Louis Gardner is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior experience includes roles at Lion Street Advisors, LLC, Lion Street Financial, and Gardner Brown Associates Inc. He serves as a board member for both the Knights of Columbus and the Roosters Foundation of Orange County, nonprofit organizations focused on charity and community support. Integrity Alliance operates as a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, employing various investment allocation approaches across discretionary and non-discretionary account structures.

Shawn Lefebvre is an investment advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc, Lincoln Investment, Capital Analysts Inc, Pacific Southwest Financial, and Provident Mutual Life. Outside of his advisory role, he is involved in life insurance sales through his own business, Lefebvre Financial Services, and Pacific Southwest Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Kun Qian is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His work history includes roles with Everest Management LLC, BGLSK Management, KGW Management LLC, and a long tenure at Transamerica Financial Advisors since 2012. He is also involved in managing Everest Group, LLC, and Everest Group Partners LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, discretionary and non-discretionary program options, with a platform that integrates registered investment adviser and broker-dealer functions.

Steven Timbal is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has operated his own entities, including MDTB LLC, for over 10 years. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, trusts, estates, and institutional clients. The firm employs independent Investment Adviser Representatives and offers a combination of advisory and brokerage services, primarily managing client-directed accounts on a non-discretionary basis.

Arthur Molina is a financial advisor at Hightower Advisors with a Series 65 credential and experience in the industry since 2021. His prior roles include positions at EP Wealth Advisors, Trilogy Financial, and Rottweiler Performance, following earlier work at AutoZone and UC Irvine. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, using a multi-manager approach that incorporates affiliated and third-party managers along with proprietary research. The firm’s services include portfolio management, financial planning, retirement consulting, and access to pooled investment vehicles and private funds.

David Crist is a CFP® professional with 37 years of industry experience, currently serving at Win Team Advisory Services in Irvine, CA. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., DWC Financial Services, Inc., and First Allied Securities, Inc. He is co-trustee for two irrevocable trusts and a successor trustee and executor for a family trust. Win Team Advisory Services provides discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $61 million across about 88 client relationships. The firm uses a combination of fundamental, technical, and asset-allocation analysis to create customized investment strategies and conducts quarterly account reviews.

Courtney Mccutchan is a CFP® professional with eight years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior roles include positions at Bridge Advisory, LLC, Union Bank, and MML Investors Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Nathaniel Spruiell is a Series 65-licensed financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. Prior to joining Beacon Pointe in 2024, he was employed at Kane Investment Management Inc. for six years and has held positions in both academic and professional settings, including at Santa Clara University and De Anza College. Beacon Pointe Advisors offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional investors. The firm employs a blend of active and passive investment strategies, combines asset-allocation modeling with third-party independent managers, and provides comprehensive reporting and education services.

Scott Ziegelmeier is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2005 and operates Ziggy Financial & Insurance Services, which provides New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through multiple program types and manages a substantial portion of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.

Charles Conner is a financial advisor at Focus Partners Wealth, LLC with 20 years of industry experience. He holds a Series 65 credential and previously worked at Churchill Management Group for 28 years before joining Focus Partners in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services, employing a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Trisha Miller is a Series 66-licensed financial advisor with Mercer Global Advisors Inc. in Newport Beach, CA, and has four years of industry experience. She previously worked at First Republic Securities Company, LLC and First Republic Investment Management, Inc. before joining Mercer Global Advisors. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments with investment advisory services alongside financial, tax, retirement, and estate planning. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using low-cost ETFs, index funds, and other strategies, supported by comprehensive client education and integrated service offerings.

Rosalia Garcia is a financial advisor at Oppenheimer with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with several firms, including Ameriprise Financial Services and Boustead Securities. Garcia has also been affiliated with Bico Drilling Tools, Inc. during her career. Oppenheimer is a registered investment adviser and broker-dealer that serves individuals, corporations, pension and profit-sharing plans, charitable organizations, and IRAs. The firm provides a variety of investment programs and advisory services covering equity, balanced, and fixed-income portfolios through both discretionary and non-discretionary arrangements.

Brent Broaddus is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at First Allied Securities, Inc. and Alpine Star Wealth Management. Outside of his advisory work, he is co-owner of Aloha Bliss, a business involved in Hawaiian merchandise sales, and serves as president and handicap chairman of the Sandbaggers Golf Club. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, employing discretionary and non-discretionary investment strategies that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Adam Jeharajah is a CFA® charterholder with four years of industry experience. He has worked at CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management and wealth advisory services, managing approximately $67.8 billion in assets across 175 advisors.

Blaine Carver is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Hightower Advisors since 2023. His prior roles include positions at J. Derek Lewis & Associates, Mutual Securities, Inc., Mars Jewett Financial Group, Inc., and Cetera Advisor Networks. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm focuses on manager selection and multi-manager solutions, using both affiliated and third-party managers to offer customized portfolio management and financial planning services.

Indya Yuill is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with Beacon Pointe Advisors and its related entities since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, 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.

John Solik is a financial advisor at Hightower Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Odeon Capital Group, Purshe Kaplan Sterling Investments, and Journey Strategic Wealth LLC. His outside business activities include serving as a private wealth manager at Journey Strategic Wealth and acting as an agent for fixed insurance products. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of portfolio construction strategies including mutual funds, ETFs, alternative investments, and custom indexing.

Simone Devenny is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience and holds a Series 66 designation. Her career includes positions at firms such as Morgan Stanley, Eaton Vance, and Pasadena Private Wealth. Outside of advisory work, she serves as co-trustee of the Miner Family Trust and is involved in consulting for retreat development through Aset Advisors LLC. Allworth Financial serves individual and high-net-worth investors, pension plans, trusts, corporations, and charitable organizations. The firm offers comprehensive financial planning and portfolio management, utilizing both quantitative and qualitative analysis to implement customized investment strategies across a variety of asset classes.

Michael Phelps is a financial advisor at Corient with 22 years of industry experience. He holds a Series 66 designation and has been with various entities within Corient since 2015. He also serves as an individual trustee for a client of Corient. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services through affiliates such as family office and trustee services.

Greggory Cowan is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital Group for 11 years before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.