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.

Brian Parker is a CFP® professional with 27 years of experience in financial advising. He has been with EP Wealth Advisors since 2005. Parker serves on the finance committee of the Beach Cities Health District and is a board member of the Hermosa Beach Education Foundation. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and offers financial planning, retirement plan advisory, and ancillary services including tax preparation and estate-document facilitation.

Klaudia Dettloff is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at EP Wealth Advisors since 2019. She previously worked at Guidant Wealth Advisors and LPL Financial, LLC. EP Wealth Advisors is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven approach to portfolio management and financial planning, offering services that include discretionary management, retirement plan advisory, tax preparation, and estate-document facilitation.

Amir Kiani is a financial advisor at Centaurus Financial, Inc. with two years of industry experience. He holds a Series 66 designation and has worked at Elevate Wealth Management, LLC and Stratton Group - Keller Williams Southern Arizona. Outside of his advisory role, Kiani is involved in real estate referral and business services related to tax preparation and estate planning. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a range of financial planning and portfolio management solutions, employing various analytical approaches and providing both discretionary and non-discretionary investment arrangements.

Darren Lightfoot is a financial advisor with Hightower Advisors in Newport Beach, CA, holding Series 66 and Series 63 licenses and has nine years of industry experience. His prior roles include positions at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2022. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach includes manager selection, multi-manager solutions, and the use of both affiliated and third-party managers, incorporating discretionary and non-discretionary portfolio management alongside financial planning and retirement consulting.

Jennifer Muir is a financial advisor at Goldman Sachs Wealth Services with 17 years of industry experience. She holds a Series 66 designation and has worked at Goldman Sachs since 2021, following a 14-year tenure at The Ayco Company, L.P./Mercer Allied. Based in Newport Beach, CA, she provides advisory services within a large integrated financial group. Goldman Sachs Wealth Services offers financial planning, investment management, and related advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and a range of discretionary and non-discretionary managers, delivering tailored solutions such as Executive Wealth and Private Family Office support.

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.

Thomas Dwyer is a CFP® and holds a Series 65 license with 22 years of experience in the financial advisory industry. He has worked at EP Wealth Advisors, LLC since 2023 and previously spent 20 years at Resolute Financial, LLC. He is based in Newburyport, MA. EP Wealth Advisors, LLC is an independent, fee-only registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to create and manage portfolios, offers a range of financial planning and ancillary services, and manages approximately $35.57 billion in assets.

Matthew Christopher is a CFA® charterholder currently with EP Wealth Advisors, where he has worked since 2025. He has prior experience at Parcion Private Wealth LLC and City of London Investment Management Company Limited, spanning nearly a decade in the investment industry. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm employs a suitability-driven process to manage portfolios and offers a range of services including financial planning, retirement plan advisory, tax preparation, and estate-document facilitation.

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.

James Edleman is a financial advisor with GWN Securities Inc. in Cerritos, CA, holding a Series 66 designation and over 20 years of industry experience. He has been with GWN Securities since 2014 and also works with American United Life. Edleman is the owner and president of JBE Financial, an insurance sales business, and is involved in the renovation and reopening of a historic hotel and restaurant in Pittsburgh, PA, as a minority investor. GWN Securities is an SEC-registered investment adviser and broker-dealer serving individual and business clients through discretionary managed accounts, financial planning, and access to third-party sub-advisers. The firm offers a range of managed-account programs and model portfolios, including both traditional and legacy market-timing strategies, and manages approximately $3.65 billion across more than 37,000 client accounts.

Brock Miller is a CFP®-certified financial advisor with EP Wealth Advisors in Torrance, CA, bringing three years of industry experience. Prior to joining EP Wealth Advisors in 2022, he spent five years at Utah State University and two years with The Church of Jesus Christ of Latter-day Saints. Outside of finance, he is a partner involved in social media work for an indoor golf facility. EP Wealth Advisors serves individuals, corporations, and retirement plans with wealth management, discretionary portfolio management, and financial planning services. The firm employs customized model portfolios and a combination of fundamental, technical, and cyclical analysis, offering a range of investment strategies including third-party manager recommendations and ERISA plan services.

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.

Matthew Gale is a CFP® and holds a Series 66 license with 10 years of industry experience. He is currently with EP Wealth Advisors, where he has worked since 2024. His prior experience includes roles at Steel Peak Wealth Management, Brighton Jones, and Charles Schwab. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management, financial planning, retirement plan advisory, and ancillary services such as tax preparation and estate-document facilitation, using a suitability-driven process and a range of investment vehicles.

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.

Jeffrey Hobert is a financial advisor with Centaurus Financial, Inc. in Anaheim, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Centaurus Financial since 2015 and also operates under the Hobert Wealth Management brand since 2012. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing both discretionary and non-discretionary arrangements.

Scott Shellhamer is a financial advisor at EP Wealth Advisors with 15 years of industry experience. He holds a Series 66 designation and previously worked at Warren Financial Service for 10 years. Outside of his advisory role, he serves on the board of directors and fundraising committee for Good Works, Inc., a non-profit focused on home repair and outreach. EP Wealth Advisors is a fee-only, independent registered investment adviser serving individuals, charitable organizations, corporations, trusts, and retirement plans. The firm offers discretionary portfolio management and financial planning services, employing a suitability-driven process and utilizing a range of investment vehicles including mutual funds, ETFs, equities, fixed income, and alternatives.

Lauren Zuniga is a CFP® professional with four years of industry experience, currently serving as an advisor at Savant Wealth Management. Her prior experience includes roles at Kemp Financial Management, Independent Financial Group, and SagePoint Financial Advisors. Outside of finance, she was involved with Cha Cha's Latin Kitchen for nine years. Savant Wealth Management provides comprehensive wealth management, financial planning, and family office services to individuals, families, pension plans, charitable organizations, corporations, and high-net-worth clients. The firm employs a blend of evidence-based, model-driven asset allocation alongside actively managed strategies and offers a range of affiliated services including accounting, legal, and trust operations.