Eugene Stoeckly is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding a Series 66 license and 22 years of industry experience. He previously worked at UBS Financial Services for 14 years and is a founding principal of Crown Bay Wealth, a financial services firm. Outside of his advisory roles, he serves as treasurer for Harborview Dads, a nonprofit supporting a local elementary school. Integrated Wealth Concepts LLC 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, and retirement plan advisory services, using customized portfolios and both internal and third-party asset management.

Farhad Sediqi is a financial advisor at OSAIC Institutions, Inc. with 14 years of industry experience. He holds a Series 66 designation and previously worked at CUNA Brokerage Services, Inc. and Schools First Federal Credit Union. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, ERISA plans, trusts, estates, and corporate clients through a large network of investment adviser representatives. The firm offers customized advisory services, financial planning, and access to alternative investments, operating a hybrid adviser/broker-dealer model that combines discretionary and non-discretionary services.

Quinn Hamilton is a financial advisor at Goldman Sachs Wealth Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Corvus Wealth Advisors and Goldman Sachs. Outside of finance, he has worked in the food service industry, including roles at Giuseppe's Cucina Rustica, Jamba, and Domino’s Pizza. Goldman Sachs Wealth Services serves a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized wealth programs. The firm integrates strategic allocation models and proprietary research tools, leveraging the broader Goldman Sachs ecosystem to provide a wide range of tailored advisory services.

Spencer Johnston is a financial advisor with CWM, LLC, holding Series 66 and Series 63 designations and five years of industry experience. His career includes roles at Thrivent Financial and Ameriprise Financial Services, among others. Johnston serves as a relationship manager providing operational support, paraplanning, and client service. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm employs a discretionary investment approach using model portfolios overseen by an in-house Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Jason Bettendorf is a financial advisor at Schwab Wealth Advisory with a Series 65 credential and over 14 years of industry experience. He previously worked at Wells Fargo for 13 years before joining Charles Schwab & Co., Inc. and Schwab Wealth Advisory in 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering services such as annual financial reviews, retirement planning, and investment recommendations. The firm operates within the Schwab ecosystem, utilizing Schwab’s asset allocation models and research tools while leaving final trading decisions to clients.

Kelly Digonzini is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC. She has been with Beacon Pointe in various capacities since 2012 and also holds a role as a licensed insurance agent at Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base that includes individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

Abbass Agahi is a financial advisor at Eagle Strategies (NY Life) with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Infinite Wealth Financial & Insurance Services since 2010. Agahi has been affiliated with Eagle Strategies and New York Life-related entities since the late 1990s. Outside of his advisory work, he is involved in brokering non-New York Life products through his DBA, Infinite Wealth Financial and Insurance Services. Eagle Strategies serves a diverse range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Manorama Pai is a CFP® professional with 19 years of industry experience, currently affiliated with Independent Advisor Alliance, LLC. She has worked at Financial Advocates Investment Management since 2020 and has prior experience at Fountain Strategies, LLC from 2007 to 2020. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, offering services such as asset management, financial planning, and retirement plan consulting. The firm employs a network model with independent advisory representatives and integrates technology platforms to support portfolio management and estate planning.

Jeffrey Davis is a financial advisor at Hightower Advisors with seven years of industry experience. He holds a Series 66 license and has worked at several firms, including Raymond James & Associates and Ameriprise Financial Services. His background includes roles in financial services as well as outside employment related to investment activities. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, pension plans, and charitable organizations. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a variety of investment vehicles.

Hongyu Liu is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Beacon Pointe Advisors, Liu worked at AllianceBernstein, Charles Schwab & Co., Inc., Essilor Luxottica, and Adidas, with a background that includes extended periods of full-time education. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private markets.

Gregory Walters is a Series 66-credentialed financial advisor at Corient with 19 years of industry experience. He has held various roles within Corient and its affiliates since 2015. Walters serves as an Investment Committee Member for The Pacific Symphony. Corient provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporations. The firm uses a goals-based, team investment approach combining in-house strategies and third-party managers, employing risk management tools and alternative investments where appropriate.

Mark Gieser is a financial advisor at Independent Financial Group, LLC with 37 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Crown Capital Securities, Lp and SII Investments, Inc. In addition to his advisory work, he operates a tax preparation business. Independent Financial Group, LLC provides investment advisory and brokerage services to individuals, high-net-worth clients, trusts, corporate and pension/profit-sharing plans, and charitable organizations. The firm offers financial planning and portfolio management through multiple platforms and combines strategic asset allocation with both passive and active investment exposures.

Loren Conners is a Series 66-registered financial advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA, and has 18 years of industry experience. Prior to joining Goldman Sachs in 2021, he worked 13 years at The Ayco Company, L.P./Mercer Allied. Outside of his advisory role, he manages a residential real estate investment property. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate and employer-sponsored participants, executives, plan sponsors, and institutional clients. The firm offers financial planning, portfolio management, and specialized programs, leveraging integrated resources across the Goldman Sachs enterprise to tailor client solutions.

Kelly Smith is a Series 66-licensed financial advisor at J.W. Cole Advisors, Inc. with four years of industry experience. Prior to joining J.W. Cole Advisors, she worked at PacSun and Starbucks. She also operates Smith Wealth Partners, providing investment advisory services. J.W. Cole Advisors serves individual, high-net-worth, and institutional clients through a large network of independent representatives, offering fee-based portfolio management, financial planning, retirement plan services, and access to multiple third-party investment platforms.

Ariel Gonzalez is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and six years of industry experience. His career includes roles at Goldman Sachs & Co. LLC since 2021 and at The Ayco Company, L.P./Mercer Allied from 2019 to 2021. He has also been involved in academic settings, including Stanford Pre-Collegiate Studies and Brown University Athletics during his earlier years. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, executives, and institutional clients, providing financial planning, portfolio management, and specialized wealth programs. The firm uses strategic and tactical allocation models, along with proprietary and third-party analytics, to tailor plans and portfolios, leveraging the broader Goldman Sachs ecosystem to offer a wide range of financial services.

Christine Lapidus is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Park Avenue Securities LLC and Guardian Life Insurance Company throughout her career. In addition to her advisory role, she sells fixed life, health, and disability insurance products outside of Guardian. 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 both brokerage and advisory relationships with various proprietary and third-party investment programs, integrating multiple strategies and services across a large network of advisers.

Mark Jacoby is a financial advisor at Equity Services, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley Smith Barney LLC, Morgan Stanley Private Bank, Bank of America, and Merrill. In addition to his advisory role, he is involved with True Path Financial in an insurance and investment relationship capacity. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to a range of clients including individuals, corporations, trusts, estates, and charitable organizations. The firm offers multiple advisory platforms using third-party asset managers and model portfolios, combining long-term strategies with options for shorter-term trading and specialized instruments.

Kylie Corwin is a Series 66-credentialed advisor with Goldman Sachs Wealth Services, based in Newport Beach, CA. She has experience with Goldman Sachs & Co. LLC and Cetera Wealth Services, LLC. Prior to her advisory roles, she worked briefly in the restaurant industry. Goldman Sachs Wealth Services advises a diverse client base, offering tailored financial planning and portfolio management supported by a range of specialized programs and access to alternative investments. The firm integrates capabilities across the broader Goldman Sachs organization to deliver customized strategies, research, and operational tools.

Jack Chou is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in multiple roles since 2018, and previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a trustee for his parents’ investment and pension accounts. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Zachary Smith is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at JP Morgan Securities and Cetera Wealth Services. Outside of his advisory work, he owns a sole proprietorship called Study Tech, which involves branding and selling various products online. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm emphasizes a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies while offering a range of specialized services such as sub-advisory arrangements and private market investments.