Gregory Johnstone is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 24 years at Centaurus Financial and over 30 years running Johnstone & Associates. Outside of advising, he serves as president of KSWM Inc., an accounting and administrative entity. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm’s investment approach combines fundamental and technical analysis with discretionary and non-discretionary management, offering specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Michael Phelps is a financial advisor at Corient with 22 years of industry experience. He holds a Series 66 designation and has been with various entities within Corient since 2015. He also serves as an individual trustee for a client of Corient. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services through affiliates such as family office and trustee services.

Heather Blake is a financial advisor with OSAIC Institutions, INC., holding a Series 66 credential and seven years of industry experience. She has worked at Infinex Investments, Inc. since 2022, and previously held roles at Financial Partners Wealth Management and LPL Financial starting in 2016. She also serves as trustee and executor for the estate of Phyllis A Knapp. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, ERISA plan services, wrap programs, and access to alternative investments and lending solutions, operating a hybrid adviser/broker-dealer model.

Greggory Cowan is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital Group for 11 years before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

Milos Vrzic is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and three years of industry experience. He previously worked at Signature Resources Capital Management for six years. Vrzic is a co-owner of Tranquility Wealth Management, LLC, a private entity focused on securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 affiliated advisors and manages roughly $212.7 billion in client assets. The firm offers a broad adviser-support platform, including managed-account programs and access to third-party asset managers, supporting a wide range of investment options and consulting services.

Joel Gritten is a financial advisor with Planmember Securities Corporation based in Yorba Linda, CA. He holds the CFP® designation and has 38 years of industry experience. In addition to his advisory work, he has been involved with Trader Joe’s since 2003 in a non-investment capacity. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages unitized, risk-based mutual fund portfolios, offering education and support services including seminars and personalized retirement planning.

William Maniss is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of investment and retirement services through discretionary and non-discretionary programs, with an emphasis on strategic asset allocation, manager selection, and tailored performance reporting.

Karl Kim is a CFP® with 39 years of experience in financial advising. He is currently with Integrity Alliance, LLC, where he has worked since 2020. Prior to that, he was with Triad Advisors, Inc. for 14 years and Retirement Planning Advisors, Inc. for one year. Outside of his advisory work, Kim owns Medi-Cal Eligibility Services, which helps clients qualify for government benefits related to long-term care, and he serves as a board member for Keiro Kikyo Home, a care facility in Los Angeles. Integrity Alliance is a large advisory network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and access to third-party managers through various platforms, with advisors employing a range of investment allocation strategies.

Robert Shier Jr. is a CFP® with over 31 years of industry experience, currently serving at Cerity Partners LLC. His career includes roles at Goldman Sachs Wealth Services and multiple advisory firms, including HPM Partners LLC, where he has worked since 2012. Cerity Partners serves a diverse client base including individuals, families, institutions, and high-net-worth investors, managing approximately $166.2 billion in assets as of the end of 2025. The firm employs a client-specific investment approach that integrates quantitative screening, manager selection, and direct security choices, while offering access to private market solutions and a range of wealth management services.

Alan Bender is a financial advisor with SPC in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been associated with Precision Wealth Financial & Insurance Services since 2004. Outside of his advisory roles, he serves as president of Dynamis Wealth Solutions, LLC, which provides group health and life insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Matthew Henn is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, CPS Insurance Services, and Questar Asset Management. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan platform services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Hannah Sullivan is a CFP® professional with seven years of experience in financial planning and advisory roles. She is currently with J.W. Cole Advisors, Inc., where she has worked since 2022, following prior experience at Lincoln Financial Advisors. Outside of her advisory work, Sullivan serves as Secretary for Orange Blossoms, an auxiliary group that raises funds for women and children in need, and is a board member of the Community Foundation of Orange, a nonprofit focused on local charitable initiatives. J.W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of discretionary and non-discretionary management strategies and provides access to multiple investment platforms and third-party managers.

Mark Moehlman is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Beacon Pointe Advisors and its predecessor entities since 2013. Moehlman is also president and sole owner of Wealth Management Corporation, a business management company. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, and retirement plans. The firm employs a manager-based investment approach using a proprietary “Focus List” and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Kamron Nahavandi is a financial advisor with Money Concepts Capital Corp in Placentia, CA, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. His prior roles include positions at MassMutual, The Prudential Insurance Company of America, and Fit Strategic Advisors LLC. He is also involved with FIT Planning Group, offering fixed and indexed insurance products. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and corporations. The firm employs model-driven and asset-allocation approaches and operates alongside its broker-dealer and insurance businesses, offering clients access to a wide range of proprietary and third-party investment programs.

Frank Messano III is a financial advisor at Private Advisor Group, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial LLC, Strategic Wealth Advisors Group, and First Financial Equity Corporation. Outside of his advisory roles, he operated 3D Studio Gallery for 16 years. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model that incorporates technology platforms and multiple investment strategies, often implementing advice through third-party managers and turnkey asset management programs.

Gina Seid is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently an advisor at Creative Planning and has previously worked at Morgan Stanley, Wells Fargo Clearing, First Republic Investment Management, and Edward Jones. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by selective private market exposure and other tailored investment solutions.

Timothy Mcvey is a CFP® with 40 years of industry experience, currently serving at Centaurus Financial, Inc. since 2004. He has been self-employed since 1986 and also works as a tax preparer and real estate broker. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through both discretionary and non-discretionary arrangements.

Kathleen Zwickl is a financial advisor at Centaurus Financial, Inc. in Anaheim, CA, with 14 years of industry experience. She holds a Series 66 credential and has been with Centaurus since 2015. In addition to her advisory role, Kathleen provides life and legacy coaching focused on helping individuals and families uncover their gifts and preserve wealth across generations. Centaurus Financial, Inc. delivers advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements.

Benjamin Blokdyk is a CFP® with three years of industry experience, currently with Mariner Wealth Advisors. He previously worked at Beacon Pointe Investment Advisors and has been associated with the University of Southern California. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

Gordon Hassenplug is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Corient-related entities since 2015. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.