Maryam Khayali is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. She previously worked at Newport Wealth Strategies, Inc. for five years before joining Beacon Pointe Advisors in 2022. Outside of her advisory role, Maryam owns and operates K2 Holistic Touch, a health and wellness center focused on massage, nutrition, and physical therapy. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm implements client strategies primarily through third-party independent managers selected via a proprietary Focus List and employs a formal quantitative and qualitative due-diligence process.

Darren Henderson is a financial advisor with Corient, holding Series 63 and Series 66 licenses and 27 years of industry experience. He has worked with various Corient-affiliated entities since 2015, including Corient Capital Partners, CIPW Service Company, and Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach that incorporates in-house strategies alongside third-party managers, with continuous portfolio monitoring and risk management tools.

Matthew Belfanti is a financial advisor at Rockefeller Financial LLC with 21 years of industry experience. He holds Series 65 and Series 63 designations and has previously worked at firms including Infinex Investments, First Bank Wealth Management, RSM US Wealth Management, and AdvicePeriod. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer offering securities transactions, variable insurance products, and placement and investment banking services.

Ammar Mandhai is a financial advisor with Schwab Wealth Advisory, holding a Series 65 credential and based in Coto De Caza, CA. He has been with Schwab Wealth Advisory since 2025 and has prior experience at Charles Schwab & Co., Inc., City National Bank, and KPMG LLP among other firms. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning discussions, and investment recommendations across various asset classes. The firm operates as an internal advisory unit within the Schwab ecosystem and delivers advice using Schwab’s standard asset allocation models and research tools while client trading decisions remain non-discretionary.

Jonathan Acosta is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 66 license with 13 years of industry experience. He has been with Beacon Pointe Advisors since 2013 and is also a licensed insurance agent involved in the sale of life and accident/health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a proprietary manager selection process and offers discretionary wealth management, financial planning, outsourced CIO solutions, and fiduciary services.

Drew Sherwood is a CFP® affiliated with Hightower Advisors in Newport Beach, CA. He has experience at Russell Investments and has previously worked in education at Boise State University and Sumner High School. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Nichole Diaz is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors and its predecessor firms since 2013. Outside of her advisory role, Diaz is involved in real estate as a broker of title with Barr Realty. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and sponsors proprietary investment vehicles as an operating general partner.

Gavin Gruenberg is a CFP® with 27 years of industry experience, currently with VOYA Financial Advisors, Inc. in Rancho Santa Margarita, CA, where he has worked since 2014. He previously worked at Voya Financial Partners, LLC beginning in 2025. He is involved in the sale and service of Voya’s Health Reimbursement Arrangement (HRA) product. VOYA Financial Advisors, Inc. serves a diverse client base including individual and institutional clients such as retirement plan sponsors, charitable organizations, corporations, and high-net-worth individuals. The firm offers various financial planning and portfolio management services, delivering advice through multiple program structures including wrap programs and third-party money manager offerings, with a significant portion of assets managed on a non-discretionary basis.

John Kincannon is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at Sanctuary Securities, Inc. and Merrill Lynch. 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 a network of over 400 independent investment adviser representatives who develop their own investment strategies within a supervised framework, offering both discretionary and non-discretionary management through various platforms and sub-advisers.

Austin Rouk is a CFP® professional with seven years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC. He has been affiliated with Beacon Pointe Advisors since 2017 and also works with Beacon Pointe Insurance Services, LLC as a licensed insurance agent. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced CIO services to a diverse clientele including individuals, corporations, and institutional investors. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across various asset classes.

Timothy Winterbottom is a financial advisor at PlanMember Securities Corporation with 33 years of industry experience. He holds Series 63 and Series 66 designations and has worked at PlanMember since 2012. Prior to his advisory role, he was employed at Trader Joe's for three years. In addition to his advisory work, Winterbottom is engaged in insurance sales and services focused on fixed insurance products. 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 utilizes a top-down strategic asset allocation process and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, while also offering education and support services to plan sponsors and participants.

Sandipa Pardeshi is a financial advisor at Focus Partners Wealth, LLC with six years of industry experience. She holds a Series 65 designation and has previously worked at Churchill Management Group. Prior to her advisory career, she spent five years as a stay-at-home mom. Focus Partners Wealth, LLC provides wealth advisory and investment management services to a diverse client base, including individuals, high-net-worth families, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach within an enhanced open architecture framework that combines active and passive strategies, separate account managers, private funds, mutual funds, and ETFs.

Justin Medeiros is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds the Series 66 designation and has been with UBS Financial Services since 2014. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Michael Legaspi Jr. is a financial advisor at Oppenheimer with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2018, following roles at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of his advisory work, he engages in photography and videography for amateur travel and club youth sports teams. Oppenheimer serves a diverse client base, including individuals, corporations, pension plans, and charitable organizations, offering a range of advisory and brokerage services. The firm’s approach includes strategic and tactical asset allocation, manager selection, and a mix of discretionary and non-discretionary investment management programs.

Janet Mendez is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds the Series 66 designation and has previously worked at Cuna Brokerage Services, Inc. and SchoolsFirst Federal Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a model that delegates investment management to its representatives.

Austin Kastenberg is a financial advisor at Beacon Pointe Advisors, LLC, holding a Series 65 credential. He has been with Beacon Pointe Advisors since 2021, with prior experience at San Diego State University's Fowler College of Business and Right Way Insurance Services, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing both active and passive strategies, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Joy Anne Marie Gonzales is a financial advisor at Rockefeller Financial LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses with four years of industry experience. Her prior roles include positions at Merrill Lynch, Bank of America, and J.P. Morgan Securities. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations, offering a range of portfolio management, financial planning, and consulting services. The firm operates as both a registered investment advisor and broker-dealer, providing integrated investment solutions across equities, fixed income, and alternatives.

Colton Petty is a CFP® certificant with eight years of industry experience, currently affiliated with Mercer Global Advisors Inc. in Newport Beach, CA. His work history includes roles at Northwestern Mutual Investment Services and several independent advisory firms prior to joining Mercer. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits, offering a range of advisory services including investment management, financial planning, and family office support. The firm employs a Modern Portfolio Theory-based approach, utilizing diversified portfolios constructed with low-cost ETFs, index funds, and other vehicles, alongside educational content and specialized client services.

Avinash Pai is a CFP®-designated financial advisor with 22 years of industry experience. He is currently with Independent Advisor Alliance, LLC and has prior experience at Revant Wealth, Provence Wealth Management Group, and LPL Financial. Pai also serves as an adjunct professor, occasionally teaching in the personal financial planning program at UC Irvine’s Graduate School of Management. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans. The firm offers asset management, financial planning, and retirement consulting, employing a network model of advisory representatives and utilizing various investment strategies and technology platforms to deliver client services.

Tracy Jackson is a CFP® with 32 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Jackson Financial Management for 25 years before joining Mercer. Outside of his advisory role, he owns a woodworking business that produces and sells handmade pens. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, nonprofits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-appropriate portfolios and offers a variety of programs and integrated affiliated services.