Madison Evans is a financial advisor at Hightower Advisors in San Juan Capistrano, CA, with two years of industry experience. She holds Series 63 and Series 65 designations. Prior to her current role, Madison worked at Hightower Securities, LLC and has had diverse experience including positions at Orange Theory Fitness and Agri-Stor Companies. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients. The firm’s approach includes multi-manager solutions and proprietary research, offering discretionary and non-discretionary portfolio management along with financial planning and retirement plan consulting.

Jonathan Reilly is a financial advisor with VOYA Financial Advisors, Inc. in Irvine, CA, holding Series 63 and Series 66 credentials and possessing 34 years of industry experience. His career includes roles at Voya Financial Partners, Voya Retirement Advisors, Valic Financial Advisors, and American General Financial Advisors. He serves on the Finance Committee of the California Council on Economic Education, a nonprofit focused on personal finance and economics education for students. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm employs a combination of in-house and external strategists with technology-enabled tools to manage client portfolios, often via non-discretionary arrangements, and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Brett Nilsson is a financial advisor at Creative Planning with a Series 65 credential and five years of industry experience. He has worked at Creative Planning since 2023 and previously held roles at flexPATH Strategies and NFP Retirement. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals while integrating private market exposure and tax-efficient techniques.

Hai Uy Dang is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. 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 offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that delivers discretionary and non-discretionary solutions across various asset classes, along with registered broker-dealer capabilities.

Brett Dulyea is a CFA® charterholder with 20 years of industry experience. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having joined in 2025. His prior experience includes roles at First Foundation Advisors and Merrill Lynch Investment Managers LP. 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 portfolio management and financial planning with a broker-dealer platform, offering discretionary and non-discretionary investment solutions, including access to alternative investments and affiliated trust and insurance services.

Jordan Putman is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Spectrum Wealth Management, LLC and the Putman Group. He also has experience in education, having worked at Cal State University Fullerton and Tesoro High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Sally Ng is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at WCG Wealth Advisors, LLC for 10 years and LPL Financial, LLC for 23 years. Outside of her advisory role, she is an insurance agent with Beacon Pointe Insurance Services and owns residential property management businesses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Sean Latimer is a financial advisor with Hightower Advisors who holds the Series 66 designation and has 11 years of industry experience. He has worked at Hightower Securities LLC and Hightower Advisors LLC since 2019, and previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers, proprietary research, and various investment vehicles including mutual funds, ETFs, and alternative investments.

Derek Newcomer is a CFA® charterholder with 14 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2012. He holds a Series 65 license and is based in Newport Beach, CA. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary “Focus List” of third-party independent managers and a formal due-diligence process for manager selection and monitoring. The firm offers discretionary wealth management, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Liliana Sobaszek is a CFP® with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. Her prior work history includes roles both within Beacon Pointe Advisors and outside the financial sector, including employment at Maki Yaki and Mimi's Cafe. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, pension plans, and institutional clients. The firm integrates proprietary asset-allocation modeling with third-party independent managers and employs a range of active and passive investment strategies across public and private markets.

Tommy Tran is a financial advisor at Citigroup Global Markets with 17 years of industry experience. He holds a Series 66 designation and has been with Citigroup since 2016. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering a variety of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and maintains in-house research and security-pricing capabilities alongside specialized roles such as swap dealing and futures commission merchant activities.

Nesrin Guner Mann is a financial advisor at Independent Financial Group, LLC with one year of industry experience. She holds Series 65 and Series 63 licenses. Prior to joining Independent Financial Group, she worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management using various platforms and third-party asset managers, employing a mix of passive and active investment strategies across different risk profiles.

Metro Malasavage IV is a CERTIFIED FINANCIAL PLANNER™ professional at Mariner with six years of industry experience. He has previously worked at Beacon Pointe Advisors, Mass Mutual Arizona, and Financial Management Network. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and coordinated tax services. The firm combines in-house research with third-party managers and offers integrated tax, accounting, and administrative CFO services alongside traditional portfolio management.

Darin Tuttle is a CFA® charterholder with nine years of industry experience, currently serving as an advisor at Corient. His prior roles include positions at Martinsen Wealth Management, Pacific Capital Wealth Advisors, KeatsConnelly LLC, and Vanguard Marketing Corporation. Outside of his advisory work, he is a program manager for TuttleNumbNow, a dental education company coordinating programs nationwide. Corient provides investment advisory and financial planning services to a diverse client base, employing a goals-based, team investment approach that integrates in-house strategies with third-party managers and customized asset allocation. The firm offers specialized services through affiliates and maintains private fund capabilities and related platforms.

Michael Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with GWN Securities since 2004 and has concurrently worked with Educators Retirement Services since 1989. Outside of advisory work, he is involved in selling fixed life insurance products. GWN Securities serves individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm combines model-based portfolio management with discretionary strategies and incorporates tactical market-timing and momentum approaches in certain legacy programs.

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 based in Newport Beach, CA, with 16 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2026 and previously spent 23 years at Litman Gregory Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, pension and profit-sharing plans, and other 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.