William Pyott is a financial advisor with Eagle Strategies (NY Life) based in Trabuco Canyon, CA, holding Series 63 and Series 65 licenses with 26 years of industry experience. He has been associated with New York Life Insurance Company since 2000 and joined Eagle Strategies in 2025, with recent experience at Skylight Financial & Insurance Solutions. In addition to advisory work, he is involved in individual and group health insurance activities outside of New York Life. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services primarily on a non-discretionary basis. The firm operates within the New York Life affiliate structure, providing tailored advice across multiple program types and emphasizing fiduciary responsibilities in retirement-related services.

Hussein Essayli is a CFP® with eight years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory. He has previously worked at Charles Schwab, Bridgepoint Strategic Partners LLC, Advisor Referral Boost LLC, and PFS Investments Inc. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice to clients enrolled in its Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm employs standard asset allocation models and Schwab research tools, with advisors recommending allocations while clients retain final trading decisions.

Michael Dow is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC since 2018. Prior to joining Beacon Pointe, he worked at UBS Asset Management for nine years. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a combination of third-party independent managers selected through a proprietary due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Carla Yuan is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Wealth Consulting Group and several real estate and education companies. Beacon Pointe Advisors provides wealth advisory, consulting, and retirement plan services to a diverse client base including individual investors, corporations, and institutional clients. The firm utilizes both active and passive investment strategies and offers portfolio management alongside performance reporting and plan-level analytics.

Simon Syer is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding ChFC®, Series 63, and Series 66 designations and bringing 16 years of industry experience. Prior to joining HSBC in 2024, he worked at MassMutual Investors Services and MassMutual Life Insurance Company for nine years. He also serves as a Bank Officer for HSBC Bank (USA) N.A., engaging in the sale of bank-related products alongside his advisory role. HSBC Securities (USA) Inc. provides managed account programs to individuals, retirement accounts, charitable organizations, and corporations, offering both client-directed and fully discretionary investment solutions. The firm combines strategic and tactical asset allocation with ongoing fund due diligence and monitoring, serving clients through dedicated Investment Adviser Representatives.

Cheryl Donnelly is a Series 66-licensed financial advisor with Primerica Advisors, bringing 23 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co since 2014. Outside of her advisory role, she conducts financial education workshops. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Brandon O'Leary is a financial advisor at Goldman Sachs Wealth Services with 19 years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021, following 14 years at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services serves a diverse client base including individual investors, executives, plan sponsors, and institutional clients. The firm provides financial planning and portfolio management with specialized programs and utilizes strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

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 15 years of industry experience. He has worked with Transamerica Financial Advisors since 2012 and previously operated Torabian Business Management, Inc. Outside of his advisory role, he provides in-home healthcare services to elderly individuals, including care for his father. Transamerica Financial Advisors serves a broad client base, including individual investors, retirement plans, trusts, and businesses, utilizing model portfolios and third-party managers to deliver investment advisory, brokerage, and retirement-plan services.

Colten Franco is a financial advisor at &PARTNERS with six years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Wells Fargo Clearing and Fidelity Investments. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers investment advisory and brokerage services, utilizing both proprietary and third-party strategies through the Envestnet platform, and combines multiple roles as a broker-dealer, RIA, and municipal advisor.

Michelle Le May is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors in various roles since 2021. Prior to her career in financial advising, she held positions at Victoria's Secret, Bentley University, Quadsimia, and Central Valley Academy. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations and retirement plans. The firm uses a combination of third-party independent managers, asset-allocation modeling, and a formal manager due-diligence process to implement client strategies.

Ryan Glatt is a financial advisor with Citigroup Global Markets in Costa Mesa, CA, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. He previously worked at JPMorgan Chase Bank and JPMorgan Securities. Outside of finance, he owns and teaches at the Orange County Martial Arts Center, providing instruction in martial arts and self-defense. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering multi-asset, multi-manager investment strategies alongside broker-dealer execution, custody services, and derivatives trading. The firm is notable for its large institutional scale, in-house research capabilities, and range of advisory programs.

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.

Maureen Ault is a CFP® professional with 32 years of industry experience. She has worked at SPC since 2017 and previously spent 14 years at National Planning Corporation. Outside of advising, she is a notary and prepares tax returns seasonally. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services through a network of over 460 advisers.

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.