Graham Forrester is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and 24 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 20 years at The AYCO Company, L.P. 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 delivers services through various tailored programs, combining discretionary and non-discretionary management within a large integrated financial group.

Richard Du Vernet is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at Independent Financial Group since 2022 and has been associated with NPB Financial Group, LLC since 2007. Outside of his advisory role, he is also an insurance agent representing Prudential Financial, servicing term life, whole life, and variable universal life policies. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers a range of advisory programs through its AccessPoint platform and third-party asset managers, managing approximately $11.3 billion in regulatory assets under management.

Troy Dueker is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with PlanMember since 2000 and also serves on the board of Mary’s Shelter, a nonprofit supporting pregnant teens and their babies. Prior to and alongside his advisory role, he has been involved with Team Advisors since 2014. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary and offering participant-level investment options through its asset allocation portfolios. The firm’s investment process utilizes a top-down strategic asset allocation framework and manages risk-based mutual fund portfolios ranging from conservative to aggressive.

Kimberly Dwan Bernatz is a CFP® with 16 years of industry experience, currently serving as a financial advisor at CIBC Private Wealth Advisors, Inc. since 2018. Prior to joining CIBC, she worked for 17 years at First American Trust. CIBC Private Wealth Advisors provides comprehensive investment advisory and wealth management services to individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines internal investment teams with governance committees to create customized portfolios, including proprietary strategies and access to complex products such as options and structured notes.

Scott Mesa is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Mariner Wealth Advisors. His career includes roles at Wells Fargo Clearing, BNY Mellon, IEQ Capital, and Rim Securities. Mesa is actively involved in the Latino professional community, serving as President of the new Orange County chapter of Latino Professionals and participating on the planning committee for the SER Summit for Latin@s in Financial Services. Mariner Wealth Advisors serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an Investment Committee and integrates in-house research with third-party managers across various asset classes, alongside specialized tax, family office, and financial wellness services.

Thomas Heuer is a financial advisor at Wealthspire Advisors with CFP®, CFA®, and Series 65 designations and seven years of industry experience. He previously worked at NFP Retirement, Inc. for six years and has experience with Frank, Rimmerman, LLP, Xponential Growth Solutions, and San Diego State University. Wealthspire Advisors is an SEC-registered firm managing approximately $34.3 billion in assets with around 220 advisors serving nearly 9,700 clients, including individuals, corporate and pension plans, nonprofits, and foundations. The firm employs an institutional-style asset allocation framework and offers a range of services such as wealth management, portfolio management, and retirement-plan consulting.

Jules Yang is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs since 2024. Prior to that, he was affiliated with the University of California, Riverside. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm integrates centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large, multi-affiliate financial group.

Michael Horne is a CFP® and holds a Series 66 license, with 17 years of experience in the financial advisory industry. He has worked at Mariner Wealth Advisors since 2021 and previously held roles at Financial Engines Advisors L.L.C., EF Legacy Securities, LLC, and Edelman Financial Services LLC. Outside of his advisory work, he manages a rental property in Chatham, MA. Mariner serves a diverse client base including individuals, institutions, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs customized discretionary 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.

James Chiate is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at UBS Financial Services for 12 years before joining Sanctuary Advisors in 2025. Chiate is also the founder and managing partner of Dial Square, an investment advisory entity. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a broad range of clients, including individuals, corporations, pension plans, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop customized investment strategies using various analytical approaches and offers both discretionary and non-discretionary account management.

Darin Simonian is a CFP® with 28 years of industry experience, currently serving as an advisor at Beacon Pointe Advisors, LLC since 2022. His prior experience includes roles at Alpha Cubed Investments, LLC and Newport Wealth Strategies, Inc. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses a proprietary manager selection process and combines active and passive strategies to implement client portfolios.

Courtney Hutchinson is a CFP® with 15 years of industry experience, currently affiliated with Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, she worked for Waypoint Wealth Partners for 13 years. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, pension plans, and other institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, with offerings that include proprietary private funds and a continuously offered interval fund.

Jason Lilly is a financial advisor at Citigroup Global Markets with 14 years of industry experience. He has held positions at Citigroup since 2011, with additional roles at LPL Financial and California Bank and Trust. Lilly holds Series 63 and Series 66 designations. Citigroup Global Markets serves individual and institutional clients across various segments, offering a broad range of investment advisory programs and execution services. The firm employs multi-asset, multi-manager strategies with significant institutional scale and operates in unique market roles, including as a swap dealer and futures commission merchant.

Manuel Ramirez is a financial advisor at Hightower Advisors with four years of industry experience. He holds a Series 65 designation and has worked at Hightower since 2021. His prior experience includes roles at Costco Wholesale, Meyer Properties, the City of Fullerton, and Vincent Benjamin. Hightower Advisors provides investment advisory and planning services to a broad range of individual and institutional clients, utilizing a multi-manager approach that includes affiliated and third-party managers. The firm’s offerings cover discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, supported by proprietary research and a suite of investment options including mutual funds, ETFs, alternative investments, and custom indexing.

Frank Milnarik is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2021. Prior to that, he spent 12 years 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 solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

William Hunnicutt is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He worked at Mercer Allied Company, L.P. for 25 years before joining Ayco/Goldman Sachs & Co. LLC in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base including individual investors, executives, corporate participants, and institutional clients. The firm combines strategic allocation models and manager selections with discretionary and non-discretionary implementations, offering a range of services such as Private Family Office programs, Specialized Executive Wealth, and access to Alternative Investments.

Annette Brinton is a CFP® professional with 17 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2025, following 16 years at Waypoint Wealth Partners. Annette is based in Newport Beach, CA. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individuals, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies in public and private assets.

Kerry Michael Finn is a CFP® professional with three years of industry experience, currently serving as an advisor at Sequoia Financial Group, L.L.C. He previously worked at City National Bank for seven years and Halbert Hargrove Global Advisors, LLC for three years. Sequoia Financial Advisors, LLC provides wealth planning, investment management, and retirement-plan and business-consulting services to a diverse client base including individuals, charitable organizations, corporations, trusts, family offices, and institutional clients. The firm employs a combination of in-house model portfolios, custom accounts, and third-party manager selection, supported by an Investment Policy Committee and extensive research resources.

Daniel Kean is a financial advisor with Focus Partners Wealth, LLC in Irvine, CA, holding a Series 66 designation and 15 years of industry experience. He previously worked at Buckingham Strategic Wealth, LLC for eight years before joining Focus Partners Wealth in 2024. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporations, retirement plans, and institutions. The firm offers a range of services such as investment management, financial counseling, family office support, fiduciary services, and sub-advisory solutions, employing a long-term, tax- and fee-sensitive investment approach that incorporates fundamental and quantitative analysis and utilizes a broad network of affiliated service companies and product relationships.

Michael Drabkin is a financial advisor with PlanMember Securities Corporation in Carpinteria, CA, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. He has been associated with PlanMember Securities since 2003 and operates Highmark Group LLC, which provides financial advisory, consulting for school district retirement plans, and life insurance and annuity sales. PlanMember Securities Corporation provides retirement-plan advisory services primarily to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach with risk-based mutual fund portfolios and offers education and support services including seminars and personalized retirement planning.

Yasasri Weerasuriya is a CFP® with nine years of industry experience, currently serving as a financial advisor at Creative Planning. Prior to joining Creative Planning in 2021, Yasasri worked at Fidelity Brokerage Services and Financial Advisors Network. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies while offering a range of portfolio management and private market investment options.