James Barnes is a Series 66-licensed financial advisor with four years of industry experience. He has worked at Equity Services, Inc. since 2021 and previously held roles at National Life Group, MML Investors Services LLC, and MassMutual. Barnes is a managing director and partner at True Path Financial and Insurance Services, where he recruits, trains, and develops advisors alongside personal production. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and manages a combination of discretionary and non-discretionary client accounts.

Brian Tu is a financial advisor at Cerity Partners LLC with 21 years of industry experience. He holds the Series 66 designation and has been with HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, charitable institutions, and other institutional investors. The firm manages approximately $126.9 billion in client assets and offers customized portfolios with diversified asset allocation, combining proprietary quantitative screening and third-party managers, along with a range of services including investment management, financial planning, tax and insurance support, and access to alternative and private-market investments.

Erwin Prieto is a financial advisor with Equity Services, Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His work history includes roles at National Life Group, MML Investors Services LLC, and MassMutual Life Insurance Company. He is also involved in insurance sales, educating clients on life, disability, long-term care, fixed annuities, and health insurance products. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, and charitable organizations. The firm provides multiple advisory platforms, often utilizing third-party asset managers and model portfolios, and combines various investment strategies with both discretionary and non-discretionary management options.

Jodie Kim is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. She holds the Series 66 designation and has previously worked at Stephen Yim's Estate Planning Firm and The Wooden Floor. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers financial planning and portfolio management services tailored through strategic allocation models and access to a wide range of investment options and affiliated Goldman Sachs capabilities.

Sarah Locher is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with one year of industry experience. Her prior roles include positions at Amazon, Hybrytec, Veron, and consulting at Umbrex, as well as multiple academic appointments at the University of Southern California. Goldman Sachs Wealth Services serves a wide range of clients, including individuals, executives, plan sponsors, and institutions, providing financial planning, portfolio management, and specialized wealth programs. The firm leverages strategic allocation models, manager selection, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor client solutions.

Scot Landborg is a CFP® with 21 years of industry experience, currently affiliated with Commonwealth Financial Network. He has prior experience at Sterling Wealth Partners and USA Financial Securities. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm provides a broad platform including managed-account programs, access to third-party asset managers, and custody/clearing services.

Kahni Bizub is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. Prior to joining Integrated Wealth Concepts, Bizub has worked at Wright Ford Young & Co since 1988 in a CPA role. Integrated Wealth Concepts serves a diverse client base including individuals, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, consulting, and family office services, employing customized portfolios primarily using mutual funds, ETFs, equities, and fixed income with a long-term focus and risk management through rebalancing and third-party asset management.

Alexandra Sandoval is a financial advisor with RBC Rochdale, LLC, holding a Series 66 designation and two years of industry experience. She has worked at CNR Securities, LLC since 2023 and was previously affiliated with the University of California, Los Angeles from 2019 to 2023. RBC Rochdale serves a diverse client base including high net worth individuals, corporations, and charitable organizations. The firm employs a multi-strategy investment process combining quantitative screening, statistical modeling, and fundamental analysis, offering discretionary and non-discretionary portfolio management alongside various advisory services.

Ishan Chhabra is a financial advisor at Hightower Advisors with a Series 65 license and one year of industry experience. His prior roles include positions at Viridis Consulting and the University of Southern California. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

George Mccall Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe since 2019. Prior to that, he was affiliated with Quasar Distributors, LLC and Oppenheimer. In addition to his advisory role, he is a director at Port Street Investments, LLC, where he is involved in marketing mutual funds to financial advisors, RIAs, and family offices. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Cameron Meek is a CFP® and Series 65 holder with four years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2023. Prior to that, he was with Regatta Capital Group, LLC and Morton Capital, and he also has a background in the retail sector with Free People/URBN. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Jeffrey Golan is a financial advisor at Principal Financial Services based in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses, with 35 years of industry experience. He has worked with Principal Securities Inc. since 2016 and Principal Life Insurance Company since 2008. Outside of advisory services, he is also an agent involved in fixed insurance products including fixed life, disability, long-term care, group, and health insurance. 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 military personnel overseas. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Melinda Marburger is a financial advisor at Creative Planning with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lockton Investment Advisors and Transamerica. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques.

Jennifer Dawson is a CFP® professional with 14 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2025 and previously held roles at Hemington Wealth Management and Balasa Dinverno Foltz LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across a range of asset classes.

Danielle Bronner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mariner. Her prior experience includes roles at Ocean Heights Advisors, Miracle Mile Advisors LLC, Green Street Advisors, and Morgan Stanley. She is a board member and secretary of the Jewish Federation of Orange County. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative offerings uncommon in firms of its size.

Brian Gilbert is a financial advisor with Commonwealth Financial Network in Irvine, CA, holding Series 63, 65, and 66 designations and 33 years of industry experience. He has been with Commonwealth since 2003 and previously worked at A. G. Edwards & Sons, Inc. since 1999. Outside of advisory work, he leases oyster farming rights on privately owned land. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and back-office support, including discretionary model portfolios and various customized investment solutions.

Danielle Britton is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and has recently started her career in the financial industry, having joined Goldman Sachs in 2025. Prior to her current role, she held various positions including roles at Bartlett, Pringle & Wolf and teaching positions at Wake Forest University and San Marcos High School. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, utilizing strategic and tactical allocation models and a wide range of investment and operational tools within the larger Goldman Sachs ecosystem.

Barry Barbernell is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at Triton Wealth Strategies, Lion Street Financial, Summit Financial Group, and Kingsley Financial Services. Outside of his advisory work, he serves as a board member and treasurer for the San Clemente chapter of Christian Business Partners and is a board member of Kingdom of Priests, a Christian ministry involved in podcasting, blogging, and bible teaching. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management strategies and custodial platforms.

Chad Schiel is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory role, Schiel owns Emergy Fly Fishing Specialties, a business focused on fly fishing news, articles, speaking engagements, and custom fishing retail. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides a range of advisory programs via its AccessPoint platform and third-party asset managers.

Luke Mokma is a CFP® with six years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has held roles at multiple firms including LPL Financial, Personal Capital Advisors Corporation, and The Bishoff Financial Group. Mokma is the owner of Gooselinq LLC, a passive business interest. Stratos Wealth Partners is an enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio solutions, integrating external platforms and providing access to third-party managers and SEI-affiliated resources.