John Mann is a financial advisor with Oppenheimer in Newport Beach, CA, holding a Series 66 designation and having nine years of industry experience. He has been with Oppenheimer since 2016. Outside of his advisory role, he provides freelance water polo instruction and engages in public motivational speaking focused on team building and his Olympic sports career. 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 variety of investment programs and services, including discretionary and non-discretionary portfolio management, consulting, and retirement planning.

Matthias Day is a CFP® and Series 65-licensed financial advisor with three years of industry experience. He currently works at Kayne Anderson Rudnick Investment Management, LLC and has held previous roles at Corient, Stratos Wealth Partners Ltd, and Hall Private Wealth Advisors. Outside of finance, his background includes positions at The Home Depot, Sky Ranch Christian Camp, and College Fresh. Kayne Anderson Rudnick provides discretionary advisory and sub-advisory investment management services to a diverse client base, including institutions, charitable organizations, corporations, and individual clients. The firm emphasizes fundamental, quality-oriented equity research and offers a broad range of strategies across market capitalizations and asset types.

Kyle Nguyen is an advisor with Eagle Strategies (New York Life) based in Newport Beach, CA. He holds the Series 66 and Series 63 licenses and has been with Eagle Strategies and affiliated firms since 2025. Prior to his advisory role, his experience includes positions at ConsumerDirect Inc and work related to the University of California, Riverside. Eagle Strategies serves a broad mix of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis while working with a wide range of institutional sponsors within an integrated New York Life affiliate structure.

Ryan Maroney is a financial advisor at Creative Planning with 20 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Prior to joining Creative Planning in 2018, he worked at Anchor Capital Management Group Inc and Financial Management Network, Inc. Maroney serves as the unpaid director of finance for James House Orphanage and occasionally works as a music director or worship pastor at various nonprofit churches. He also owns a 40% stake in Realty Wealth Solutions, a realty services firm. 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 client assets, employing a financial planning-led investment process that emphasizes low-cost indexing, buy-and-hold strategies, and supplemental portfolio management techniques, while offering integrated retirement plan services and affiliated non-investment businesses such as legal and trust services.

Theodore Fern is a financial advisor at Focus Partners Wealth, LLC with 41 years of industry experience. He holds a Series 65 designation and worked at Churchill Management Group for 29 years before joining Focus Partners Wealth in 2025. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach using a blend of active and passive strategies, third-party managers, and private funds.

Yang Xu is a financial advisor with Transamerica Financial Advisors and holds Series 63 and Series 65 licenses. He has four years of industry experience, including roles at Transamerica Financial Advisors, Wfgia, and ATW LLC. Outside of his advisory work, Xu provides software development and consulting services through his management role at ATW LLC. Transamerica Financial Advisors serves a diverse client base with investment advisory, brokerage, and retirement-plan services, utilizing a large advisor network and multiple program platforms. The firm’s approach relies on model portfolios and third-party managers, supporting clients ranging from individuals to charitable organizations and employer-sponsored plans.

Gilbert Cassagne is a financial advisor at Mariner with a Series 65 designation and four years of industry experience. Before joining Mariner, he worked at Prime Capital Investment Advisors, LLC, Paramount Pictures, and William Morris Endeavor. Mariner serves a diverse client base, including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines internal research with third-party manager allocations and provides a range of investment strategies alongside integrated tax, accounting, and financial wellness solutions.

Christopher Phillips is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 65 designation with one year of industry experience. He previously worked at BNY Mellon from 2015 to 2024. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, employing a combination of third-party independent managers and proprietary investment vehicles to implement client strategies.

Brianna Mariolle is a CFA® charterholder and financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. Her prior roles include positions at IEQ Capital, LLC, Portola Partners Group LLC, and Brownson, Rehmus & Foxworth. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions 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.

Chris Johnson is a financial advisor at Corient with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at J.P. Morgan Institutional Investments and Dowling & Yahnke. Outside of finance, he was involved with Golden Spoon Yogurt for 14 years. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and charitable organizations. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers, continuously monitoring portfolios and employing risk management tools.

Michael Carbone is a financial advisor at Focus Partners Wealth, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked previously at Churchill Management Group and Fisher Investments. Focus Partners serves a diverse client base including individuals, high-net-worth families, family offices, corporate and institutional clients, offering a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Peter Prescott is a financial advisor with Independent Financial Group, LLC, holding the PFS™ designation and Series 63 and 66 licenses. He has 40 years of industry experience, including positions at Cetera Wealth Services, LLC and Spelman & Co., Inc. Outside of his advisory role, Prescott is a licensed California insurance agent, a CPA with a sole proprietorship focused on tax planning and preparation, and serves as a board member for a homeowners association and the nonprofit organization Pier Pride. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a variety of portfolio management and financial planning services using a combination of firm- and third-party models, with an emphasis on strategic asset allocation and ongoing portfolio monitoring.

Michael Breller III is a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has been with Beacon Pointe Advisors since 2012. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans, utilizing a proprietary manager selection process and offering discretionary wealth management, financial planning, and outsourced CIO solutions.

Jay Tamkoc is a financial advisor at Sanctuary Advisors, LLC with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America and Merrill. Outside of his advisory role, he serves as an officer and director of Auric Capital, an ownership venture based in Aliso Viejo, CA. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports a network of over 400 independent advisers who deliver customized portfolio management and financial consulting through a variety of programs and platforms.

Ge Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Transamerica in 2019, Chen worked at World Financial Group and Randstad Professionals, and has experience in real estate with Mel Wilson & Associates. Chen is also involved in the sales of insurance and non-insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm utilizes model portfolios and third-party managers for investment advisory services, supported by a large network of advisors and multiple program platforms.

Kevin Barlow is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Mariner since 2025. His prior roles include positions at Ocean Heights Advisors, Mariner Platform Solutions, Miracle Mile Advisors, LLC, and Palo Capital, Inc. He also serves as Chair of the Board of Directors for the Newport Beach Public Library Foundation. Mariner serves a diverse client base, including individuals, pension plans, trusts, estates, charitable organizations, corporations, and private funds, offering investment management, financial planning, retirement consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers to implement customized discretionary portfolios and provides notable tax integration and administrative CFO capabilities.

Andrew Mc Farland is a financial advisor at TLG Advisors, Inc. with 33 years of industry experience. He holds Series 63, Series 65, and Series 66 credentials. His prior firms include Merrill and First Republic Investment Management, among others. Outside of his advisory role, he is involved in insurance sales and life insurance solutions through BKA Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm combines fundamental analysis and Modern Portfolio Theory in its investment approach and offers services ranging from portfolio management to ERISA fiduciary services and a direct-to-consumer program called Starlight Portfolios.

Brandon Baker is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He holds the CFP®, CFA®, and Series 63 designations. His prior roles include positions at Resolute Investment Distributors, Resolute Investment Services, American Beacon Advisors, Foreside Fund Services, and AMG Funds. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes and utilizes both proprietary and third-party investment managers for portfolio implementation.

Garrett Stephens is a financial advisor at Corient in Newport Beach, CA, holding a Series 65 designation. He has been with Corient since 2023 and has prior experience at Strategic Financial Partners, LLC, Enterprise Rent-A-Car, and Indian Bayou Golf Club. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and uses risk management tools and stress testing to align portfolios with client objectives.

Abigail Von Schlegell is a financial advisor at Corient with a Series 65 credential and one year of industry experience. Prior to joining Corient, she worked at Jordan Park for four years and held various roles at Brigham Young University and the Church of Jesus Christ of Latter-day Saints. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach combining in-house strategies with third-party managers and incorporates risk management tools and alternative investments as appropriate.