Gregory Walters is a Series 66-credentialed financial advisor at Corient with 19 years of industry experience. He has held various roles within Corient and its affiliates since 2015. Walters serves as an Investment Committee Member for The Pacific Symphony. 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 uses a goals-based, team investment approach combining in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

Wendy Zimmerman is a financial advisor with HSBC Securities (USA) Inc. based in Lake Forest, CA. She holds Series 63 and Series 66 licenses and has 15 years of industry experience. Since 2014, she has worked with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. HSBC Securities (USA) Inc. offers managed account programs serving individuals, retirement accounts, charitable organizations, and corporations through various client-directed and discretionary investment options. The firm combines strategic and tactical asset allocation supported by global asset management resources and operates both as an SEC-registered adviser and broker-dealer.

Juan Mansilla is a CFP®-designated financial advisor with over 22 years of industry experience. He has worked with J.W. Cole Advisors, Inc. since 2019 and has held roles at multiple firms, including First Allied Securities and WIN Team Insurance Services. Mansilla also operates as a sole proprietor and serves as president of NextGen Financial, a non-investment holding company. J.W. Cole Advisors, Inc. supports a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individual, high-net-worth, and institutional clients. The firm employs a range of investment strategies, including discretionary and non-discretionary management, and provides access to multiple custodial platforms and third-party managers.

Loren Ehlers is a financial advisor at Centaurus Financial, Inc. with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Centaurus since 2004. In addition to his advisory role, he owns a wholesale clothing supply business called Too Ripped and manages Tame Financial Services, which sells life insurance and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through its CLASSIC Plus platform, with both discretionary and non-discretionary arrangements.

Debra Curry is a CFP® with 39 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Her prior roles include positions at Yosemite Capital Management and Syndicated Capital Inc, where she worked for 16 years each, as well as Bridge Advisory LLC. Outside of advisory services, she is also an insurance agent with Beacon Pointe Insurance Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes asset allocation across third-party independent managers, employing both active and passive strategies alongside a formal manager due-diligence process.

Steven Rodriguez is a financial advisor with Oppenheimer, holding a Series 66 designation and six years of industry experience. Before joining Oppenheimer in 2019, he served four years in the United States Marine Corps. Outside of advising, he manages a rental property in Huntington Beach, CA. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a wide range of programs including asset management, consulting, and retirement services, with both discretionary and non-discretionary options.

Amber Lembo is a CFP®-credentialed financial advisor with four years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to that, she was employed at Purshe Kaplan Sterling Investments and Integrated Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across public and private asset classes.

John Choi is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Eagle Strategies, NYLIFE Securities LLC, New York Life Insurance Co, CrossStar Financial and Blue Cedar Financial and Insurance Solutions. Choi serves as a board member for Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach to underserved communities. 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 emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life structure.

Rudolph Brandes is a CFP® professional with 11 years of experience currently advising at Mercer Global Advisors Inc. in Newport Beach, CA. His prior experience includes roles at Jackson Financial Management. Outside of advising, he serves on the finance committee of the Woodbridge Village Association, is a board member of the Vista Verde Foundation, and is the founder and principal consultant of Rudymentary AI Consulting LLC, which provides AI strategy and training services. Mercer Global Advisors serves individuals, families, small business owners, and various institutional clients by offering investment advisory alongside financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing a range of investment vehicles and specialized programs.

Angela Lord is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Independent Financial Group since 2016 and has been associated with Capital Financial Consultants since 2012. Outside of financial advising, she is the owner and hypnotherapist at Feel Good on Purpose. Independent Financial Group, LLC provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth clients, trusts, corporate and pension plans, and charitable organizations. The firm offers financial planning and portfolio management through various platforms and employs strategies combining strategic asset allocation, multi-manager portfolios, and ongoing due diligence.

Ananta Chhippi Mourya is a CFA® charterholder currently with Beacon Pointe Advisors, LLC, bringing one year of industry experience. Prior to joining Beacon Pointe, Mourya held roles at MassMutual Life Insurance Company, MML Investors Services LLC, Grodin Financial Services, Center Point Inc, and Lincoln University. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to individual 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.

Stan Dreyfuss is a financial advisor at Oppenheimer with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at D.A. Davidson & Co., Crowell, Weedon & Co., RBC Capital Markets, and Wells Fargo Clearing. In addition to his advisory role, he serves as a trustee for his son's trust. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a broad range of programs and advisory services that include strategic and tactical asset allocation, manager selection, and performance reporting, delivered on both discretionary and non-discretionary bases.

Lydia Dupont is a financial advisor at D.A. Davidson & Co. in Newport Beach, CA, with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.

Ethan Matkin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at EP Wealth Advisors, Alpha Cubed Investments, MML Investors Services, and Mass Mutual Life Insurance Company. Matkin receives residual insurance commissions as passive income from prior insurance sales. Mercer Global Advisors provides investment advisory and planning services to 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, multi-factor tilts, and tax management strategies.

Monica Munoz is a CFP® professional with 12 years of experience in financial advising. She has been with Beacon Pointe Advisors, LLC since 2026 and previously worked for 19 years at Litman Gregory Wealth Management, where she also served as president and investment adviser representative during the transition following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers to implement both active and passive strategies across multiple asset classes.

Michael Skillman is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 65 and Series 63 designations and has held previous roles at Faith Investor Services, LLC and Foreside Fund Services, LLC. His outside activities include serving as a board member at SMU Cox School of Business and holding multiple leadership roles on the board of Memorial Care Health System in California. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private assets.

Eric Davalos is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and nine years of industry experience. Prior to joining Sanctuary Advisors in 2025, he worked at Bank of America and Merrill from 2017 to 2025. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers a range of investment advisory and financial planning services through more than 400 independent investment adviser representatives.

Austin Cassidy is a CFP® professional with two years of industry experience currently at Beacon Pointe Advisors, LLC in Newport Beach, CA. Before joining Beacon Pointe Advisors, he worked at Vanguard for five years and has held a position as an insurance agent with Beacon Pointe Insurance Services, LLC since 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers active and passive strategies across public and private asset classes.

Robert Panetti is a CFA® charterholder with 28 years of industry experience, currently serving at Rockefeller Financial LLC since 2021. He previously worked at BlackRock Investments, Inc. for 13 years. Panetti is also a managing member of Patient Capital LLC, a personal loan business. Rockefeller Financial LLC serves 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, consulting, and brokerage services through a Private Advisor model and a consolidated investment platform.

Cindy Randolph is a CFP® professional at Beacon Pointe Advisors, LLC in Newport Beach, CA, with one year of industry experience. Her prior roles include four years at Gettleson, Witzer, & O'Connor and two years at Richardson Kontogouris Emerson, LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies and manages proprietary private funds alongside third-party independent managers.