Michael Solo is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with Commonwealth Financial Network since 2017 and previously worked for Ameriprise Financial Services, Inc. for one year. Solo is also a co-owner of Tranquility Wealth Management, LLC, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing around $212.7 billion in client assets. The firm provides a wide range of advisory support, including managed account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

John Bennis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 credentials and bringing 35 years of industry experience. He is also the owner of Pacific Wealth Partners, a private entity involved in securities, advisory, and insurance business. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients, offering a range of advisory programs and services. The firm supports its advisors with operations, trading, technology, investment management, compliance, and practice-management resources.

Nafeng Hioe is a financial advisor at Transamerica Financial Advisors with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Aetna and World Financial Group, among other roles. Outside of his advisory work, he serves as CFO of Destiny Builders 8, LLC. Transamerica Financial Advisors serves a wide range of clients, including individual investors, pension plans, trusts, and charitable organizations. The firm offers both advisory and broker-dealer services through proprietary and third-party investment platforms, providing discretionary and non-discretionary portfolio management options.

Joy Dutmers is a financial advisor with Principal Financial Services based in Orange, CA, holding Series 63 and Series 65 licenses and 26 years of industry experience. She has been with Principal Financial Group since 1998 and Principal Securities Inc. since 2016. Dutmers also serves as a bank/trust officer for Principal Bank and Principal Trust Company, supporting retirement plan account relationships across multiple business areas. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Tyler Merrill is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Raymond James and held positions at the University of California, Irvine, among other roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Shawn Bragdon is a financial advisor with TLG Advisors, Inc. based in Costa Mesa, CA, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at The Leaders Group, Inc. since 2017, with prior roles at Arete Wealth Management LLC and as managing partner of BGA Insurance Services, where he oversees wholesale life insurance and annuity product relationships. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors, offering investment supervisory services, portfolio management, and fiduciary services. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and provides both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Aridaman Singh is a financial advisor with Eagle Strategies (New York Life) based in Anaheim, CA. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with several New York Life affiliated firms. Outside of his advisory work, Singh is a partial owner of a restaurant franchise holding company involved in opening a TOGOs sandwich shop. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Michael Thai is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P. He is based in Newport Beach, CA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selection, and advanced analytics to tailor solutions across multiple platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

Andrew Meyer is a CFP® and CFA® with 11 years of industry experience, currently serving at MAI Capital Management, LLC since 2015. He is based in Newport Beach, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management strategies across equities, fixed income, ETFs, and private investments, integrating financial planning and tax services into client relationships.

Samuel Soler Conklin is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 66 credential and 10 years of industry experience. His prior roles include positions at LPL Financial, Wescom Financial Services, and Bank of America/Merrill Lynch. He is also involved with the American Financial Education Alliance, contributing educational services at local colleges and libraries. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base that includes individuals, trusts, charitable organizations, corporations, and retirement plans. The firm’s investment approach combines strategic asset allocation with both passive and active management, supported by quantitative and fundamental research and a dedicated Investment Committee.

Ramy Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with GWN Securities since 2004 and concurrently serves as President of Retirement Plans Services Inc. Outside of his advisory work, he is also involved in real estate sales and mortgage loan origination. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both market-timing and momentum-based strategies in its portfolio management.

Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Hightower in 2025, he worked at MWA Financial Services Inc. and Modern Woodmen of America, among other roles spanning financial services and restaurant management. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes multi-manager solutions and manager selection, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Jacob Koller is a financial advisor at Corient with a Series 66 designation and three years of industry experience. Prior to joining Corient in 2025, he held positions at Agia and Valic Financial Advisors. He has also worked in roles related to healthcare and sports medicine at Zimmer Biomet and the University of Tennessee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and incorporates advanced risk management tools.

Andrew Bautista is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Wright, Ford, Young & Co, CPAs, where he has worked for over 26 years. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a mix of mutual funds, ETFs, equities, and fixed income, and sponsors various wrap-fee programs.

Barbara Cole is a financial advisor with Eagle Strategies (NY Life) in Anaheim, CA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. She has worked with New York Life and its affiliates since 1987 and operates Cole Insurance & Financial Services, through which she sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Petra Chien is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA, as well as First Republic Investment Management, Inc., and First Bank Wealth Management. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options and maintaining several affiliated service lines.

Sean Okeefe is a CFP® professional with 34 years of experience in the financial services industry. He has been with Stratos Wealth Partners, Ltd and LPL Financial since 2015. His background includes providing advisory services as an independent investment advisor and involvement in life insurance and fixed annuity products. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm managing approximately $18.6 billion in assets for over 24,000 clients. The firm offers a range of advisor-managed and model portfolio services, utilizing an open-architecture approach that integrates multiple external platforms and third-party managers.

Yaochy Lin is a financial advisor with Transamerica Financial Advisors in Anaheim, CA, holding Series 63 and Series 65 licenses and 16 years of industry experience. Lin has been affiliated with Transamerica since 2012 and owns Cashflow First Inc., which provides property and casualty insurance, health insurance, and business insurance consultation services. In addition, Lin is involved in real estate marketing and sales as a co-owner of CFirst Realty and also provides notary signing services and merchant services for businesses. Transamerica Financial Advisors serves a diverse clientele including individual investors, pension and profit-sharing plans, trusts, and charitable organizations, offering a combination of advisory and broker-dealer services with both proprietary and third-party investment programs.

Mark Redman is a financial advisor with Transamerica Financial Advisors who holds Series 63 and Series 66 licenses and has 44 years of industry experience. His career includes roles at Legacy Shield, WFG Direct, Net Law Group Inc, WealthWave, and American Funding Center. Outside of his advisory work, he owns and sells individual and group life and health insurance products through Mark Redman Insurance. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, including individuals, employer-sponsored plans, trusts, and charitable organizations. The firm utilizes a model portfolio approach implemented through third-party money managers and platform providers, supported by a large network of advisors and multiple program platforms.

Cody Mutz is a Series 65-licensed advisor with CWM, LLC, based in Irvine, CA. He has one year of industry experience, including positions at Carson Wealth Management and prior roles outside the financial industry. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an internal Investment Committee and offers a broad range of services including portfolio management, financial planning, and retirement plan solutions.