George Grant is a financial advisor at TIAA-CREF with 32 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked previously at Morgan Stanley and E*TRADE Capital Management. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and small retirement plans, often serving clients connected to TIAA-administered employer retirement plans. The firm offers model and customized portfolio management and acts as adviser to a donor-advised fund.

Vivia Strome is a financial advisor at Equity Services, Inc. with 14 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at firms including Thrivent Financial and Principal Securities Inc. Outside of her advisory role, she is a partner in a preschool in Santa Rosa, California. Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and uses third-party asset managers and model portfolios to deliver a range of investment strategies combining long-term and shorter-term approaches.

Trevor Cummings is a CFP® and Series 66-registered financial advisor with 12 years of industry experience. He has worked at HighTower Advisors and HighTower Securities since 2016 and was previously with Morgan Stanley from 2013 to 2016. He is based in Newport Beach, CA. HighTower Advisors provides investment advisory and planning services to a diverse client base, including individual and institutional investors. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a range of investment vehicles and strategies.

Chester Peach is a Series 65-licensed financial advisor with Primerica Advisors in Irvine, CA, bringing 38 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of his advisory role, he is involved with Professional Choice Insurance, focusing on group medical benefits sales and service. Primerica Advisors operates as part of a large enterprise serving retail clients, including individual and high-net-worth investors, with a range of brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, combining various strategies and account-level features to meet diverse client needs.

Phillip Mai is a CFP® at MAI Capital Management, LLC with three years of industry experience. Prior to joining MAI Capital Management in 2026, he worked at Mariner Wealth Advisors, Bank of America, and The AYCO Company, L.P./Mercer Allied. Outside of his advisory role, he is a co-owner of XLNC Properties, LLC, a property management company. MAI Capital Management, LLC provides 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 offers customized portfolio strategies across various asset classes and integrates financial planning, tax, and administrative services, managing $72.3 billion in assets as of May 31, 2026.

Jeanette Urrutia is a CFP® professional at Beacon Pointe Advisors, LLC with 11 years of industry experience. She previously worked at WCG Wealth Advisors, LLC and LPL Financial. In addition to her advisory role, she is also an insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individual, corporate, pension, and institutional clients. The firm employs a combination of active and passive strategies, utilizes third-party independent managers selected through due diligence, and offers proprietary private funds alongside its enterprise advisory services.

Benjamin Ashbaugh is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. He holds a Series 66 designation and has prior work experience at Loews Hotels, The University of Arizona Student Unions, The Mac Truck, and Times Square Pizza and Bagels. Goldman Sachs Wealth Services serves individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients, providing financial planning and portfolio management along with specialized programs such as Private Family Office services and Financial Wellness. The firm integrates investment strategies from multiple Goldman Sachs groups and offers a variety of fee arrangements and operational tools, including tax-aware techniques and proprietary analytics.

Amber Malik is a financial advisor at Empower Advisory Group with Series 63 and Series 66 licenses and three years of industry experience. She previously worked at US Bank from 2019 to 2022 and has been with Empower Financial Services, Inc. since 2023. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

William Osland is a financial advisor with Citigroup Global Markets, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with Citigroup Global Markets since 2007. Citigroup Global Markets serves individual and institutional clients across diverse wealth segments, offering a range of investment advisory programs alongside broker-dealer execution and custody services. The firm employs multi-asset, multi-manager strategies with internal oversight and facilitates solutions for large client relationships through both discretionary and non-discretionary programs.

Hussein Essayli is a CFP® professional with nine years of industry experience, currently serving at Schwab Wealth Advisory. His career includes roles at Charles Schwab and Bridgepoint Strategic Partners LLC. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning to clients in the Schwab Wealth Advisory program, using standardized asset-allocation models and internal research tools while requiring client authorization for trades.

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 one year of industry experience. She holds a Series 65 designation and has previously worked at Wealth Consulting Group, Keller Williams Bay Area Estates, Uworld, First Team Real Estate, and Wiley. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base including individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with a curated list of independent managers and employs both active and passive strategies across public and private assets.

Simon Syer is a financial advisor with HSBC Securities (USA) Inc. in Irvine, CA, holding the ChFC® designation and Series 63 and 66 licenses, with 16 years of industry experience. He has worked at HSBC Securities (USA) Inc. since 2013 with a break before returning in 2024, and previously spent nine years with Mass Mutual Investors Services and MassMutual Life Insurance Company. 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 a range of client-directed and fully discretionary investment options. The firm’s investment process incorporates model risk profiles and combines strategic and tactical asset allocation, utilizing affiliated and third-party providers for advisory and fund management services.

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 with four years of industry experience. He holds the CFA® designation along with Series 63, 65, and 66 licenses. His prior work includes roles at Wells Fargo Clearing Services LLC, Wells Fargo Bank N.A., Banc of California, and Bishop Street Capital Management. TIAA‑CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs primarily to individuals linked to TIAA-administered employer retirement plans, as well as trusts, estates, partnerships, and corporate entities. The firm’s advisory model distinguishes between point-in-time financial planning and ongoing portfolio management, offering both model-based and customized investment strategies.

Arin Torabian is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Transamerica Financial Advisors since 2012, along with business management and health insurance sectors. He also provides in-home healthcare services through IHSS, where he cares for his father. Transamerica Financial Advisors serves a diverse client base with both advisory and broker-dealer services, offering proprietary and third-party investment models, discretionary and non-discretionary programs, and supports retirement and recordkeeping services alongside a range of financial products.

Colten Franco is a financial advisor at &Partners with seven years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Wells Fargo Clearing and Fidelity Investments. Before entering finance, he was involved in the restaurant business. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and brokerage services through its dual registration as a registered investment adviser and broker-dealer. The firm employs a variety of investment strategies, combining fundamental, technical, and quantitative analysis with both proprietary and third-party portfolios.

Michelle Le May is a financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has worked at Beacon Pointe Advisors since 2021. Prior to her advisory role, she held positions at Victoria's Secret and Bentley University. Beacon Pointe Advisors 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 other institutional clients. The firm employs a combination of active and passive strategies across public and private asset classes and utilizes third-party independent managers selected through due diligence.