Neil Livingston is a financial advisor at Beacon Pointe Advisors, LLC with seven years of industry experience. He has been with Beacon Pointe Advisors since 2017 and previously worked at Teles Properties from 2015 to 2017. He holds a Series 65 designation. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, pension and profit-sharing plans, 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.

Yi Huang is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 21 years of industry experience. She has worked at Transamerica Financial Advisors since 2012 and at World Financial Group since 2005. Yi Huang discloses involvement related to rental property interests managed by her husband, Kun Qian. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers both advisory and broker-dealer services with a range of proprietary and third-party investment models, operating as both a registered broker-dealer and a registered investment adviser.

Dustin Schmidt is a financial advisor with Goldman Sachs Wealth Services holding a Series 66 designation and no prior industry experience. His background includes roles at Goldman Sachs & Co. LLC, Morgan Stanley, and multiple positions at Michigan State University. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates resources from across the Goldman Sachs organization to provide tailored investment strategies and varied service platforms.

Courtney Johnson is a Series 66 licensed advisor at D.A. Davidson & Co. with 15 years of industry experience. She has been with D.A. Davidson since 2013. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.

Marie Paul is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing two years of industry experience. Her prior roles include positions at CBRE and other firms, as well as a period working with the San Francisco Giants. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm employs tailored allocation models and manager selections, offering a range of fee arrangements and leveraging the broader Goldman Sachs ecosystem for expanded product access.

Liang Zhu is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked with Transamerica Financial Advisors since 2014 and is also involved in IT consulting through Nucleon Technologies LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension plans, trusts, and corporations, offering both advisory and broker-dealer services with a range of proprietary and third-party investment programs.

Ryan Boudreau is a financial advisor at GWN Securities Inc. with 25 years of industry experience. He holds a Series 66 designation and has been with GWN Securities since 2013. Outside of his advisory role, Boudreau serves as a board member at large for Saddleback Valley Pop Warner Football & Cheer, a youth sports organization. GWN Securities provides investment advisory services to individual and corporate clients through various managed account programs and financial planning. The firm uses a mix of affiliated and unaffiliated sub-advisers and model-based allocations, employing both traditional and tactical strategies in portfolio management.

Samantha Mokma is a CFP® professional with seven years of industry experience. She is currently with Stratos Wealth Partners, Ltd. and LPL Financial LLC, having previously worked at OSAIC and Cambridge Investment Research, Inc. Her career also includes a long tenure at The Bishoff Financial Group. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise wealth management firm serving more than 24,000 clients through approximately 366 advisors. The firm offers a variety of portfolio management and financial planning services, employing an open-architecture approach that integrates multiple external platforms and third-party managers.

Robinder Saggu is a CFA® charterholder with 19 years of industry experience, currently serving at Corient in Newport Beach, CA. His work history includes multiple roles within Corient and its affiliates since 2016. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension and profit-sharing 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 utilizes risk management tools and stress testing to align portfolios with client objectives.

Cayden Kotowitz is a financial advisor at Wealth Enhancement Advisory Services, LLC with a Series 65 credential and experience dating back to 2023. His prior roles include positions at Spectrum Wealth Management, LLC and Putman Group. Before entering the advisory field, he was involved with GOGO Enterprises, LLC and attended the University of California. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, asset management, and specialized retirement plan consulting, utilizing a strategic investment process that combines passive and active management with quantitative and fundamental research.

Jack Mathews is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. He holds a Series 66 designation and has five years of industry experience. Prior to his current role, he worked at Goldman Sachs Ayco Personal Financial Management and has held various positions connected to Pepperdine University and Experian. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, corporate participants, and institutional clients. The firm offers tailored strategies supported by integrated resources across the Goldman Sachs organization, utilizing advanced analytics and a range of service models.

Andrew Shires is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. He holds Series 65 and Series 63 registrations. Shires has worked at Goldman Sachs since 2020 and previously was employed at Whaley Capital Group. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base that includes individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm uses strategic and tactical allocation models and offers access to specialized programs and alternative investments, leveraging Goldman Sachs’ broad affiliated capabilities.

Alexander Stimpson is a financial advisor at Corient with 37 years of industry experience. He holds the Series 63 and Series 65 designations and has held various roles within Corient and its affiliated entities since 2015. Stimpson also serves as an individual trustee for clients of Corient. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party managers and utilizes advanced risk management tools to align portfolios with client objectives.

Daniel Cox is a CFP® and holds a Series 65 license with two years of industry experience. He currently works at Creative Planning, LLC and previously held roles at Modern Wealth Management LLC and several other companies across various industries. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth and ultra-affluent individuals as well as pension plans and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by selective private market exposure and tax-efficient techniques.

Ben Putman is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Wealth Enhancement Advisory Services, LLC. His prior experience includes roles at Empirical Wealth Management, Independent Financial Group, and Spectrum Capital Investment Group. In addition to his advisory work, he is licensed to sell and service fixed insurance and fixed annuity policies. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process that combines passive and active management, supported by quantitative and fundamental research and an internal Investment Committee.

Ginnie Chen is a financial advisor with Transamerica Financial Advisors who holds Series 65 and Series 63 licenses and has nine years of industry experience. She has also practiced dentistry since 2001 as the managing dentist and owner of her own dental office. Outside of financial advising, she is involved in sales of insurance and non-insurance products affiliated with her firm. Transamerica Financial Advisors serves a diverse client base including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations, offering both advisory and broker-dealer services through proprietary and third-party investment programs.

David Hopkins is a financial advisor at Beacon Pointe Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with Beacon Pointe Advisors since 2010. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products through 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 quantitative and qualitative due diligence to select third-party investment managers.

Brendan Archibald is a CFP®-credentialed financial advisor with 10 years of industry experience, currently with Mercer Global Advisors Inc. He has previously worked at Empower Advisory Group, Personal Capital Advisors, E*Trade, and Morgan Stanley. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, and non-profits, offering investment advisory, financial, tax, retirement, and estate planning services. The firm’s investment approach is based on Modern Portfolio Theory, utilizing diversified portfolios with low-cost ETFs, separate account managers, and tax-managed options.

Jason Chuang is a CFP® with one year of industry experience, currently serving as a financial advisor at Creative Planning. He previously worked at BNY Wealth for four years and Globalink Securities, Inc. for one year. His background also includes roles outside the financial industry at the University of California, Riverside and Arcadia High School. 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 employs a financial-planning-led investment approach that incorporates low-cost indexing, tax-loss harvesting, and selective private market investments, managing approximately $295.6 billion in client assets.

William Blanke Jr. is a financial advisor at Hightower Advisors with 11 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Hightower Securities, LLC since 2014. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, and trusts. The firm’s approach incorporates manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, with services that include discretionary portfolio management, financial planning, and retirement plan consulting.