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 at Citizens Securities, Inc. with 15 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and E*TRADE Capital Management LLC. Citizens Securities serves individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program and a Managed Account program, operating as both a broker-dealer and insurance agency.

Vijaykrishna Sadagopan is a financial advisor at Eagle Strategies (NY Life) based in Newport Beach, CA, with one year of industry experience. He holds the Series 66 and Series 63 designations. His prior experience includes roles at NYLIFE Securities LLC, New York Life Insurance Co, Papa Inc, Dreem Inc., and Qualcomm Life Inc. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management and fiduciary responsibilities to retirement investors.

Xianli Zhou is a CFP®-certified financial advisor with Transamerica Financial Advisors, bringing nine years of industry experience. Zhou has held roles at Transamerica Financial Advisors since 2016 and has additional experience in semiconductor manufacturing with ASML and Cymer LLC. Outside of advising, Zhou is involved in tax preparation services. Transamerica Financial Advisors serves a diverse client base that includes individual investors, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm offers a range of advisory and broker-dealer services, combining proprietary and third-party investment models with both discretionary and non-discretionary program options.

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 previously worked at Litman Gregory Asset Management, LLC and Cambridge Associates. Thompson also serves as a consultant overseeing the portfolio of the William and Nancy Thompson Foundation, a family nonprofit organization. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing 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 with Transamerica Financial Advisors and holds Series 65 and Series 63 licenses. He has 30 years of industry experience and has previously worked at firms including Acorns Securities and Northwestern Mutual Investment Management. Outside of his advisory role, he operates a self-help venture called PK's Quotes and works as a part-time notary signing agent. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to corporations, offering both advisory and broker-dealer services. The firm provides a variety of investment programs, including proprietary and third-party model portfolios, with options for discretionary and non-discretionary management.

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.

Xi Chen is a financial advisor at Transamerica Financial Advisors with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at City National Bank and Investment Advisors International, Inc. His other business activities include sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, trusts, pension plans, and charitable organizations. The firm offers both advisory and broker-dealer services, utilizing proprietary and third-party model portfolios with discretionary and non-discretionary program options.

Kraig Karnazes is a financial advisor with Commonwealth Financial Network, holding a Series 63 designation and bringing 31 years of industry experience. His prior roles include positions at Coastal Wealth Inc, Wells Fargo Advisors, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. He is also the owner of Knick Inc., a private entity related to securities, advisory, and insurance business. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform including managed account programs, access to third-party asset managers, retirement consulting, and custody services.

David Bahnsen is a CFP® and Series 66 credentialed advisor with 25 years of industry experience. He has worked at firms including Morgan Stanley, UBS Financial Services, and Hightower Advisors, where he currently serves as part of The Bahnsen Group. Outside of his advisory work, he hosts the National Review Capital Record Podcast, focusing on theology, philosophy, and the quest for optimal human flourishing. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, offering a range of portfolio management and financial planning services through its network of advisors.

Mike Sheets is a CFP® professional with over 21 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has previously worked with Provence Registered Investment Advisor and LPL Financial. Sheets serves as a board member of Brighton Capital and is a financial planning author. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines independent advisory representatives with access to broker-dealer services and third-party platforms to deliver customized portfolio management and estate-planning solutions.

Wendy Chen is a financial advisor with CIBC Private Wealth Advisors, Inc. in Newport Beach, CA. She holds a Series 65 designation and has nine years of industry experience. She has also been associated with AT Investment Advisers Inc. since 2004. CIBC Private Wealth Advisors serves a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies, offering portfolio management, financial planning, and coordinated Family Office services. The firm’s investment process integrates internal teams and external managers to create customized portfolios, with a focus on high asset levels per advisor and specialized services for investment company clients.

Scott Plamondon is a financial advisor at Beacon Pointe Advisors, LLC with 30 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to his current role, he worked at The Leaders Group Inc and Comprehensive Brokerage. Outside of his advisory work, he is involved in insurance services as an owner and vice president at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, offering discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm uses a manager-focused investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Lauren Meixel is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. She has been with Beacon Pointe Advisors and its predecessor entities continuously since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services 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.