Lydia Dupont is a financial advisor with D.A. Davidson & Co. in Newport Beach, CA, holding Series 66 and Series 63 licenses and having 23 years of industry experience. Her prior experience includes roles at Beacon Pointe Advisors, Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

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® certificant with 12 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. She worked for Litman Gregory Wealth Management from 2007 to 2026 and continues to transition advisory business from that firm following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced CIO services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using both active and passive strategies across various 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 licenses and has previously worked at Cadence Capital Management Corporation for 26 years, among other firms. Skillman serves on the board of the SMU Cox School of Business and holds leadership roles on the boards of Memorial Care Health System and its Saddleback Memorial Medical Center Foundation. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services 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 strategies across public and private asset classes.

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.

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® professional with 11 years of industry experience, currently serving at Mercer Global Advisors Inc. She previously worked at Provant Health Solutions LLC, Fidelity, and Banc of America Investment Services, Inc. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of investment advisory and financial planning services. The firm’s investment approach is based on Modern Portfolio Theory, employing globally diversified, risk-appropriate portfolios using low-cost ETFs, separate account managers, and other strategies, supported by comprehensive client education 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 financial advisory roles. He is currently with Hightower Advisors, joining in 2024, and has held positions at Carson Wealth, CWM, LLC, Cetera Advisor Networks, and UBS Financial Services. He serves as a founding board member of Evergreen Classical School, a 501(c)(3) nonprofit organization. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, employing a multi-manager approach that integrates proprietary research and diverse investment vehicles, including mutual funds, ETFs, alternative investments, and custom indexing.

Rebecca Napier is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. She has 29 years of industry experience, with previous roles at Lion Street Financial, Visionlink Corporate Insurance Services, and M HOLDINGS SECURITIES. She is also involved with The VisionLink Advisory Group, Inc., where she performs compensation consulting and third-party administration. Integrity Alliance is a large advisor network serving individual investors, corporations, and retirement plans, managing approximately $5.4 billion in client assets. The firm offers diverse investment approaches through discretionary accounts, model portfolios, and third-party sub-advisers, supported by comprehensive operational and supervisory structures.

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 with \u0026PARTNERS, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. She previously worked at Wells Fargo Clearing for 10 years and Ameriprise for one year. She holds minority ownership interests in two automotive dealerships in California. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses. The firm offers investment management and financial planning services using a combination of proprietary and third-party strategies, with capabilities in municipal advisory and underwriting.

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.