William Maniss is a financial advisor with Oppenheimer who holds Series 63 and Series 65 licenses and has 39 years of industry experience. He has been with Oppenheimer & Co. Inc. since 2016. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension plans, charitable organizations, and IRAs. The firm provides a wide range of investment and retirement services through discretionary and non-discretionary programs, with an emphasis on strategic asset allocation, manager selection, and tailored performance reporting.

Alan Bender is a financial advisor with SPC in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been associated with Precision Wealth Financial & Insurance Services since 2004. Outside of his advisory roles, he serves as president of Dynamis Wealth Solutions, LLC, which provides group health and life insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Matthew Henn is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, CPS Insurance Services, and Questar Asset Management. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan platform services 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 asset classes.

Mark Moehlman is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Beacon Pointe Advisors and its predecessor entities since 2013. Moehlman is also president and sole owner of Wealth Management Corporation, a business management company. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, and retirement plans. The firm employs a manager-based investment approach using a proprietary “Focus List” and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Benjamin Blokdyk is a CFP® with three years of industry experience, currently with Mariner Wealth Advisors. He previously worked at Beacon Pointe Investment Advisors and has been associated with the University of Southern California. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

Gordon Hassenplug is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Corient-related entities since 2015. 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 uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Fina Sneed is a CFP® professional with 10 years of industry experience and is currently affiliated with Independent Advisor Alliance, LLC. She has been associated with LPL Financial, LLC and Provence Registered Investment Advisors, LLC since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through discretionary and non-discretionary portfolio management and various analytical strategies.

Julien Frazzo is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 credential and seven years of industry experience. His prior experience includes roles at Hightower Advisors LLC and Bastille Capital LLC. Outside of his advisory work, he is a passive co-investor in residential real estate. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced CIO services to a diverse client base including individuals, corporations, and institutional investors. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Garth Flint is a financial advisor at Beacon Pointe Advisors, LLC with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon Pointe in various capacities since 2002. His career includes 17 years at Beacon Pointe Wealth Advisors, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager selection process based on a proprietary “Focus List” and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.

Kirk Cox is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 13 years of industry experience. He is also the sole proprietor of Cox Strategic Insurance Solutions, a life insurance and annuity sales business he has operated since 2006. Brookstone Capital Management is an SEC-registered adviser serving a diverse client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions. The firm provides fee-based asset management and financial planning primarily through a turnkey asset management platform and wrap-fee program.

Liliana Radu is a financial advisor at Commonwealth Financial Network with 34 years of industry experience. She holds a Series 63 designation and has worked at Commonwealth since 2018, following prior roles at Coastal Wealth Inc. and Linsco/Private Ledger Corp. Outside of her advisory work, she is involved in fixed insurance sales. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, investment management, and practice-support services. The firm offers advisors discretion in portfolio construction and manages model portfolios through its Investment Management and Research team.

Steven Yang is a financial advisor at Oppenheimer with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Oppenheimer since 2019, previously spending five years at Wells Fargo Clearing and nine years at Wells Fargo Bank NA. Outside of advisory work, he serves as trustee for a personal trust. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a range of programs including asset management, consulting, and retirement services across various account types with both discretionary and non-discretionary approaches.

Juna Chiang is a financial advisor at Beacon Pointe Advisors, LLC with 16 years of industry experience. She holds the CFP® designation along with Series 63, 65, and 66 licenses. In addition to her advisory role, Chiang is a licensed real estate broker handling residential transactions. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations, utilizing a manager-focused, asset-allocation approach with proprietary due-diligence processes.

Mari Bowidowicz is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation. She has been with Beacon Pointe Advisors since 2025 and has prior experience at Torrey Pines Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, 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.

Ryan Lam is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Fountainhead Capital Management, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of advisory work, he has been involved in creative marketing and photography ventures. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party Independent Managers across active and passive strategies and offers tailored reporting, performance measurement, and participant education for retirement plans.

Nicholas Colletta is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He holds the CFA® designation and Series 65 license. Prior to joining Beacon Pointe in 2024, he worked at Bridge Advisory LLC and K2 Financial Inc. 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 and offers active and passive strategies across public and private asset classes.

Karen Reifel is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2011, and has prior experience with Fidelity. In addition to her advisory role, she is a licensed insurance agent involved in the sale of life and health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and OCIO solutions to a diverse client base including individuals, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, employing both active and passive strategies across various asset classes.

Steven Stauff is a CFP® and holds a Series 66 license with 24 years of industry experience. He has been with IEQ Capital, LLC since 2023 and previously worked at City National Bank for seven years. IEQ Capital provides portfolio management and investment advisory services primarily to high-net-worth individuals and families, as well as trusts, foundations, endowments, and nonprofit organizations. The firm’s investment process includes centralized macroeconomic research and client-specific Investment Policy Statements, utilizing a combination of liquid strategies, third-party independent managers, and private alternative investments.

Tamara Tudor is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 designation and one year of industry experience. Her prior roles include positions at Bridge Advisory LLC, Matrix Private Capital Group, Keudell Morrison Wealth Management, Kemper Insurance, and Legal & General Insurance Co. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, using a combination of third-party independent managers and proprietary investment vehicles to implement client strategies.

Brian Ephraim is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently with Commonwealth Financial Network and has previously worked at Northwestern Mutual in various roles from 1998 to 2018. Ephraim also conducts fixed insurance sales as an agent. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors, offering advisory support, managed-account programs, and a range of investment products to individual and institutional clients.