Shawn Jeong is a financial advisor with Eagle Strategies (NY Life) based in Anaheim, CA, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at New York Life Insurance Company and NYLIFE Securities LLC, as well as experience with Seoul Hospitality Group and MGM Studios, Inc. Eagle Strategies serves a diverse client base including individual investors and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Darin Tuttle is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Corient. His prior roles include positions at Martinsen Wealth Management, Pacific Capital Wealth Advisors, KeatsConnelly LLC, and Vanguard Marketing Corporation. Outside of his advisory work, he is a program manager for TuttleNumbNow, a dental education company coordinating programs nationwide. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates and maintains private fund capabilities and related platforms.

Stuart Spivak is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 designations and 37 years of industry experience. He has been with Centaurus Financial since 2008. Outside of his advisory role, he is involved in several non-investment businesses, including a security window film and home monitoring company, a toy company, and operates an online educational class focused on 72(t) SEPP. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services, employing both discretionary and non-discretionary arrangements with various analytical approaches and specialized advisory services.

Katherine Neil is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. She is also a partner at Windes, Inc., a CPA firm. Her prior experience includes seven years at Armanino LLP and 23 years at Bolar Hirsh & Jennings LLP. Integrated Wealth Concepts serves individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing a long-term approach with customized portfolios constructed from mutual funds, ETFs, individual equities, and fixed income.

Michael Friedman is a financial advisor at Focus Partners Wealth, LLC with 21 years of industry experience. He holds Series 63 and Series 65 credentials and previously spent 25 years at Churchill Management Group before joining Focus Partners in 2025. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies under an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Ryan Hook is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Creative Planning since 2017. Prior to this, he worked at SC Distributors, LLC for one year. He also teaches a personal financial planning course for the CFP program at the University of California, Irvine’s Division of Continuing Education. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning–led investment approach emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and integrated non-investment businesses such as estate legal services and trust administration.

Tyler Pratt is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at City National Bank, RBC Capital Markets Corporation, and Frontier Financial Advisors, LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

John Somerville is a Financial Advisor at Merrill Lynch Wealth Management. He focuses on connecting all aspects of clients' financial lives to help them and their families prioritize and pursue the goals that matter most. John's expertise includes family wealth management strategies, liquidity management, managing new wealth, personal retirement planning, tax minimization, and retirement income. He works with clients to plan for and fund education, ensure retirement lifestyle and healthcare costs are covered, and create personalized plans to achieve long-term family goals. He emphasizes simplicity and transparency in the wealth planning process. John holds a Bachelor's Degree from California State University - Long Beach and has earned the CERTIFIED FINANCIAL PLANNER (CFP) and Personal Investment Advisor (PIA) designations. He is involved with the Boy Scouts of America. Outside of work, John enjoys adventure sports, baseball, biking, boxing, golfing, hiking, pickleball, skiing, and spending time with his family.

Javonte Hubbard is a CFP® professional with six years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. His prior experience includes roles at Vanguard Advisers, Inc. and The Vanguard Group, Inc. He has also worked in various positions outside finance, including at Yelp Inc. and UC Merced. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory (SWA) program and certain Charles Schwab & Co.-referred clients, providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm’s advice is based on Charles Schwab’s asset-allocation models and research tools, with trades executed only after client authorization.

Evan Kimbro is a financial advisor at Independent Financial Group, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at StoneKimbro and Aggreko. Outside of his advisory role, he is involved with Propaganda E-Liquid, LLC, a business venture he has managed since 2021. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional accounts. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and ongoing due diligence, offering both active and passive investment exposures through various account platforms.

Ryan Wang is a financial advisor at Transamerica Financial Advisors with Series 63 and Series 65 licenses and four years of industry experience. His career includes roles in business development and client services across several companies, including Managed Health, Inheritguard, LLC, and Mailbox Power. Outside of financial advising, he is involved in providing employee benefit solutions and estate planning education. Transamerica Financial Advisors serves a broad client base including individuals, retirement plans, trusts, estates, and charitable organizations. The firm utilizes model portfolios and third-party managers to deliver investment advisory and retirement-plan services through a large advisor network and multiple program platforms.

Peter Zierhut is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 44 years of industry experience. He has worked at firms including LPL Financial and Level Four Advisory Services, and has been self-employed since 2004. Outside of investment advisory, he is involved in non-variable insurance businesses and family office activities. Integrated Wealth Concepts 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 a customized, long-term investment approach using mutual funds, ETFs, equities, and fixed income.

Christopher Walsh is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2009. In addition to his advisory role, he owns a business focused on the sale of fixed life insurance, fixed annuities, long-term care, life, and disability insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing a mix of discretionary and non-discretionary arrangements with multiple analytic approaches and access to third-party money managers.

Pedro Garcia is a Series 65 credentialed advisor at NewEdge Advisors with one year of industry experience. Prior to joining NewEdge Advisors, he held roles at PacificView Wealth Management and various positions in the automotive and racing industries, including Porsche Experience Center LA and Kinetix Racing. 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 broad range of portfolio management, financial planning, and consulting services through a network of independent advisers, utilizing multiple program structures and centralized due diligence to support client needs.

John Pham is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 65 licenses and has 33 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has previously been involved in business activities including Destiny Builders Enterprises and Global Merchant Innovations. Outside of advising, Pham serves as president of Destiny Builders Enterprises and has experience managing a rental property. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with various model portfolios and third-party money manager access, operating uniquely as both an RIA and broker-dealer.

Andrew Corral is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. He has four years of industry experience, including prior work at Reed Electric and Field Services. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm integrates its advisory services within the broader Goldman Sachs ecosystem, utilizing strategic allocation models, tax-aware techniques, and access to alternative investments.

Jay Thompson is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Transamerica Financial Advisors since 2012 and has provided small business consulting at CSU Bakersfield Small Business Development Center since 2010. He also operates a tax preparation service and a small business consulting firm. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary and third-party model portfolios, with discretionary and non-discretionary program options.

Sylvia Ahn is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MassMutual Life Insurance Company and Minnesota Life Insurance Co. In addition to her advisory role, she is also engaged in the sale of various insurance products including life, disability, annuities, health, and Medicare insurance. Principal Securities provides brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and active-duty military personnel. 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.

Tanya Torres is a CFP®-designated financial advisor with seven years of industry experience, currently with Schwab Wealth Advisory in Irvine, CA. Her prior roles include positions at Merrill and Guardian Life Insurance Company. 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 or referred by Charles Schwab & Co. The firm uses proprietary asset-allocation models and internal research tools to tailor recommendations to client goals and risk tolerance without exercising discretionary trading authority.

Stephen Pinckney is a financial advisor at Goldman Sachs Wealth Services with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following 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 individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and model portfolios, offering tailored solutions such as Executive Wealth and Private Family Office support, and operates within a large integrated financial group with various affiliated entities.