Michael Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with GWN Securities since 2004 and has worked with Educators Retirement Services since 1989. Outside of advisory work, he is involved in selling fixed life insurance products and owns a property management company. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including legacy market-timing and momentum-based strategies uncommon among large enterprise firms.

Yan Lan is a financial advisor at Citigroup Global Markets with four years of industry experience. Yan previously worked at JP Morgan Securities LLC and Northwestern Mutual Investment Services, among other firms. Citigroup Global Markets serves individual and institutional clients across multiple wealth segments, offering a broad range of investment advisory programs and brokerage services. The firm implements multi-asset, multi-manager strategies using internal standards and oversight committees, combining large institutional scale with specialized market roles and arrangements.

Gabrielle Velazquez is a financial advisor with PlanMember Securities Corporation holding a Series 66 designation and has one year of industry experience. Prior to joining PlanMember, she worked at Grant Thornton and has been involved with the San Clemente United Soccer Club. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm emphasizes a top-down strategic asset allocation framework and manages unitized, risk-based mutual fund portfolios ranging from conservative to aggressive, offering education and support services to plan sponsors and participants.

Tyler Pratt is a financial advisor at Oppenheimer with 23 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at City National Bank, RBC Capital Markets Corporation, and Frontier Financial Advisors, LLC. 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 broad range of programs and advisory services across equity, balanced, and fixed-income portfolios, delivered through both discretionary and non-discretionary approaches.

Christopher Walsh is a financial advisor at Centaurus Financial, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2009. In addition to his advisory role, he owns a business focused on the sale of fixed life insurance, fixed annuities, long-term care, life, and disability insurance. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a variety of financial planning and portfolio management services through its CLASSIC Plus platform, employing a mix of discretionary and non-discretionary arrangements with multiple analytic approaches and access to third-party money managers.

Craig Keller is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has been with Beacon Pointe Advisors, LLC since 2026, following a 23-year tenure at Litman Gregory Wealth Management. He is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, offering both active and passive investment strategies across public and private asset classes.

Felix Lin is a CFA® charterholder with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. He has been with Beacon Pointe Advisors since 2002. Outside of his advisory role, he serves as a volunteer member on the executive council of Mariners Church. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager selection process and offers services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Laura Mai is a financial advisor with Citizens Securities, Inc. based in Lake Forest, CA. She holds a Series 66 designation and has 15 years of industry experience. Prior to joining Citizens Securities in 2025, she worked at Morgan Stanley and E*TRADE Capital Management LLC. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program managed with SigFig and a Managed Account program, while also operating as a broker-dealer and insurance agency.

Vijaykrishna Sadagopan is a financial advisor with Eagle Strategies (NY Life) in Newport Beach, CA, holding Series 63 and Series 66 licenses with one year of industry experience. His prior work history includes roles at NYLIFE Securities LLC and New York Life Insurance Co, as well as earlier positions in the technology sector at Qualcomm Life Inc. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, and corporate and charitable clients. The firm provides a range of financial planning, investment management, and retirement-plan advisory services, primarily on a non-discretionary basis, with a focus on tailored recommendations and fiduciary responsibilities under PTE 2020-02.

Kevin Klein is a CFP® with five years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. His prior experience includes roles at Morton Capital Management, LLC, The Prudential Insurance Company of America, and Uber Eats. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and other institutional clients. 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.

Kara Duckworth is a CFP® with 14 years of industry experience and is currently with Mercer Global Advisors Inc. She previously led Duckworth Wealth Advisors, Inc. from 2013 to 2017 before joining Mercer Global Advisors. Mercer Global Advisors serves 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 and multi-factor tilts, while offering a range of portfolio management and planning services.

William Thompson III is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at Litman Gregory Asset Management and Cambridge Associates. Thompson also serves as a consultant for the William and Nancy Thompson Foundation, overseeing the foundation’s investment portfolio. Beacon Pointe Advisors offers 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 employs both active and passive strategies across public and private asset classes.

Adrienne Padavich is a financial advisor at Rockefeller Financial LLC with 12 years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Raymond James & Associates and LPL Financial. From 2021 to 2024, she was involved with Vampped Holdings LLC. 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, and consulting, operating as both a registered investment adviser and broker-dealer with a comprehensive investment platform.

Audrey Day is a CFP® professional with experience at Beacon Pointe Advisors, LLC since 2023 and prior roles at Carlson Capital Management and Marquette Wealth Management, among others. She has a diverse background including positions in education and retail. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, and outsourced CIO services to a wide range of clients, including individuals, corporations, and institutions. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Grant Prescott is a CFP® professional with six years of experience in the financial services industry. He is currently with Independent Financial Group, LLC and has prior experience at Wedbush Securities, Inc. and Ernst & Young. Outside of his advisory role, Prescott serves as an officer and director of Prescott Real Estate Services Inc., which provides real estate sales and property management services. Independent Financial Group, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through a combination of proprietary and third-party models, employing both passive and active investment strategies tailored to client risk tolerance.

Patrick Dailey is a financial advisor at Transamerica Financial Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles including ownership of PK's Quotes, a self-help quotes interpretation business, and a notary signing agent. His previous experience includes positions at firms such as World Financial Group and Chelsea Financial Services. Transamerica Financial Advisors serves a wide client base including individuals, pension plans, trusts, and corporations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary options.

Shannon Eusey is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 65 registrations and 13 years of industry experience. She has been with Beacon Pointe Advisors and its affiliated entities since 2002. Outside of advisory work, she serves on the board of Pacific Mercantile Bank. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies, utilizes third-party independent managers selected through due diligence, and offers proprietary private funds and an interval fund as part of its investment approach.

Kevin Jack is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. in Newport Beach, CA. His entire advisory career has been with Mercer Global Advisors. Mercer Global Advisors provides investment advisory and related planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Kraig Karnazes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 30 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Coastal Wealth Inc. Karnazes is also the owner of Knick Inc., a private entity related to his securities and insurance business. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, providing a range of advisory programs and services. The firm acts as a platform provider offering operations, technology, investment management, compliance, and practice-management support to affiliated advisors.

David Bahnsen is a CFP® and Series 66-credentialed financial advisor with 24 years of industry experience. He is affiliated with Hightower Advisors and has been with the firm since 2015, also leading The Bahnsen Group since 2018. Outside of his advisory role, he records a weekly podcast for National Review focusing on theology, philosophy, and the human quest for flourishing. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s approach includes manager selection, multi-manager solutions, and a combination of affiliated and third-party managers, offering discretionary and non-discretionary portfolio management along with extensive financial planning services.