Mark Phillips is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Farther since 2026. His prior roles include positions at Clearview Wealth Management and Commonwealth Financial Network, where he worked for eight and nine years, respectively. He is involved with the Financial Planning Association of Orange County’s community outreach committee. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a hybrid web, mobile, and in-person platform. The firm employs Modern Portfolio Theory with algorithmic rebalancing and utilizes a range of investment vehicles including ETFs, mutual funds, equities, and fixed income, supplemented by AI tools and proprietary models.

Matthew Macdonald is a CFA® charterholder with 22 years of experience in the financial industry. He is currently an advisor at Beacon Pointe Advisors, LLC, where he has worked since 2021. His prior experience includes roles at Wells Fargo Bank and Wells Fargo Clearing from 2018 to 2021, as well as over a decade at Deutsche Bank AG in Hong Kong. Beacon Pointe Advisors provides investment advisory and consulting services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm employs a manager-driven investment approach, utilizing proprietary due diligence processes and third-party platforms to implement client strategies.

Deborah Kirste is a CFA® charterholder with 23 years of industry experience. She currently works at Independent Financial Partners and previously spent 12 years at LPL Financial. Outside of her advisory work, she is involved as an owner of a limited partnership managing an apartment building in Laguna Niguel. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and is known for its formal retirement-plan advisory and pension consulting services.

John Baxman is a CFP® with 23 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously worked for Litman Gregory Asset Management, LLC for 17 years. Baxman serves as President and Investment Adviser Representative for Litman Gregory Wealth Management, overseeing the transition of its advisory business following an acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan platform services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, and other institutional clients. The firm employs a combined asset-allocation modeling approach with third-party independent managers and offers both active and passive investment strategies across public and private asset classes.

Colin Rowe is a financial advisor at Beacon Pointe Advisors, LLC with two years of industry experience. He previously worked at Charles Schwab and has experience in mortgage services and education. His credentials include Series 65 and Series 63 licenses. Beacon Pointe Advisors provides wealth advisory, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm employs a blend of active and passive investment strategies and offers proprietary private funds alongside third-party manager selection and detailed performance reporting.

Robert Henderson II is a financial advisor with Integrated Wealth Concepts LLC in Irvine, CA, holding two years of industry experience. He is also a partner at Windes Inc, a CPA practice, where he has worked since 2013. Integrated Wealth Concepts serves a broad client base including individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing a long-term investment approach with customized portfolios that include mutual funds, ETFs, individual equities, and fixed income.

Lisa Goodman is a financial advisor at Mercer Global Advisors Inc. with 23 years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Reilly Financial Advisors, LLC, Alps Distributors, Inc., and Brandes Investment Partners, L.P. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm employs a globally diversified investment approach grounded in Modern Portfolio Theory and offers various specialized programs and client education initiatives.

Marie St. Clare is a CFP® and holds a Series 65 license with five years of industry experience. She currently works at Beacon Pointe Advisors, LLC and has previously been with Sensible Financial Planning And Management, LLC. Prior to her financial career, she worked as a family nanny and attended Wellesley College. Beacon Pointe Advisors, LLC provides wealth advisory and consulting 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 uses both active and passive investment strategies across public and private asset classes.

Brian Bors is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding Series 66 and Series 63 licenses and bringing 10 years of industry experience. His prior roles include positions at Fisher Investments, John Hancock Investment Management, Bank of America, Merrill, and Charles Schwab. Wealth Enhancement Advisory Services provides financial planning, asset management, retirement-plan consulting, and referrals to managed account investment managers for individuals, high-net-worth clients, corporations, and retirement plans. The firm manages over $122 billion in assets and employs a risk-class based investment approach that blends passive and active management with oversight from an internal Investment Committee.

Alicia Byrnes is a financial advisor at Corient with five years of industry experience. She holds Series 65 and Series 66 licenses and has previously worked at Kayne Anderson Capital Advisors and Crescent Bay Advisors. Byrnes joined Corient in 2024, where she also serves Corient Services LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party manager solutions and employs risk management tools and stress testing to align portfolios with client objectives.

Kimberlee Davis is a financial advisor at Hightower Advisors with 12 years of industry experience. She holds the Series 66 designation and has been with Hightower Advisors and its affiliated broker-dealer, Hightower Securities, LLC, since 2015. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach centers on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers services including discretionary portfolio management, financial planning, and retirement plan consulting.

Ryan Johnson is a financial advisor at Goldman Sachs Wealth Services with four years of industry experience. He holds a Series 66 designation and has worked at Goldman Sachs since 2021. Prior to his advisory role, his background includes diverse positions such as a brief tenure with Villarreal CF and several years in full-time education. Goldman Sachs Wealth Services provides financial planning, investment management, and advisory support to a wide range of clients, including individuals, high-net-worth households, corporate participants, and institutional clients. The firm leverages centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Barton Pearce is a financial advisor with Primerica Advisors based in Irvine, CA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

Caden Fehr is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and one year of industry experience. His prior roles include positions at JM Financial Strategies, State Farm, Mercer Advisors, HomeStreet Bank, and Trinity School. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial planning, and retirement plan consulting. The firm combines active and passive strategies within a tax- and fee-sensitive framework and offers access to private funds and specialized investment solutions.

Louis Gardner is a financial advisor with Integrity Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. His prior experience includes roles at Lion Street Advisors, LLC, Lion Street Financial, and Gardner Brown Associates Inc. He serves as a board member for both the Knights of Columbus and the Roosters Foundation of Orange County, nonprofit organizations focused on charity and community support. Integrity Alliance operates as a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers a range of services including portfolio management, financial planning, and access to third-party managers, employing various investment allocation approaches across discretionary and non-discretionary account structures.

Ignacio Jimenez is a financial advisor at Cerity Partners LLC with 22 years of industry experience. He holds a Series 66 designation and has been with HPM Partners LLC since 2012. Cerity Partners is an SEC-registered investment adviser serving a diverse client base including individuals, families, trusts, corporations, and 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, emphasizing diversified asset allocation and customized portfolios.

Shawn Lefebvre is an investment advisor at TLG Advisors, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Leaders Group Inc, Lincoln Investment, Capital Analysts Inc, Pacific Southwest Financial, and Provident Mutual Life. Outside of his advisory role, he is involved in life insurance sales through his own business, Lefebvre Financial Services, and Pacific Southwest Financial. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, and ERISA fiduciary services, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Mark Mitamura is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked at LPL Financial for over 14 years and previously spent 10 years with Level Four Advisory Services. 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 and financial planning, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and employs both internal management and third-party sub-advisers.

Jane Choi is a financial advisor at Principal Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at several firms, including New York Life, Eagle Strategies, Mass Mutual Life Insurance Company, and MML Investors Services LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Kun Qian is a financial advisor with Transamerica Financial Advisors in Irvine, CA, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His work history includes roles with Everest Management LLC, BGLSK Management, KGW Management LLC, and a long tenure at Transamerica Financial Advisors since 2012. He is also involved in managing Everest Group, LLC, and Everest Group Partners LLC. 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 and third-party model portfolios, discretionary and non-discretionary program options, with a platform that integrates registered investment adviser and broker-dealer functions.