Kimberlee Davis is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse positions such as a brief tenure with Villarreal CF and several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Barton Pearce is a financial advisor with Primerica Advisors based in Irvine, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Caden Fehr is a financial advisor with Focus Partners Wealth, LLC in Irvine, CA, holding a Series 65 designation and beginning his advisory career in 2026. Prior to joining Focus Partners Wealth, he held roles at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and has experience in educational and retail settings including Trinity School and Home Depot. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, corporate, retirement plan, and institutional clients, providing investment management, financial counseling, family office services, and fiduciary retirement plan services. The firm employs a long-term, tax- and fee-sensitive investment strategy using enhanced open architecture and offers an extensive network of affiliated service companies and product relationships beyond typical custody or manager platforms.

Ignacio Jimenez is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has been with HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and institutional investors. The firm offers a range of services such as investment management, financial planning, tax and insurance support, and access to alternative and private-market investments, emphasizing diversified asset allocation and customized portfolios.

Shawn Lefebvre is an investment advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc, Lincoln Investment, Capital Analysts Inc, Pacific Southwest Financial, and Provident Mutual Life. Outside of his advisory role, he is involved in life insurance sales through his own business, Lefebvre Financial Services, and Pacific Southwest Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Mark Mitamura is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial for over 14 years and previously spent 10 years with Level Four Advisory Services. 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 and financial planning, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Sundy Clark is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and with seven years of industry experience. Clark’s career includes roles in global logistics and transportation, serving as Director of Key Accounts at Kuehne & Nagel and Global Account Director at Hellmann. Clark is also involved in the sale of insurance products affiliated with Transamerica Financial Advisors. Transamerica Financial Advisors serves a diverse client base including individual investors, pension plans, trusts, and corporations. The firm offers a combination of advisory and broker-dealer services with proprietary and third-party investment models, managing both discretionary and non-discretionary assets.

Jane Choi is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life, Eagle Strategies, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kun Qian is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His work history includes roles with Everest Management LLC, BGLSK Management, KGW Management LLC, and a long tenure at Transamerica Financial Advisors since 2012. He is also involved in managing Everest Group, LLC, and Everest Group Partners LLC. Transamerica Financial Advisors serves a diverse client base, including individual investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm provides both advisory and broker-dealer services through proprietary and third-party model portfolios, discretionary and non-discretionary program options, with a platform that integrates registered investment adviser and broker-dealer functions.

Steven Timbal is a financial advisor with United Planners' Financial Services of America and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 18 years of industry experience and has been affiliated with United Planners since 2015. Outside of his advisory role, he is involved with MDTB LLC, a non-investment-related business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform with multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.

Charles Garin is a Series 66-licensed financial advisor with 18 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent 14 years at The Ayco Company, L.P./Mercer Allied. He is based in Newport Beach, CA. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to individual, high-net-worth, corporate, charitable, and institutional clients. The firm uses centralized investment resources and offers tailored solutions including Executive Wealth, Personal Wealth, and Private Family Office support.

James Ostrander is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA, holding Series 63 and Series 65 designations and has 32 years of industry experience. He has been with Eagle Strategies since 1999 and has worked with New York Life and Nylife Securities Inc. since 1993. Ostrander is also involved in brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives and emphasizes non-discretionary asset management within an integrated New York Life affiliate structure.

David Crist is a CFP® professional with 37 years of industry experience, currently serving at Win Team Advisory Services in Irvine, CA. His prior roles include positions at J.W. Cole Advisors, Inc., J.W. Cole Financial, Inc., DWC Financial Services, Inc., and First Allied Securities, Inc. He is co-trustee for two irrevocable trusts and a successor trustee and executor for a family trust. Win Team Advisory Services provides discretionary asset management and financial planning to individual and high-net-worth clients, managing approximately $61 million across about 88 client relationships. The firm uses a combination of fundamental, technical, and asset-allocation analysis to create customized investment strategies and conducts quarterly account reviews.

Tong Zheng is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and five years of industry experience. Prior to joining Goldman Sachs Ayco in 2021, Zheng worked at Sterling Bank & Trust from 2018 to 2021 and attended the University of California, Davis. Outside of advisory work, Zheng serves as a real estate broker for Harvest Realty Development, Inc., providing brokerage services on a limited basis. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals, corporate participants, and institutional clients. The firm utilizes centralized investment resources and a combination of discretionary and non-discretionary managers to deliver tailored wealth management solutions.

Courtney Mccutchan is a CFP® professional with eight years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2024. Her prior roles include positions at Bridge Advisory, LLC, Union Bank, and MML Investors Services. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Maricela Shenouda is a CFP® with six years of industry experience, currently serving as a financial advisor at Creative Planning. Her prior experience includes roles at Merrill and Bank of America. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning–led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by advanced portfolio management techniques and a range of retirement plan services.

Nathaniel Spruiell is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and one year of industry experience. His prior work includes roles at Kane Investment Management Inc. and academic positions at Santa Clara University and De Anza College. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a primarily third-party manager allocation approach, supported by a formal manager due-diligence process, and sponsors proprietary investment vehicles including private funds and a registered interval fund.

Andrew Fuller is a CFP® professional with 20 years of industry experience, currently serving at Creative Planning since 2013. He holds a Series 66 license and is based in Irvine, CA. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process featuring low-cost indexing and buy-and-hold strategies, supplemented by options such as direct indexing and tax-loss harvesting.

Scott Ziegelmeier is a financial advisor with Eagle Strategies (NY Life) who holds Series 63 and Series 65 licenses and has 23 years of industry experience. He has been with Eagle Strategies since 2005 and operates Ziggy Financial & Insurance Services, which provides New York Life products and brokers non-registered insurance products. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services. The firm provides tailored advisory solutions through multiple program types and manages a substantial portion of its assets on a non-discretionary basis, operating within an integrated New York Life affiliate structure.