options for shorter-term trading.

David Boynton is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 33 years of industry experience and has been with Eagle Strategies since 2002. Boynton is also active as a board member of the Orange Catholic Foundation, a charitable organization supporting the Diocese of Orange, California. Eagle Strategies serves a diverse client base including individual investors and institutional sponsors, providing financial planning, investment management, and retirement-plan advisory services through a network of affiliated advisers. The firm emphasizes tailored advice and manages the majority of its assets on a non-discretionary basis.

Noel Vonuelos is a CFP® professional with 10 years of industry experience. He currently works at MAI Capital Management, LLC and has prior experience at Mariner Wealth Advisors, JPMorgan Chase Bank, J.P. Morgan Securities, Mercer Allied Company, L.P., and The Ayco Company, L.P. He also held a role at the University of California early in his career. MAI Capital Management, LLC provides discretionary and non-discretionary investment management, integrated wealth management, retirement plan consulting, and family-office services to individuals, families, sports professionals, trusts, and institutional clients. The firm manages over $72 billion in assets and offers a diverse range of portfolio strategies implemented through in-house managers and third-party advisers.

Catherine Cheng is a financial advisor at Transamerica Financial Advisors with Series 65 and Series 63 credentials. She has been in the industry for one year and has a background that includes roles at World Financial Group Insurance Agency, Bohan Consulting LLC, HBT Labs, and Quantum Wellness Botanical Institute. Transamerica Financial Advisors serves a broad client base, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Linh Pham is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2021. Her prior roles include positions at The Ayco Company, L.P./Mercer Allied and J.P. Morgan Securities LLC. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning and portfolio management alongside specialized services such as Private Family Office and Executive Wealth programs. The firm employs strategic allocation models and integrates capabilities across the broader Goldman Sachs ecosystem.

Yuan Yao is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, Yuan held roles at GWN Securities, Thaddeus Resource Center, and has experience working in educational institutions including California State Polytechnic University, Pomona, Mt. San Antonio College, and Mark Keppel High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individuals, high-net-worth households, and institutional clients. The firm leverages centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Frederick Chambers is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Irvine, CA. Prior to his current role, he worked at Thrivent Financial and held leadership responsibilities outside the financial sector as the lead pastor at Grace Community Church of Saddleback Valley. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Shannon Eusey is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 registrations and 13 years of industry experience. She has been with Beacon Pointe Advisors and its affiliated entities since 2002. Outside of advisory work, she serves on the board of Pacific Mercantile Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizes third-party independent managers selected through due diligence, and offers proprietary private funds and an interval fund as part of its investment approach.

Charlotte Parnell is a Series 66-licensed financial advisor with seven years of industry experience. She has worked at Goldman Sachs & Co since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Nickel Designs. Goldman Sachs Wealth Services advises a wide range of clients, including individual investors, executives, corporate participants, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs, utilizing strategic allocation models, manager selections, and both discretionary and non-discretionary implementations within the broader Goldman Sachs ecosystem.

Reese Roberts is a Series 66 credentialed financial advisor with 11 years of industry experience. He is currently with NewEdge Advisors, where he has worked since 2022, following prior roles at Securities America Advisors and Investacorp Advisory Services. In addition to his advisory work, he is also licensed as an insurance agent. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing both in-house and external strategies supported by centralized due diligence and technology tools.

Jordan Leonard is a financial advisor with TIAA-CREF based in Irvine, CA, holding Series 65 and Series 63 licenses and seven years of industry experience. Prior to joining TIAA-CREF in 2023, he worked at Morgan Stanley and several other financial services firms. Outside of finance, Leonard is also active as a professional wrestler. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often serving clients with employer retirement plan relationships. The firm offers both point-in-time planning and ongoing portfolio management within a vertically integrated advisory model.

Kevin Jack is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Newport Beach, CA. His entire advisory career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Olivio Gomez is a financial advisor with Schwab Wealth Advisory, holding Series 66 and Series 63 licenses and bringing 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, American Trust Investment Services, and Edward Jones. Outside of his advisory work, he serves as Senior Finance Manager for XRG Restaurant Group, providing corporate finance and financial planning support. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and select Charles Schwab & Co.-referred clients by offering non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s guidance is based on Schwab’s internal research tools and asset allocation models, with trades executed only upon client authorization.

Xi Chen is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and Investment Advisors International, Inc. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Joanne Kuy is a Series 66 licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has 24 years of industry experience, including 20 years with The Ayco Company, L.P./Mercer Allied and 5 years with Ayco/Goldman Sachs & Co. LLC. Joanne serves on the Investment Committee of St. Margaret of Scotland Episcopal School, a nonprofit educational institution in San Juan Capistrano, CA. Goldman Sachs Wealth Services advises a wide range of clients, from individual investors to institutional clients, offering tailored financial planning and portfolio management. The firm integrates resources across the Goldman Sachs ecosystem to provide specialized programs and advanced investment strategies.

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.