Michael Breller III is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Beacon Pointe Advisors since 2012. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans, utilizing a proprietary manager selection process and offering discretionary wealth management, financial planning, and outsourced CIO solutions.

Jay Tamkoc is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as an officer and director of Auric Capital, an ownership venture based in Aliso Viejo, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver customized portfolio management and financial consulting through a variety of programs and platforms.

Kevin Barlow is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior roles include positions at Ocean Heights Advisors, Mariner Platform Solutions, Miracle Mile Advisors, LLC, and Palo Capital, Inc. He also serves as Chair of the Board of Directors for the Newport Beach Public Library Foundation. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides notable tax integration and administrative CFO capabilities.

Andrew Mc Farland is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior firms include Merrill and First Republic Investment Management, among others. Outside of his advisory role, he is involved in insurance sales and life insurance solutions through BKA Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services ranging from portfolio management to ERISA fiduciary services and a direct-to-consumer program called Starlight Portfolios.

Brandon Baker is a CFA® charterholder with 23 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. His prior roles include positions at Resolute Investment Distributors, Inc., Resolute Investment Services, American Beacon Advisors, Inc., Foreside Fund Services, LLC, and AMG Funds LLC. Outside of his advisory work, he holds a 50% ownership interest in a non-investment-related rental property in Mammoth Lakes, CA. 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-driven investment approach, utilizing third-party independent managers selected through a structured due-diligence process, and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Garrett Stephens is a financial advisor at Corient in Newport Beach, CA, holding a Series 65 designation. He has been with Corient since 2023 and has prior experience at Strategic Financial Partners, LLC, Enterprise Rent-A-Car, and Indian Bayou Golf Club. 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 stress testing to align portfolios with client objectives.

Abigail Von Schlegell is a financial advisor at Corient with a Series 65 credential and one year of industry experience. Prior to joining Corient, she worked at Jordan Park for four years and held various roles at Brigham Young University and the Church of Jesus Christ of Latter-day Saints. 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 combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.

Kenny Molina is a financial advisor with Hightower Advisors in Newport Beach, CA, holding a Series 65 designation and eight years of industry experience. He has been with Hightower since 2017 and has prior experience at Valensi Rose, PLC as well as UCLA. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, offering multi-manager solutions that include discretionary and non-discretionary portfolio management, financial planning, and access to a variety of investment vehicles. The firm employs both proprietary and third-party research to construct portfolios incorporating mutual funds, ETFs, alternative investments, and custom indexing.

Mark Flint is a CFA® charterholder with 22 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2016 and previously worked at Beacon Pointe Insurance Services, LLC for two years. Mark holds a Series 63 license and is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies, and offers proprietary private fund management and interval fund advisement.

Christopher Copps is a financial advisor at Corient with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Corient and its 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 and profit-sharing plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining proprietary and third-party strategies, with ongoing portfolio monitoring and risk management tools.

Richard Du Vernet is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2022 and has been associated with NPB Financial Group, LLC since 2007. Outside of his advisory role, he is also an insurance agent representing Prudential Financial, servicing term life, whole life, and variable universal life policies. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Troy Dueker is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PlanMember since 2000 and also serves on the board of Mary’s Shelter, a nonprofit supporting pregnant teens and their babies. Prior to and alongside his advisory role, he has been involved with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Kimberly Dwan Bernatz is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, she worked for 17 years at First American Trust. CIBC Private Wealth Advisors provides comprehensive investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to create customized portfolios, including proprietary strategies and access to complex products such as options and structured notes.

Scott Mesa is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His career includes roles at Wells Fargo Clearing, BNY Mellon, IEQ Capital, and Rim Securities. Mesa is actively involved in the Latino professional community, serving as President of the new Orange County chapter of Latino Professionals and participating on the planning committee for the SER Summit for Latin@s in Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers across various asset classes, alongside specialized tax, family office, and financial wellness services.

Thomas Heuer is a financial advisor at Wealthspire Advisors with CFP®, CFA®, and Series 65 designations and seven years of industry experience. He previously worked at NFP Retirement, Inc. for six years and has experience with Frank, Rimmerman, LLP, Xponential Growth Solutions, and San Diego State University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, portfolio management, and retirement-plan consulting.

Darin Simonian is a CFP® with 28 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC since 2022. His prior experience includes roles at Alpha Cubed Investments, LLC and Newport Wealth Strategies, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary manager selection process and combines active and passive strategies to implement client portfolios.

Courtney Hutchinson is a CFP® with 15 years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, she worked for Waypoint Wealth Partners for 13 years. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, pension plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, with offerings that include proprietary private funds and a continuously offered interval fund.

Jason Lilly is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has held positions at Citigroup since 2011, with additional roles at LPL Financial and California Bank and Trust. Lilly holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with significant institutional scale and operates in unique market roles, including as a swap dealer and futures commission merchant.

Manuel Ramirez is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Hightower since 2021. His prior experience includes roles at Costco Wholesale, Meyer Properties, the City of Fullerton, and Vincent Benjamin. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a suite of investment options including mutual funds, ETFs, alternative investments, and custom indexing.

Annette Brinton is a CFP® professional with 17 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2025, following 16 years at Waypoint Wealth Partners. Annette 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 across active and passive strategies in public and private assets.