Christina Hung is a CFP® with 13 years of industry experience and currently advises clients at Mercer Global Advisors Inc. in Newport Beach, CA. Her career includes prior roles at Mutual Securities, Inc., CETERA Advisor Networks LLC, and Argosy Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits by offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment strategy using low-cost ETFs, index funds, and other vehicles, and provides specialized services such as retirement plan consulting and charitable advisory.

Jesse Espinoza Jr. is a financial advisor at Creative Planning in Irvine, CA, holding the Series 66 designation with 23 years of industry experience. He has been with Creative Planning since 2016. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that integrates low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets through over 1,100 advisors.

Ted Ngo is a financial advisor with Eagle Strategies (NY Life) based in Newport Beach, CA, holding CFP® and Series 63 designations and bringing 25 years of industry experience. He has been affiliated with Eagle Strategies since 2009 and New York Life Insurance since 2004. Ngo also operates Ted Ngo and Associates Insurance & Financial Services, focusing on insurance product sales and brokering non-registered insurance products. Eagle Strategies serves a diverse client base including individual investors, institutional plans, and charitable organizations, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory program types, emphasizes tailored recommendations, and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Tyler Smith is a CFP® and Series 65 licensed advisor at Mercer Global Advisors Inc. with 11 years of industry experience. He previously worked at Navigoe, LLC before joining Mercer Global Advisors, where he has been since 2018. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm utilizes a Modern Portfolio Theory-based approach focused on globally diversified, risk-appropriate portfolios with multi-factor tilts and offers a range of implementation options including ETFs, mutual funds, separate accounts, and private funds.

James Davenport is a financial advisor at Beacon Pointe Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked within various Beacon Pointe entities since 2014. In addition to his advisory role, he is a licensed insurance agent involved in the sale of life and 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 utilizes a manager-driven investment approach with proprietary due diligence and sponsors several private funds and a registered interval fund.

Aaron Tucker is a CFP® with six years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory Inc. His prior experience includes roles at Charles Schwab & Co., Coldstream Wealth Management, Goldman Sachs, and AYCO/Mercer Allied, as well as positions at multiple University of California campuses. He also served six years in the Army Reserves. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice through the Schwab Wealth Advisory program, delivering annual reviews, retirement planning, and investment recommendations across various asset classes. The firm operates as an internal unit within Charles Schwab, using proprietary research and models while leaving final investment decisions to clients.

Ryan Murphy is a financial advisor at Focus Partners Wealth, LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Churchill Management Group for 20 years prior to joining Focus Partners Wealth in 2025. Focus Partners Wealth serves a diverse client base including individuals, high-net-worth families, family offices, corporate, retirement plan, and institutional clients. The firm employs a long-term, tax- and fee-sensitive investment approach and offers a broad range of wealth services, integrating fundamental and quantitative analysis with multiple investment strategies and extensive affiliated product relationships.

Pejimmy Faragalla is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 11 years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2021 and previously spent eight years with The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base including individual and high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, offering tailored services such as Executive Wealth and Private Family Office support within a large integrated financial group.

Yevgeniy Vitebskiy is a financial advisor at Eagle Strategies (NY Life) with 14 years of industry experience. He holds the Series 63 and Series 65 registrations and has been affiliated with New York Life Insurance Company and its related entities since 2011. He also operates under the DBA Axiom Financial & Insurance Solutions, brokering non-registered insurance products alongside his advisory role. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice across multiple program types and manages a substantial majority of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Randall Allen is a financial advisor at Kayne Anderson Rudnick Investment Management, LLC with 27 years of industry experience. He holds the Series 66 designation and has been with Kayne Anderson Rudnick since 2014. The firm provides discretionary investment management and sub-advisory services to institutional and individual clients, including pension plans, insurers, banks, family offices, endowments, RIAs, and high-net-worth individuals. Kayne Anderson Rudnick emphasizes fundamental company-level research with proprietary governance and sustainability assessments and offers a broad range of active equity and fixed-income strategies across various market capitalizations.

William Schellenberg is a financial advisor at Sanctuary Advisors, LLC with 33 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Sanctuary Advisors since 2022. His prior roles include positions at Bank of America and Merrill. He serves as Golf Committee Chairman on the board of the Mission Viejo Country Club and is an officer and director of Auric Capital Partners. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and institutional clients. The firm offers a range of discretionary and non-discretionary investment solutions through a large network of independent advisors and operates as part of Sanctuary Wealth, which manages approximately $34.9 billion in assets.

Christian Knauer is a financial advisor with Empower Advisory Group, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Personal Capital Advisors Corporation, Bank of America, Merrill, JP Morgan Chase, and The Ritz-Carlton in Laguna Niguel. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to certain retail brokerage account holders. The firm delivers integrated services that focus on long-term portfolio returns and client savings rates within a framework closely tied to Empower’s administrative platforms.

Luke Rollins is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. He holds the Series 66 designation and has worked at Goldman Sachs & Co. LLC / AYCO since 2019, following an 11-year tenure at The AYCO Company, L.P./Mercer Allied. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through integrated teams and a range of tailored offerings such as Executive Wealth and Private Family Office support.

Daniel Fan is a CFP® and holds a Series 66 license with nine years of industry experience. He is currently with Cerity Partners LLC, where he has worked since 2024, following seven years at First Foundation Advisors and two years at First Bank. Cerity Partners is an SEC-registered investment adviser serving a diverse client base that includes individuals, families, trusts, estates, corporations, charitable institutions, foundations, endowments, and other institutional investors. The firm provides a range of services such as investment management, financial planning, tax and insurance support, and retirement plan services, with a focus on customized, diversified portfolio allocation using both proprietary quantitative screening and third-party managers.

Eric Mueller is a Series 66-licensed financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has five years of industry experience. Prior to joining Goldman Sachs in 2021, he worked at KPMG, LLP from 2017 to 2020. Goldman Sachs Wealth Services serves a diverse client base including individual investors, corporate participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized wealth programs, leveraging strategic allocation models and proprietary analytics within the broader Goldman Sachs ecosystem.

Michael Mares is a financial advisor at Guardian Life with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. He serves as Government Relations Chair for NAIFA California and is active as an at-large board member of NAIFA-Los Angeles, in addition to chairing the Cub Scout Pack 361 committee. He works through Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individual and institutional clients. The firm provides both discretionary and non-discretionary advisory solutions, including digital advisory options and tailored retirement plan management.

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® professional with 14 years of industry experience. She is currently with Beacon Pointe Advisors, LLC, where she has worked since 2026. Prior to this, she spent 14 years at Litman Gregory Wealth Management. She is involved in transitioning her former advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm uses a combination of asset-allocation modeling and third-party independent managers, employing both active and passive strategies across public and private asset classes.

Jennifer Zaat Wright is a CFP® professional with 35 years of experience in the financial services industry. She is currently affiliated with PlanMember Securities Corporation and Fourth Point Wealth, and has been self-employed since 2005. She is also the owner and president of Dutch Girl, Inc., a banking and tax entity, and serves as president of a Christian Science study group. PlanMember Securities Corporation provides retirement-plan advisory services to employers and plan participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm utilizes a top-down strategic asset allocation process and risk-based mutual fund portfolios to support retirement planning, sponsor education, and participant support.

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.