David Le is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA. He has been with Beacon Pointe Advisors continuously since 2014. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) solutions to individual investors, corporations, and institutional clients. The firm utilizes a combination of proprietary asset-allocation modeling and third-party independent managers across active and passive strategies in public and private markets.

Daniel Bickel is a financial advisor at Corient with a Series 65 credential and three years of industry experience. His prior roles include positions at Cost Segregation Authority and Captrust, as well as service with The Church of Jesus Christ of Latter Day Saints. Bickel is based in Newport Beach, California. Corient provides investment advisory and financial planning services to 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 combining in-house strategies with third-party manager solutions and uses risk management tools and stress testing to align portfolio exposures with client objectives.

John Conners is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following a seven-year tenure 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 individuals, high-net-worth households, corporations, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, leveraging integrated capabilities across its affiliated entities.

Charles Duncan is a CFP®, ChFC®, and holds a Series 66 license with 37 years of industry experience. He is currently a financial advisor at Beacon Pointe Advisors, LLC in Newport Beach, CA, having previously worked at Purshe Kaplan Sterling Investments, Securities America Advisors, and operated his own firms including Duncan Investment Advisors, Inc. and Duncan Financial. In addition to advising, he serves as an 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 charitable organizations. The firm focuses on discretionary wealth management and outsourced CIO solutions, implementing strategies through third-party independent managers selected via a formal due-diligence process.

Roger Shaar is a financial advisor at Goldman Sachs Wealth Services with 28 years of industry experience. He holds a Series 66 designation and previously worked for The AYCO Company, L.P./Mercer Allied for 24 years before joining Goldman Sachs in 2021. Outside of his advisory role, he performs as a band member with Pacific Fallout, a music group based in Irvine, CA. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm uses centralized investment resources and tailored strategies, providing services through both direct and partner programs within a large integrated financial group.

Connor Mc Guire is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes positions at the University of California Irvine and Nekter Juice Bar. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer (OCIO) services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm’s investment approach combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Keith Halabuda is a financial advisor at Goldman Sachs Wealth Services with nine years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021, following seven years at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a broad range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and affiliated teams to deliver tailored offerings such as Executive Wealth, Personal Wealth, and Private Family Office support.

Renu Sidgal is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and four years of industry experience. Her prior work includes roles at Synoptek and First American Title Insurance Co., and she has experience in business intelligence architecture and insurance product sales. Transamerica Financial Advisors serves a diverse client base ranging from individual investors to charitable organizations, offering a mix of advisory and broker-dealer services through proprietary and third-party model portfolios with both discretionary and non-discretionary options.

Madison Evans is a financial advisor at Hightower Advisors with Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Hightower, Madison held roles at multiple companies, including Agri-Stor Companies and Threads USA. Hightower Advisors serves a diverse client base that includes individuals, institutions, and pooled investment vehicles, offering portfolio management, financial planning, and retirement plan consulting. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a range of investment vehicles.

John Keeney is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He previously led Keeney Financial Group Inc. for nine years and has been affiliated with Beacon Pointe in various capacities since 2024. In addition to his advisory role, Keeney is also an agent at Beacon Pointe Insurance Services, LLC, focusing on the sale of insurance products. Beacon Pointe Advisors, LLC serves a broad client base including individual investors, corporations, and institutional clients, offering wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions. The firm combines proprietary asset-allocation modeling with third-party independent managers across active and passive strategies, and acts as general partner for proprietary private funds while providing comprehensive portfolio management and reporting services.

Jonathan Reilly is a financial advisor with VOYA Financial Advisors, Inc. in Irvine, CA, holding Series 63 and 66 licenses and has 34 years of industry experience. He has been with VOYA Financial Advisors since 2014 and also serves on the finance committee of the California Council on Economic Education, a nonprofit focused on personal finance and economics education. VOYA Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients, offering financial planning, portfolio management, and plan-sponsor consulting through various program structures. The firm primarily provides non-discretionary advice and operates as both an SEC-registered investment adviser and broker-dealer.

Winston Ventura is a financial advisor at Creative Planning with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera Wealth Services, Sageview Advisory Group, Triad Advisors, Resources Investment Advisors, Independent Financial Partners, and LPL Financial. Creative Planning offers 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 client assets, employing a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and comprehensive retirement plan services.

Brett Nilsson is a financial advisor at Creative Planning with a Series 65 credential and four years of industry experience. His prior roles include positions at flexPATH Strategies and NFP Retirement. 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 tactical approaches and a range of retirement plan services.

Hai Uy Dang is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Inc. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform that delivers discretionary and non-discretionary solutions across various asset classes, along with registered broker-dealer capabilities.

Brett Dulyea is a financial advisor with Rockefeller Financial LLC, holding a CFA® designation and Series 63 and 65 licenses, with 20 years of industry experience. He previously worked at First Foundation Advisors for nine years and at Deutsche Bank Securities Inc. and DB Trust Company Americas for four years each. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, and operates as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Jordan Putman is a financial advisor at Wealth Enhancement Advisory Services, LLC with Series 65 credentials and one year of industry experience. His prior roles include positions at Spectrum Wealth Management, LLC and the Putman Group. He also has experience in education, having worked at Cal State University Fullerton and Tesoro High School. Wealth Enhancement Advisory Services provides financial planning, asset management, and retirement-plan consulting for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and uses a diversified, risk-class based investment approach combining passive and active strategies overseen by an internal Investment Committee.

Alex Partalala is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding Series 63 and Series 66 registrations. He has one year of industry experience and previously worked at First Foundation Bank Inc and World Vision International. Goldman Sachs Wealth Services advises a diverse client base including individual investors, corporate and employer-sponsored participants, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth services, utilizing strategic allocation models, manager selections, and a range of fee and platform options within the broader Goldman Sachs ecosystem.

Peter Koehler is a financial advisor at Goldman Sachs Wealth Services with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Goldman Sachs & Co. LLC since 2019, following a 13-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers tailored financial planning and portfolio management supported by specialized programs and integrated resources across the broader Goldman Sachs network.

Sally Ng is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She previously worked at WCG Wealth Advisors, LLC for 10 years and LPL Financial, LLC for 23 years. Outside of her advisory role, she is an insurance agent with Beacon Pointe Insurance Services and owns residential property management businesses. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Rick Lowe is a financial advisor at Goldman Sachs Wealth Services with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Goldman Sachs since 2021, following a 25-year tenure at Ayco/Mercer Allied Company. Goldman Sachs Wealth Services provides 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 utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.