Craig Keller is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has been with Beacon Pointe Advisors, LLC since 2026, following a 23-year tenure at Litman Gregory Wealth Management. He 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, offering both active and passive investment strategies across public and private asset classes.

Nora Okamoto is a financial advisor with Bankers Life Advisory Services, Inc. She holds a Series 66 designation and has one year of industry experience. Her prior work includes roles at Bankers Life Securities, Inc. and Bankers Life & Casualty, Inc., as well as experience outside finance managing Bagel Cafe Inc. in California. Bankers Life Advisory Services, Inc. primarily serves mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm uses a combination of fundamental, technical, and cyclical analysis methods to create tailored portfolios aligned with clients’ goals and risk tolerances.

Kaiwen Liu is a financial advisor at MAI Capital Management, LLC with six years of industry experience. He holds the CFP® designation and the Series 66 license. His previous roles include positions at Whittier Trust Company, Goldman Sachs & Co. LLC, and The Ayco Company, L.P./Mercer Allied. MAI Capital Management provides investment management, integrated wealth management, retirement plan consulting, and family-office services to a diverse client base including high- and ultra-high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm offers customized portfolio management strategies across various asset classes and integrates financial planning and tax services in many client relationships.

Allison Chema is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. She has been with Ayco, a Goldman Sachs Company, since 2019. Her prior roles include positions related to education and student housing. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and integrated strategies, offering tailored solutions such as Executive Wealth and Private Family Office support.

Peiyi Wang is a financial advisor at HSBC Securities (USA) Inc. in Irvine, CA, holding a Series 66 designation with two years of industry experience. Prior to joining HSBC, Wang served as CEO of Alty International Inc., a service company unrelated to investment, where she remained involved until 2023. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and discretionary portfolio options. The firm’s investment approach integrates strategic and tactical asset allocation with ongoing fund due diligence and features programs tailored for private bank clients and qualified non-resident aliens.

Felix Lin is a CFA® charterholder with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. He has been with Beacon Pointe Advisors since 2002. Outside of his advisory role, he serves as a volunteer member on the executive council of Mariners Church. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Kenneth Sotherlund is a financial advisor with Primerica Advisors and holds a Series 65 designation. He has prior experience with Park Avenue Securities, Guardian Life Insurance Company, Mutual of Omaha, and Aflac. Outside of his advisory role, he is involved in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of proprietary and third-party investment strategies.

Zupei Yu is a financial advisor with Schwab Wealth Advisory in Irvine, CA, holding the CFA® designation along with Series 63 and 66 licenses. Yu has four years of industry experience, including prior roles at Edward Jones and Transpacific Financial Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem and employs a client-directed approach to asset management supported by Schwab’s research tools and standard asset allocation models.

Vijaykrishna Sadagopan is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as earlier positions in the technology sector at Qualcomm Life Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides a range of financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, with a focus on tailored recommendations and fiduciary responsibilities under PTE 2020-02.

Analiese Lauro is a Series 66–licensed financial advisor with eight years of industry experience. She has worked at Goldman Sachs Wealth Services since 2021 and previously held roles at The Ayco Company, L.P./Mercer Allied and Financial Partners Credit Union. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs, leveraging strategic models and proprietary analytics within the broader Goldman Sachs ecosystem.

David Martinez is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 66 designations and has 12 years of industry experience. Prior to joining Centaurus Financial in 2020, he held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and Wells Fargo Bank NA. Outside of his advisory role, Martinez owns several businesses offering tax preparation, legal document preparation, and insurance services. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm employs a variety of investment approaches, offering both discretionary and non-discretionary portfolio management, financial planning, and specialized advisory services through its CLASSIC Plus platform.

Gordon Wang is a financial advisor at Transamerica Financial Advisors with five years of industry experience. He holds the Series 65 and Series 63 licenses. His background includes roles at USA GSD Aesthetics Corporation and World Financial Group, among others. Transamerica Financial Advisors serves a broad client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment programs, managing over $2 billion in assets as of the end of 2025.

Michael Martinelli is a financial advisor at Centaurus Financial, Inc. with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus Financial since 2017, following prior roles at Mass Mutual Investors Services and MetLife Securities. In addition to his advisory work, Martinelli is involved in fixed life insurance and owns Martinelli Financial Services. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, and institutions, offering financial planning and portfolio management through platforms like CLASSIC Plus. The firm manages assets via both discretionary and non-discretionary arrangements, employing various analytical approaches and providing specialized advisory services.

Jordan Freund is a financial advisor at Mariner with six years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Beacon Pointe Advisors, RBC Wealth Management, UBS Financial Services, and Bank of New York Mellon. Freund is based in Newport Beach, CA. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, and retirement plan consulting. The firm utilizes discretionary, customized portfolios supported by an internal investment committee and combines in-house research with third-party managers, offering a broad range of strategies alongside integrated tax and accounting services.

Mohammad Rahimi is a financial advisor at TIAA-CREF with seven years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2018 to 2024. TIAA-CREF Individual & Institutional Services, LLC provides financial planning, discretionary managed account programs, and broker-dealer services primarily to individuals connected to TIAA-administered employer retirement plans, as well as trusts, estates, and small retirement plans. The firm offers both point-in-time planning and ongoing discretionary management through various managed account programs, operating within a vertically integrated structure that includes affiliated funds.

Kevin Klein is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. His prior experience includes roles at Morton Capital Management, LLC, The Prudential Insurance Company of America, and Uber Eats. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Britton Hammock is a financial advisor at Equity Services, Inc. with two years of industry experience. He holds the Series 66 designation and has previously worked at National Life Group, Northwestern Mutual, and VS Associates. Outside of his advisory role, he is involved as an insurance agent with True Path Financial and Insurance Services. Equity Services, Inc., doing business 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 and frequently employs third-party asset managers and model portfolios, balancing long-term strategies with options for shorter-term trading and specialized instruments.

Michael Mccullough is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and with 16 years of industry experience. He has worked at Anthony Azavedo, CPA since 2019 and previously at Orange Coast Financial Group. In addition to his advisory role, he is president of Beach Wealth Management and owner of McCullough Financial, LLC, a tax preparation and accounting firm. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm employs an open-architecture platform with multiple custodians and third-party money managers, primarily managing largely non-discretionary assets.

Kara Duckworth is a CFP® with 14 years of industry experience and is currently with Mercer Global Advisors Inc. She previously led Duckworth Wealth Advisors, Inc. from 2013 to 2017 before joining Mercer Global Advisors. Mercer Global Advisors serves a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles and multi-factor tilts, while offering a range of portfolio management and planning services.

Henry Terrell is a ChFC® and Series 66-licensed advisor with Guardian Life in Irvine, CA, bringing 53 years of industry experience. He has been with Guardian Life and its related entities since 1991 and has maintained a self-employed insurance services business since 1987. He is also involved in insurance sales specializing in LTC, group, individual, and disability insurance. Guardian Life operates Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.