Christopher Austin is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with RBC Rochdale, LLC and has held prior roles at CNR Securities, City National Rochdale, 20/20 Capital Management, and Ameritas Investment Corp. Outside of his advisory work, he is the sole proprietor of a rental condominium. RBC Rochdale serves a diverse client base including high net worth individuals, institutions, and municipal entities. The firm employs a multi-strategy investment process combining quantitative screening, fundamental analysis, and proprietary tools to provide portfolio management and sub-advisory services across various asset classes.

Cameron Almond is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. He holds a Series 66 designation and has 12 years of industry experience, including seven years at The AYCO Company, L.P./Mercer Allied prior to joining Goldman Sachs in 2019. Goldman Sachs Wealth Services provides financial planning and portfolio management to a broad client base that includes individual investors, executives, plan sponsors, and institutional clients. The firm employs strategic and tactical allocation models supported by specialized groups and offers a range of fee arrangements and platforms, leveraging the broader Goldman Sachs ecosystem for enhanced product access and advisory services.

Kathleen Yanelli is a financial advisor at Mariner with 28 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked for Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. She is also an independent insurance agent. Mariner serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and tax services. The firm utilizes a discretionary, customized portfolio approach supported by an internal investment committee and combines in-house research with third-party managers and specialized strategies across multiple asset classes.

Katherine King is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. She previously held roles at Frank, Rimerman + Co., Isler CPA, Roseburg Forest Products, and Campus Advantage Inc. Goldman Sachs Wealth Services serves a broad client base including individual investors, executives, plan sponsors, and institutional clients, providing financial planning, portfolio management, and access to specialized programs and alternative investments. The firm integrates strategic and tactical allocation models with discretionary and non-discretionary implementations, supported by extensive resources within the Goldman Sachs ecosystem.

Trent Huston is a financial advisor with Private Advisor Group, LLC, holding the ChFC® and Series 66 designations and bringing 17 years of industry experience. He has worked with AK Financial Group and LPL Financial prior to joining Private Advisor Group. Outside of his advisory roles, he operates OC Wealth Coach, a business focused on life, health, disability, long-term care insurance, and fixed annuities. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a range of strategies and third-party asset management programs.

Danielle Wright is a financial advisor at Goldman Sachs Wealth Services with three years of industry experience. She holds a Series 66 designation and has previously worked at Ayco, a Goldman Sachs company, as well as Allstate Insurance Company. 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.

Kai Sheng is a Series 66-licensed financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, where he has worked for 10 years. He has 12 years of industry experience and also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products and services alongside his role as a registered representative. HSBC Securities (USA) Inc. provides managed account programs for individuals, retirement accounts, charitable organizations, and corporations, offering a range of client-directed, discretionary, and wrap-style portfolio options. The firm’s investment approach uses multiple risk profiles and combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving a diverse client base through a combination of affiliated and third-party service providers.

Lenna Choi is a financial advisor at Goldman Sachs Wealth Services based in Newport Beach, CA. She holds a Series 66 credential and joined Goldman Sachs in 2025. Her prior experience includes time as a student at the University of Pennsylvania and work at Corient. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients, offering financial planning, portfolio management, and specialized services such as Private Family Office and Executive Wealth programs. The firm utilizes strategic and tactical allocation models, manager selections, and a range of implementation options, supported by proprietary analytics and integration with the broader Goldman Sachs ecosystem.

Curtis Calomeni is a financial advisor at Mariner with three years of industry experience. He holds a Series 65 designation and has previously worked at Ocean Heights Advisors and BNY Mellon Wealth Management. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Julia Robichaud is a financial advisor at Schwab Wealth Advisory with five years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at MFS Fund Distributors, MFS Investment Management, and Next Generation Children's Center. Robichaud is based in Irvine, CA. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering annual financial reviews, retirement and planning discussions, and investment recommendations across a range of securities. The firm operates as an internal advisory unit within Charles Schwab and uses standard asset allocation models and Schwab research tools, with clients retaining final trading decisions.

Matthew De Heras is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been affiliated with United Planners and related entities since 2015, including roles at De Heras Wealth Management and Advantis Advisors. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and various institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering non-discretionary and discretionary portfolio management as well as both fee-based and commission-based options.

Alexa Winograd is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Her prior work includes multiple roles at Goldman Sachs and five years at Trader Joe's. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients, leveraging centralized investment resources and integrated financial group capabilities.

Jeffrey Mantoani is a financial advisor with Beacon Pointe Advisors, LLC, holding Series 63 and Series 66 credentials and 27 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Securities America Advisors, Duncan Investment Advisors, and Securities America, Inc. Outside of his advisory work, he serves as team manager for a youth hockey team, coordinating travel and managing the team roster. 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-driven investment approach utilizing a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Jonathan Proctor is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at The Ayco Company, L.P./Mercer Allied for eight years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, 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.

Jonathan Markowicz is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and nine years of industry experience. He has worked at Goldman Sachs since 2018, with prior roles at The Ayco Company, Mercer Allied, Mass Mutual Life Insurance, MML Investors Services, and Lecce Financial Services. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs, utilizing strategic allocation models and a range of implementation platforms integrated within the broader Goldman Sachs ecosystem.

Kristina Rudolph is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. She holds a Series 66 designation and has worked previously at The Ayco Company, L.P./Mercer Allied, Walsh College, and North American Bancard. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a mix of discretionary and non-discretionary managers while offering specialized programs such as Executive Wealth and Private Family Office support.

Joshua Belkin is a financial advisor with J.W. Cole Advisors, Inc. in Orange, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Leumi Investment Services, J.P. Morgan Securities, and Chase Investment Services Corp. Outside of advisory work, he owns a travel and wrestling merchandise business and operates a financial planning DBA called Modern Wealth Design. J.W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisers. The firm provides portfolio management, fee-based financial planning, access to third-party managers, and various managed account solutions, with investment decisions made on discretionary or non-discretionary bases.

Shaojin Guo is a financial advisor at Equity Services, Inc. (ESI Financial Advisors) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has been in the industry since 2026, with prior experience at National Life Group and Morgan Stanley. Equity Services, Inc. provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms incorporating third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Trevor Bauman is a financial advisor with Goldman Sachs Wealth Services based in Newport Beach, CA. He holds a Series 66 designation and has four years of industry experience. His prior work includes roles at Ayco, a Goldman Sachs company, and several other firms where he gained diverse professional experience. Goldman Sachs Wealth Services provides comprehensive financial planning and portfolio management to a wide range of clients, including individual investors, executives, plan sponsors, and institutions. The firm integrates strategic investment models and proprietary research within the broader Goldman Sachs ecosystem to deliver tailored wealth management solutions.

David Askew is a CFP® and ChFC® credentialed advisor at Mercer Global Advisors Inc. in Newport Beach, CA, with 21 years of industry experience. He has been with Mercer since 2016 in various capacities and also teaches a finance class at California State University, Fullerton. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm’s investment approach emphasizes globally diversified, risk-appropriate portfolios using Modern Portfolio Theory, with a range of implementation options including ETFs, mutual funds, and direct indexing.