Graham Forrester is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 20 years at The AYCO Company, L.P. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and delivers services through various tailored programs, combining discretionary and non-discretionary management within a large integrated financial group.

Insun Song is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Prior to joining Eagle Strategies in 2026, Song has been affiliated with Jooha Financial & Insurance Services Inc. since 2014 and with NYLIFE Securities LLC and New York Life Insurance Co. since 2008. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm offers financial planning, investment management, and retirement-plan advisory services through affiliated investment adviser representatives, focusing on tailored recommendations and primarily managing assets on a non-discretionary basis.

Elizabeth Mc Queen is a financial advisor at EP Wealth Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at EP Wealth Advisors since 2021, following six years at Soundmark Wealth Management, LLC. EP Wealth Advisors is a registered investment adviser serving individuals, corporate and business clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, financial planning, and ancillary services such as tax preparation and estate-document preparation for eligible clients, utilizing customized model portfolios and a range of analysis techniques.

Jacob Lifshin is a financial advisor at PlanMember Securities Corporation with 37 years of industry experience. He holds the Series 63 designation and has been with PlanMember since 1989. Outside of his advisory role, he owns JL Consulting, a tax preparation and securities services business. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios designed to suit a range of investment objectives.

Fabiola Hill is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 22 years of industry experience and has been with United Planners and VantaQuest since 2013. Outside of her advisory work, she is involved in real estate as a property owner. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers and is notable for its largely non-discretionary asset management approach.

Elizabeth Xilas is a financial advisor at EP Wealth Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Rappaport Reiches Capital Management for 14 years. EP Wealth Advisors is a registered investment adviser serving individuals, corporations, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm offers customized model portfolios and a range of ancillary services, including tax preparation and estate-document preparation for qualified clients.

Quang Mike Tran is a financial advisor with Transamerica Financial Advisors holding Series 63 and Series 65 licenses and one year of industry experience. His prior work includes roles at Golden Choice Lending Corporation and 24/7 Mortgage Corporation. Tran has served in the Army National Guard for 20 years and maintains ownership of QTD International LLC since 2012. Transamerica Financial Advisors serves individual investors, pension plans, trusts, estates, charitable organizations, and corporations, offering a combination of advisory and broker-dealer services. The firm uses a range of proprietary and third-party investment models with both discretionary and non-discretionary program options.

Edgardo Ortiz Flores is a CFP® with 14 years of industry experience, currently serving at Citigroup Global Markets since 2022. His prior roles include positions at J.P. Morgan Securities and Bank of America N.A., with a career spanning various prominent financial institutions. Citigroup Global Markets Inc. serves individual and institutional clients across multiple wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains significant institutional scale with specialized market roles and arrangements.

David Bennett is a financial advisor with Eagle Strategies (NY Life) based in Placentia, CA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to entering financial services, he worked for 17 years at In-N-Out Burger. Eagle Strategies serves a diverse clientele including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice and offers multiple program types, with the majority of its assets managed on a non-discretionary basis.

Jules Yang is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2024. Prior to that, he was affiliated with the University of California, Riverside. 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 integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, multi-affiliate financial group.

Michael Horne is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he manages a rental property in Chatham, MA. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Andrew Zehnder is a financial advisor with EP Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His prior roles include positions at Private Client Services LLC, Executive Wealth Management, and INVEST Financial Corporation. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and financial planning, utilizing customized model portfolios with a mix of fundamental, technical, and cyclical analysis, and provides additional services such as tax preparation and estate-document assistance for qualifying clients.

Kayla Folts is a financial advisor at EP Wealth Advisors with a Series 66 designation and five years of industry experience. She previously worked at Fidelity Investments and held various roles at firms including MML Investors Services, Mass Mutual Life Insurance, Lenox Advisors, and Equitable Advisors. EP Wealth Advisors is a registered investment adviser serving individuals, corporate clients, and retirement plans. The firm offers wealth management, discretionary portfolio management, and comprehensive financial planning, employing a range of investment strategies including fundamental, technical, and cyclical analysis.

Phuong Quach is a CFP® and holds a Series 65 license, currently advising at EP Wealth Advisors with two years of industry experience. Prior to joining EP Wealth Advisors, Quach worked at Cinergy Financial and Pho Ha+, among other roles. Outside of financial advising, Quach has been involved with Educational Talent Search for several years. EP Wealth Advisors is a registered investment adviser serving individuals, including high-net-worth clients, corporate and business clients, and retirement plans. The firm offers customized wealth management, discretionary portfolio management, and financial planning services, employing a mix of fundamental, technical, and cyclical analysis alongside various investment strategies.

Scott Sayre is a CFP® professional with 24 years of industry experience, currently serving at EP Wealth Advisors since 2020. Prior to this, he spent 16 years with The Insight Group Insurance Agency, LLC and The Insight Group, Inc. He is the owner of Focused Financial Education Services, LLC, where he provides professional speaking and instruction on planning strategies to tax, legal, and financial professionals. EP Wealth Advisors is a registered investment adviser that serves individuals, corporate clients, and retirement plans, offering wealth management, financial planning, and ancillary services such as tax preparation and estate-document preparation. The firm uses customized model portfolios and a variety of analytical techniques, including fundamental, technical, and cyclical analysis, and incorporates third-party managers and ERISA plan services.

Vanessa Pearson is a financial advisor with Integrated Wealth Concepts LLC in Huntington Beach, CA, holding Series 63 and Series 66 registrations and 13 years of industry experience. She has operated Pearson Advisory Services, LLC since 2013, focusing on financial coaching and money relationship education through her business Fix Your Money Mindset. Pearson also serves as Board Treasurer for Viet-CARE, a nonprofit supporting the Vietnamese community with mental health education and outreach. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach alongside shorter-term trading for rebalancing or liquidity needs.

Stephanie Acker is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Transamerica, she managed strategy and implementation at Snapsheet, Inc. and serves as Executive Director of The National Fraternity of Phi Gamma Nu, a professional business fraternity focused on developing college students. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations. The firm offers a range of advisory and broker-dealer services using proprietary and third-party model portfolios, with both discretionary and non-discretionary program options.

Frank Milnarik is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent 12 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Eileen Lee is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 66 licenses and nine years of industry experience. She has been with NYLIFE Securities LLC since 2017 and New York Life Insurance Company since 2015. Lee serves as a board member of the Taiwanese Chamber of Commerce in Orange County. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored solutions across multiple program types, with a significant focus on non-discretionary asset management and fiduciary responsibilities to retirement investors.

William Hunnicutt is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He worked at Mercer Allied Company, L.P. for 25 years before joining Ayco/Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm combines strategic allocation models and manager selections with discretionary and non-discretionary implementations, offering a range of services such as Private Family Office programs, Specialized Executive Wealth, and access to Alternative Investments.