Jennifer Dawson is a CFP® professional with 14 years of industry experience. She has worked at Beacon Pointe Advisors, LLC since 2025 and previously held roles at Hemington Wealth Management and Balasa Dinverno Foltz LLC. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive strategies across a range of asset classes.

Danielle Bronner is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Mariner. Her prior experience includes roles at Ocean Heights Advisors, Miracle Mile Advisors LLC, Green Street Advisors, and Morgan Stanley. She is a board member and secretary of the Jewish Federation of Orange County. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement consulting, and tax services. The firm uses discretionary, customized portfolios supported by in-house research and third-party managers, alongside comprehensive tax and administrative offerings uncommon in firms of its size.

Danielle Britton is a financial advisor with Goldman Sachs Wealth Services in Newport Beach, CA. She holds a Series 66 designation and has recently started her career in the financial industry, having joined Goldman Sachs in 2025. Prior to her current role, she held various positions including roles at Bartlett, Pringle & Wolf and teaching positions at Wake Forest University and San Marcos High School. 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 wealth programs, utilizing strategic and tactical allocation models and a wide range of investment and operational tools within the larger Goldman Sachs ecosystem.

Barry Barbernell is a financial advisor with Integrity Alliance, LLC and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has previously worked at Triton Wealth Strategies, Lion Street Financial, Summit Financial Group, and Kingsley Financial Services. Outside of his advisory work, he serves as a board member and treasurer for the San Clemente chapter of Christian Business Partners and is a board member of Kingdom of Priests, a Christian ministry involved in podcasting, blogging, and bible teaching. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent investment adviser representatives. The firm offers asset management, financial planning, retirement plan consulting, and access to third-party manager programs, employing a range of portfolio management strategies and custodial platforms.

Chad Schiel is a Series 66-registered financial advisor with Independent Financial Group, LLC, where he has worked since 2012. He has 17 years of industry experience, including three years at Edward Jones prior to joining Independent Financial Group. Outside of his advisory role, Schiel owns Emergy Fly Fishing Specialties, a venture focused on fly fishing news, articles, speaking engagements, and custom retail. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm offers a range of portfolio management solutions and financial planning services, combining strategic asset allocation with both passive and active investment exposures.

Luke Mokma is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Stratos Wealth Partners, Ltd and previously held roles at firms including LPL Financial, The Bishoff Financial Group, and Cambridge Investment Research. Outside of his advisory work, he is the owner of Gooselinq LLC, a passive business venture. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers a wide range of services such as financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, and specialized consulting, delivered through a large network of investment adviser representatives.

Sergio Ayo is a financial advisor at Fifth Third Securities, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior work history includes roles at Fifth Third Bank, OneMain Financial, Merrill, Dentsply Sirona Orthodontics, and Bank of America. Fifth Third Securities, Inc. serves a broad range of individual and institutional clients through investment advisory and brokerage services. The firm offers multiple program types and third-party portfolio managers on its Passageway Managed Account platform, providing clients with various strategies including mutual-fund/ETF models, SMA strategies, and direct indexing options.

Hannah Pfaff is a financial advisor at Beacon Pointe Advisors, LLC with six years of industry experience. She holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments, Cetera Advisor Networks, John D Cartwright & Associates/CLG LLC, and Capital Group, American Funds. Beacon Pointe Advisors provides investment advisory and consulting services to individual and institutional clients, utilizing a mix of discretionary wealth management, financial planning, retirement plan consulting, and outsourced CIO solutions. The firm implements client strategies through third-party independent managers selected via a formal due-diligence process and sponsors proprietary investment vehicles, including private funds and a registered interval fund.

Frank Napolitano is a CFP®, CFA®, and Series 66-licensed financial advisor with 15 years of industry experience. He currently works at Beacon Pointe Advisors, LLC and previously spent a decade at Sensible Financial Planning And Management, LLC, as well as a year at Morgan Stanley. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform, and outsourced chief investment officer services to individual investors, corporations, pension and profit-sharing plans, and other 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.

Aminatou Bah is a financial advisor at Goldman Sachs Wealth Services with a Series 66 designation and two years of industry experience. Prior to joining Goldman Sachs, she worked at Somerset CPAs and Advisors, KPMG, and held multiple roles at Butler University. Outside of her advisory work, she is a part-time employee at Bambino Technologies, Inc., a childcare organization. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individual, high-net-worth, corporate, charitable, and institutional clients. The firm utilizes centralized investment resources and model portfolios, delivering services through both discretionary and non-discretionary managers within a large integrated financial group.

Jesse Cox is a financial advisor with Independent Financial Group, LLC and holds Series 63 and Series 66 credentials. He has 25 years of industry experience, including prior roles at LPL Financial and Financial Advisors Network, Inc. He is an officer and director of Cox Financial Planning, Inc., a business entity for tax and investment purposes. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and corporate and pension plans. The firm offers financial planning and portfolio management through various platforms and employs a model-based approach combining active and passive strategies tailored to client risk profiles.

Alexandra Fedynsky is a financial advisor with Goldman Sachs Wealth Services, holding a Series 66 designation and bringing 17 years of industry experience. She worked at The Ayco Company, L.P./Mercer Allied for 13 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services offers financial planning, investment management, and advisory support to a diverse client base, including high-net-worth individuals and institutional clients. The firm utilizes centralized investment resources and a range of affiliated and unaffiliated managers to deliver tailored wealth management solutions.

Blal Said is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a wide range of investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through discretionary and non-discretionary programs and maintains significant institutional scale with unique market roles such as acting as a security-based swap dealer and futures commission merchant.

Thomas Smith is a financial advisor with Beacon Pointe Advisors, LLC in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. His prior roles include positions at Bridge Advisory LLC and OAKWOOD CAPITAL MANAGEMENT LLC. In addition to his advisory work, he is an insurance agent with Beacon Pointe Insurance Services. 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-of-managers approach using a proprietary “Focus List” and offers a range of services from discretionary wealth management to outsourced CIO solutions.

Patrick O’day is a CFA® charterholder and Series 63 license holder with seven years of industry experience. He has been with CIBC Private Wealth Management since 2015 and is based in Newport Beach, CA. CIBC Private Wealth Advisors serves a diverse client base including high net worth individuals, families, trusts, employee benefit plans, corporations, and investment companies. The firm offers portfolio management, comprehensive wealth advisory services, and coordinated Family Office solutions, leveraging an internal investment team and governance committees to create customized investment strategies.

Rocky Lin is a CFA® charterholder and holds a Series 66 license with 20 years of industry experience. He has been with Beacon Pointe Advisors, LLC since 2011 and also has a role as a licensed insurance agent with Beacon Pointe Insurance Services, LLC. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and retirement plans. The firm employs a manager-of-managers approach, utilizing a proprietary Focus List and a formal due diligence process to select and monitor independent managers across various investment strategies.

Whitney Massey is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding Series 63, 65, and 66 licenses and bringing 13 years of industry experience. Prior to joining Integrated Wealth Concepts, Massey worked at Level Four Advisory Services LLC and LPL Financial, LLC. Massey is also involved in several business activities, including a non-investment-related entity for tax and investment purposes. Integrated Wealth Concepts 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, and family office services, employing a primarily long-term investment approach using customized portfolios comprised of mutual funds, ETFs, individual equities, and fixed income.

Lance Britt II is a financial advisor at Goldman Sachs Wealth Services with 13 years of industry experience. He holds a Series 66 designation and previously worked at The AYCO Company, L.P./Mercer Allied for nine years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services serves a broad client base including individual investors, corporate participants, executives, and institutional clients. The firm provides financial planning, portfolio management, and specialized offerings such as Private Family Office and Executive Wealth programs, utilizing strategic allocation models and a wide range of fee arrangements supported by proprietary analytics and affiliated Goldman Sachs capabilities.

Tewodros Lamma is a financial advisor at Wells Fargo Clearing with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at JP Morgan Securities, LLC and JP Morgan Chase Bank. Outside of his advisory role, he is a 50% owner of an online retail business, Addis T & B, LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Michael Kish is a financial advisor with OSAIC, holding a Series 66 designation and 15 years of industry experience. He previously worked for Lincoln Financial Advisors for 15 years. Outside of his advisory role, he is also involved in residential real estate sales and provides fixed insurance products including life insurance and annuities. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, financial planning, and access to third-party money managers.