Luc Ceci is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Mercer Global Advisors Inc. and has held various roles within the firm as well as previous positions at Eagle Strategies (NY Life) and NYLIFE Securities. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering a range of investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and utilizes a variety of investment vehicles, including low-cost ETFs, separate account managers, and direct indexing.

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. His prior work includes roles at Triad Hybrid Solutions, Mercer Global Advisors, Barnwell Consulting, Advocacy Wealth Management, Certus Investment Advisors, and Transamerica Financial Advisors. Outside of his advisory work, he is involved in managing life insurance and annuity products for clients. Osaic Advisory Services, LLC serves a diverse client base including high-net-worth individuals, pension and profit-sharing plans, corporate and charitable entities, retirement plan participants, and sovereign wealth funds. The firm offers a variety of investment programs and financial planning services, utilizing both fundamental and technical analysis, and provides access to alternative investments and annuity sub-account management.

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.

Nicolae Cristea is a CFA® charterholder at Corient with seven years of experience at the firm, following a prior eight-year tenure at Pacific Alternative Management Company. He also manages Oomka Solar, LLC, a solar power generation business. Corient offers investment advisory and financial planning services to a wide range of clients, utilizing a goals-based, team investment approach that integrates in-house strategies with third-party solutions and specialized private fund platforms.

Dale Hancock is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Team Advisors Group and Cetera ADVISORS LLC and has operated tax preparation and insurance services businesses under Legacy Financial and other entities. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans and offering participant-level investment options through its asset allocation portfolios. The firm employs a strategic asset allocation framework with risk-based mutual fund portfolios and delivers education and support services including seminars and personalized retirement planning.

Mark Phillips is a CFP® with 26 years of industry experience, currently serving at Farther since 2026. His prior roles include positions at Clearview Wealth Management, Commonwealth Financial Network, and Ameriprise. He is involved in community outreach through the Financial Planning Association of Orange County. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates via a web and mobile platform combined with in-person meetings. The firm uses a Modern Portfolio Theory-based approach with proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income to manage client assets.

Matthew Macdonald is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2018 to 2021, as well as over a decade at Deutsche Bank AG in Hong Kong. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing proprietary due diligence processes and third-party platforms to implement client strategies.

Deborah Kirste is a CFA® charterholder with 23 years of industry experience. She currently works at Independent Financial Partners and previously spent 12 years at LPL Financial. Outside of her advisory work, she is involved as an owner of a limited partnership managing an apartment building in Laguna Niguel. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is known for its formal retirement-plan advisory and pension consulting services.

John Baxman is a CFP® with 23 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked for Litman Gregory Asset Management, LLC for 17 years. Baxman serves as President and Investment Adviser Representative for Litman Gregory Wealth Management, overseeing the transition of its advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a combined asset-allocation modeling approach with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Colin Rowe is a financial advisor at Beacon Pointe Advisors, LLC with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Beacon Pointe in 2025, he worked at Charles Schwab for three years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with selected third-party independent managers across active and passive strategies and also serves as general partner for proprietary private funds.

Lisa Goodman is a financial advisor at Mercer Global Advisors Inc. with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has worked previously at Reilly Financial Advisors, LLC, Alps Distributors, Inc., and Brandes Investment Partners, L.P. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services alongside financial, tax, retirement, estate planning, and family office solutions. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and private fund platforms.

Marie St. Clare is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been with Sensible Financial Planning And Management, LLC. Prior to her financial career, she worked as a family nanny and attended Wellesley College. Beacon Pointe Advisors, LLC provides wealth advisory and consulting services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm combines asset-allocation modeling with third-party independent managers and uses both active and passive investment strategies across public and private asset classes.

Brian Bors is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fisher Investments, John Hancock Investment Management, Bank of America, Merrill, and Charles Schwab. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and managed account referrals to individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in regulatory assets and uses a diversified investment approach that blends passive and active strategies, supported by an internal Investment Committee.

Alicia Byrnes is a financial advisor at Corient with five years of industry experience. She holds Series 65 and Series 66 licenses and has worked previously at Kayne Anderson Capital Advisors, Crescent Bay Advisors, and Evoke Wealth. 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 corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and alternative investments where appropriate.

Kimberlee Davis is a financial advisor at Hightower Advisors with 13 years of industry experience. She holds a Series 66 designation and has worked at Hightower Advisors and its affiliated broker-dealer Hightower Securities since 2015, following two years at Morgan Stanley. Based in Newport Beach, CA, Davis provides advisory services within a large enterprise firm. Hightower Advisors offers investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and incorporates proprietary research and diverse portfolio construction techniques.