Darcy Pierce is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Regal Wealth Group and EmancipAction, Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services including portfolio management, financial planning, retirement plan consulting, and access to third-party managers through multiple program structures that combine in-house and external investment strategies.

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 financial advisor at Corient with nine years of industry experience. He holds the CFA® designation and Series 65 and 63 licenses. His prior roles include positions at Martinsen Wealth Management, Pacific Capital Wealth Advisors, and Vanguard Marketing Corporation. Outside of his advisory work, he serves as a program manager for a dental education company, coordinating education programs nationwide. Corient provides investment advisory and financial planning services to individual and high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party management and uses risk management tools and alternative investments to align portfolios with client objectives.

Michael Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2004 and has worked with Educators Retirement Services since 1989. Outside of advisory work, he is involved in selling fixed life insurance products and owns a property management company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies uncommon among large enterprise firms.

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 the Series 63 and Series 65 credentials and previously worked at Churchill Management Group for over two decades. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, utilizing fundamental and quantitative analysis alongside specialized tools such as trend-following and options overlay strategies.

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.

Alexander Cruz is a CFP® professional with 22 years of experience in the financial services industry. He has been with SPC since 2015 and also maintains a role with Parkland Securities LLC. In addition to his advisory work, he provides referral services for estate planning and trust-related matters through local law firms. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering both discretionary and nondiscretionary management options.

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 a wealth advisor at Schwab Wealth Advisory in Irvine, CA. Prior to this role, he worked at Vanguard Advisers, Inc. for three years. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services that include financial reviews, retirement and planning discussions, and investment recommendations using Schwab’s research tools and asset allocation models.

Evan Kimbro is a financial advisor at Independent Financial Group, LLC with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at StoneKimbro and Propaganda E-Liquid, LLC, where he has been involved 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 corporate plans. The firm utilizes a combination of firm- and third-party models, strategic asset allocation, and active and passive investment exposures to develop tailored client strategies.

Peter Zierhut is a financial advisor at Integrated Wealth Concepts LLC with over 43 years of industry experience. He holds Series 63 and Series 66 credentials and has worked with firms including LPL Financial and Level Four Advisory Services. Zierhut is also involved in multiple non-variable insurance ventures and operates a family office. 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, utilizing customized portfolios and a combination of internally managed and third-party strategies.

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, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. His professional background includes roles in tax preparation, small business consulting, and commercial property management. He has been involved with the CSU Bakersfield Small Business Development Center as a business consultant and operates Golden Empire Services, a small business consulting firm. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base, utilizing a large advisor network and multiple program platforms. The firm’s advisory approach primarily uses model portfolios and third-party managers, serving individual investors, employer-sponsored plans, trusts, and charitable organizations.

Sylvia Ahn is a financial advisor at Principal Financial Services with 11 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including MassMutual and Minnesota Life Insurance. In addition to her advisory role, she is involved in the sale of life, disability, annuities, health, and Medicare-related insurance products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation typically managed on a discretionary basis by external managers.