Jared Backner is a financial advisor with Eagle Strategies (New York Life) in Irvine, CA, holding Series 66 and Series 63 licenses and having four years of industry experience. He has worked at several firms including New York Life Insurance Company, Nylife Securities LLC, and Blue Cedar Financial and Insurance Solutions, where he also brokers non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and operates mainly on a non-discretionary asset management model within an integrated New York Life affiliate structure.

Natalia Bartolone is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes positions at Seton Hall Law and AER Technologies. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored services including Executive Wealth, Personal Wealth, and Private Family Office support, utilizing centralized investment resources and a mix of discretionary and non-discretionary managers within a large integrated financial group.

David Penniall is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2024. His prior roles include leadership positions at ADDWEALTH, LLC, Retirement Wellness Group, LLC, and Bridge Advisory, LLC. Outside of advisory work, he owns and oversees Paragon Sports International, a sports management business. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individuals, institutions, and retirement plans. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers a mix of active and passive strategies across various asset classes.

Jason Overholtzer is a CFA® charterholder with 11 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2014. 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-of-managers approach using a proprietary Focus List and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Austin Lemoine is a financial advisor with Independent Financial Group, LLC in Irvine, CA. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, Lemoine has worked with various emergency services organizations, including Murrieta Fire & Rescue and Morongo Basin Ambulance. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers a range of financial planning and portfolio management solutions utilizing both firm- and third-party models.

Michael Bakos is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at First American Trust, Alpha Cubed Investments, and Fidelity Investments. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a manager-driven investment approach that includes discretionary wealth management, retirement plan consulting, and outsourced CIO solutions. The firm is also involved in sponsoring proprietary investment vehicles and serves as an operating general partner for multiple private funds.

Callum Abernethy is a Series 66 licensed advisor at Goldman Sachs Wealth Services with one year of industry experience. His background includes roles at FS Investments and M2O Private Fund Advisors, as well as academic positions at the University of Pennsylvania. 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 integrates strategic allocation models and manager selections with a broad array of affiliated capabilities across the Goldman Sachs ecosystem.

Melissa Jones is a financial advisor with J. W. Cole Advisors, Inc. She holds Series 63 and Series 65 licenses and has 40 years of industry experience. Her career includes roles at J.W. Cole Advisors, J.W. Cole Financial, Douglas W. Jones Associates Financial and Insurance Services, Accent Insurance Brokerage, and Transamerica Life. Outside of her advisory work, she authored a book on Oregon Trail history and created a related website. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent representatives. The firm offers portfolio management, financial planning, access to third-party managers, and multiple managed account solutions, implementing investment decisions through discretionary or non-discretionary approaches.

Michael Mackesy II is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. His prior roles include positions at The Ayco Company, L.P./Mercer Allied and Northwestern Mutual Investment Services LLC. Outside of finance, he is involved in dog breeding activities in Escondido, CA. Goldman Sachs Wealth Services advises a broad client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selections, and proprietary analytics within the broader Goldman Sachs ecosystem to tailor solutions across various fee arrangements and platforms.

Andrew Mcreynolds is a financial advisor with Eagle Strategies (NY Life) and holds Series 63 and Series 66 designations. He has 17 years of industry experience, including roles at New York Life Insurance Company and NYLIFE Securities LLC since 2008. Mcreynolds also owns Monarch Grove Wealth Strategies & Insurance Solutions, where he is involved in brokering insurance products. Eagle Strategies serves individual and institutional clients by offering financial planning, investment management, and retirement-plan advisory services. The firm focuses on tailored advice delivered through multiple program types, with a large majority of assets managed on a non-discretionary basis.

Richard Yuen is a financial advisor at Citigroup Global Markets with 16 years of industry experience. He holds a Series 66 designation and has worked at CitiGroup, UnionBanc Investment Services, and MUFG Union Bank since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs combined with broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies and maintains large institutional capabilities alongside unique market roles such as acting as a security-based swap dealer and futures commission merchant.

John Carter is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has worked with United Planners since 2009 and has maintained business activities in insurance and real estate development through his ownership of Carter Financial and consultancy at GRE Development, Inc. United Planners Financial Services is a national wealth-management enterprise serving a broad client base including individuals, retirement plans, corporations, and institutional clients. The firm employs independent Investment Adviser Representatives and uses various custodians and third-party managers, with a significant portion of assets managed on a non-discretionary basis.

Callie Renner is a Certified Financial Planner® with 11 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has worked with Beacon Pointe Advisors and its predecessor entities since 2019 and was previously with Heller Wealth Advisors, LLC from 2016 to 2019. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset allocation modeling with due diligence on third-party independent managers, employing both active and passive strategies across public and private asset classes.

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.