Jeffrey Golan is a financial advisor at Principal Financial Services based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. Outside of advisory services, he is also an agent involved in fixed insurance products including fixed life, disability, long-term care, group, and health insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel overseas. 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.

Esther Ebo is a financial advisor at Citigroup Global Markets with six years of industry experience. She holds a Series 66 designation and previously worked at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of her advisory role, she is the founder of Miragate USA Inc., a startup focused on confectionary food products and online sales. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with internal oversight and provides bespoke discretionary solutions alongside institutional-scale research and execution capabilities.

John King is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. He holds a Series 66 designation and previously worked at Devere Acuma LLC. Outside of his advisory role, he serves as Vice President of Beach Financial Group, Inc., a branding and marketing firm. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and advisory management of annuity and variable life sub-accounts.

Brian Gilbert is a financial advisor with Commonwealth Financial Network in Irvine, CA, holding Series 63, 65, and 66 designations and 33 years of industry experience. He has been with Commonwealth since 2003 and previously worked at A. G. Edwards & Sons, Inc. since 1999. Outside of advisory work, he leases oyster farming rights on privately owned land. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including discretionary model portfolios and various customized investment solutions.

Danielle Britton is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and has recently started her career in the financial industry, having joined Goldman Sachs in 2025. Prior to her current role, she held various positions including roles at Bartlett, Pringle & Wolf and teaching positions at Wake Forest University and San Marcos High School. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic and tactical allocation models and a wide range of investment and operational tools within the larger Goldman Sachs ecosystem.

Geoffrey Waters is a CFP® with 26 years of industry experience, currently advising at Mariner since 2025. His prior roles include over two decades at Strategic Advisers and multiple positions at Fidelity Investments and Alpha Cubed Investments, LLC. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines customized discretionary portfolios with in-house research and third-party managers, alongside integrated tax and accounting capabilities uncommon in large advisory enterprises.

Jamie Ta is a Series 65-credentialed advisor with five years of industry experience, currently affiliated with Integrity Alliance, LLC. Jamie has been associated with Retirement Planning Advisors, Inc. since 2012. Integrity Alliance serves a diverse client base including individual investors, corporations, and qualified retirement plans, operating as a large advisor network with over 300 representatives managing approximately $5.4 billion in assets. The firm offers a range of services including portfolio management, financial planning, and both wrap and non-wrap programs, utilizing various investment approaches and third-party sub-advisers through multiple platforms.

Crystal Duong is a financial advisor at Citigroup Global Markets with seven years of industry experience. She holds Series 63 and Series 66 licenses and has been with Citibank N.A. since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and leverages internal standards and oversight committees to select and monitor managers, supporting both discretionary and non-discretionary investment solutions.

Shane Valdez is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked with NYLIFE Securities LLC and New York Life Insurance Company for eight years and is also involved in coaching youth wrestling through ownership of the Valdez Wrestling Club, LLC. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through various program types and manages a significant portion of its assets on a non-discretionary basis.

William Chan is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been with Citigroup since 2011. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies and maintains in-house research, operating at a large institutional scale with specialized market roles.

Evan Kress is a financial advisor at Principal Financial Services with seven years of industry experience. He holds a Series 66 designation and has previously worked at OneDigital Investment Advisors and Retirement Benefits Group. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and business entities. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Nadia Diaz is a financial advisor at Empower Advisory Group with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including Aduna Capital, Wealthbox, LPL Financial, and CUNA Brokerage Services. 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 certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, focusing on long‑term portfolio returns and annual rebalancing.

Joanna Mccomsey is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA. She holds the Series 66 designation and has 27 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Financial West Group from 2014 to 2017. Centaurus Financial, Inc. provides advisory and brokerage services to a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory management services through a variety of discretionary and non-discretionary arrangements.

Kenneth Earwood is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Parkland Securities for nine years and has been president of Titan Financial & Insurance Solutions, Inc., an insurance sales and services firm, since 2004. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm utilizes a platform-centered approach combining model portfolios managed internally, by third parties, and by advisors, offering a range of services from financial planning to discretionary asset management.

Kenneth Gallagher is a CFP® with 24 years of industry experience, currently serving at Commonwealth Financial Network. He previously worked at Northwestern Mutual in various roles from 2002 to 2024 before joining Duthie & Gallagher Wealth Management. Outside of his advisory work, he serves as a trustee for a family trust that manages residential real estate investments. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser supporting a national network of approximately 2,900 advisors. The firm offers a broad platform including managed-account programs, access to third-party asset managers, retirement consulting, and custody services.

Hamid Hanifi is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and has four years of industry experience. He has held multiple roles in telecommunications and technology companies, including serving as CTO and advisory board member for several ventures such as TELE110 LLC and Proud Holding. Outside of his advisory work, he is involved in the wholesale and retail telecom business through independent contracting. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing model portfolios and third-party managers to implement their advisory approach. The firm serves individual investors, employer-sponsored plans, trusts, estates, charitable organizations, and businesses through a large advisor network and multiple program platforms.

Thomas Hoban is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and 37 years of industry experience. He has been with Commonwealth and Diversified Investment Services, Inc. since 2009. In addition to his advisory role, he is involved in fixed insurance sales under Diversified Investment Services. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, offering a variety of advisory programs and services including wealth management, retirement plan consulting, and access to third-party asset managers. The firm supports affiliated advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Christopher Perea is a financial advisor with First Command Advisory Services in Garden Grove, CA. He holds Series 65 and Series 63 licenses and has one year of industry experience. Prior to joining First Command, he worked at Amazon.com LLC for five years and the Adel Wiggins Group for another five years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team and Wealth Portfolio Managers to design and manage model portfolios.

Eric Post is a financial advisor with Guardian Life and Park Avenue Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes multiple roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2013. Outside of his primary advisory duties, he is involved in selling fixed insurance products outside of Guardian Life. Park Avenue Securities LLC, where Mr. Post is affiliated, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and diverse advisory programs, including model portfolios and a hybrid digital advisory solution.

Aminatou Bah is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at Somerset CPAs and Advisors, KPMG, and held multiple roles at Butler University. Outside of her advisory work, she is a part-time employee at Bambino Technologies, Inc., a childcare organization. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.