Greggory Cowan is a financial advisor at Beacon Pointe Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Capital Group for 11 years before joining Beacon Pointe Advisors. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to individual, corporate, pension, and institutional clients. The firm employs a combination of proprietary asset-allocation modeling and third-party independent managers, offering both active and passive strategies across public and private asset classes.

William Maniss is a financial advisor with Oppenheimer, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Oppenheimer & Co. Inc since 2016. Oppenheimer serves a diverse client base, including individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides various advisory and brokerage services, utilizing strategic and tactical asset allocation, manager selection, and a range of investment products to tailor client solutions.

Robert Shier Jr. is a CFP®-certified financial advisor with 30 years of industry experience. He is associated with Cerity Partners LLC and has been working with HPM Partners Advisor Alliance LLC and HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, estates, corporations, charitable institutions, and other 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, with a focus on customized, diversified portfolios and private market programs for qualified clients.

Alan Bender is a financial advisor with SPC in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Parkland Securities since 2014 and has been associated with Precision Wealth Financial & Insurance Services since 2004. Outside of his advisory roles, he serves as president of Dynamis Wealth Solutions, LLC, which provides group health and life insurance products. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, employing both discretionary and nondiscretionary strategies tailored to client needs.

Matthew Henn is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Capital Synergy Partners, CPS Insurance Services, and Questar Asset Management. Beacon Pointe Advisors provides wealth advisory, financial planning, and retirement-plan platform services 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 asset classes.

Hannah Sullivan is a CFP® professional with seven years of experience in financial planning and advisory roles. She is currently with J.W. Cole Advisors, Inc., where she has worked since 2022, following prior experience at Lincoln Financial Advisors. Outside of her advisory work, Sullivan serves as Secretary for Orange Blossoms, an auxiliary group that raises funds for women and children in need, and is a board member of the Community Foundation of Orange, a nonprofit focused on local charitable initiatives. J.W. Cole Advisors operates a large network of independent advisors offering fee-based portfolio management, financial planning, and retirement plan services to individuals, high-net-worth clients, and institutions. The firm employs a range of discretionary and non-discretionary management strategies and provides access to multiple investment platforms and third-party managers.

Mark Moehlman is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and having 22 years of industry experience. He has been with Beacon Pointe Advisors and its predecessor entities since 2013. Moehlman is also president and sole owner of Wealth Management Corporation, a business management company. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, including charitable organizations, corporations, and retirement plans. The firm employs a manager-based investment approach using a proprietary “Focus List” and offers discretionary wealth management, financial planning, and outsourced CIO solutions.

Gina Seid is a CFP® with seven years of experience in the financial industry. She currently works at Creative Planning and has previously held roles at Morgan Stanley, Wells Fargo Clearing, First Republic, and Edward Jones. 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 emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Jordan Sandfer is a CFP® with two years of industry experience, currently advising at Hightower Advisors. His prior roles include positions at Financial Advisors Network, Inc., Insight Wealth Strategies, and co-founding Sandfer Fikert & Associates, LLP and Insight Accounting, LLP. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, utilizing a multi-manager approach that incorporates affiliated and third-party managers across various investment vehicles. The firm serves clients with discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, with capabilities spanning domestic and international markets.

Benjamin Blokdyk is a CFP® with three years of industry experience, currently with Mariner Wealth Advisors. He previously worked at Beacon Pointe Investment Advisors and has been associated with the University of Southern California. Mariner serves a diverse client base including individuals, pension plans, trusts, and corporations by providing investment management, financial planning, retirement plan consulting, and tax services. The firm offers discretionary, customized portfolios supported by in-house research and third-party managers, along with integrated tax and accounting services and specialized financial wellness tools.

Gordon Hassenplug is a financial advisor at Corient with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with several Corient-related entities since 2015. 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 corporate entities. The firm uses a goals-based, team investment approach that combines in-house strategies with third-party manager solutions and employs risk management tools and continuous portfolio monitoring.

Douglas Beaver is a financial advisor at Integrated Wealth Concepts LLC with two years of industry experience. He is also a partner at Windes Inc., a CPA firm. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through independent financial advisors. The firm offers discretionary investment management, financial planning, and family office services, using customized portfolios with a primarily long-term approach and a variety of investment vehicles.

Brandi Palermo is a financial advisor at Kestra Advisory with 25 years of industry experience. She holds a Series 66 designation and has been with Kestra since 2008 in various capacities. Outside of her advisory role, she serves as a contractor providing a property and casualty license for pet insurance sales with Pawsome Pet Company and is a director at Financial Architects Partners. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, compliance testing, and investment advice, serving clients such as large institutional investors and sovereign wealth funds.

Marc Hsu is a financial advisor at Empower Advisory Group with 11 years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Securities LLC and Fidelity Investments. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm offers point-in-time financial plans and managed account solutions integrated with Empower’s recordkeeping and administrative platforms.

Brennen Ramos is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and two years of industry experience. His prior roles include positions at Priority Plus Financial, World Financial Group, and Groves Capital Inc. He is also a vice president and board member of Q Star Consulting, a family-owned accounting consulting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized private wealth programs.

Sophia De Luca is a financial advisor at Goldman Sachs Wealth Services with a Series 66 credential and one year of industry experience. She has held prior roles at Goldman Sachs Ayco, Infinity Financial Services, NBCUniversal, and AMC Theaters. Goldman Sachs Wealth Services provides 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 leverages centralized investment resources and integrated financial group affiliates to offer tailored wealth management solutions and specialized corporate programs.

Fina Sneed is a CFP® professional with 10 years of industry experience and is currently affiliated with Independent Advisor Alliance, LLC. She has been associated with LPL Financial, LLC and Provence Registered Investment Advisors, LLC since 2016. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting through discretionary and non-discretionary portfolio management and various analytical strategies.

Sarah Yuen is a financial advisor at Goldman Sachs Wealth Services with six years of industry experience. She holds a Series 66 designation and has worked previously at Ayco and Mercer Allied, as well as at several law firms and Chapman University’s Dale E. Fowler School of Law. Goldman Sachs Wealth Services advises a diverse client base, including individual investors, corporate participants, executives, and institutions. The firm offers financial planning and portfolio management supported by strategic allocation models and manager selections, integrating resources across Goldman Sachs affiliates to provide a broad range of specialized wealth services.

Julien Frazzo is a financial advisor with Beacon Pointe Advisors, LLC, holding a Series 65 credential and six years of industry experience. He has worked at Beacon Pointe since 2021 and previously at Hightower Advisors LLC and Bastille Capital LLC. Outside of advisory work, he is a passive investor in residential real estate. 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 and employs both active and passive strategies across multiple asset classes.

Garth Flint is a financial advisor at Beacon Pointe Advisors, LLC with 57 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Beacon Pointe in various capacities since 2002. His career includes 17 years at Beacon Pointe Wealth Advisors, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm employs a manager selection process based on a proprietary “Focus List” and offers discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions.