Makoa Hotz is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he maintains an independent insurance contractor business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.

Tony Han is a financial advisor at Beacon Pointe Advisors, LLC with 15 years of industry experience. He holds the Series 66 designation and has been with Beacon Pointe and its predecessor entity since 2011. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base including individuals, institutions, charitable organizations, and retirement plans. The firm utilizes a proprietary manager “Focus List” and a combination of active and passive asset allocation strategies, supported by a formal quantitative and qualitative due-diligence process.

Aaron Petty is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 14 years of industry experience, including roles at Northstar Wealth Strategies and operating his own advisory and insurance businesses. Petty is based in Newport Beach, CA. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and unique institutional clients. The firm offers a range of financial planning, portfolio management, and brokerage services through an open-architecture platform with multiple custodians and third-party money managers.

Dennis Cunningham II is a financial advisor at SPC with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Parkland Securities since 2014 and Precision Wealth Financial & Insurance Services since 2003. Outside of his advisory role, Cunningham is involved as a board member and partial owner of Complex Healthcare Solutions, where he contributes to sales and operational processes. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing over $5.66 billion in assets. The firm offers portfolio management, financial planning, and ERISA-related retirement services, delivering strategies that include discretionary management, rebalancing, and co-advisor arrangements with third-party managers.

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 with OSAIC Institutions, Inc. based in San Juan Capistrano, CA. He holds a Series 66 designation and has 14 years of industry experience. Prior to joining OSAIC Institutions, he worked for CUNA Brokerage Services, Inc. and Schools First Federal Credit Union for a decade. OSAIC Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients. The firm offers customized advisory services and combines its hybrid adviser/broker-dealer structure with access to alternative investments and lending solutions.

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 with Schwab Wealth Advisory in Irvine, CA. He holds a Series 65 designation and has been with Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2026, following prior experience at Charles Schwab from 2013 to 2026. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice to clients enrolled in the Schwab Wealth Advisory program, offering financial reviews, retirement and planning discussions, and investment recommendations across various asset classes. The firm operates within the Schwab ecosystem, utilizing standard asset allocation models and Schwab 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 with Independent Financial Group, LLC, holding Series 63 and Series 65 credentials and 36 years of industry experience. His prior work includes 19 years at Crown Capital Securities, LP, and he has operated his own business since 2002. Outside of advisory work, he owns and operates a tax preparation business. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, charities, corporations, and plan sponsors. The firm offers brokerage, portfolio management, financial planning, and retirement plan services, utilizing a variety of advisory programs and third-party asset managers.

Loren Conners is a Series 66-licensed financial advisor with 17 years of industry experience, currently with Goldman Sachs Wealth Services since 2021. Prior to joining Goldman Sachs, he worked for The Ayco Company, L.P./Mercer Allied for 13 years. Loren owns a residential real estate investment property in Indio, California, which he manages personally. 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 combines centralized investment resources with tailored strategies and cross-affiliate capabilities within a large integrated financial group.

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.

Ward Lyon is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Transamerica Financial Advisors since 2012 and is also affiliated with WealthWave and World Financial Group. Outside of advisory work, he is involved in the sales of insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors. 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 model portfolios and third-party managers, with a notable presence in both discretionary and non-discretionary program offerings.

Ariel Gonzalez is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA, holding a Series 66 designation and six years of industry experience. He has worked at Goldman Sachs & Co. LLC since 2019 and previously held roles at The Ayco Company, L.P./Mercer Allied and Stanford Pre-Collegiate Studies. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, plan sponsors, and institutional clients. The firm uses a combination of strategic and tactical allocation models and offers access to alternative investments and specialized wealth programs within the broader Goldman Sachs ecosystem.