Sandipa Pardeshi is a financial advisor with Focus Partners Wealth, LLC and holds a Series 65 designation. She has six years of industry experience, including roles at Churchill Management Group and a period as a stay-at-home mom. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds under an enhanced open architecture framework.

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 with Oppenheimer, holding Series 63 and Series 65 designations and 17 years of industry experience. His career includes roles at Wells Fargo Clearing, Wells Fargo Advisors, J.P. Morgan Securities, and Chase Investment Services. Outside of finance, he engages in photography and videography for amateur youth travel and club sports teams. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations, offering a wide range of advisory and brokerage services. The firm’s investment approach incorporates strategic and tactical asset allocation along with manager selection, and it provides both discretionary and non-discretionary consulting and retirement services.

Janet Mendez is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. She holds a Series 66 designation and has worked at Infinex Investments, Inc., Mollison & Sediqi Wealth Management Group, 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 hybrid adviser/broker-dealer model. The firm provides customized advisory services, financial planning, ERISA plan services, and access to alternative investments and lending solutions, operating with a combination of discretionary and non-discretionary account management.

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® with nine years of industry experience, currently serving at Mercer Global Advisors Inc. He has held roles at several firms, including Northwestern Mutual Investment Services and Timothy J Molnar. Petty is based in Newport Beach, CA. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory, financial, tax, retirement, and estate planning services. The firm employs a Modern Portfolio Theory-based approach featuring globally diversified, risk-appropriate portfolios and utilizes a range of investment vehicles including low-cost ETFs, separate account managers, and private funds.

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.

Thomas Selbo is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Landmark Wealth Management Group, Purshe Kaplan Sterling Investments, and Thrivent Financial for Lutherans. He is also involved with Beacon Pointe Insurance Services, LLC as an insurance agent. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO solutions to individuals, corporations, and institutional clients. The firm uses a selective manager approach combined with active and passive strategies across public and private markets and offers proprietary private funds and specialized interval funds.

Sarah Minakary is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Hightower and its affiliated broker-dealer, HighTower Securities, LLC, for 10 years. Outside of her advisory role, she is involved with R2M Management CA, LLC, an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to individual and institutional clients through a network of Advisor Practices. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Patrick Alano is a financial advisor with Oppenheimer holding a Series 66 designation and four years of industry experience. His prior work includes roles at Paradigm Gilbert and LPL Financial LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, and institutional clients with a broad range of programs including asset management, consulting, and retirement services. The firm manages portfolios using strategic and tactical asset allocation and offers both discretionary and non-discretionary advisory services.

Elise Orton is a financial advisor at Corient with a Series 65 designation and two years of industry experience. She previously worked at Brighton Jones and Gallagher, and has additional experience outside finance, including time at Oasis Salon and Spa. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm employs a goals-based, team investment approach utilizing both in-house strategies and third-party managers, with continuous portfolio monitoring and risk management.

Jeffrey Kuhn is a financial advisor at Eagle Strategies (NY Life) in Newport Beach, CA, with two years of industry experience. He holds the Series 63 and Series 66 licenses and has previously worked at firms including Cambridge Investment Research Inc. and NYLIFE Securities LLC. Kuhn’s background includes roles outside of finance such as working with Lug Sports. Eagle Strategies serves a diverse client base including individual investors and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the vast majority of its assets on a non-discretionary basis.

Christina Hung is a CFP® with 13 years of industry experience and currently advises clients at Mercer Global Advisors Inc. in Newport Beach, CA. Her career includes prior roles at Mutual Securities, Inc., CETERA Advisor Networks LLC, and Argosy Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits by offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment strategy using low-cost ETFs, index funds, and other vehicles, and provides specialized services such as retirement plan consulting and charitable advisory.

Ted Ngo is a financial advisor with Eagle Strategies (NY Life) based in Newport Beach, CA, holding CFP® and Series 63 designations and bringing 25 years of industry experience. He has been affiliated with Eagle Strategies since 2009 and New York Life Insurance since 2004. Ngo also operates Ted Ngo and Associates Insurance & Financial Services, focusing on insurance product sales and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types, emphasizes tailored recommendations, and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Smith is a CFP® and Series 65 licensed advisor at Mercer Global Advisors Inc. with 11 years of industry experience. He previously worked at Navigoe, LLC before joining Mercer Global Advisors, where he has been since 2018. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and private funds.

James Davenport is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked within various Beacon Pointe entities since 2014. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager-driven investment approach with proprietary due diligence and sponsors several private funds and a registered interval fund.

Ryan Murphy is a financial advisor with Focus Partners Wealth, LLC and holds Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at Churchill Management Group and Charles Schwab. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies with fundamental and quantitative analysis.

Randall Allen is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Kayne Anderson Rudnick since 2014. The firm provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. Kayne Anderson Rudnick emphasizes fundamental company-level research with proprietary governance and sustainability assessments and offers a broad range of active equity and fixed-income strategies across various market capitalizations.