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 Certified Financial Planner (CFP®) with 34 years of industry experience. He has worked at Stratos Wealth Partners, Ltd and LPL Financial since 2015 and previously spent 15 years with Equitable Advisors. He is based in Irvine, CA. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through independent investment adviser representatives, offering customized portfolio management and financial planning using an open-architecture platform that integrates multiple third-party managers.

Paul Rand is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation with 25 years of industry experience. He has worked at HighTower Securities, LLC and Hightower Advisors since 2016. Rand is also involved with R2M Management CA, LLC, an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary management, financial planning, and retirement consulting, with capabilities in alternative investments, custom indexing, and cross-border investment strategies.

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 financial advisor at Carson Wealth with a Series 65 credential and one year of industry experience. Prior to joining Carson Wealth, he held positions at Uber Eats and Luxottica and has an educational background including time at Cal Poly State University, Saddleback College, and Tesoro High School. CWM, LLC is an SEC-registered investment adviser that oversees approximately $50.6 billion through a network of more than 650 advisors. The firm provides discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor model portfolios and offering tailored solutions such as custom indexing and alternative investments.

Alpesh Patel is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Rockefeller Capital Management since 2025, Rockefeller Financial LLC since 2021, and previously spent a decade at Bank of America and Merrill. Patel is also the owner of Navigator Holdings LLC, a cash-holding entity with no active operations. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Graham Pierce is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon Pointe Advisors since 2011. Pierce is also the Chief Executive Officer of Port Street Investments, LLC, where he is involved in sales, strategy, and marketing. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused investment approach, combining active and passive strategies with quantitative and qualitative due diligence, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Kevin Thomas is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 65, Series 63, and Series 66 licenses. His prior roles include positions at The Vanguard Group, Altruist Financial LLC, and Charles Schwab & Co., Inc. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm utilizes strategic allocation models, manager selections, and a range of fee arrangements while integrating capabilities from across the Goldman Sachs ecosystem.

Taylor Salisbury is a financial advisor with Stratos Wealth Partners, Ltd and holds the Series 66 designation. He has 12 years of industry experience and has been with Stratos Wealth Partners and LPL Financial since 2013 and 2014, respectively. Salisbury also has an ongoing affiliation with Cal State Fullerton since 2012. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisor with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients through an advisor-driven model that offers customized discretionary and non-discretionary portfolio management, supported by an open-architecture platform integrating multiple third-party managers and investment solutions.

Braeden Lueken is a financial advisor at MAI Capital Management, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at Pathway Capital Management and Whittier Trust Company, as well as earlier experience outside the investment industry. MAI Capital Management, LLC provides 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 a range of portfolio strategies implemented through in-house and third-party managers, along with integrated financial planning and tax services.

Philip Hagopian is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Westmount Asset Management, Lido Advisors, Centaurus Financial, and Questar Capital Corporation. Based in Newport Beach, CA, his career includes roles spanning from 2013 to the present at a variety of advisory and financial services firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Amanda Klein is a financial advisor at NewEdge Advisors with nine years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, Mid Atlantic Capital Corporation, and HarbourVest Partners. Outside of her advisory role, she provides tax preparation services through Klein Tax Services. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of portfolio management and consulting services, employing multiple program structures and centralized due diligence supported by technology, including recent adoption of artificial intelligence in certain operations.

Tyler Brock is a CFP® with 16 years of industry experience currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Polaris Wealth Advisory Group, Merrill, and Presidio Capital Advisors LLC. Outside of his advisory work, he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combining proprietary asset-allocation modeling with vetted independent managers.

Elizabeth Goeltz is a CFP® professional with 20 years of industry experience, currently serving as a financial advisor at Centaurus Financial, Inc. since 2017. Prior to this, she worked for six years at H. Beck, Inc. Her additional business activities include involvement with Wealth & Healthy, LLC, where she manages payroll and tax processing. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing a combination of fundamental, technical, bottom-up, and top-down analysis.

Rachel Rieger is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential. She has been with Goldman Sachs since 2025 and has experience in various roles including positions at Clemson University and Ulta Beauty. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients, offering tailored strategies supported by the firm’s integrated investment and advisory resources.

Ignatius D'anna is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Mercer Global Advisors Inc. and has previous experience at BNY Mellon Wealth Management, Charles Schwab Bank, Charles Schwab, and Scottrade, Inc. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options, including ETFs, mutual funds, separate accounts, and direct indexing.

Gregory Taylor is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. Prior to joining Beacon Pointe, he worked for five years at Mercer Global Advisors Inc. He is based in Newport Beach, CA. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Tzuhsuan Meng is a CFA® charterholder based in Newport Beach, CA, with over 18 years of experience in the financial industry. He joined Beacon Pointe Advisors, LLC in 2026 after an 18-year tenure at Wells Fargo. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, quantitative and qualitative due diligence, and proprietary investment vehicles to implement client strategies.