Daniel Stampf is a CFP® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Personal Capital Advisors Corporation and GWFS Equities, Inc. Outside of his advisory role, he is involved with NET LAW GROUP, LLC, a fintech company focused on estate planning and connecting clients with local in-state attorneys. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.

Trenton Jolly is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2019. Prior to that, he held positions at Wells Fargo Advisors and Stratis Risk Solution. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm utilizes both active and passive strategies across public and private asset classes and offers proprietary private funds and interval fund advisory services.

Susan Evans is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has been with Mercer since 2018 and previously worked at Provant Health Solutions LLC. Mercer Global Advisors provides investment advisory services and comprehensive financial planning to individuals, families, small business owners, and institutional clients such as foundations and non-profits. The firm employs a globally diversified investment approach based on Modern Portfolio Theory and offers a range of portfolio solutions, education programs, and integrated service lines.

Robert Lindell III is a financial advisor at Rockefeller Financial LLC with 3 years of industry experience. He holds a Series 66 designation and has worked previously at Rockefeller Capital LLC and Thomson Reuters. Outside of his advisory roles, he managed Dixie's on Grand for 25 years. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth clients, as well as institutions, family offices, and corporations, providing portfolio management, financial planning, and investment banking services. The firm operates as both an investment advisor and registered broker-dealer, offering a range of discretionary and non-discretionary investment solutions through its consolidated platform.

Brett Gallinger is a financial advisor with Transamerica Retirement Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at multiple Transamerica entities since 2017 and prior experience with American Funds from 2013 to 2017. Transamerica Retirement Advisors serves participants in employer-sponsored retirement plans and IRA owners through managed advice programs and investment education services. The firm relies on Morningstar Investment Management for portfolio construction and oversight and manages a large client base primarily through non-discretionary asset management.

Mc Kay Hardy is a Financial Advisor at Merrill Lynch Wealth Management. He works to connect clients with the people, plans, and processes that best align with their unique ambitions. Mc Kay helps clients pursue personal goals such as funding education, planning for retirement and potential healthcare costs, and creating personalized plans to achieve long-term family objectives. His approach considers each client's individual perspectives and priorities, aiming to bring simplicity and transparency to the complexities of investing. Mc Kay holds a Bachelor's Degree from Utah Valley University and is a Personal Investment Advisor (PIA). His professional philosophy centers on connecting all aspects of a client's financial life to help prioritize and pursue the goals that matter most.

Joshua Klooz is a CFP® with eight years of experience in the financial industry, currently serving at Hightower Advisors since 2024. His prior roles include positions at Carson Wealth, CWM, LLC, Cetera Advisor Networks, and UBS Financial Services. He is a founding board member of Evergreen Classical School, a 501(c)(3) nonprofit. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, offering multi-manager solutions that incorporate affiliated and third-party managers, proprietary research, and a variety of investment vehicles including mutual funds, ETFs, and alternatives.

Rebecca Napier is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. She has worked at Integrity Alliance since 2025 and has held various roles at Visionlink Financial Advisors, Inc., The VisionLink Advisory Group, Inc., and Lion Street Financial. Outside of her advisory work, she is involved in compensation consulting and third-party administration with The VisionLink Advisory Group, Inc. Integrity Alliance is a large advisory network with over 300 independent representatives managing approximately $5.4 billion in client assets. The firm provides advisory and brokerage services to a diverse client base, offering portfolio management, financial planning, and access to third-party managers through various platforms.

Danielle Wen is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation with two years of industry experience. Prior to her current role, she worked at Castor Ventures and Retail Ecommerce Ventures. Outside of finance, she owns Lace and Liberty, a custom wedding dress retail business based in San Francisco, which she oversees without operational duties. Beacon Pointe Advisors serves a diverse client base including individual, institutional, and retirement plan clients, offering wealth advisory, consulting, standalone financial planning, and outsourced CIO services. The firm combines asset-allocation modeling with third-party Independent Managers, employs both active and passive strategies, and provides customized reporting and education, distinguishing itself with proprietary private fund management and interval fund advisement.

Emily Gemeinhardt is a financial advisor at Oppenheimer with Series 66 credentials and one year of industry experience. Prior to joining Oppenheimer, she worked in various roles including at Starbucks and Chapman University. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm offers a broad range of programs with advisory services spanning equity, balanced, and fixed-income portfolios, employing both discretionary and non-discretionary investment approaches.

Betty Ahn is a financial advisor at &PARTNERS with 12 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she has minority ownership interests in two automotive dealerships in California. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and consulting services through a combination of proprietary and third-party strategies, utilizing both discretionary and non-discretionary approaches.

Gene Ka is a financial advisor at Beacon Pointe Advisors, LLC with 35 years of industry experience. He holds a Series 63 designation and has been with Beacon Pointe Advisors since 2021. Prior to this, he operated his own RIA firm, Gene Ka RIA, for 25 years and was involved with APW Capital, Inc. since 2010. Outside of his advisory role, he 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 retirement plans. The firm employs a manager-driven investment approach using a proprietary Focus List and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Luc Ceci is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He previously worked with Eagle Strategies, NYLife Securities, and New York Life. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments. The firm uses a globally diversified investment approach grounded in Modern Portfolio Theory, incorporating low-cost ETFs, index funds, separate account managers, and other investment vehicles, complemented by financial, tax, retirement, and estate planning services.

David Hansch is a CFP® with 43 years of industry experience, currently serving as a financial advisor at Independent Financial Group, LLC since 2017. Prior to this, he held roles at Cetera Advisor Networks and Cetera Wealth Services and has operated Hansch Financial Group since 2014. He is a volunteer member of the investment committees for both the Grand Lodge Free and Accepted Masons of California and the Saddleback Laguna Masonic Lodge. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm employs a combination of firm- and third-party model portfolios, strategic asset allocation, and ongoing due diligence to develop tailored investment strategies.

Michael Eustace is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 29 years of industry experience. He previously worked at UBS Financial Services for 10 years before joining Rockefeller Financial and ROCKEFELLER Capital Management. 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 combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary management across equities, fixed income, and alternatives, and operates as a registered broker-dealer providing a range of investment, placement, and banking services.

Yisen Cai is a CFP® with 12 years of industry experience, currently affiliated with Osaic Advisory Services, LLC in Newport Beach, CA. He has held roles at several firms, including Triad Hybrid Solutions and Mercer Global Advisors Inc. Cai also manages life insurance and annuity products based on client needs. Osaic Advisory Services, LLC serves a diverse client base, including individuals, pension plans, corporations, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary guidance and third-party platforms.

Tammy Pioch is a financial advisor at Beacon Pointe Advisors, LLC with 19 years of industry experience. She holds a Series 66 designation and has previously worked at firms including Hightower Advisors, Mariner Wealth Advisors, Ellevest, UBS Wealth Management, RBC Capital Markets, and Merrill. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional investors. 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.

Josh Rummonds is a financial advisor at Beacon Pointe Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe in various capacities since 2018, as well as with Principal Financial Group from 2016 to 2018. Rummonds is also a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO solutions to individual investors, corporations, and institutional clients. The firm employs a combination of internally modeled asset allocation and third-party independent managers, utilizing both active and passive strategies across public and private asset classes.

Kevin Shah is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 66 designation and seven years of industry experience. He has held roles at several firms including LPL Financial, Provence Wealth Management Group, and Revant Wealth Management. Shah also serves as a lecturer for the University of California, Irvine's Department of Continuing Education and operates KSHAH Consulting LLC. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, offering asset management, financial planning, and retirement plan consulting. The firm employs a network model with numerous advisory representatives who utilize discretionary and non-discretionary management strategies supported by various analytical techniques and technology platforms.

Jared Walker is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Hightower Securities LLC, Mammoth Wealth Management, Mammoth Mountain LLC, and LPL Financial. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering solutions that include discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm emphasizes manager selection and multi-manager approaches, utilizing both affiliated and third-party managers, and employs proprietary research and portfolio construction techniques covering various investment vehicles.