Luke Vandermillen is a financial advisor at Mariner Wealth Advisors with 34 years of industry experience. He holds a Series 63 designation and previously worked at Principal Securities and Principal Life Insurance for over three decades. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations through investment management, financial planning, retirement consulting, and access to third-party managers. The firm emphasizes customized portfolio management supported by an internal investment team and offers integrated tax, family office, and financial wellness services uncommon among large advisory firms.

Lesley Cannan is a CFP® with 14 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. Prior to joining Beacon Pointe, she spent 14 years at Litman Gregory Wealth Management and two years at Fidelity. She is involved in transitioning the advisory business under Litman Gregory following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Jennifer Zaat Wright is a CFP® professional affiliated with PlanMember Securities Corporation, based in Huntington Beach, CA, with 36 years of industry experience. Her career includes roles at Fourth Point Wealth and Capital Planning Group, LLC, among others. She is also president of Dutch Girl, Inc. and serves as board president for The Christian Science Association of the Pupils of Kim Robertwaker, CSD. PlanMember provides retirement-plan advisory services to employers and plan participants, acting as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering education and support services to plan sponsors and participants.

Manideep Bommakanti is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 credential and one year of industry experience. His prior roles include positions at BNY Mellon and Capita Customer Solutions, as well as academic appointments at the University of California, Riverside and University College Cork. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm offers comprehensive financial planning, portfolio management, and specialized wealth programs, utilizing strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Pushkar Murthy is a CFA® charterholder and Series 63 licensee with six years of industry experience. He has worked at Citigroup Global Markets since 2019 and previously spent five years at Affinity Investment Advisors. Outside of his advisory role, he has passive ownership interests in residential real estate through several entities in California. Citigroup Global Markets serves individual and institutional clients across various wealth segments, providing a range of investment advisory programs and broker-dealer services. The firm utilizes multi-asset, multi-manager strategies with internal oversight and offers solutions including separately managed accounts, mutual funds, ETFs, and alternative products.

Kasia Hargrave is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. She holds Series 65 and Series 63 licenses and has 12 years of industry experience. Since 2018, she has also worked as an insurance broker appointed with outside carriers for brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to meet client objectives, with a significant portion of assets managed on a non-discretionary basis.

Jennifer Nguyen is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has nine years of industry experience, including six years at The Ayco Company, L.P./Mercer Allied and five years with Goldman Sachs. Outside of her advisory role, Jennifer participates as a product reviewer for TopBox, LLC and BzzAgent, Inc., both product sampling companies. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, leveraging resources across Goldman Sachs affiliates to offer a broad range of financial services.

Kathleen Knight is a financial advisor with Eagle Strategies (NY Life) based in Lake Forest, CA. She holds a Series 66 designation and has 22 years of industry experience. Knight has been with Eagle Strategies and related New York Life entities since 2016. She serves as a board member and secretary of the Huntington Beach Chamber of Commerce. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a variety of program types and emphasizes tailoring recommendations to client goals, with most assets managed on a non-discretionary basis.

Eamon Mcosker is a financial advisor at Goldman Sachs Wealth Services with seven years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs & Co. LLC since 2019, following roles at The Ayco Company and Los Angeles Dodgers LLC. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm provides tailored financial planning and portfolio management supported by strategic allocation models and a variety of service programs, leveraging capabilities across the broader Goldman Sachs network.

Peter Sousa is a CFP® with 21 years of industry experience. He is currently with Beacon Pointe Advisors, LLC, having joined in 2026, after previous roles at iM Global Partner Fund Management, Blackrock Fund Advisors, Credit Suisse Securities, and Lehman Brothers. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement plan platform services, and outsourced chief investment officer services to a broad client base including individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers using active and passive strategies across public and private asset classes.

Devon Nick is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at AWM Capital, LLC, Bridge Advisory LLC, and United Planners' Financial Services. Beacon Pointe Advisors provides wealth advisory, consulting, standalone financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individual investors, corporations, and institutional clients. The firm integrates 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 Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Thorn is involved in insurance sales separate from Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment platforms.

Darren Lightfoot is a financial advisor with Hightower Advisors in Newport Beach, CA, holding Series 66 and Series 63 designations and bringing 10 years of industry experience. Prior to joining Hightower in 2022, he worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2016 to 2022. Hightower Advisors serves a diverse client base including individuals, institutions, and charitable organizations, offering portfolio management, financial planning, and retirement consulting through a multi-manager investment approach that incorporates affiliated and third-party managers across various asset types.

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 financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He holds a Series 65 designation and has been with Beacon Pointe Advisors or its predecessor firms since 2016. Outside of his advisory role, he is an owner and partner of Placements Orion, an investment-related business based in France. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan platform, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, utilizing both active and passive strategies across multiple asset classes.

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® with 17 years of industry experience, currently serving at Fifth Third Securities, Inc. Since 2026, he has worked at Fifth Third Securities following prior roles at Ameriprise Financial Services, U.S. Bancorp Investments, Invest Financial Corporation, and Chase Investment Services. Outside of his advisory work, he is involved with Financial Oxygen/Maestro, a cash management platform for corporate and institutional clients. Fifth Third Securities serves a diverse range of individual and institutional clients through investment advisory and brokerage services, offering multiple program types, including mutual fund and ETF models, separately managed accounts, and tax-overlay solutions via its Passageway Managed Account Program.