Raymond Stellhorn Tavera is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Blue Cedar Financial and Insurance Solutions, AlpenWeis Financial & Insurance Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he serves as an independent contractor for the United Soccer Coaches Convention, assisting with event coordination. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Tony Han is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Beacon Pointe and its affiliated entities since 2011, with prior experience at Excelcia Financial Group, Ltd. and Berthel, Fisher & Company Financial Services, Inc. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across public and private asset classes.

Dennis Cunningham II is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Parkland Securities since 2014 and Precision Wealth Financial & Insurance Services since 2003. Outside of his advisory role, Cunningham is involved as a board member and partial owner of Complex Healthcare Solutions, where he contributes to sales and operational processes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies that include discretionary management, rebalancing, and co-advisor arrangements with third-party managers.

Eugene Stoeckly is a financial advisor at Integrated Wealth Concepts LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at firms including UBS Financial Services and Morgan Stanley. Stoeckly is a founding principal of Crown Bay Wealth and serves as treasurer for Harborview Dads, a local nonprofit supporting an elementary school. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, and family office services, employing customized portfolios that utilize mutual funds, ETFs, equities, and fixed income with a primarily long-term investment approach.

Farhad Sediqi is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at CUNA Brokerage Services, Inc. and Schools First Federal Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary services.

Kelly Digonzini is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe in various capacities since 2012 and also holds a role as a licensed insurance agent at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, 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.

Jeffrey Davis is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Raymond James & Associates and Ameriprise Financial Services. His background includes roles in financial services as well as outside employment related to investment activities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Hongyu Liu is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Beacon Pointe Advisors, Liu worked at AllianceBernstein, Charles Schwab & Co., Inc., Essilor Luxottica, and Adidas, with a background that includes extended periods of full-time education. Beacon Pointe Advisors provides wealth advisory, 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, employing both active and passive strategies across public and private markets.

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 with NYLIFE Securities LLC and New York Life Insurance Co and currently operates under Blue Cedar Financial and Insurance Solutions. Outside of his advisory roles, he serves as a board member of Angeles Samaritan Mission, a religious nonprofit focused on teaching, training, and outreach to underserved communities. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse clientele including individual investors, defined contribution and defined benefit plans, and charitable and corporate clients. The firm emphasizes tailored advice delivered through various program types and manages the majority of its assets on a non-discretionary basis.

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.