Courtney Hutchinson is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, she worked at Waypoint Wealth Partners for 13 years and spent one year with Barclays Capital Inc. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm integrates active and passive investment strategies and employs a rigorous due diligence process for third-party manager selection, supporting its clients with detailed performance reporting and plan-level analytics.

Jason Lilly is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has held positions at Citigroup since 2011, with additional roles at LPL Financial and California Bank and Trust. Lilly holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with significant institutional scale and operates in unique market roles, including as a swap dealer and futures commission merchant.

Kate King is a CFP®-certified financial advisor with 23 years of industry experience. She has been with Centaurus Financial, Inc. since 2010. In addition to her role at Centaurus, she is the owner and founder of The KFK Group and is involved with Waltz and King, both non-investment-related ventures. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, utilizing both discretionary and non-discretionary arrangements with various analytical approaches and specialized services.

Manuel Ramirez is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Hightower since 2021. His prior experience includes roles at Costco Wholesale, Meyer Properties, the City of Fullerton, and Vincent Benjamin. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a suite of investment options including mutual funds, ETFs, alternative investments, and custom indexing.

Frank Milnarik is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent 12 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

William Hunnicutt is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He worked at Mercer Allied Company, L.P. for 25 years before joining Ayco/Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm combines strategic allocation models and manager selections with discretionary and non-discretionary implementations, offering a range of services such as Private Family Office programs, Specialized Executive Wealth, and access to Alternative Investments.

Annette Brinton is a CFP® professional with 17 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2025, following 16 years at Waypoint Wealth Partners. Annette is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies in public and private assets.

Joseph Silla is a financial advisor with Guardian Life in Costa Mesa, CA, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes roles at Park Avenue Securities and MassMutual. He also provides clients with insurance products such as long-term care, income annuities, disability, and life insurance outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a range of financial planning and consulting services.

Eric Gallinger is a financial advisor at Stratos Wealth Partners, Ltd. with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His prior work includes roles at Bank of America, N.A. and Merrill. Stratos Wealth Partners is an SEC-registered enterprise advisor serving a diverse client base that includes high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm offers a range of services through independent advisor representatives, utilizing an open-architecture investment approach with third-party platforms and sub-advisors.

Kerry Michael Finn is a CFP® with four years of industry experience, currently with Sequoia Financial Group, L.L.C. in Irvine, CA. He worked previously at City National Bank for seven years and Halbert Hargrove Global Advisors, LLC for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan advisory services to a diverse client base including individuals, family offices, corporations, and charitable organizations. The firm offers a combination of model and custom portfolios, utilizing a range of investment vehicles and a research-driven approach overseen by an Investment Policy Committee.

Daniel Kean is a financial advisor at Focus Partners Wealth, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked previously at Buckingham Strategic Wealth, LLC, Madrona Financial & CPAs, and Thrivent Investment Management. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services, including investment management, financial and tax planning, and employee benefit consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Johnny Tep is a CFP® professional with one year of industry experience, currently advising at Mariner. He previously worked at Walker Wealth and Griffin Capital Securities, and has a background including a role at GCI Solar. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations through investment management, financial planning, retirement plan consulting, and access to pooled vehicles and third-party managers. The firm provides discretionary, customized portfolios supported by an internal investment team and integrates tax and accounting services alongside traditional portfolio management.

Michael Drabkin is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been associated with PlanMember Securities since 2003 and operates Highmark Group LLC, which provides financial advisory, consulting for school district retirement plans, and life insurance and annuity sales. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Yasasri Weerasuriya is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Creative Planning since 2021. Prior to this, she worked at Fidelity Brokerage Services LLC and Financial Advisors Network, Inc. She holds Series 65 and Series 63 registrations. Creative Planning is an enterprise wealth management firm serving a diverse client base, including individuals, high-net-worth and ultra-affluent clients, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and offers a range of services including discretionary portfolio management, retirement plan advisory, and access to private market investments.

Paul Finchamp is a financial advisor with Guardian Life in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 2009 and is actively engaged in the group insurance business, focusing on health plan and ancillary employer-sponsored benefits. Guardian Life's Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, access to proprietary and third-party investment solutions, and integrated financial planning and consulting services.

Sidney Sheridan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also associated with Net Law Inc. and Wfg. Outside of his advisory role, he refers clients to estate document services through Net Law Inc. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio and third-party manager approach supported by multiple platform programs, with approximately $1.7 billion in regulatory assets under management.

Brendan Corbett is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked at D.M. Brenner, Inc. and has held positions at San Diego State University and Saddleback College. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with discretionary and non-discretionary investment advisory services, alongside financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios utilizing a mix of low-cost ETFs, index funds, and other investment vehicles, complemented by educational content and integrated service lines.

Donald Lewis is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Bank NA. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning and portfolio management to a wide range of clients, including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm leverages strategic and tactical allocation models, manager selections, and both discretionary and non-discretionary implementations to tailor solutions, supported by integrated capabilities across the Goldman Sachs ecosystem.

Aleksandr Leybengrub is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding the ChFC® designation and Series 63 and 65 licenses. He has 16 years of industry experience, including prior roles at J.P. Morgan Securities and Chase Investment Services Corp. Leybengrub serves as the Chief Financial Officer of Esperanza Sonrisa Association, a homeowners association, where he volunteers to oversee financial matters and community property management. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary investment options. The firm employs a multi-profile investment approach supported by HSBC Global Asset Management and various third-party providers.

Summer Ramos is a CFP® and holds a Series 65 license with six years of industry experience. She is currently with Beacon Pointe Advisors, LLC and previously worked at Private Capital Management, INC. Ramos spent 17 years in full-time education prior to her financial advisory career. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, pension plans, and institutional clients. The firm combines asset-allocation modeling with investment from a curated list of independent managers across public and private asset classes, employing both active and passive strategies.