William Lynch is a financial advisor at IEQ Capital, LLC in Los Angeles, CA, holding a Series 65 license with two years of industry experience. His prior roles include positions at Spectrum and Carmel Realty Company, as well as academic experience at the University of Texas and Stevenson School. IEQ Capital provides portfolio management and advisory services primarily to high-net-worth individuals, families, trusts, and foundations, focusing on separately managed accounts and family-office services. The firm integrates macro and manager research with access to alternative investments and digital asset exposure, managing approximately $35.4 billion in client assets.

Austin Mc Gowan is a financial advisor at J. W. Cole Advisors, Inc. He holds the Series 66 and Series 63 designations and has two years of industry experience. His prior work includes positions at Platinum Equity Advisors, LLC, KPS Capital Partners, LP, Jefferies LLC, BB&T Securities, LLC, and PricewaterhouseCoopers. J. W. Cole Advisors operates through a large network of independent advisors and offers fee-based portfolio management, financial planning, retirement plan services, and third-party manager platforms for individuals, high-net-worth clients, and institutional accounts. The firm utilizes a variety of investment strategies and custodial platforms, serving clients on both discretionary and non-discretionary bases.

Robert Whited II is a financial advisor at Creative Planning with four years of industry experience. He holds the CFA® designation and Series 63 license. Prior to joining Creative Planning in 2022, he worked at NFP Retirement, Inc. and North Pier Fiduciary Management, LLC, and was self-employed for 15 years. 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 emphasizing low-cost indexing and buy-and-hold strategies, supplemented by direct indexing, tax-loss harvesting, and other portfolio management techniques.

Maxwell Luck is a financial advisor at Oppenheimer with four years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Bank and Wells Fargo Clearing. Oppenheimer serves individuals, corporations, pooled vehicles, and retirement plans, offering advisory programs including discretionary and non-discretionary portfolio management, consulting, and retirement services. The firm employs a range of investment approaches across equity, balanced, and fixed income strategies and reported approximately $36.7 billion in assets under management as of December 31, 2025.

Stephanie Arkof is a financial advisor at Mercer Global Advisors with 19 years of industry experience and a Series 65 designation. She was previously with SB Capital Management, Inc. for 22 years. SB Capital Management, Inc. provides investment advisory and financial planning services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach that emphasizes portfolio structure and tax-aware implementation, managing discretionary accounts and multiple private equity and hedge fund vehicles.

Steven Mulligan is a financial advisor at D.A. Davidson & Co. with 33 years of industry experience. He has been with D.A. Davidson since 2013 and holds Series 63 and Series 65 licenses. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a private wealth program for clients with over $20 million in net worth.

Ian Ruebel is a financial advisor at Hightower Advisors in Los Angeles, CA, holding a Series 65 designation with four years of industry experience. He has been with Hightower since 2019 and previously worked at LourdMurray from 2017 to 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning mutual funds, ETFs, alternative investments, and custom indexing.

Kenneth Park is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wells Fargo and UnionBanc Investment Services. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of investment advisory programs and broker-dealer services with a focus on multi-asset, multi-manager strategies that include discretionary and non-discretionary options.

Hyun Shin is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 designations and bringing 22 years of industry experience. He has worked at several firms including WFG Direct and Keller Williams Encino-Sherman Oaks Realty, and he owns AZ 1 Enterprizes, Inc., a pass-through entity for accounting purposes related to his WFG/TFA business. Shin also engages in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors provides investment advisory, brokerage, and retirement-plan services to a diverse client base including individuals, employer-sponsored plans, trusts, estates, charitable organizations, and businesses. The firm utilizes a model portfolio approach implemented through third-party managers and digital platforms, supported by a large advisor network.

Rachel Vivian is a CFP® professional with 20 years of experience in the financial services industry. She currently works at Mariner Wealth Advisors and has prior experience at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Vivian is also a licensed insurance agent in California. Mariner Wealth Advisors serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement plan consulting, tax services, Core Family Office services, and employer financial-wellness tools, implementing customized portfolios supported by in-house research and third-party managers.

Gustavo Zarate Jr. is a CFP® professional affiliated with Commonwealth Financial Network, with 17 years of industry experience. He is the owner and president of GRZ Wealth Management, Inc., which operates as Powell Financial Group, and has been associated with Commonwealth since 2010. His work includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of nearly 3,000 advisors, providing a range of advisory programs and services including wealth management and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, and compliance, while offering access to discretionary model portfolios and various program structures.

Antonette Hayakawa is a financial advisor at Mercer Global Advisors with a Series 65 credential and two years of industry experience. She previously worked at SB Capital Management, Inc. and has diverse experience including roles outside finance such as at Toni's Garage Doors. SB Capital Management, Inc. provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, asset-allocation oriented approach with a focus on portfolio structure and tax-aware implementation, and acts as a general manager and investment adviser for multiple private equity and hedge funds.

Michael Lemkin is a financial advisor at Oppenheimer in Santa Monica, CA, with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Oppenheimer since 2003. Outside of his advisory work, he serves as a trustee of an irrevocable spendthrift trust for a family friend, managing investments and distributions. Oppenheimer serves a diverse client base including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides a wide range of advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and various investment vehicles to meet client objectives.

Russell Hitchcock is a financial advisor with Independent Financial Group, LLC and holds a Series 66 designation. He has six years of industry experience, including roles at Lang Wealth Management and JD Lang & Associates. Outside of advising, he prepares individual and entity tax returns for clients through JD Lang & Associates. Independent Financial Group is a large integrated advisory and brokerage firm serving individuals, trusts, corporations, business owners, and plan sponsors. The firm offers a range of investment advisory programs and financial planning services, utilizing both in-house and third-party model portfolios across multiple platforms.

Benjamin Posen is a financial advisor with Hightower Advisors, holding a Series 63 license and bringing 28 years of industry experience. He previously worked for Lindbrook Capital, LLC for 14 years before joining Hightower in 2025. Outside of his advisory role, he serves as a board member for Hopeless Records, Still Got Game, and as an independent board member for CNL Strategic Capital. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and charitable organizations. The firm’s approach involves manager selection and multi-manager solutions, incorporating both affiliated and third-party managers, with discretionary and non-discretionary portfolio management options.

Tyler Dritz is a CFA® charterholder with 20 years of industry experience. He has worked at Hightower Advisors since 2025 and previously spent 14 years at Lindbrook Capital, LLC. Hightower Advisors provides investment advisory and planning services to a diverse client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and corporations. The firm’s approach centers on manager selection and multi-manager solutions, utilizing affiliated and third-party managers alongside proprietary research to deliver customized portfolio management and financial planning.

Kevin Salk is affiliated with Oppenheimer and holds the Series 63, Series 65, and Series 66 designations, with 35 years of industry experience. He has been unemployed since 2009. Outside of finance, Mr. Salk operates a photography business focused on punk rock and early 1980s music bands, selling prints, books, and related merchandise through galleries and partnerships. Oppenheimer serves a diverse client base including individuals, corporations, pension plans, and charitable organizations, offering advisory and brokerage services such as investment management, consulting, and retirement planning. The firm employs strategic and tactical asset allocation and manager selection to tailor client solutions, with a notable role as a qualified custodian and a mix of discretionary and non-discretionary management programs.

Justin Hinton is a financial advisor with Eagle Strategies (NY Life) based in Santa Monica, CA. He holds Series 63 and Series 65 licenses and has five years of industry experience. Prior to his current role, he worked for Monarch Grove Wealth Strategies and Insurance Solutions LLC and spent nearly two decades in the hotel industry, including at Viceroy Hotel. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm offers a variety of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis.

Tenny Adourian is a ChFC® credentialed financial advisor with Capital Group Private Client Services, Inc. in Los Angeles, CA, bringing one year of industry experience. Prior to joining Capital Group, he spent nine years at Northern Trust Company. Capital Group Private Client Services, Inc. provides discretionary investment management primarily to high-net-worth individuals and charitable organizations, focusing on long-term, research-driven strategies implemented through multi-manager portfolios and affiliated pooled funds.

Chase Campbell is a CFP® with eight years of industry experience, currently affiliated with Focus Partners Wealth, LLC. His prior roles include positions at The Colony Group, LLC, HoyleCohen, LLC, CitiGroup, JPMorgan Securities LLC, and UBS Financial Services, Inc. Before his financial advisory career, he worked in the entertainment industry with Local 80 Grips and Cast and Crew Production Services. Focus Partners Wealth serves individual, high-net-worth, family office, corporate, retirement plan, and institutional clients, offering a range of wealth management and financial services. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture that combines multiple analytical methods and manages both discretionary and nondiscretionary accounts across a wide range of asset classes.