Peter Sousa is a Certified Financial Planner (CFP®) with over 21 years of experience in the financial industry. He has been with Beacon Pointe Advisors, LLC since 2026 and previously worked for iM Global Partner Fund Management, LLC for 13 years. He holds Series 66 and Series 63 licenses. Beacon Pointe Advisors, LLC 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 institutional clients. The firm utilizes a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Devon Nick is a financial advisor at Beacon Pointe Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at AWM Capital, LLC, Bridge Advisory LLC, and United Planners' Financial Services. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone 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 combines asset-allocation modeling with third-party Independent Managers and employs both active and passive strategies across public and private asset classes.

Adam Herzing is a CFP® professional with 18 years of experience, currently affiliated with Eagle Strategies (New York Life). He has worked with Eagle Strategies since 2009 and has been associated with New York Life Insurance Company and Nylife Securities, LLC since 2007. Outside of his advisory role, he serves on the board of his office building’s homeowners association and is involved in cryptocurrency investment. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated representatives. The firm offers a range of advisory programs, including fee-based advice, retirement consulting, and co-advisory relationships, with a focus on tailoring recommendations to client and plan sponsor objectives.

Juan Thorn is a financial advisor with Primerica Advisors holding a Series 66 designation and six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2018. Outside of his advisory work, Thorn is involved in insurance sales beyond his Guardian affiliation. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

Darren Lightfoot is a financial advisor at Hightower Advisors with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. before joining Hightower in 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of clients including individuals, institutions, pension plans, and charitable organizations. The firm’s approach focuses on multi-manager solutions and offers access to affiliated and third-party managers, employing proprietary research and a variety of portfolio construction techniques.

Jennifer Muir is a financial advisor at Goldman Sachs Wealth Services with 18 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2019, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Goldman Sachs Wealth Services advises a diverse clientele, including individual investors, executives, and institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm utilizes strategic allocation models, manager selections, and proprietary analytics within an integrated platform supported by the broader Goldman Sachs ecosystem.

Zhasmen Atamyan is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. Their career includes roles in health insurance sales and supportive in-home services, alongside ongoing work with Anthem Blue Cross and World Financial Group. Outside of advisory work, Atamyan provides in-home supportive services and has experience managing rental property. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, and charitable organizations, employing a model portfolio approach supported by third-party managers and digital platforms to deliver investment advisory and brokerage services.

Pascal Menut is a Series 65-credentialed financial advisor with nine years of industry experience, currently with Beacon Pointe Advisors, LLC since 2020. Prior to that, he worked at Beacon Pointe Wealth Advisors, LLC from 2016 to 2020. He is also an owner and partner of Placements Orion, an investment-related business based in France. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines active and passive investment strategies across public and private asset classes and offers customized portfolio management supported by quantitative and qualitative due diligence of third-party managers.

Teke Bower is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and one year of industry experience. Prior to joining Goldman Sachs, Bower worked at Morgan Stanley and Bank of Hawaii. Outside of his advisory roles, he has been involved with Santa Clara University and the Pat Malley Fitness Center. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, corporate participants, executives, and institutional clients. The firm offers a range of tailored investment strategies and operational tools, leveraging the broader Goldman Sachs ecosystem to deliver comprehensive wealth management solutions.

Scott Ayers is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked within various Beacon Pointe entities since 2013. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and accident/health insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes asset allocation across third-party independent managers selected through a proprietary due-diligence process and sponsors proprietary investment vehicles while offering a range of wealth management and consulting solutions.

Saimir Prapaniku is a CFP®-designated financial advisor with 17 years of industry experience, currently with Fifth Third Securities, Inc. He previously worked at Ameriprise Financial Services, LLC and U.S. Bancorp Investments, Inc. In addition to his advisory role, he is involved with Financial Oxygen, a cash management platform serving corporate and institutional clients. Fifth Third Securities, Inc. serves a diverse client base including individual, high-net-worth, and institutional clients through both advisory and brokerage services. The firm offers multiple investment programs and third-party portfolio management options via the Passageway Managed Account Program and operates as a wholly owned subsidiary of Fifth Third Bank.

Amir Kolyani is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 license and bringing four years of industry experience. His prior roles include positions at Goldman Sachs Ayco Personal Financial Management and Red Table. Goldman Sachs Wealth Services serves 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 and manager selections with proprietary research and technology, drawing on the broader Goldman Sachs ecosystem to provide comprehensive advisory services.

Kenneth Krell is a financial advisor with T. Rowe Price Advisory Services, Inc., holding a Series 66 designation and 14 years of industry experience. He previously worked at Principal Securities Inc and Principal Life Insurance Company, each for six years, and spent four years at American Funds. T. Rowe Price Advisory Services offers a retirement-focused advisory program combining nondiscretionary financial planning, retirement income planning, and discretionary investment management using proprietary mutual funds and ETFs. The firm serves individual investors and households, employing model portfolios and tax-aware strategies delivered through both advisor support and an online planning tool.

Luke Mckelvy is a Series 66 licensed financial advisor with 28 years of industry experience. He is currently with Sanctuary Advisors, LLC, where he has worked since 2022, and has prior experience at Bank of America and Merrill. Luke is also an owner of Auric Capital Partners, an outside business activity. Sanctuary Advisors, LLC serves a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations through over 400 independent investment adviser representatives. The firm offers a range of portfolio management and financial planning services utilizing various analytical approaches and maintains distinctive platform ownership and affiliations.

Raymond Stellhorn Tavera is a financial advisor at Eagle Strategies (NY Life) with five years of industry experience. He holds the ChFC® designation and Series 63 license. His prior work includes roles at Blue Cedar Financial and Insurance Solutions, AlpenWeis Financial & Insurance Solutions, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of finance, he serves as an independent contractor for the United Soccer Coaches Convention, assisting with event coordination. Eagle Strategies serves a diverse client base including individual investors, defined contribution and defined benefit plans, as well as charitable and corporate clients. The firm provides financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers, emphasizing tailored recommendations and primarily managing assets on a non-discretionary basis.

Makoa Hotz is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he maintains an independent insurance contractor business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

Tony Han is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe and its predecessor entity since 2011. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, charitable organizations, and retirement plans. The firm utilizes a proprietary manager “Focus List” and a combination of active and passive asset allocation strategies, supported by a formal quantitative and qualitative due-diligence process.

Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

Dennis Cunningham II is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Parkland Securities since 2014 and Precision Wealth Financial & Insurance Services since 2003. Outside of his advisory role, Cunningham is involved as a board member and partial owner of Complex Healthcare Solutions, where he contributes to sales and operational processes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies that include discretionary management, rebalancing, and co-advisor arrangements with third-party managers.

Eugene Stoeckly is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding a Series 66 license and 22 years of industry experience. He previously worked at UBS Financial Services for 14 years and is a founding principal of Crown Bay Wealth, a financial services firm. Outside of his advisory roles, he serves as treasurer for Harborview Dads, a nonprofit supporting a local elementary school. Integrated Wealth Concepts LLC 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, and retirement plan advisory services, using customized portfolios and both internal and third-party asset management.