Luke Mckelvy is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with Sanctuary Advisors, LLC, where he has worked since 2022, and has prior experience at Bank of America and Merrill. Luke is also an owner of Auric Capital Partners, an outside business activity. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services utilizing various analytical approaches and maintains distinctive platform ownership and affiliations.

Raymond Stellhorn Tavera is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Blue Cedar Financial and Insurance Solutions, AlpenWeis Financial & Insurance Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he serves as an independent contractor for the United Soccer Coaches Convention, assisting with event coordination. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Tony Han is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe and its predecessor entity since 2011. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, charitable organizations, and retirement plans. The firm utilizes a proprietary manager “Focus List” and a combination of active and passive asset allocation strategies, supported by a formal quantitative and qualitative due-diligence process.

Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

Dennis Cunningham II is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Parkland Securities since 2014 and Precision Wealth Financial & Insurance Services since 2003. Outside of his advisory role, Cunningham is involved as a board member and partial owner of Complex Healthcare Solutions, where he contributes to sales and operational processes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies that include discretionary management, rebalancing, and co-advisor arrangements with third-party managers.

Eugene Stoeckly is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding a Series 66 license and 22 years of industry experience. He previously worked at UBS Financial Services for 14 years and is a founding principal of Crown Bay Wealth, a financial services firm. Outside of his advisory roles, he serves as treasurer for Harborview Dads, a nonprofit supporting a local elementary school. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios and both internal and third-party asset management.

Farhad Sediqi is a financial advisor with OSAIC Institutions, Inc. and holds a Series 66 designation. He has 14 years of industry experience, including ten years at CUNA Brokerage Services, Inc. and Schools First Federal Credit Union. He has been with OSAIC Institutions, Inc. (formerly Infinex Investments, Inc.) since 2022. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA retirement plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating with a hybrid adviser/broker-dealer structure and a distinctive model that delegates investment management to its representatives.

Quinn Hamilton is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Corvus Wealth Advisors and Goldman Sachs. Outside of finance, he has worked in the food service industry, including roles at Giuseppe's Cucina Rustica, Jamba, and Domino’s Pizza. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research tools, leveraging the broader Goldman Sachs ecosystem to provide a wide range of tailored advisory services.

Spencer Johnston is a financial advisor with CWM, LLC, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at Thrivent Financial and Ameriprise Financial Services, among others. Johnston serves as a relationship manager providing operational support, paraplanning, and client service. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Kelly Digonzini is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe in various capacities since 2012 and also holds a role as a licensed insurance agent at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Manorama Pai is a CFP® professional with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has worked at Financial Advocates Investment Management since 2020 and has prior experience at Fountain Strategies, LLC from 2007 to 2020. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Jeffrey Davis is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Raymond James & Associates and Ameriprise Financial Services. His background includes roles in financial services as well as outside employment related to investment activities. 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 manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Hongyu Liu is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Beacon Pointe Advisors, Liu worked at AllianceBernstein, Charles Schwab & Co., Inc., Essilor Luxottica, and Adidas, with a background that includes extended periods of full-time education. 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, employing both active and passive strategies across public and private markets.

Gregory Walters is a Series 66-credentialed financial advisor at Corient with 19 years of industry experience. He has held various roles within Corient and its affiliates since 2015. Walters serves as an Investment Committee Member for The Pacific Symphony. 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 corporations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

Mark Gieser is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior work includes 19 years at Crown Capital Securities, LP, and he has operated his own business since 2002. Outside of advisory work, he owns and operates a tax preparation business. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, high-net-worth clients, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services delivered through various platforms and combines in-house and third-party manager models.

Loren Conners is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for The Ayco Company, L.P./Mercer Allied for 13 years. Loren owns a residential real estate investment property in Indio, California, which he manages personally. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm combines centralized investment resources with tailored strategies and cross-affiliate capabilities within a large integrated financial group.

Ariel Gonzalez is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and Stanford Pre-Collegiate Studies. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic and tactical allocation models and offers access to alternative investments and specialized wealth programs within the broader Goldman Sachs ecosystem.

Kylie Corwin is a Series 66-credentialed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has experience with Goldman Sachs & Co. LLC and Cetera Wealth Services, LLC. Prior to her advisory roles, she worked briefly in the restaurant industry. Goldman Sachs Wealth Services advises a diverse client base, offering tailored financial planning and portfolio management supported by a range of specialized programs and access to alternative investments. The firm integrates capabilities across the broader Goldman Sachs organization to deliver customized strategies, research, and operational tools.

Zachary Smith is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at JP Morgan Securities and Cetera Wealth Services. Outside of his advisory work, he owns a sole proprietorship called Study Tech, which involves branding and selling various products online. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies while offering a range of specialized services such as sub-advisory arrangements and private market investments.

Wendy Zimmerman is a financial advisor at HSBC Securities (USA) Inc. in Lake Forest, CA, holding Series 63 and 66 designations with 15 years of industry experience. She has been with HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. since 2014. HSBC Securities (USA) Inc. offers managed account programs to individuals, retirement accounts, charitable organizations, and corporations through various program types, including client-directed and fully discretionary options. The firm employs a multi-profile investment approach combining strategic and tactical asset allocation with ongoing fund due diligence and monitoring.