Richard Huffman is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He has been a tax partner at Wright Ford Young & Co CPAs since 2006. Integrated Wealth Concepts 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 services, and retirement plan advisory, utilizing customized portfolios with a long-term approach that includes mutual funds, ETFs, equities, and fixed income.

David Jones is a financial advisor at TIAA-CREF in Irvine, CA, holding the CFA® designation along with Series 63, 65, and 66 licenses. He has four years of industry experience, including prior roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank N.A., and Banc of California. TIAA-CREF Individual & Institutional Services, LLC offers financial planning, discretionary managed account programs, and separate broker-dealer services to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm provides both point-in-time planning and ongoing discretionary management, acting as adviser to a donor-advised fund and operating within a vertically integrated structure.

Arin Torabian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2012, along with business management and health insurance sectors. He also provides in-home healthcare services through IHSS, where he cares for his father. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models, discretionary and non-discretionary programs, and supports retirement and recordkeeping services alongside a range of financial products.

Colten Franco is a financial advisor at &PARTNERS with six years of industry experience. He holds the CFP® and ChFC® designations and has prior experience with Wells Fargo Clearing, Fidelity Investments, and AXA Advisors. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering investment management and financial planning through both discretionary and non-discretionary approaches. The firm employs a combination of fundamental, technical, and quantitative analysis and provides services under dual registration as a registered investment adviser and broker-dealer.

Michelle Le May is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2021. Prior to her advisory role, she held positions at Victoria's Secret and Bentley University. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes and utilizes third-party independent managers selected through due diligence.

Tyler Sterk is a CFP®-designated financial advisor with eight years of industry experience. He is currently with Kayne Anderson Rudnick Investment Management, LLC, where he has worked since 2022. Prior to that, he held roles at Stratos Wealth Partners, Ltd, Bank of America, and Merrill Lynch. Kayne Anderson Rudnick provides discretionary investment management and sub-advisory services to a diverse client base, including institutional investors and high-net-worth individuals. The firm’s investment process centers on fundamental research and incorporates proprietary governance and sustainability assessments across a variety of active equity and fixed-income strategies.

Elena Telesco is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and having one year of industry experience. Her prior work includes roles at Nordstrom and Winston Retail, as well as academic positions at the University of Southern California and Santa Monica College. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, and institutional clients. The firm employs strategic and tactical allocation models and offers a range of services such as Private Family Office support and Specialized Executive Wealth programs, leveraging integrated capabilities across the broader Goldman Sachs ecosystem.

Jeffery Clemons is a financial advisor with Primerica Advisors based in Irvine, CA, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, Mutual of Omaha, and Mass Mutual Life Insurance Company. He is also involved in offering insurance products outside of those provided by Guardian and its subsidiaries. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing both brokerage and advisory services along with financial and retirement-plan consulting. The firm utilizes a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.

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.

Matthew Browne is a financial advisor with Fifth Third Securities, Inc. in Costa Mesa, CA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His prior firms include Ameriprise Financial Services, LPL Financial, and Oppenheimer. Outside of advisory work, he has an ownership interest in Tanglewood Properties, a real estate business. Fifth Third Securities serves a diverse client base including individuals, high-net-worth clients, and institutions through investment advisory and brokerage channels. The firm offers multiple program types and third-party portfolio managers via its Passageway Managed Account platform and operates as a broker-dealer, SEC-registered investment adviser, and municipal advisor.

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.