Jake Alexis is a financial advisor with Citigroup Global Markets holding a Series 66 credential and seven years of industry experience. His work history includes roles at Morgan Stanley and RBC Capital Markets, LLC, as well as periods devoted to full-time education. 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 specialized market roles, providing a broad range of advisory and execution services.

Robert Ingham is a CFP® with 32 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Arete Wealth Management LLC, Purshe Kaplan Sterling Investments, and his own firm, Ingham Wealth Management. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-focused investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Chirani Nugegodage is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and less than one year of industry experience. Prior to joining Goldman Sachs, their background includes roles in education and government, including positions at Denison University and the Ministry of Foreign Affairs of Sri Lanka. 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 leverages integrated resources across Goldman Sachs affiliates to offer customized investment strategies and a range of specialized wealth management services.

Shawn Kim is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Mercer Global Advisors Inc. and has held prior roles at Manhattan West Asset Management, Hollencrest Capital Management, GAMCO Investors, G.research, and Focus Financial Partners. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, providing investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment strategy emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, separate account managers, and other vehicles, complemented by educational programming and integrated service lines.

Caden Wiles is a CFP® with five years of industry experience, currently affiliated with Schwab Wealth Advisory. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and The Vanguard Group. 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 and certain Charles Schwab & Co.-referred clients. The firm’s approach utilizes internal research tools and standard asset-allocation models, with recommendations tailored to client goals and risk tolerance.

Jeffrey Dewees is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior experience includes roles at Merrill and Bank of America, N.A. He is also an officer and director of Auric Capital Partners. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports over 400 independent investment adviser representatives who employ a variety of investment strategies and utilize multiple managed account platforms.

Dylan Brooks is a CFP® with seven years of industry experience and is currently with Beacon Pointe Advisors, LLC in Newport Beach, CA. His entire professional background has been with Beacon Pointe Advisors and, prior to that, he attended Dartmouth College. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of asset allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Alfred Valencia is a Series 66-licensed financial advisor with nine years of industry experience, currently with Guardian Life. He has worked with both Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of his advisory role, Alfred is a part owner of a small family restaurant where he helps manage kitchen staff. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

William Blackard III is a CFP® and Series 65 credentialed advisor with Beacon Pointe Advisors, LLC, where he has worked since 2024. He has one year of industry experience. Prior to joining Beacon Pointe, he was employed at Reynolds American Inc. and attended UNC - Chapel Hill. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a blend of active and passive strategies across public and private asset classes and oversees proprietary private funds and a continuously offered interval fund.

Sloan Petereit is a CFP® professional at Mercer Global Advisors Inc. with five years of industry experience. Before joining Mercer Global Advisors, Sloan worked at Beacon Pointe Advisors, LLC and Welch Financial Planning, LLC. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing discretionary and non-discretionary investment advisory services alongside financial, tax, retirement, and estate planning as well as family office services. The firm uses a globally diversified investment approach based on Modern Portfolio Theory, employing low-cost ETFs, index funds, separate account managers, and other investment vehicles, and offers specialized programs and tax-management options.

Todd Reinhart is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has been with Beacon Pointe Advisors since 2017, following a brief tenure at TD Ameritrade and a year focused on family-related homemaking. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Jon Pinckney is a financial advisor at Citigroup Global Markets with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Saxony Securities, Miramontes Capital, Wells Fargo Clearing, and Citigroup Global Markets in two separate tenures. Outside of finance, he coaches youth sailing in Newport Beach, providing private lessons and competition coaching. 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 derivatives services, catering to workplace, high-net-worth, and ultra-high-net-worth clients.

Sergio Dominguez Florencio is a Series 66 licensed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has four years of industry experience. His prior work includes roles at Wells Fargo and The Boeing Company, as well as academic positions at California State University, Long Beach and Glendale Community College. Goldman Sachs Wealth Services provides 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, offering tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Michael Andrews is a Certified Financial Planner™ (CFP®) with 25 years of industry experience. He is currently with Schwab Wealth Advisory Inc., where he has worked since 2022, and previously held positions at Charles Schwab, USAA Financial Planning Services, and TIAA-CREF. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co., using standardized asset-allocation models and internal research tools to guide investment selection and wealth management.

Steven Williams is a financial advisor at Cerity Partners LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cerity Partners since 2020. His prior experience includes roles at Cantor Fitzgerald & Co. and DWS Investment Management Americas, Inc. Cerity Partners advises a diverse client base, including high-net-worth individuals, families, trusts, charitable institutions, and institutional investors, managing approximately $166.2 billion in client assets as of December 31, 2025. The firm offers customized wealth management services and employs an investment framework focused on client-specific profiles, combining quantitative screening, manager selection, and direct security selection, with access to alternative and private market solutions for qualified clients.

Anh Nguyen is a CFP® with 28 years of industry experience, currently serving at Principal Financial Services in Irvine, CA. He has been with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2010. His additional business activity includes selling fixed life insurance, fixed annuities, long-term care insurance, and disability insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. 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.

Ronald Perez is a financial advisor with Lincoln Investment in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He worked at Legend Equities Corporation for 16 years before joining Lincoln Investment in 2017. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a fiduciary role in ERISA and retirement advice.

Cathryn Jane Javier is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Ayco/Goldman Sachs & Co. LLC and The Ayco Company, L.P./Mercer Allied. 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 tailored investment strategies, Private Family Office services, and specialized wealth programs, leveraging extensive resources across the Goldman Sachs network.

Austin Allen is a CFP® professional based in Newport Beach, CA, with six years of industry experience. He has been associated with Corient and its affiliates since 2015, including roles at Corient Capital Partners, Corient, and CIPW Service Company. 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 employs a goals-based, team investment approach that integrates internal strategies and third-party managers, utilizing risk management tools and may incorporate alternative investments where appropriate.

Commie Stevens is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. They hold a Series 65 designation and have been with Beacon Pointe Advisors and its affiliated entities since 2008. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a multi-manager approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.