Banqi Yang is a CFP®, CFA®, and holds a Series 66 license with 12 years of industry experience. He is currently with Creative Planning, LLC and previously worked at Goldman Sachs & Co. LLC and The AYCO Company, L.P./Mercer Allied. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated non-investment businesses such as an affiliated law firm, trust company, and retirement plan recordkeeping services.

Joseph Conway is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 43 years of industry experience. He has been with Commonwealth and Diversified Investment Services, Inc., where he is president and owner, since 2009 and 1993 respectively. Conway has been involved in fixed insurance sales since 1983. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and services, including discretionary model portfolios and customized investment solutions, while supporting affiliated advisors with operations, technology, and compliance infrastructure.

Dane Hoban is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Boston Scientific, Vertiflex, and Sabre. He is based in Oceanside, California. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and support services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm offers discretionary model portfolios and a variety of program structures designed to meet diverse client needs.

Kenneth Di Fiore is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 14 years 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 individuals, high-net-worth households, corporate participants, and institutional clients. The firm offers tailored wealth solutions and integrates centralized investment resources with a variety of discretionary and non-discretionary managers across its broad range of services.

Rui Hu is a ChFC® and Series 66-registered financial advisor with four years of industry experience. He currently works at HSBC Securities (USA) Inc. and is concurrently a Bank Officer with HSBC Bank (USA) N.A., an affiliate of the securities firm. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Company. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations, providing a variety of client-directed and fully discretionary investment options. The firm’s investment approach integrates strategic and tactical asset allocation with ongoing fund due diligence and monitoring, servicing a substantial portion of assets through non-discretionary client-directed portfolios.

Ross Christiansen is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has six years of industry experience, including roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Christiansen previously owned Rocketology LLC and currently receives residual income from the sale of that company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm combines proprietary and third-party models and offers both discretionary and non-discretionary advisory relationships.

Myron Mc Donald is a ChFC®-designated financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, and has two years of industry experience. He has held roles at multiple entities affiliated with New York Life since 2023 and previously worked in education and public administration. Eagle Strategies serves a diverse client base including individual investors and institutional plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Daniel Helms is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, following a year at JPMorgan Chase & Co. Prior to his financial career, he served in the United States Marine Corps and worked for the Utah County Fire Department. 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 services such as Executive Wealth and Private Family Office support within a large integrated financial group.

James Barnes is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Equity Services, Inc. since 2021 and previously held roles at National Life Group, MML Investors Services LLC, and MassMutual. Barnes is a managing director and partner at True Path Financial and Insurance Services, where he recruits, trains, and develops advisors alongside personal production. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a combination of discretionary and non-discretionary client accounts.

Brian Tu is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the 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, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers customized portfolios with diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Erwin Prieto is a financial advisor with Equity Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at National Life Group, MML Investors Services LLC, and MassMutual Life Insurance Company. He is also involved in insurance sales, educating clients on life, disability, long-term care, fixed annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines various investment strategies with both discretionary and non-discretionary management options.

Jeffrey Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He previously worked at LPL Financial Corporation and has been involved with Central Life Assurance Co. for over five decades. Outside of advisory work, he is involved in life, health, disability, and long-term care insurance sales and co-owns an office building with his wife. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients using a range of portfolio management and financial planning services.

Jodie Kim is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Stephen Yim's Estate Planning Firm and The Wooden Floor. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management services tailored through strategic allocation models and access to a wide range of investment options and affiliated Goldman Sachs capabilities.

Sarah Locher is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Her prior roles include positions at Amazon, Hybrytec, Veron, and consulting at Umbrex, as well as multiple academic appointments at the University of Southern California. Goldman Sachs Wealth Services serves a wide range of clients, including individuals, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selection, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

Vincent Crescenzo is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Centaurus Financial since 1999. Outside of his advisory role, he owns and operates Crescenzo Financial, Inc., a health and dental insurance business. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, providing both discretionary and non-discretionary arrangements and incorporating a variety of analytical approaches and specialized advisory services.

Jimmie Ray is a financial advisor at Centaurus Financial, Inc. with 34 years of industry experience. He holds the ChFC® designation and securities licenses Series 63 and Series 65. In addition to his advisory work since 2013, he serves as president and CEO of J A Ray Insurance Services, Inc., a life, health, disability, and long-term care insurance agency he has led since 1976. Ray is also involved in pastoral ministry through the Fellowship of Evangelical Pastors, providing training and occasional counseling. Centaurus Financial, Inc. offers advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm provides a range of financial planning and portfolio management solutions, employing both discretionary and non-discretionary strategies that incorporate fundamental, technical, and multi-manager approaches.

Scot Landborg is a CFP® with 21 years of industry experience, currently affiliated with Commonwealth Financial Network. He has prior experience at Sterling Wealth Partners and USA Financial Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Lawrence Bennett is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 65 licenses. He has 42 years of industry experience and has worked with Eagle Strategies since 2022, alongside operating Bennett Financial & Insurance Services since 1999. Lawrence is also involved in community activities, volunteering with the Boy Scouts, serving on the finance committee for Tara’s Chance, and holding an officer position as president of the Kiwanis Club of Fullerton. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individuals, institutional clients, and plan sponsors. The firm emphasizes tailored recommendations and primarily manages client assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Dawn Bowman is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses. Her prior firms include Raymond James Financial Services Advisors Inc. and WC Walker & Associates, Inc. Dawn is also a Certified Divorce Financial Analyst, providing divorce financial analysis to individuals and couples. Mariner serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations, offering investment management, financial planning, and specialized services such as tax coordination and Core Family Office solutions. The firm’s investment approach combines in-house research with third-party managers across various asset classes and includes integrated tax and administrative services uncommon in large advisory enterprises.

Kahni Bizub is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, Bizub has worked at Wright Ford Young & Co since 1988 in a CPA role. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term focus and risk management through rebalancing and third-party asset management.