Christopher Wheaton is a CFP® with 16 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. He previously worked for 29 years at Litman Gregory Wealth Management, where he held the role of President and Investment Adviser Representative and is involved in transitioning the advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base, including high-net-worth individuals and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers and offers both active and passive strategies across public and private assets.

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 in San Clemente, CA, holding Series 63 and Series 65 licenses and with 26 years of industry experience. His prior roles include positions at Triton Wealth Strategies, Lion Street Financial, Lion Street Advisors, and Summit Financial Group. He serves as a board member and treasurer for the San Clemente chapter of Christian Business Partners and is on the board of Kingdom of Priests, a Christian ministry with podcast and teaching activities. Integrity Alliance provides advisory and brokerage services to individual investors, corporations, and qualified retirement plans through a network of over 300 independent advisors managing approximately $5.4 billion in client assets. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, utilizing a variety of investment approaches and third-party 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®-certified financial advisor with six years of industry experience, currently with Stratos Wealth Partners, Ltd. He has held roles at multiple firms including LPL Financial, The Bishoff Financial Group, and Cambridge Investment Research. Mokma is the owner of Gooselinq LLC, a passive business venture. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse clientele including individuals, retirement plans, corporations, nonprofits, and institutions, utilizing an open-architecture investment approach featuring both affiliated and third-party managers with discretionary and non-discretionary portfolio management.

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.

Michael Kish is a financial advisor at Osaic Wealth with 15 years of industry experience. He holds a Series 66 designation and previously worked for Lincoln Financial Advisors for 15 years. Outside of advisory work, he is involved in residential real estate sales. Osaic Wealth serves a diverse client base, including individual investors, retirement plans, charities, and corporations, offering brokerage and advisory services through a multi-advisor platform. The firm emphasizes model-based asset allocation and portfolio optimization and supports a range of investment programs delivered via affiliated broker-dealer and RIA relationships.

Bradley Norton is a financial advisor with Fidelity Investments, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked in various roles within Fidelity, including Fidelity Brokerage Services, Strategic Advisers, and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including charitable funds and registered investment companies. The firm combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction to manage model portfolios across a broad investable universe.