Mariday Taruc is a financial advisor at GWN Securities Inc. in Irvine, CA, holding Series 63 and Series 65 credentials with 25 years of industry experience. She has been with GWN Securities since 2010 and is a part owner and director at Titanium Financial & Insurance Services Inc., which she joined in 2013. In addition to advisory work, she is a certified tax preparer and provides bookkeeping services as a sole proprietor. GWN Securities offers investment advisory and related services to individual and corporate clients through a variety of managed account programs and financial planning options. The firm employs a mix of affiliated and unaffiliated sub-advisers and utilizes a range of tactical, momentum-based investment strategies alongside model portfolios and discretionary management.

Mike Sheets is a CFP® professional with over 21 years of industry experience. He is currently affiliated with Independent Advisor Alliance, LLC and has previously worked with Provence Registered Investment Advisor and LPL Financial. Sheets serves as a board member of Brighton Capital and is a financial planning author. Independent Advisor Alliance serves a diverse clientele, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement plan consulting. The firm combines independent advisory representatives with access to broker-dealer services and third-party platforms to deliver customized portfolio management and estate-planning solutions.

Philip Ho is a CFP® with 25 years of industry experience currently serving at Focus Partners Wealth, LLC since 2024. Prior to this, he worked for Buckingham Strategic Wealth, LLC for 10 years. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth clients, family offices, corporations, retirement plans, and institutions. The firm employs a long-term, tax- and fee-sensitive investment approach using enhanced open architecture, integrating fundamental and quantitative analysis alongside various alternative strategies and affiliated service companies.

Christopher Blades is a financial advisor at Goldman Sachs Wealth Services with 26 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 23-year tenure at Mercer Allied Company, L.P. Outside of his advisory role, he is the owner of Llama Joe's LLC, a personal residence holding 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 utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group that includes banking and futures capabilities.

Aditya Vashi is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with three years of industry experience. He has been with Goldman Sachs / Ayco since 2022 and previously worked in educational and retail sectors, including positions at Silver Oak Learning K-12 and Walmart Inc. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, and institutional clients. The firm leverages centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support, operating within a large integrated financial group with a range of specialized affiliate capabilities.

Wendy Chen is a financial advisor with CIBC Private Wealth Advisors, Inc., holding a Series 65 designation and eight years of industry experience. She is based in Newport Beach, CA, and has a long tenure with AT Investment Advisers Inc., where she has worked since 2004. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers customized portfolio management and wealth advisory services, integrating an internal investment team with governance committees and utilizing a mix of proprietary and external strategies.

Robert Davies is a financial advisor at NewEdge Advisors with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Securities America Advisors, Inc. and Investacorp Advisory Services. Outside of his advisory role, Davies is involved in insurance sales, offering products including health, Medicare, long-term care, life insurance, and fixed annuities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm provides a broad range of services such as portfolio management, financial planning, consulting, and access to sponsored advisory programs through various program structures and a centralized due diligence process.

Kristopher Gallaher is a financial advisor at Goldman Sachs Wealth Services with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Goldman Sachs since 2021, following 11 years at The Ayco Company, L.P./Mercer Allied. Based in Newport Beach, CA, his career spans both wealth management and advisory roles. 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.

Scott Plamondon is a financial advisor at Beacon Pointe Advisors, LLC with 30 years of industry experience. He holds the ChFC® and Series 63 credentials. Prior to his current role, he worked at The Leaders Group Inc and Comprehensive Brokerage. Outside of his advisory work, he is involved in insurance services as an owner and vice president at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, offering discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm uses a manager-focused investment approach with a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Lauren Meixel is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 66 designation and 12 years of industry experience. She has been with Beacon Pointe Advisors and its predecessor entities continuously since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, 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.

Paul Avila is a financial advisor at J. W. Cole Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, LLC, and Independent Financial Group prior to joining J.W. Cole Advisors. He is also involved in fixed and health insurance activities. J.W. Cole Advisors serves individuals, charities, corporations, and retirement plans through a national network of over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services, including access to third-party investment managers and multiple managed account solutions.

Christopher Vizzi is a CFP® professional with 19 years of experience in financial advising, currently with Independent Financial Group, LLC since 2009. He has ownership interests in Southcoast Investment Advisors LLC and The Vizzi Group, Inc., and has been involved in insurance sales since 2009. Outside of his advisory work, he serves on the boards of several nonprofit and community organizations, including The Lift Foundation and Good Boy Golf LLC, and volunteers on his local homeowners association board. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with both commission-based and asset-based advisory options.

Bernard Mc Gloin is a CFA® charterholder with two years of industry experience. He has worked at Beacon Pointe Advisors, LLC since 2023 and previously spent 20 years at BNY Mellon Wealth Management. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm focuses on asset allocation using third-party independent managers selected through a structured due-diligence process and offers services including discretionary wealth management, financial planning, and retirement plan consulting.

James Dewhurst is a financial advisor at Goldman Sachs Wealth Services with 10 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs 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 individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support through integrated strategies and affiliated managers.

Christopher Carlsen is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs in 2024, he worked at Morgan Stanley and has held positions outside the financial industry, including roles at In N Out Burger and Ashton Carter for C&L Refrigeration. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and offers tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Tyler Merrill is a financial advisor at Creative Planning with a Series 65 designation and one year of industry experience. Prior to joining Creative Planning, he worked at Raymond James and held positions at the University of California, Irvine, among other roles. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach featuring low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Vinit Madan is a financial advisor at Farther with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley, Pacific Rim Capital, 20/20 Capital Management, and Prime Capital Investment Advisors. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a combination of digital platforms and in-person meetings. The firm employs a Modern Portfolio Theory-based approach using proprietary model portfolios, algorithmic rebalancing, and a mix of ETFs, mutual funds, equities, and fixed income.

Shawn Bragdon is a financial advisor with TLG Advisors, Inc. based in Costa Mesa, CA, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has worked at The Leaders Group, Inc. since 2017, with prior roles at Arete Wealth Management LLC and as managing partner of BGA Insurance Services, where he oversees wholesale life insurance and annuity product relationships. TLG Advisors, Inc. serves a diverse client base including individuals, high-net-worth clients, trusts, and institutional investors, offering investment supervisory services, portfolio management, and fiduciary services. The firm emphasizes manager selection and ongoing monitoring through fundamental analysis and Modern Portfolio Theory, and provides both sub-advisor managed accounts and a direct-to-consumer digital program called Starlight Portfolios.

Michael Thai is a Series 66-credentialed financial advisor with 23 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021, following a 19-year tenure at The AYCO Company, L.P. He is based in Newport Beach, CA. Goldman Sachs Wealth Services advises a diverse client base including individual investors, executives, plan sponsors, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models, manager selection, and advanced analytics to tailor solutions across multiple platforms, leveraging capabilities across the broader Goldman Sachs ecosystem.

Andrew Meyer is a CFP® and CFA® with 11 years of industry experience, currently serving at MAI Capital Management, LLC since 2015. He is based in Newport Beach, CA. MAI Capital Management provides discretionary and non-discretionary investment management, wealth management, retirement plan consulting, and family-office services to a diverse client base including high-net-worth individuals, families, sports professionals, trusts, and institutional clients. The firm manages $72.3 billion in assets and offers customized portfolio management strategies across equities, fixed income, ETFs, and private investments, integrating financial planning and tax services into client relationships.