Austin Allen is a CFP® professional at Corient with five years of industry experience. He has worked at various entities within the Corient organization since 2015, including Corient Capital Partners and CIPW Service Company. Austin is based in Newport Beach, CA. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and applies risk management tools to align portfolios with client objectives.

Commie Stevens is a financial advisor at Beacon Pointe Advisors, LLC with 14 years of industry experience. They hold a Series 65 designation and have been with Beacon Pointe Advisors and its affiliated entities since 2008. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a multi-manager approach using a proprietary “Focus List” and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Christopher Wheaton is a CFP® with 16 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 29 years at Litman Gregory Wealth Management. He has been involved in transitioning his former advisory business following its acquisition by Beacon Pointe. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including 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.

Ishan Chhabra is a financial advisor at Hightower Advisors with a Series 65 license and one year of industry experience. His prior roles include positions at Viridis Consulting and the University of Southern California. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes multi-manager solutions, including the use of affiliated and third-party managers, proprietary research, and a range of investment vehicles such as mutual funds, ETFs, and alternative investments.

George Mccall Jr. is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at Beacon Pointe since 2019. Prior to that, he was affiliated with Quasar Distributors, LLC and Oppenheimer. In addition to his advisory role, he is a director at Port Street Investments, LLC, where he is involved in marketing mutual funds to financial advisors, RIAs, and family offices. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-focused investment approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Cameron Meek is a CFP® and Series 65 holder with four years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2023. Prior to that, he was with Regatta Capital Group, LLC and Morton Capital, and he also has a background in the retail sector with Free People/URBN. Beacon Pointe Advisors, LLC 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 combines asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private asset classes.

Melinda Marburger is a financial advisor at Creative Planning with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lockton Investment Advisors and Transamerica. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques.

Jennifer Dawson is a CFP® professional with 14 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2025 and previously held roles at Hemington Wealth Management and Balasa Dinverno Foltz LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across a range of asset classes.

Danielle Bronner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mariner. Her prior experience includes roles at Ocean Heights Advisors, Miracle Mile Advisors LLC, Green Street Advisors, and Morgan Stanley. She is a board member and secretary of the Jewish Federation of Orange County. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative offerings uncommon in firms of its size.

Barry Barbernell is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at Triton Wealth Strategies, Lion Street Financial, Summit Financial Group, and Kingsley Financial Services. Outside of his advisory work, he serves as a board member and treasurer for the San Clemente chapter of Christian Business Partners and is a board member of Kingdom of Priests, a Christian ministry involved in podcasting, blogging, and bible teaching. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management strategies and custodial platforms.

Chad Schiel is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Independent Financial Group since 2012. Outside of his advisory role, Schiel owns Emergy Fly Fishing Specialties, a business focused on fly fishing news, articles, speaking engagements, and custom fishing retail. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services through a national network of Investment Adviser Representatives and provides a range of advisory programs via its AccessPoint platform and third-party asset managers.

Luke Mokma is a CFP® with six years of industry experience, currently affiliated with Stratos Wealth Partners, Ltd. He has held roles at multiple firms including LPL Financial, Personal Capital Advisors Corporation, and The Bishoff Financial Group. Mokma is the owner of Gooselinq LLC, a passive business interest. Stratos Wealth Partners is an enterprise wealth management firm serving over 24,000 clients with approximately $18.6 billion in assets under management. The firm offers a range of advisor-managed and model portfolio solutions, integrating external platforms and providing access to third-party managers and SEI-affiliated resources.

Sergio Ayo is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Fifth Third Bank, OneMain Financial, Merrill, Dentsply Sirona Orthodontics, and Bank of America. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, providing clients with various strategies including mutual-fund/ETF models, SMA strategies, and direct indexing options.

Hannah Pfaff is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Cetera Advisor Networks, John D Cartwright & Associates/CLG LLC, and Capital Group, American Funds. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm implements client strategies through third-party independent managers selected via a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Frank Napolitano is a CFP®, CFA®, and holds a Series 66 license with 14 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2025, following a decade at Sensible Financial Planning and Management, LLC. The firm serves a broad range of individual and institutional clients with investment advisory and consulting services, implementing client strategies through a combination of third-party independent managers and a formal due-diligence process.

Jesse Cox is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and 25 years of industry experience. He has been with Independent Financial Group since 2013. Cox is also an officer and director of COX Financial Planning, Inc., a business entity used for tax and investment purposes, and owns the marketing DBA Coastal Wealth Management. 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 brokerage, portfolio management, financial planning, and retirement plan services, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Blal Said is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Thomas Smith is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Bridge Advisory LLC and OAKWOOD CAPITAL MANAGEMENT LLC. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services. 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-of-managers approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Patrick O’day is a CFA® charterholder and Series 63 license holder with seven years of industry experience. He has been with CIBC Private Wealth Management since 2015 and is based in Newport Beach, CA. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, comprehensive wealth advisory services, and coordinated Family Office solutions, leveraging an internal investment team and governance committees to create customized investment strategies.

Rocky Lin is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2011 and also has a role as a licensed insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary Focus List and a formal due diligence process to select and monitor independent managers across various investment strategies.