Nichole Diaz is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. She holds a Series 65 designation and has been with Beacon Pointe Advisors and its predecessor entities since 2013. Outside of her advisory role, she is involved with Barr Realty, where she assists as a broker of title for residential real estate transactions. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and OCIO services to individual investors, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, offering comprehensive reporting and specialized private fund partnerships.

Jiajie Yuan is a financial advisor at Transamerica Financial Advisors with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Faraday Future and Toyota Motor North America. Yuan is also involved in ownership of a rental property. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services with a variety of proprietary and third-party investment programs, managing over $2 billion in assets across discretionary and non-discretionary accounts.

Jing Zhang is a financial advisor at Transamerica Financial Advisors with one year of industry experience. She holds Series 63 and Series 65 licenses and has prior experience with WFGIA and Ginfinity Consulting Inc. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services, offering fee-based wrap programs, model portfolios, and access to third-party money managers.

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 previously worked at Churchill Management Group for seven years. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with comprehensive 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 separate account managers, and private funds under an enhanced open architecture framework.

Justin Medeiros is a financial advisor with Rockefeller Financial LLC based in Newport Beach, CA. He holds a Series 66 designation and has 10 years of industry experience, including seven years at UBS Financial Services. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services through a Private Advisor model and a consolidated investment platform.

Michael Legaspi Jr. is a financial advisor with Oppenheimer, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His prior roles include positions at Wells Fargo Clearing, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of his advisory work, he engages in photography and videography for amateur youth sports teams, particularly travel and club-level sports. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, and charitable organizations. The firm provides a range of investment programs and consulting services, managing assets through both discretionary and non-discretionary strategies while maintaining custody of client assets.

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.

Sean Bates is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates and Wealth Benefit Advisors, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

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.

Anthony Guinane is a financial advisor with Sanctuary Advisors, LLC and holds a Series 66 designation. He has 28 years of industry experience, including 12 years at UBS Financial Services. Outside of his advisory role, Guinane is the founder and managing partner of Dial Square Private Wealth, an investment advisory operating entity. 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 over 400 independent investment adviser representatives who deliver customized portfolio management and consulting services utilizing a variety of investment approaches and platforms.

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.