John Limpert is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Brokers International Financial Services since 2007 and operates John Limpert Financial & Insurance Services, Inc. Additionally, he is involved as an independent insurance agent and owns a tax preparation business managed by a tax professional. Integrity Alliance serves a broad client base, including individuals, corporations, and qualified retirement plans, through a large network of over 300 advisors managing approximately $5.4 billion in client assets. The firm offers a range of portfolio management and financial planning services, utilizing strategic, tactical, or adaptive investment approaches across multiple platforms.

Lance Wexler is a financial advisor with Beacon Pointe Advisors, LLC, based in Santa Cruz, CA. He holds Series 63 and Series 66 licenses and has 15 years of industry experience. His prior roles include positions at Nexus Wealth Advisors, LLC and United Capital Financial Advisers, LLC. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services, focusing on life, health, and accident insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm utilizes a disciplined manager selection process and offers a range of services from discretionary wealth management to outsourced CIO solutions, supported by proprietary investment vehicles and private fund management.

Robert Rainey is a financial advisor with Integrity Alliance, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 38 years of industry experience, including roles at Lion Street Advisors and Visionlink Corporate Insurance Services, where he has been involved for nearly two decades. Outside of his advisory work, Rainey is engaged in compensation consulting through VisionLink Advisory Group, Inc. and develops software solutions for corporate bonus and incentive plan management. Integrity Alliance is a large advisory and brokerage firm serving individual investors, corporations, and qualified retirement plans. The firm offers a diverse range of investment options including advisor-managed accounts, model portfolios, and third-party sub-advisers, supported by comprehensive operational capabilities and insurance services.

Dylan Macdonald is a CFP® with nine years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. He has been with Beacon Pointe Advisors since 2017, with prior experience at The Doman Group. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced CIO solutions to a diverse client base, including individuals, corporations, and institutional investors. The firm combines proprietary asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private markets.

Connor Cirillo is a financial advisor at Beacon Pointe Advisors, LLC in San Diego, CA. He holds a Series 65 credential and has been with Beacon Pointe Advisors since 2024. Prior to joining the firm, he worked at Zignal Labs and Unify Consulting and has academic experience from USC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm utilizes a proprietary manager due-diligence process and allocates client strategies across third-party independent managers, offering services including wealth management, financial planning, and outsourced CIO solutions.

Lawrence Smith is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 41 years of industry experience. He has been with Centaurus Financial since 2007. Outside of his advisory role, he owns and operates a sales business called First Portfolio Financial. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management solutions, including discretionary and non-discretionary arrangements, employing various analytical approaches and third-party resources.

Alexandra Mendoza is a CFP® professional with one year of industry experience. She is currently with Mercer Global Advisors Inc. in Newport Beach, CA, and has previous experience at Capstone Pacific Investment Strategies and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios and multiple investment options, supported by educational content and integrated service lines.

River Galland is a CFP® professional affiliated with Beacon Pointe Advisors, LLC in Newport Beach, CA. Galland has been working in the financial services industry since 2023 with experience at multiple firms, including Waypoint Wealth Partners, Yeske Buie, and Ridgecrest Wealth Partners prior to joining Beacon Pointe Advisors. Outside of financial services, Galland was involved with Big Dog Surf Camp for several years. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement plan platform, and outsourced CIO services to a diverse client base that includes 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.

Eugene Stoeckly is a financial advisor at Integrated Wealth Concepts LLC with 39 years of industry experience. He has worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. among others, and is a founding principal of Crown Bay Wealth. Stoeckly is also president of the Stoeckly Family Foundation and serves as a director of the Ramshorn Condo Association. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income within a predominantly long-term investment approach.

Aaron Newland is a CFP® with 30 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2017. Prior to this, he worked at At Investment Advisers, Inc. for three years. CIBC Private Wealth Advisors provides investment advisory and wealth management services to a diverse client base, including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm employs a structured investment process involving internal teams and committees to create customized portfolios, combining proprietary offerings with external managers and including options strategies and structured notes.

Saivaroon Diehl is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Penn Mutual Insurance Co. and Hornor, Townsend & Kent, Inc. since 1998. Outside of his advisory role, he is the proprietor of Saffron Financial, a life insurance brokerage serving multiple carriers including Penn Mutual. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating both advisory and broker-dealer services with a focus on tailored asset allocation and diversified investment strategies.

William Hall is a CFP® with 42 years of experience in the financial services industry. He is currently with J. W. Cole Advisors, Inc. and previously worked at Arbor Point Advisors and Securities America Advisors, Inc. He is also the CEO of William K. Hall, Inc., a bookkeeping and payroll business, and serves on the finance committee of the Mission Hospital Foundation. Additionally, he is an advisor and key opinion leader for Luminous Global Tech LLC, a company involved with breast cancer screening devices. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm provides portfolio management, financial planning, access to third-party managers, and various managed account solutions, employing both discretionary and non-discretionary strategies.

Jennifer Hashimoto is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at BlackRock Investments, LLC from 2015 to 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting services, operating under a Private Advisor model with a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.

Chad Milling is a financial advisor with Planmember Securities Corporation, holding the CFP® designation and Series 63 and 65 licenses, with 31 years of industry experience. He has been involved with Highmark Financial Solutions Group since 2010 and has worked in tax and financial services as well as with the Mccloskey Agency since 1994. In addition to his advisory role, he is active in insurance sales, focusing on long-term care. Planmember Securities Corporation provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a strategic asset allocation approach with risk-based mutual fund portfolios and supports clients through education, personalized planning, and participant services.

Andrew Hoang is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, nA. He has also worked at California State University, Fullerton. 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 proprietary due diligence and third-party platforms to deliver discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Mitchell Hughes is a financial advisor with Beacon Pointe Advisors, LLC and holds a Series 66 designation. He has nine years of industry experience, including prior roles at Bank of America, Merrill, and J.W. Cole Advisors. In addition to his advisory work, he is a licensed insurance agent involved in the sale of life and health insurance products through Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced CIO solutions to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across multiple asset classes.

Amir Boghdady is a financial advisor at Citigroup Global Markets with 24 years of industry experience. He holds the Series 63 and Series 66 licenses and has been with Citigroup Global Markets since 2015. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies and provides bespoke discretionary solutions for high-net-worth relationships.

Dak Spivey is a financial advisor with Rockefeller Financial LLC in Newport Beach, CA, holding Series 63 and Series 66 licenses and eight years of industry experience. He has previously worked at firms including Provenio Capital Management, Thece Wealth Management, Corient, Cetera Advisor Networks, Sageview Advisory Group, Morgan Stanley, and UBS Financial Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management and financial planning services and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Mary Mar is a CFP® with 39 years of industry experience, currently serving at SPC since 2009 and previously with Sigma Financial Corporation since 2000. She is based in Laguna Hills, CA. Mary serves as chair of the Rotary District 5320 Finance Committee and is a board member of the Montilla Homeowners Association in Irvine, CA. SPC serves a diverse range of clients including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisers. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services with a notable corporate structure that integrates affiliated broker-dealers and insurance agencies.

Andrew Rovzar is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA. He holds a Series 66 designation and has five years of industry experience. Prior to joining Beacon Pointe in 2021, Rovzar worked at Morgan Stanley, Mobilitie, and Artemis Search Partners. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a manager-focused investment approach, combining asset-allocation modeling with both active and passive strategies, and offers a range of services from discretionary wealth management to outsourced CIO solutions.