David Lien is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameritas Advisory Services since 2021 and is also associated with David White & Associates, where he provides insurance solutions. David is a minority owner of a former manufacturing company that now holds real estate. Ameritas Advisory Services, LLC offers investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm utilizes a variety of investment vehicles and model portfolios, leveraging third-party technology and multiple program platforms to customize portfolios and manage holdings.

Chris Yeung is a financial advisor at Citigroup Global Markets with nine years at the firm and a total of eleven years in the industry. He holds the Series 66 designation and previously worked at Cathay Bank for two years. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment advisory programs alongside broker-dealer execution and custody services. The firm combines large institutional scale with in-house research, swap dealer and futures commission merchant roles, and offers bespoke discretionary solutions for very large relationships.

Gilbert Cassagne is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. Before joining Mariner, he worked at Prime Capital Investment Advisors, LLC, Paramount Pictures, and William Morris Endeavor. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party manager allocations and provides a range of investment strategies alongside integrated tax, accounting, and financial wellness solutions.

Christopher Phillips is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation with one year of industry experience. He previously worked at BNY Mellon from 2015 to 2024. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a combination of third-party independent managers and proprietary investment vehicles to implement client strategies.

Brianna Mariolle is a CFA® charterholder and financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. Her prior roles include positions at IEQ Capital, LLC, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Hani Sharestan is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also a partner at Wright, Ford, Young & Co, a CPA firm where he has worked for over 20 years. In addition to his advisory role, Sharestan is actively involved in his CPA partnership. Integrated Wealth Concepts LLC 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, and family office services, employing customized portfolios and a long-term investment approach combined with tactical rebalancing.

Dylan Dunlea is a CFP® with eight years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. His prior roles include positions at Reilly Financial Advisors, Bank of America, and Merrill. Outside of his advisory work, he operates an Amazon selling business. Creative Planning provides wealth management, financial planning, and retirement plan advisory services to a diverse client base ranging from individuals to institutions. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, complemented by various active strategies and access to private market investments.

Chris Johnson is a financial advisor at Corient with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Institutional Investments and Dowling & Yahnke. Outside of finance, he was involved with Golden Spoon Yogurt for 14 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuously monitoring portfolios and employing risk management tools.

Felix Yue is a financial advisor at Citigroup Global Markets with a Series 66 designation and one year of industry experience. His prior work includes roles at Wells Fargo Bank and Best Buy. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies through discretionary and non-discretionary programs. The firm combines large institutional scale with unique market roles, including in-house research and futures commission merchant activities.

Michael Carbone is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Churchill Management Group and Fisher Investments. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Peter Prescott is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 66 licenses. He has 40 years of industry experience, including positions at Cetera Wealth Services, LLC and Spelman & Co., Inc. Outside of his advisory role, Prescott is a licensed California insurance agent, a CPA with a sole proprietorship focused on tax planning and preparation, and serves as a board member for a homeowners association and the nonprofit organization Pier Pride. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a variety of portfolio management and financial planning services using a combination of firm- and third-party models, with an emphasis on strategic asset allocation and ongoing portfolio monitoring.

Michael Breller III is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Beacon Pointe Advisors since 2012. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans, utilizing a proprietary manager selection process and offering discretionary wealth management, financial planning, and outsourced CIO solutions.

Aaron Overlien is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. He has been with Eagle Strategies since 2014 and has worked with New York Life Insurance Company and NYLIFE Securities, LLC since 2008. He is also a shareholder in NYLARC Holding Company, Inc., which reinsures life insurance policies he writes with New York Life. Eagle Strategies serves a diverse client base, including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisers, emphasizing tailored recommendations and a largely non-discretionary asset management approach.

Samir Thakkar is a CFP® professional with 37 years of experience in financial advising. He is currently with Prime Capital Financial and has held prior roles at Ameritas Investment Corp. and 20/20 Capital Management, among others. Outside of advisory work, he serves as CFO for a local nonprofit focused on social interaction and is on the advisory board of a software and technology company. Prime Capital Financial is an SEC-registered enterprise firm serving individuals, trusts, corporations, and retirement plans with services including asset management, financial planning, and family office offerings. The firm utilizes a range of investment strategies and platforms, along with affiliated tax advisory services and consolidated reporting for private investments and real estate.

Joseph Liao is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 25 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 21 years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through various programs such as Executive Wealth and Private Family Office support, leveraging its position within a large integrated financial group.

Jay Tamkoc is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as an officer and director of Auric Capital, an ownership venture based in Aliso Viejo, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver customized portfolio management and financial consulting through a variety of programs and platforms.

Brian Mercado is a CFP® with 14 years of industry experience, currently advising at Private Advisor Group, LLC. He previously spent 12 years at Mid Atlantic Capital Corporation and JSF Financial LLC. He owns Leda Financial Corp., through which he operates an independent financial services practice. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm uses a fiduciary-based advisory model that includes proprietary and third-party managed account solutions.

Andrew Montoya is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2022, with prior experience that includes roles at Franklin and Marshall College and Context Capital Partners. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers a range of tailored investment strategies and wealth management solutions, integrating resources from various Goldman Sachs affiliates.

Ge Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Chen worked at World Financial Group and Randstad Professionals, and has experience in real estate with Mel Wilson & Associates. Chen is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers for investment advisory services, supported by a large network of advisors and multiple program platforms.

Nikesh Parikh is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds the CFP® and ChFC® designations and has 19 years of industry experience. Parikh has been associated with multiple financial services entities, including New York Life Insurance Company and NYLIFE Securities LLC, since 2007. Outside of advisory work, he is involved as an investor in ventures spanning hotel conversion projects and biotech developments related to cancer research. Eagle Strategies serves a broad range of individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations delivered through various program types, including fee-based advice, retirement plan consulting, and co-advisory relationships, with a significant portion of assets managed on a non-discretionary basis.