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 Series 66-registered financial advisor with Independent Financial Group, LLC, where he has worked since 2012. He has 17 years of industry experience, including three years at Edward Jones prior to joining Independent Financial Group. Outside of his advisory role, Schiel owns Emergy Fly Fishing Specialties, a venture focused on fly fishing news, articles, speaking engagements, and custom retail. 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 range of portfolio management solutions and financial planning services, combining strategic asset allocation with both passive and active investment exposures.

Luke Mokma is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Stratos Wealth Partners, Ltd and previously held roles at firms including LPL Financial, The Bishoff Financial Group, and Cambridge Investment Research. Outside of his advisory work, he is the owner of Gooselinq LLC, a passive business venture. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a wide range of services such as financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, and specialized consulting, delivered through a large network of investment adviser representatives.

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 Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Beacon Pointe Advisors, LLC and previously spent a decade at Sensible Financial Planning And Management, LLC, as well as a year at Morgan Stanley. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other 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.

Jesse Cox is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at LPL Financial and Financial Advisors Network, Inc. He is an officer and director of Cox Financial Planning, Inc., a business entity for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to 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 various platforms and employs a model-based approach combining active and passive strategies tailored to client risk profiles.

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.

Bradley Norton is a financial advisor at Fidelity with Series 63 and Series 66 credentials and 31 years of industry experience. He has worked with various divisions within Fidelity, including Fidelity Brokerage Services, Fidelity Personal and Workplace Advisors, and Strategic Advisers, where he has been active since 2002. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

Trinity Martin is a financial advisor at Fidelity with a Series 66 credential and one year of industry experience. Prior to joining Fidelity, Martin worked in various roles across real estate and retail sectors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, fund management, and model portfolios, supported by oversight controls and the use of AI-driven methodologies.

Jay Cobarrubias is a Series 66-licensed financial advisor with Merrill in Newport Beach, CA, and has three years of industry experience. He previously worked at Banc of California, Anchor and Control Trading, Online Trading Academy, and KCSC Radio. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

David Forrest is a financial advisor with UBS Financial Services in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with UBS since 2014. Outside of advisory work, he is involved in real estate ventures, including advising on financing, architecture, construction, and engineering for a partnership based in Austin, TX. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, utilizing proprietary capital market assumptions, model-based asset allocations, and research to tailor investment plans. The firm combines wealth management services with institutional trading capabilities and offers a broad range of capital markets and advisory services.

Stephen Smith is a CFP® professional with 15 years of industry experience, currently serving at Charles Schwab in Newport Beach, CA. He has been with Charles Schwab and Charles Schwab Bank since 2017. Outside of his advisory role, he rents out rooms in his personal residence. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by multi-asset portfolios and research from Schwab Center for Financial Research.