Brent Broaddus is a financial advisor with J. W. Cole Advisors, Inc. in Irvine, CA, holding a Series 66 designation and bringing 21 years of industry experience. His prior work includes roles at First Allied Securities, Inc. and Alpine Star Wealth Management. Outside of his advisory work, he is co-owner of Aloha Bliss, a business involved in Hawaiian merchandise sales, and serves as president and handicap chairman of the Sandbaggers Golf Club. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, and retirement plans through a network of over 400 independent representatives. The firm offers portfolio management, financial planning, and access to multiple managed account solutions, employing discretionary and non-discretionary investment strategies that include fundamental and technical analysis, model portfolios, and digital advice platforms.

Adam Jeharajah is a CFA® charterholder with four years of industry experience. He has worked at CIBC Private Wealth Management since 2014. CIBC Private Wealth Advisors serves a diverse client base including individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm combines an internal investment team with governance committees to deliver customized portfolio management and wealth advisory services, managing approximately $67.8 billion in assets across 175 advisors.

Michael Moises is a financial advisor with Eagle Strategies (NY Life) based in Irvine, CA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior roles include positions at New York Life and its affiliated entities, and he is a partial owner of a nail salon business, managing back office inventory and marketing. Eagle Strategies serves a diverse client base including individuals, institutional investors, and plan sponsors, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored advice delivered through multiple program types, with the majority of assets managed on a non-discretionary basis.

Laura Lawther is a CFP® professional with 18 years of industry experience, currently serving at Empower Advisory Group. Her prior roles include positions at Raymond James Financial Services Advisors, Auro Wealth Management, and Pickett Financial Partners. Outside of her advisory work, she serves as Treasurer for The Pet Adoption Center of Orange County, a non-profit animal rescue organization. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Sophie Kempf is a financial advisor at Goldman Sachs Wealth Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Farmers and Merchants Bank of Long Beach and engaged in academic roles at the University of Southern California and Jserra Catholic High School. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a diverse client base, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored wealth management solutions and leverages centralized investment resources and affiliated teams to implement portfolios across a range of strategies.

Anakaren Rosas is a financial advisor with Goldman Sachs Wealth Services and holds a Series 66 designation. She has four years of industry experience, including roles at Goldman Sachs Ayco Personal Financial Management and legal positions at the Fowler School of Law Chapman Tax Law Clinic and the Law Offices of Alicia D. Taylor. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management through a variety of strategies and platforms. The firm leverages integrated capabilities across the broader Goldman Sachs ecosystem, providing access to specialized programs and investment solutions.

Blaine Carver is a CFP®-certified financial advisor with 11 years of industry experience, currently with Hightower Advisors since 2023. He has previously worked at J. Derek Lewis & Associates, Mutual Securities, Inc., Mars Jewett Financial Group, Inc., and Cetera Advisor Networks. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting through a network of advisor practices.

Carly Gold is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial, Holmes Associates, and Stratos Wealth Partners. Outside of advising, Carly has experience as a notary and has provided administrative support within her firm. Stratos Wealth Partners, Ltd is an SEC-registered enterprise wealth management firm serving more than 24,000 clients with approximately $18.6 billion in assets under management. The firm offers individualized investment strategies through advisor-managed and model portfolios, utilizing an open-architecture approach that incorporates external platforms and third-party managers.

Indya Yuill is a financial advisor at Beacon Pointe Advisors, LLC with 11 years of industry experience. She holds a Series 66 designation and has been with Beacon Pointe Advisors and its related entities since 2016. Beacon Pointe Advisors provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Simone Devenny is a financial advisor at Allworth Financial, L.P. with 11 years of industry experience and holds the Series 66 designation. She has worked at several firms including Morgan Stanley and Eaton Vance, and currently serves as co-trustee of the Miner Family Trust. Additionally, she is the managing member of Aset Advisors LLC, where she consults on the development of various retreats. Allworth Financial is a fee-based SEC-registered adviser serving individuals, qualified retirement plans, trusts, estates, charitable organizations, and corporate clients. The firm offers customized portfolios combining model strategies and third-party sub-advisers, and is notable for its private investment vehicle ownership, specialized divisions, and affiliated broker-dealer and tax/accounting practices.

Jordan Greenhall is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and five years of industry experience. His prior roles include positions at The Ayco Company, NKSFB LLC, and various organizations outside finance such as the Israel Lacrosse Association and the Newport Beach Wine and Food Festival. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering financial planning, portfolio management, and specialized programs such as Private Family Office services and Executive Wealth programs. The firm uses a combination of strategic and tactical allocation models and integrates resources across the broader Goldman Sachs ecosystem to deliver tailored investment solutions.

Thomas Demko is a financial advisor at Creative Planning with 12 years of industry experience. He holds a Series 66 designation and has worked at Bay Mutual Financial and Creative Planning Institutional Advisors prior to his current role. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure while managing approximately $295.6 billion in client assets.

Gregory Johnstone is a financial advisor with Centaurus Financial, Inc. in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 24 years at Centaurus Financial and over 30 years running Johnstone & Associates. Outside of advising, he serves as president of KSWM Inc., an accounting and administrative entity. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm’s investment approach combines fundamental and technical analysis with discretionary and non-discretionary management, offering specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

Michael Phelps is a financial advisor at Corient with 22 years of industry experience. He holds a Series 66 designation and has been with various entities within Corient since 2015. He also serves as an individual trustee for a client of Corient. 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 employs a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and offers specialized services through affiliates such as family office and trustee services.

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.