Paul Avila is a financial advisor at J. W. Cole Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC, and Independent Financial Group prior to joining J.W. Cole Advisors. He is also involved in fixed and health insurance activities. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and multiple managed account solutions.

Christopher Vizzi is a CFP® with 20 years of industry experience, currently serving at Independent Financial Group, LLC since 2009. He is also the owner of Cool School Photography, a business he has operated since 2005. Vizzi holds positions on several nonprofit and community boards, including The Lift Foundation and the Terramour Homeowners Association Board of Directors. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm offers a range of portfolio management solutions and employs a model-driven approach combining active and passive strategies tailored to client risk profiles.

Bernard Mc Gloin is a CFA® charterholder based in Newport Beach, CA, with 23 years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2023, following a 20-year tenure at BNY Mellon Wealth Management. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers across active and passive strategies and offers proprietary private funds and interval fund advisory services.

Vinit Madan is a financial advisor at Farther with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Pacific Rim Capital, 20/20 Capital Management, and Prime Capital Investment Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Ramy Fahim is a financial advisor with GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with GWN Securities since 2004 and concurrently serves as President of Retirement Plans Services Inc. Outside of his advisory work, he is also involved in real estate sales and mortgage loan origination. GWN Securities provides investment advisory and related services to individual and corporate clients through various managed account programs, financial planning, and third-party manager introductions. The firm employs a mix of affiliated and unaffiliated sub-advisers and incorporates both market-timing and momentum-based strategies in its portfolio management.

Jacob Salloum is a financial advisor at Hightower Advisors with two years of industry experience. He holds Series 65 and Series 63 licenses and has previously worked at MWA Financial Services Inc. and Modern Woodmen of America. Prior to entering finance, he held roles in restaurant groups and medical management. Hightower Advisors provides investment advisory and planning services to a diverse client base including individuals, institutions, pension plans, and charitable organizations. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across various investment vehicles.

Jacob Koller is a financial advisor at Corient with a Series 66 designation and three years of industry experience. Prior to joining Corient in 2025, he held positions at Agia and Valic Financial Advisors. He has also worked in roles related to healthcare and sports medicine at Zimmer Biomet and the University of Tennessee. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional entities. The firm employs a goals-based, team investment approach that combines proprietary strategies with third-party managers and incorporates advanced risk management tools.

Alex Nunes is a Certified Financial Planner (CFP®) with 15 years of industry experience. He currently serves as a financial advisor at Beacon Pointe Advisors, LLC, where he has worked since 2019 following prior roles at 20/20 Capital Management and Ameritas Life Insurance Corp. In addition to his advisory role, Nunes is a licensed insurance agent involved with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, and outsourced chief investment officer 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.

Petra Chien is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, NA, as well as First Republic Investment Management, Inc., and First Bank Wealth Management. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, focusing on globally diversified, risk-appropriate portfolios with multi-factor tilts and tax management, utilizing a variety of implementation options and maintaining several affiliated service lines.

Paul Rand is a financial advisor at Hightower Advisors in Newport Beach, CA, holding a Series 66 designation with 25 years of industry experience. He has worked at HighTower Securities, LLC and Hightower Advisors since 2016. Rand is also involved with R2M Management CA, LLC, an administrative services company related to registered investment advisor practices. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary management, financial planning, and retirement consulting, with capabilities in alternative investments, custom indexing, and cross-border investment strategies.

Alpesh Patel is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 designations and 28 years of industry experience. He has worked at Rockefeller Capital Management since 2025, Rockefeller Financial LLC since 2021, and previously spent a decade at Bank of America and Merrill. Patel is also the owner of Navigator Holdings LLC, a cash-holding entity with no active operations. 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking, organizing client relationships through a Private Advisor model and a consolidated investment platform.

Graham Pierce is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon Pointe Advisors since 2011. Pierce is also the Chief Executive Officer of Port Street Investments, LLC, where he is involved in sales, strategy, and marketing. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a manager-focused investment approach, combining active and passive strategies with quantitative and qualitative due diligence, and offers services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Philip Hagopian is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including Westmount Asset Management, Lido Advisors, Centaurus Financial, and Questar Capital Corporation. Based in Newport Beach, CA, his career includes roles spanning from 2013 to the present at a variety of advisory and financial services firms. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer (OCIO) services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers, using both active and passive strategies across public and private asset classes.

Tyler Brock is a CFP® with 16 years of industry experience currently serving at Beacon Pointe Advisors, LLC. His prior roles include positions at Polaris Wealth Advisory Group, Merrill, and Presidio Capital Advisors LLC. Outside of his advisory work, he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced CIO solutions to individual investors, corporations, and institutional clients. The firm employs both active and passive strategies across public and private assets, combining proprietary asset-allocation modeling with vetted independent managers.

Ignatius D'anna is a CFP® and holds a Series 66 license with nine years of industry experience. He currently works at Mercer Global Advisors Inc. and has previous experience at BNY Mellon Wealth Management, Charles Schwab Bank, Charles Schwab, and Scottrade, Inc. Mercer Global Advisors provides investment advisory and related planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm uses a Modern Portfolio Theory-based approach with globally diversified, risk-appropriate portfolios and offers a variety of implementation options, including ETFs, mutual funds, separate accounts, and direct indexing.

Gregory Taylor is a CFP® and CFA® with 12 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2020. Prior to joining Beacon Pointe, he worked for five years at Mercer Global Advisors Inc. He is based in Newport Beach, CA. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions 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.

Tzuhsuan Meng is a CFA® charterholder based in Newport Beach, CA, with over 18 years of experience in the financial industry. He joined Beacon Pointe Advisors, LLC in 2026 after an 18-year tenure at Wells Fargo. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of clients, including individuals, institutions, and charitable organizations. The firm uses a combination of third-party independent managers, quantitative and qualitative due diligence, and proprietary investment vehicles to implement client strategies.

Liam Rooney is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. His prior work experience includes roles at Digital Mass, OSU Solutions, Frank Recruitment Group, and Denison University. Beacon Pointe Advisors serves a diverse client base including individual investors, corporations, and institutional clients, providing wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services. The firm employs a combination of active and passive strategies across public and private asset classes and offers proprietary private funds alongside comprehensive reporting and analytics.

Jacob Kutche is a Series 65 credentialed financial advisor with one year of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked at Landmark Wealth Management Group and Arizona State University. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, retirement-plan services, and outsourced CIO services to individual investors, corporations, pension plans, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and manages proprietary private funds alongside customized reporting and educational services.

Roy Satterthwaite is a financial advisor at Farther with six years of industry experience. He holds a Series 65 designation and previously worked at AutoRABIT, Inc. and Forrester. Farther provides discretionary investment management and advisory services mainly to individual investors, trusts, and estates through a web and mobile platform alongside in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios and algorithmic rebalancing, primarily investing in ETFs, mutual funds, equities, and fixed income.