Lydia Dupont is a financial advisor at D.A. Davidson & Co. in Newport Beach, CA, with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2016. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards, offering retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.

Brandon Bishop is a CFP®-certified financial advisor with seven years of industry experience, currently with Goldman Sachs Wealth Services. His prior roles include positions at Great Valley Advisor Group, LPL Financial, Bernicke Wealth Management, and Triad Advisors. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Debra Doe is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. She has held roles at Goldman Sachs & Co. LLC, The AYCO Company, L.P./Mercer Allied, Bank of America, Merrill, and Navy Federal Credit Union. Outside of her advisory work, she owns a metals recycling company and is involved in cosmetic product sales and food delivery services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm offers customized financial planning and portfolio management supported by strategic allocation models and access to alternative investments, leveraging the broader Goldman Sachs ecosystem and a range of advisory platforms.

Christopher Struckhoff is a CFP® and holds a Series 65 license, with six years of industry experience. He has been with Creative Planning since 2021 and previously worked at Lionheart Capital Management and Case Packaging Inc. Outside of his advisory role, he teaches CFP classes at the University of California, Irvine. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach that combines low-cost indexing with supplemental strategies, supported by affiliated legal, trust, and recordkeeping services.

Ethan Matkin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. He has previously worked at EP Wealth Advisors, Alpha Cubed Investments, MML Investors Services, and Mass Mutual Life Insurance Company. Matkin receives residual insurance commissions as passive income from prior insurance sales. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm employs a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, utilizing low-cost index vehicles, multi-factor tilts, and tax management strategies.

Jennifer Haddad is a financial advisor with Integrated Wealth Concepts LLC and holds over two years of industry experience. She has concurrently served as an audit partner at Wright Ford Young & Co, a CPA firm, for 20 years. 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 a primarily long-term approach.

Monica Munoz is a CFP® professional with 12 years of experience in financial advising. She has been with Beacon Pointe Advisors, LLC since 2026 and previously worked for 19 years at Litman Gregory Wealth Management, where she also served as president and investment adviser representative during the transition following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual and institutional clients. The firm uses a combination of proprietary asset-allocation modeling and third-party independent managers to implement both active and passive strategies across multiple asset classes.

Michael Skillman is a financial advisor at Beacon Pointe Advisors, LLC with 25 years of industry experience. He holds Series 65 and Series 63 designations and has held previous roles at Faith Investor Services, LLC and Foreside Fund Services, LLC. His outside activities include serving as a board member at SMU Cox School of Business and holding multiple leadership roles on the board of Memorial Care Health System in California. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, 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 assets.

Darryl Richardson is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 27 years of industry experience. He has worked at Goldman Sachs since 2021 and previously spent 23 years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual and high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Jonathan Endo is a financial advisor at Cerity Partners LLC with 11 years of industry experience. He previously worked at First Foundation Advisors for eight years before joining Cerity Partners in 2024. He holds Series 63 and Series 65 licenses. Cerity Partners is an SEC-registered investment adviser serving a broad client base, including high-net-worth individuals, families, trusts, corporations, and institutional investors. The firm offers discretionary and non-discretionary investment management, financial planning, tax and insurance support, retirement plan services, and access to alternative and private-market investments, with a focus on diversified asset allocation and customized portfolios.

Eric Salvio is a financial advisor with SPC based in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of advising, he operates EBS Tax Services as an enrolled agent preparing individual and corporate tax returns and is an independent insurance agent for life, health, and annuities. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services through a network of over 460 advisers.

Charles Kanoy is a ChFC® with 56 years of industry experience, currently serving as an advisor at J. W. Cole Advisors, Inc. since 2013. He has operated Kanoy Associates since 1974 and also works as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. Outside of his financial advisory work, he serves as board chairman for A. STEM Advancement Inc, a nonprofit focused on teaching STEM skills. J. W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms for individuals, high-net-worth clients, and institutional accounts. The firm employs a mix of discretionary and non-discretionary strategies, including fundamental and technical analysis, model portfolios, and digital advice solutions.

Eric Davalos is a financial advisor at Sanctuary Advisors, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill for eight years. His background also includes experience at New Relic. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, and charitable organizations. The firm supports independent advisor representatives with a range of portfolio management options, financial planning, and retirement plan consulting, operating under a fiduciary standard when advisory agreements are in place.

James Mantosh is a CFP® and CFA® with nine years of industry experience. He has been with Creative Planning since 2017 and previously worked at Syverson Strege - VBHC from 2014 to 2017. Mantosh is based in Irvine, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm emphasizes a financial planning-led investment process centered on low-cost indexing and buy-and-hold strategies, supported by supplemental approaches such as direct indexing and tax-loss harvesting.

James Yanelli is a financial advisor at Mariner with 29 years of industry experience and holds Series 63 and Series 65 licenses. His prior experience includes over a decade with Cambridge Investment Research. Outside of advisory work, he has been an independent insurance agent. Mariner serves a diverse client base, including individuals, pension plans, trusts, and corporations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm combines in-house research with third-party managers and provides a wide range of strategies, including alternatives and digital assets, supported by integrated tax and accounting capabilities.

Austin Cassidy is a CFP® professional with two years of industry experience currently at Beacon Pointe Advisors, LLC in Newport Beach, CA. Before joining Beacon Pointe Advisors, he worked at Vanguard for five years and has held a position as an insurance agent with Beacon Pointe Insurance Services, LLC since 2024. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers active and passive strategies across public and private asset classes.

Jonathan Mayol is a financial advisor with Goldman Sachs Wealth Services, holding Series 66 and Series 63 licenses and 12 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously spent seven years with The AYCO Company, L.P./Mercer Allied. He is based in Newport Beach, California. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutions. The firm offers financial planning, portfolio management, and specialized programs, leveraging strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Robert Panetti is a CFA® charterholder with 28 years of industry experience, currently serving at Rockefeller Financial LLC since 2021. He previously worked at BlackRock Investments, Inc. for 13 years. Panetti is also a managing member of Patient Capital LLC, a personal loan business. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services through a Private Advisor model and a consolidated investment platform.

Cindy Randolph is a CFP® professional at Beacon Pointe Advisors, LLC in Newport Beach, CA, with one year of industry experience. Her prior roles include four years at Gettleson, Witzer, & O'Connor and two years at Richardson Kontogouris Emerson, LLP. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of active and passive investment strategies and manages proprietary private funds alongside third-party independent managers.

Daniel Stampf is a CFP® with 25 years of experience in financial advisory. He is currently with Wealth Enhancement Advisory Services, LLC and has previously worked at Personal Capital Advisors Corporation and GWFS Equities, Inc. Outside of his advisory role, he is involved with NET LAW GROUP, LLC, a fintech company focused on estate planning and connecting clients with local in-state attorneys. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise firm serving a diverse client base including individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment approach combining passive and active management, supported by an internal Investment Committee and quantitative and fundamental research.